PlanStreet
About PlanStreet
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Is your organization's data stored in Excel, using multiple forms, and an outdated CRM?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.
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.
Who Uses PlanStreet?
- Mental Health Services
- Foster Care/Child Services
- Homessless Management (HMIS)
- Food Pantry Management
- Reentry Programs
- Veterans Management
- Disaster Case Management
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
PlanStreet's Case Management software is a secure, tailor-made, cloud-based solution you can use anywhere. Designed for social, human, and healthcare services, our software has the flexibility to support your clients’ needs and empower your agency. Switch to PlanStreet and automate your client engagement, cases, forms and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track results.
Key benefits of PlanStreet
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
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Reviews
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- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very effective and efficient software
Reviewed on 2021/04/13
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.
Response from PlanStreet
We are glad that you are having a good experience with PlanStreet.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Kids to Love Foundation
Reviewed on 2024/06/26
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.
Reasons for Switching to PlanStreet
Offered all of the features we needed, ability to differentiate between programs while still adding clients to multiple programs. Good value.- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Get's the job done
Reviewed on 2025/01/13
Planstreet does a good job of trying to customize their system to your company needs. We frequently...
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.
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.
Alternatives Considered
UizardReasons for Switching to PlanStreet
Planstreet was able to customize items to fit our organization needs. The previous question the answer is unknown as I cannot remember the names.- Industry: Mental Health Care
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Plans-street
Reviewed on 2024/06/03
This program is ok for basic entry level case management data and support to keep information...
This program is ok for basic entry level case management data and support to keep information needed for a business.
Pros
list of client and some needed data to keep all in one place.
Cons
slow and need more improvement on technology and data accuracy.
- Industry: Individual & Family Services
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product, Helpful Staff
Reviewed on 2024/12/19
Competent and professional staff who were easy to work with and helped create a program that meets...
Competent and professional staff who were easy to work with and helped create a program that meets our needs.
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.
Alternatives Considered
Community CareLinkReasons for Switching to PlanStreet
Better customization options, better price, ease of use.PlanStreet FAQs
Below are some frequently asked questions for PlanStreet.Q. What type of pricing plans does PlanStreet offer?
PlanStreet offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Not Available
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.
Q. Who are the typical users of PlanStreet?
PlanStreet has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does PlanStreet support?
PlanStreet supports the following languages:
English
Q. Does PlanStreet support mobile devices?
PlanStreet supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PlanStreet integrate with?
PlanStreet integrates with the following applications:
Elation Health, Gmail, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Teams, OneDrive, PayPal, Spillman Records Management, Stripe
Q. What level of support does PlanStreet offer?
PlanStreet offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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