Best Case Management Software for Nonprofits
Rob Turner

Case management software, also known as human services software, enables nonprofit organizations to streamline case management processes like recording case notes, creating programs, facilitating case planning, tracking progress, and organizing documents.

The software acts as a central repository for client-related and case-related information and can be used across a wide variety of nonprofits that work in areas of human services.

Designed specifically for nonprofit organizations, case management software also enables people working in human services to remain compliant with local and federal regulations.

There are various case management software solutions available, so you should compare different ones to find the best software and the right features for the precise needs of your nonprofit organization.

To help you get started, here’s our pick of the best case management software options currently available.


When you start your own nonprofit, you’re sure to need case management software. Well, Sumac’s nonprofit CRM software provides you with various tools to help run an entire nonprofit organization.

It can be used by a variety of industries, including human services, health organizations, and education services. With it, you can manage cases, fundraising campaigns, memberships, and more.

Also, the Sumac software has countless add-ons and customizations.

Foothold Technology

The human services software from Foothold Technology is one of the best and most flexible options available on the market.

You can manage data for programs across your nonprofit organization and the software is easily configurable to suit your exact needs.

Powerful and easy to use, Foothold Technology’s case management software allows you to manage service plans in an easy and efficient manner, which includes being able to track personalized goals and outcomes.

You can also use it to create compliant cycles of documentation, reporting, and billing.

Salesforce’s Nonprofit Cloud

The Nonprofit Cloud from SalesForce offers a platform for program management, marketing, reporting, fundraising, and more. Furthermore, you can gain a real-time view of your fundraising performance and data insights across the board.

Other features of the Nonprofit Cloud include grantmaking, community engagements, and analytics. Add-on apps with additional features are available as well.


Global Vision Technologies’ FAMCare case management software can be used by any kind of human service organization, but it’s particularly beneficial for nonprofits working with family and child cases.

Its features include a variety of templates, an intuitive search function, dashboards, reporting features, and 24/7 tech support. FAMCare software is also highly customizable and things like billing and cost-tracking are easy to use.


The human services software platform known as Casebook is mobile, secure, and brings together all of your clients, cases, and referral information together in one place.

Its features include a virtual front desk, management services, and configurable reporting.

And because Casebook is optimized for mobile, users can easily see which applications have been assigned to them, submit things like forms and signatures and complete inspections.

Apricrot 360

Apricot 360 combines typical case management features with advanced data and analytics. Users can quickly identify trends and make data-driven decisions.

Features of the case management software include dynamic data representation, synchronization, direct messaging, scheduling, closed-loop referrals, and more.


The Penelope case management software is a secure and configurable client management system. With it, you can improve data quality, save time, and integrate billing.

The software’s features include scheduling, grant tracking, advanced results reporting, automated workflows, and direct messaging.


This customer relationship management software is built specifically for nonprofits. It’s mainly used to help nonprofit organizations raise more money and grow. And, unlike starting a business for profit, you can’t simply raise funds from your friends and family, so it’s important you use case management software to help you achieve your fundraising goals.

It includes tools for engaging donors and accepting donations. Its features include reporting and analytics, marketing and communications, automatic receipts, one-click reports, and performance dashboards.