---
description: Compare PlanStreet vs Bonterra Penelope regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: PlanStreet vs Bonterra Penelope Comparison
---

Breadcrumb: [Home](/) > [Nonprofit CRM Software](/directory/4788/nonprofit-crm-software/software) > [PlanStreet \<span\>vs\</span\> Bonterra Penelope](https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope)

# Compare PlanStreet vs Bonterra Penelope

Canonical: https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope

> Detailed comparison between PlanStreet and Bonterra Penelope. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | PlanStreet | Bonterra Penelope |
| **Overall rating** | 4.3/5 | 4.2/5 |
| **Total Reviews** | 44 | 75 |
| **Starting Price** | - | US$400.00 |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### PlanStreet

- Accounting
- Activity Tracking
- Billing & Invoicing
- Case List Management
- Client Management
- Customisable Templates
- Document Management
- Document Templates
- E-Prescribing
- Group Notes
- Invoice Management
- Patient Management
- Patient Records Management
- Real-Time Reporting
- Referral Tracking
- Reminders
- SSL Security
- Scheduling
- Surveys & Feedback
- Workflow Management

### Bonterra Penelope

- Accounting
- Activity Tracking
- Billing & Invoicing
- Case List Management
- Client Management
- Customisable Templates
- Document Management
- Document Templates
- E-Prescribing
- Group Notes
- Invoice Management
- Patient Management
- Patient Records Management
- Real-Time Reporting
- Referral Tracking
- Reminders
- SSL Security
- Scheduling
- Surveys & Feedback
- Workflow Management

## Links

- [View PlanStreet Profile](https://www.softwareadvice.co.uk/software/241806/planstreet)
- [View Bonterra Penelope Profile](https://www.softwareadvice.co.uk/software/430179/penelope)
- [View Original Comparison](https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"PlanStreet vs Bonterra Penelope Comparison","description":"Compare PlanStreet vs Bonterra Penelope regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope","about":[{"@id":"https://www.softwareadvice.co.uk/software/241806/planstreet#software"},{"@id":"https://www.softwareadvice.co.uk/software/430179/penelope#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope#webpage","isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"name":"PlanStreet","description":"Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Software. Our software solution was developed with non-profits, human services, and social services in mind, designed to reduce the stress of overwhelming workloads.\n\nAnalytics &amp; Reporting:\nIs your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location. \n\nOur robust reporting solution allows you to build your own tailored reports to fit your organization's needs.\nEasily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way. \n\nEasy-to-Use Client Portal: \n- Efficiency: Reduce paperwork with online forms. \n- Scheduling: Manage multiple client's different availability with an embedded scheduling tool. \n- Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically. \n- Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access.\n- Invoicing: invoices directly to clients and avoid the delay of traditional mail.\n\nAdvanced Form Builder: \nCollect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: \n- Automatic API Generation \n- Create Conditional Fields \n- Upload Files \n- eSignatures \n- Custom Layouts \n- Offline Mode \n\nConfigurable Software:\nHighly customizable user interfaces, custom reports, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it.\n\nMaintain Federal Requirements: \nWe provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems.\n\nOur 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls.\n\nAttract More Funding:\nShowcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. \n\nCentralize Data:\nStop using multiple platforms to store client and business data. PlanStreet puts all your information in one place. Not only does this help streamline your processes and team, but also allows your organization to focus on growth.  \n\nWho Uses PlanStreet? \n- Mental Health Services \n- Foster Care/Child Services \n- Homessless Management (HMIS) \n- Food Pantry Management\n- Reentry Programs\n- Veterans Management\n- Disaster Case Management \n\nPlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform. \n\nOur case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them. We also offer a custom pricing structure!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/eee8765b-b960-47b2-b1ed-145365e42ee9.png","url":"https://www.softwareadvice.co.uk/software/241806/planstreet","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.uk/software/241806/planstreet#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":44},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"name":"Bonterra Penelope","description":"Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.\n\nThe automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.\n\nThey offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.\n\nSocial Solutions is becoming Bonterra. Learn more at www.bonterratech.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/42408fd4-66b5-4bf5-ab96-1a63b762dfc5.png","url":"https://www.softwareadvice.co.uk/software/430179/penelope","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.uk/software/430179/penelope#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":75},"offers":{"price":"400","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Nonprofit CRM Software","position":2,"item":"/directory/4788/nonprofit-crm-software/software","@type":"ListItem"},{"name":"PlanStreet vs Bonterra Penelope","position":3,"item":"https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/compare/241806/430179/planstreet/vs/penelope#breadcrumblist"}]}
</script>
