--- description: Review of PlanStreet Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: PlanStreet | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software for Nonprofits](/directory/4788/nonprofit-crm-software/software) > [PlanStreet](/software/241806/planstreet) # PlanStreet Canonical: https://www.softwareadvice.co.nz/software/241806/planstreet Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/241806/planstreet?page=2) > 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. Analytics \& Reporting: Is your organization's data stored in Excel, using multiple forms, and an outdated CRM?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. Our robust reporting solution allows you to build your own tailored reports to fit your organization's needs. Easily 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. Easy-to-Use Client Portal: - Efficiency: Reduce paperwork with online forms. - Scheduling: Manage multiple client's different availability with an embedded scheduling tool. - Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically. - Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access. - Invoicing: invoices directly to clients and avoid the delay of traditional mail. Advanced Form Builder: Collect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: - Automatic API Generation - Create Conditional Fields - Upload Files - eSignatures - Custom Layouts - Offline Mode Configurable Software: Highly 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. Maintain Federal Requirements: We 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. Our 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. Attract More Funding: Showcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. Centralize Data: Stop 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. Who Uses PlanStreet? - Mental Health Services - Foster Care/Child Services - Homessless Management (HMIS) - Food Pantry Management - Reentry Programs - Veterans Management - Disaster Case Management PlanStreet'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. Our 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\! > > Verdict: Rated **4.3/5** by 44 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 44 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: PlanStreet - **Location**: Lexington, US - **Founded**: 2017 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Custom Pricing Plans That Are Tailored To Fit Your Budget. For a custom licensing plan that's right for your team, contact a sales representative. Whether you are a small or large nonprofit or a public sector entity, we are here to help. Implementation and training services packages are available at an additional price. All plans are billed annually and include chat and email support. Contact PlanStreet directly for large volume discounts and custom pricing plans. - **Target Audience**: 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, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Appointment Scheduling - Approval Process Control - Assessment Management - Attendance Management - Authorization Tracking - Barcode/Ticket Scanning - Bed Management - Billable Items Tracking - Billing & Invoicing - Budget Tracking - Budgeting/Forecasting ## Integrations (14 total) - Elation - Gmail - Google Calendar - Google Drive - MRI Property Management - Microsoft 365 - Microsoft Outlook - Microsoft Teams - OneDrive - PayPal - QuickBooks Online - Spillman Records Management - Square Payments - Stripe ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [CRM Software for Nonprofits](https://www.softwareadvice.co.nz/directory/4788/nonprofit-crm-software/software) ## Related Categories - [CRM Software for Nonprofits](https://www.softwareadvice.co.nz/directory/4788/nonprofit-crm-software/software) - [Medical Billing Software](https://www.softwareadvice.co.nz/directory/11/medical-billing-software/software) - [Inventory Management Software](https://www.softwareadvice.co.nz/directory/4490/inventory-management/software) - [Professional Services Automation Software](https://www.softwareadvice.co.nz/directory/4135/psa/software) - [Social Work Case Management Software](https://www.softwareadvice.co.nz/directory/4089/social-work-management/software) ## Alternatives 1. [Givebutter](https://www.softwareadvice.co.nz/software/380178/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.softwareadvice.co.nz/software/380685/donorbox) — 4.8/5 (624 reviews) 3. [DonorPerfect](https://www.softwareadvice.co.nz/software/389956/donorperfect) — 4.5/5 (1385 reviews) 4. [Bonterra Network for Good](https://www.softwareadvice.co.nz/software/19063/network-for-good) — 4.6/5 (936 reviews) 5. [Bonterra Apricot](https://www.softwareadvice.co.nz/software/76884/bonterra-case-management) — 4.2/5 (225 reviews) ## Reviews ### "Very effective and efficient software" — 5.0/5 > **Verda** | *13 April 2021* | Design | Recommendation rating: 10.0/10 > > **Pros**: The design if the software is easy to use. Does not require a lot of time to learn. Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions. > > **Cons**: I wasn’t able to connect my google account however, the team helped me and went through step by step to show me how it can be done. ----- ### "Get's the job done" — 4.0/5 > **Christina** | *13 January 2025* | Nonprofit Organisation Management | Recommendation rating: 6.0/10 > > **Pros**: What I like about Planstreet is they try to work on help desk request as soon as possible. Their support team is very timely with tickets and they are quick to jump on a virtual call to walk you though something. > > **Cons**: The one con about Planstreet is to change things like forms you have to go through their help center. For someone like me who is tech savvy, I like to be able to make changes myself without having to reach out to someone especially when I want it done right away. > > Planstreet does a good job of trying to customize their system to your company needs. We frequently ask for things outside of the usual scope, and they do their best to deliver. ----- ### "Shocker Support Locker PlanStreet Review" — 2.0/5 > **Lauren** | *1 December 2025* | Education Management | Recommendation rating: 3.0/10 > > **Pros**: I like how relatively easy it is to use. The interface is very self-explanatory which makes navigating the applications and features pretty straight forward. The IT Team responds very quickly and tries their best to fix issues. > > **Cons**: I do not like how features are not easily accessible across web and app versions of the platform. A lot of features that we use are not able to be accessed on the app. There are also quite a few bugs on the platform that make both the web and app versions VERY unreliable. These bugs hinder us from using all aspects and features of PlanStreet which can be very frustrating. When talking with IT Support about all these bugs, they cannot provide us with a timeline for these items to be fixed. This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations. I can tell IT Support is doing their best to fix these issues, but often I am told that there is nothing they can do to fix major bugs that inhibit use of PlanStreet. For how much the program costs, I would hope these issues can be fixed in a more timely manner. > > Overall, PlanStreet works as a bare minimum for what I need it to do. I am constantly frustrated with all the outages and bugs that make PlanStreets auxiliary functions unusable. But for tracking student visits, the bare minimum, it works. ----- ### "Great Product, Helpful Staff" — 5.0/5 > **Paul** | *19 December 2024* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: The ability to customize our online record keeping software. > > **Cons**: Confusion with whom to direct question to on staff. Once the appropriate person was identified the issues stopped. > > Competent and professional staff who were easy to work with and helped create a program that meets our needs. ----- ### "Kids to Love Foundation" — 5.0/5 > **Kathryn** | *26 June 2024* | Nonprofit Organisation Management | Recommendation rating: 9.0/10 > > **Pros**: I love the clean UX and the ability to integrate all of our programs across all of our cases. The ability to manage our caseworkers and documents separately for each program has been a game changer\! PlanStreet staff has been fantastic at listening to and adapting to our needs as an organization. > > **Cons**: Reports builder is an amazing tool but has been difficult to learn and still has bugs to be worked out. Have been getting occasional glitches and issues, or times when planstreet freezes during use. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/241806/planstreet?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/241806/planstreet) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data