--- description: Review of CaseWorthy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CaseWorthy | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Nonprofit CRM Software](/directory/4788/nonprofit-crm-software/software) > [CaseWorthy](/software/49357/caseworthy) # CaseWorthy Canonical: https://www.softwareadvice.co.uk/software/49357/caseworthy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/49357/caseworthy?page=2) > CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations \& local, state \& federal government agencies to transform key data into actionable information and proof-points. Key features include robust, self-configuration tools, advanced communication tools through notifications, texts \& email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management \& reporting, individual, program, location \& organization-wide data management, and more. With the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated \& customized emails and event specific notifications to clients and providers. CaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social causes including employment services, homeless management, victims services, refugees, veterans, education, senior services and meal delivery, and youth and family services. CaseWorthy stands above the rest through the creation and ongoing development of a database built by human service experts FOR human service experts. CaseWorthy provides tools for human services agencies to manage their unique program efforts the way that works best for their clients to ensure service provision and outcome impact is top of mind for their day-to-day service providers. Our leadership, account management, and support teams are staffed with subject matter experts intended to be CaseWorthy experts guiding you in not only system configuration but how to envision and create your goals and objectives within the CaseWorthy application. We understand the importance of your work and the prioritization of those in need which enhances our true partnerships with our customers beyond data management. > > Verdict: Rated **4.4/5** by 44 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 44 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: CaseWorthy - **Location**: Salt Lake City, US - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$0.01 - **Pricing model**: (Free Trial) - **Pricing Details**: CaseWorthy is a scalable, configurable solution, therefore services pricing can vary due to the needs of each organization. Software licenses are user-based. Schedule a demo and request full pricing information. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, Dominican Republic, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - Billing & Invoicing - CRM - Calendar Management - Case Management - Case Notes - Charting - Child Welfare Management - Client Management - Client Portal ## Integrations (8 total) - Docusign - Flexmonster Pivot Table - Microsoft Power BI - MySQL - ServTracker - TinyMCE - Twilio - WordPress ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) ## Related Categories - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) - [Fundraising & Donor Management Software](https://www.softwareadvice.co.uk/directory/417/fundraising-software/software) - [Online Membership Software](https://www.softwareadvice.co.uk/directory/1626/online-membership/software) - [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software) - [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software) ## Alternatives 1. 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We have been able to adapt CaseWorthy to all our data collection and process management needs. > > **Cons**: With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send. > > We are managing an online referral making/tracking network primarily, along with some case management for social service clients and other projects related to resource distribution and workforce development. We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive. ----- ### "Efficient case management software" — 5.0/5 > **Jeanette** | *22 September 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: I like that CaseWorthy is user friendly and easy to navigate. It makes my job of data reconciliation efficient and easy. > > **Cons**: I don't have any negative things to say about CaseWorthy. Anytime that our team has had an issue arise, customer support has been helpful in fixing the problem. > > CaseWorthy has been a game changer compared to our last case management software\! It has streamlined our client data management tenfold. ----- ### "We Love CaseWorthy" — 5.0/5 > **Ashley** | *6 November 2019* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function\! It helps keep our facilities safe and our outputs accurate. > > **Cons**: There can be a lot of navigating and clicks to get somewhere. > > We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy\! ----- ### "A Flexible Partner and Strong Baseline Product" — 5.0/5 > **Danielle** | *3 September 2020* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation. > > **Cons**: CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement. > > CaseWorthy provides strong customer support. Our project manager, \[SENSITIVE CONTENT HIDDEN\] and analyst, \[SENSITIVE CONTENT HIDDEN\] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy\! ----- ### "St. Patrick Center Review" — 4.0/5 > **Joseph** | *25 August 2021* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier. > > **Cons**: Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API. > > CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/49357/caseworthy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/49357/caseworthy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data