Case Management Guide

Case Management Software

Software for human services case management — the systems nonprofits, social service organizations, care coordination programs, and public agencies use to manage clients, services, referrals, and outcomes. Every profile is built from sourced, dated research; we publish no ratings or rankings.

Start with the kind of system you need

Before comparing features, it helps to know what type of solution fits your organization. These categories are descriptive, not a ranking — see our guide to choosing a model.

Or see the whole market at once: the human services case management software landscape.

11 products

Bonterra Apricot

by Bonterra

Configurable human-services case management and impact-management software for nonprofits and public-sector agencies.

Configurable

Target market
Nonprofits, public-sector agencies, healthcare and human-services organizations.
Deployment:
Cloud/web-based
Pricing:
not published
Last verified:
August 19, 2026

Bonterra ETO

by Bonterra

Social Solutions' enterprise human services case management and outcomes platform, now part of Bonterra — actively developed and supported for a large installed base (including state workforce systems), while Bonterra's…

Highly Configurable

Target market
Large nonprofits, government agencies, workforce boards, and community collaboratives
Deployment:
Cloud/SaaS
Pricing:
not published
Last verified:
August 20, 2026

Bonterra Penelope

by Bonterra

Athena Software's case management platform for social service and counseling agencies, now a Bonterra legacy product maintained for its installed base — no longer marketed, with no public product page, login link, or pr…

Target market
Social service and counseling agencies (historical); existing installed base
Deployment:
Cloud/SaaS
Pricing:
not published
Last verified:
August 20, 2026

Casebook

by Casebook PBC

Configurable cloud software for human services organizations covering intake, case management, services, referrals, workflows, reporting and related client data.

Configurable

Target market
Nonprofit and public-sector human services organizations, from small teams to larger agencies.
Deployment:
Cloud/SaaS
Pricing:
publicly available
Last verified:
August 19, 2026

CharityTracker

by Simon Solutions

A ready-to-use, HIPAA-compliant shared case management system for community assistance networks — churches, nonprofits, and United Ways sharing client records, assistance history, and referrals across a local network, w…

Ready-to-Use

Target market
Small nonprofits, churches, community assistance networks, and United Ways
Deployment:
Cloud/SaaS
Pricing:
publicly available
Last verified:
August 20, 2026

Clarity Human Services

by Bitfocus

A specialized cloud HMIS and coordinated entry platform for homeless response systems — HUD-compliant, community-wide, multi-agency — used by major Continuums of Care including San Francisco, Los Angeles County, and Kin…

Highly Configurable

Target market
Continuum of Care lead agencies, counties, cities, and states operating homeless response systems
Deployment:
Cloud/SaaS
Pricing:
not published
Last verified:
August 20, 2026

ClientTrack by CaseWorthy

by CaseWorthy

CaseWorthy's unified flagship human services case management application — the December 2025 merger of the legacy CaseWorthy and Eccovia ClientTrack products — with no-code apBuilder configuration, HMIS compliance, and …

Highly Configurable

Target market
Nonprofits, government agencies, and community networks from single providers to statewide coalitions
Deployment:
Cloud/SaaS
Pricing:
not published
Last verified:
August 20, 2026

Exponent Case Management

by Exponent Partners

A human services case management product built on the Salesforce platform: a purpose-built data model (cases, services, referrals, enrollments, assessments, outcomes) and 31 prebuilt reports on top of Salesforce clouds,…

Platform-Based

Target market
Mid-to-large human services nonprofits (typically 20+ users)
Deployment:
Cloud/SaaS (Salesforce platform)
Pricing:
publicly available
Last verified:
August 20, 2026

QG Case

by QuesGen Systems, Inc.

Human-services case management software for nonprofits, CBOs, violence-intervention and complex-care organizations.

  • QGCase Essentials: Ready-to-Use
  • QGCase Pro: Configurable
Target market
Nonprofits/CBOs through hospital-based violence-intervention and complex-care programs.
Deployment:
Cloud/web-based
Pricing:
not published
Last verified:
August 19, 2026

Salesforce Nonprofit Cloud

by Salesforce

Salesforce's nonprofit offering — currently branded Agentforce Nonprofit (formerly Nonprofit Cloud) — providing program management, case management, and outcome management as a vertical layer on the Salesforce platform.

Platform-Based

Target market
Nonprofit organizations, from small (via donated licenses) to large multi-program enterprises
Deployment:
Cloud/SaaS
Pricing:
publicly available
Last verified:
August 20, 2026

Salesforce Public Sector Solutions

by Salesforce

Salesforce's government offering: prebuilt public-sector apps and data models — including Benefit Management, Social Program Management, and Provider Management — on the Salesforce platform, with FedRAMP High-authorized…

Platform-Based

Target market
State, county, and municipal government agencies, including public human services agencies
Deployment:
Cloud/SaaS (Government Cloud)
Pricing:
publicly available
Last verified:
August 20, 2026

More products are being researched and added. Directory listings are alphabetical or by verification date — never ranked by editorial preference.