---
description: Get detailed information about Casebook usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
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title: Casebook Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Human Services Software](/directory/30660/human-services/software) > [Casebook](/software/200357/casebook-platform)

# Casebook

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> Casebook is a comprehensive human services software that supports public sector and nonprofit organizations.
> 
> Verdict: Rated **4.2/5** by 86 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Casebook?

Human services nonprofits, government agencies, programs, and private providers.  &#10;&#10;Per-User Pricing starts at $29 monthly (includes Reporting)

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.2/5** | 86 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support Software | 4.4/5 | Based on overall reviews |
| Value for Money | 4.1/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Casebook
- **Location**: New York, US
- **Founded**: 2007

## Commercial Context

- **Starting Price**: US$29.00
- **Pricing model**: Per User
- **Pricing Details**: Casebook is available across four pricing plans, outlined below. &#10;&#10;Starter: $29/ per user&#10;Growth: $69 / per user&#10;Professional: $99/ per user&#10;Enterprise: Starting at $2,199
- **Target Audience**: Self Employed, 2–10, 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
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Appointment Management
- CRM Software
- Case Notes
- Client Management
- Communication Management
- Contact Management Software
- Document Management Software
- Forms Management
- Goal Setting/Tracking
- Member Database
- Program Management
- Referral Management
- Reporting & Statistics
- Reporting/Analytics
- Scheduling Software

## Integrations (7 total)

- Gmail
- Google Calendar
- Google Forms
- Jotform
- Microsoft 365
- Microsoft Outlook
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Human Services Software](https://www.capterra.co.il/directory/30660/human-services/software)

## Related Categories

- [Human Services Software](https://www.capterra.co.il/directory/30660/human-services/software)
- [Social Work Case Management Software](https://www.capterra.co.il/directory/31462/social-work-case-management/software)
- [Nonprofit Software](https://www.capterra.co.il/directory/30805/nonprofit/software)
- [Nonprofit CRM Software](https://www.capterra.co.il/directory/31515/nonprofit-crm/software)

## Alternatives

1. [Givebutter](https://www.capterra.co.il/software/172048/givebutter) — 4.8/5 (871 reviews)
2. [Donorbox](https://www.capterra.co.il/software/156860/donorbox) — 4.8/5 (625 reviews)
3. [DonorPerfect](https://www.capterra.co.il/software/2698/donorperfect-fundraising-software) — 4.5/5 (1415 reviews)
4. [Zeffy](https://www.capterra.co.il/software/220131/zeffy) — 4.8/5 (479 reviews)
5. [Bonterra Apricot](https://www.capterra.co.il/software/123342/bonterra-case-management) — 4.2/5 (226 reviews)

## Reviews

### "Epilespy Services of SW FL" — 5.0/5

> **Leonel** | *23 September 2024* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **Pros**: The user friendliness of the software.
> 
> **Cons**: Configuring the reporting.  Its pretty hard.
> 
> It has been great\!  Friendly staff and always available\!

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### "Grateful for Casebook making my job easier." — 5.0/5

> **Nicole** | *18 June 2024* | Law Enforcement Software | Recommendation rating: 10.0/10
> 
> **Pros**: I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services.
> 
> **Cons**: I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job.
> 
> We enjoy it and we highly recommend it even though we do not use many of the things available to use for casebook, its good to know there are options if we do decide to add certain components or configurations to our daily routine.

-----

### "Casebook is the next great case management platform" — 5.0/5

> **Allie** | *14 January 2026* | Nonprofit Organization Management | Recommendation rating: 10.0/10
> 
> **Pros**: Casebook is one of the only platforms I have worked with that actually listens to their clients. They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process. Any troubleshooting I have needed in the last year has been addressed quickly and with continual updates. I adore the customer service team and how friendly they are. The platform is so easy to use and integrate with other platforms as needed through Zapier. I am looking forward to being a long term user\!
> 
> **Cons**: I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times. Heidi was so helpful and patient, but i still found it to be difficult at times. Now I feel sometimes I'm too nervous to switch things up in fear of messing with something unintentionally.
> 
> Casebook has been incredible for our team. From onboarding to troubleshooting to running through hypothetical situations with the CSM team, they have always made themselves available when needed and have a clear understanding of what caseworkers need from a case management platform.

-----

### "A Catch-All Solution for Client and Program Data" — 4.0/5

> **Verified Reviewer** | *13 August 2025* | Nonprofit Organization Management | Recommendation rating: 8.0/10
> 
> **Pros**: Casebook offers strong value for nonprofits managing multiple programs and contracts, centralizing over 4,000 client records and partner resources to streamline work and improve compliance. It is user-friendly, even for staff stronger at direct service than technical tasks, though administrators face an initial learning curve. Integration was straightforward but works best with a dedicated data staff member. While donor management is not our primary use, the platform could support it if needed. Reporting works well for standard needs, but more detailed analysis often requires exporting data. As a true catch-all for client and partner data, it keeps information secure with role-based access while allowing staff to work efficiently and stay connected.
> 
> **Cons**: Casebook requires a dedicated data administrator to get the most out of its features, and without that role, some setup and workflow updates can be challenging. While the reporting tools handle standard needs, pulling more complex or specialized data often means exporting for additional analysis. Navigation can feel click-heavy, especially when looking up older records, and advanced customization may take extra time to configure.
> 
> Casebook has become an essential tool for our agency. We use it daily to manage over 4,000 client records, track partner resources, and keep all program data in one place. It has improved compliance, made audits and monitoring visits smoother, and helped us see the true cost of service per client. This has allowed us to start making data-driven decisions, which is critical for sustainability in today’s nonprofit landscape. The platform is easy for staff to use, even those who are more focused on direct service, and the support from our Customer Success Manager \[sensitive content hidden\]&#10; has been invaluable in helping us organize and build our data processes. While there are areas for improvement in reporting flexibility, the overall impact on efficiency, compliance, and data management has been overwhelmingly positive.

-----

### "Easier Organization" — 4.0/5

> **Monique** | *14 January 2026* | Education Management | Recommendation rating: 7.0/10
> 
> **Pros**: What I liked most about Casebook is how easy and intuitive it is to use. The layout feels familiar and well-organized, which makes documentation straightforward rather than time-consuming. I appreciate that it’s user-friendly and doesn’t require a steep learning curve, allowing me to focus more on the work itself instead of navigating the system.
> 
> **Cons**: I did not like the building-out process; it was cumbersome. Setting up the initial configuration felt less intuitive than the daily navigation, and it took more time and effort than I originally anticipated to get everything aligned with our specific needs. It also took longer than I expected.
> 
> My team and I have had an overall smooth experience with Casbook. It made managing our over 1600 cases easier.

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## Links

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