Best Nonprofit Case Management Software in 2026
Updated
In short: Primero is ranked #1 of 32 as of 8 October 2026, ahead of CaseFlow and Collaborate. The lowest first paid tier on this page is OSCaR at $0.50/mo.
For organizations coordinating support and services, nonprofit case management software can help manage information and follow-through around client needs. Compared on client portals, custom intake forms, mobile access, outcome tracking, referral tracking, and service plan tracking, these entries offer concrete features to weigh against your workflows. Free-plan availability and paid-from pricing add plan and cost details. CaseFlow, Collaborate, and In-Form are among the options to compare. Consider which capabilities are important for your intake, service planning, and ongoing work with clients, then check how the listed features and plan details align with those needs.
32 nonprofit case management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
32ranked
1free plans on this page
$0.50/molowest paid tier
8 Oct 2026last checked
Input list Nonprofit Case Management Software 25 channels on this page · 105 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromCustom intake formsService plan trackingReferral trackingOutcome trackingClient portalMobile access Spec sheet Score
01 Primero Free planYesPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingnot statedClient portalnot statedMobile accessnot stated 1/8spec lines stated 7.4
02 CaseFlow Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessboth 7/8spec lines stated 7.0
03 Collaborate Free plannot statedPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessbrowser 6/8spec lines stated 7.0
04 Neighbor Solutions Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalnot statedMobile accessapp 6/8spec lines stated 6.9
05 Case Amplify Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalnot statedMobile accessbrowser 6/8spec lines stated 6.8
06 In-Form Free planYesPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessbrowser 7/8spec lines stated 6.8
07 ShareVision Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessbrowser 7/8spec lines stated 6.8
08 Bonterra Penelope Free plannot statedPaid fromnot statedCustom intake formsYesService plan trackingnot statedReferral trackingnot statedOutcome trackingYesClient portalYesMobile accessnot stated 3/8spec lines stated 6.7
09 CharityTracker Free planNoPaid from20/user/moCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingYesClient portalnot statedMobile accessnot stated 3/8spec lines stated 6.7
10 FAMCare Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessbrowser 7/8spec lines stated 6.6
11 InfoFlo Impact Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessbrowser 7/8spec lines stated 6.6
12 OSCaR Free planNoPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalNoMobile accessboth 7/8spec lines stated 6.6
13 SKAS Free plannot statedPaid fromnot statedCustom intake formsnot statedService plan trackingYesReferral trackingnot statedOutcome trackingnot statedClient portalYesMobile accessboth 3/8spec lines stated 6.6
14 TigernixClub Free plannot statedPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalYesMobile accessboth 6/8spec lines stated 6.6
15 Bonterra ETO Free plannot statedPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingYesClient portalnot statedMobile accessnot stated 1/8spec lines stated 6.5
16 CaseManagement.ai Free planNoPaid from50/user/moCustom intake formsnot statedService plan trackingYesReferral trackingYesOutcome trackingYesClient portalnot statedMobile accessnot stated 5/8spec lines stated 6.5
17 Sumac Free planNoPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingnot statedClient portalnot statedMobile accessnot stated 1/8spec lines stated 6.5
18 NECX Free planNoPaid fromnot statedCustom intake formsYesService plan trackingnot statedReferral trackingYesOutcome trackingnot statedClient portalYesMobile accessbrowser 5/8spec lines stated 6.4
19 QG Case Free planNoPaid from65/user/moCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalnot statedMobile accessbrowser 7/8spec lines stated 6.4
20 Bonterra Apricot Free plannot statedPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingYesClient portalnot statedMobile accessnot stated 1/8spec lines stated 6.3
21 Sumac Case Management Free planNoPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingnot statedClient portalnot statedMobile accessnot stated 1/8spec lines stated 6.3
22 OpenCharity Free plannot statedPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingnot statedClient portalnot statedMobile accessnot stated 0/8spec lines stated 6.2
23 CaseLight Free plannot statedPaid fromnot statedCustom intake formsnot statedService plan trackingnot statedReferral trackingnot statedOutcome trackingnot statedClient portalnot statedMobile accessnot stated 0/8spec lines stated 6.1
24 Transform Free plannot statedPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingnot statedOutcome trackingYesClient portalnot statedMobile accessnot stated 3/8spec lines stated 6.1
25 CHARMS Free plannot statedPaid fromnot statedCustom intake formsYesService plan trackingYesReferral trackingYesOutcome trackingYesClient portalnot statedMobile accessbrowser 5/8spec lines stated 5.9
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Custom intake forms | Service plan tracking |
|---|---|---|---|---|---|---|---|---|
| 1 | Primero | 7.4 | Free plan | $687.50/mo | Yes | — | — | — |
| 2 | CaseFlow | 7.0 | No | $150/mo | No | — | Yes | Yes |
| 3 | Collaborate | 7.0 | No | — | — | — | Yes | Yes |
| 4 | Neighbor Solutions | 6.9 | No | $100/mo | No | — | Yes | Yes |
| 5 | Case Amplify | 6.8 | No | — | No | — | Yes | Yes |
| 6 | In-Form | 6.8 | No | £13.75/mo | Yes | — | Yes | Yes |
| 7 | ShareVision | 6.8 | No | $160/mo | No | — | Yes | Yes |
| 8 | Bonterra Penelope | 6.7 | No | — | — | — | Yes | — |
| 9 | CharityTracker | 6.7 | No | $18/mo | No | 20 /user/mo | — | — |
| 10 | FAMCare | 6.6 | No | — | No | — | Yes | Yes |
| 11 | InfoFlo Impact | 6.6 | No | $36/mo | No | — | Yes | Yes |
| 12 | OSCaR | 6.6 | No | $0.50/mo | No | — | Yes | Yes |
| 13 | SKAS | 6.6 | No | — | — | — | — | Yes |
| 14 | TigernixClub | 6.6 | No | — | — | — | Yes | Yes |
| 15 | Bonterra ETO | 6.5 | No | — | — | — | — | — |
| 16 | CaseManagement.ai | 6.5 | No | $5,060/mo | No | 50 /user/mo | — | Yes |
| 17 | Sumac | 6.5 | No | $179/mo | No | — | — | — |
| 18 | NECX | 6.4 | No | — | No | — | Yes | — |
| 19 | QG Case | 6.4 | No | $65/mo | No | 65 /user/mo | Yes | Yes |
| 20 | Bonterra Apricot | 6.3 | No | — | — | — | — | — |
| 21 | Sumac Case Management | 6.3 | No | $179/mo | No | — | — | — |
| 22 | OpenCharity | 6.2 | No | — | — | — | — | — |
| 23 | CaseLight | 6.1 | No | — | — | — | — | — |
| 24 | Transform | 6.1 | No | $70/mo | — | — | Yes | Yes |
| 25 | CHARMS | 5.9 | No | $150/mo | — | — | Yes | Yes |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which nonprofit case management software is ranked first on Specifiction?
Primero is ranked #1 of 32 with a score of 7.4. CaseFlow is second and Collaborate third.
How many of these have a free plan?
1 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, OSCaR has the lowest first paid tier we found: $0.50/mo.
How is this list ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
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