Casebook vs CROSStrax
Casebook
casebook.net
CROSStrax
crosstrax.coSide by side
| Figure | Casebook | CROSStrax |
|---|---|---|
| Price from | $29/mo | $35/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 5 |
| Spec score · Case Management Software | 8.8 (#7) | 8.7 (#10) |
| Audit trail | Yes | Yes |
| Company Contact | Casebook lists an address in New York, a phone number, and an email address. | CROSStrax lists a Destin, Florida address, phone number, and support email. |
| Company history | Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017. | The platform was developed and refined over more than two decades with investigator collaboration. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Destin, Florida, United States |
| Case intake forms | Yes | Yes |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | Integrations include QuickBooks, Microsoft Office, Zapier, Delvepoint, IRBsearch, email, and transcription. |
| Mobile apps | Yes | CROSStrax maintains iPhone and Android apps. |
| Reporting dashboards | Yes | Yes |
| Workflow automation | Yes | Zapier connects CROSStrax with thousands of popular apps without coding. |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
CROSStrax
- Entry$420 a year
- Essential$780 a year
- Executive$1,260 a year
- Elite$2,340 a year
- Enterprise$3,540 a year
In their own words
Casebook
Casebook is a cloud-based case-management platform for human-service providers. It brings client, case, program, and provider details together, with client profiles that can connect across programs. Teams can configure programs, workflows, and reporting, and use forms, service planning, scheduling, notifications, messaging, case notes, referrals, and outcome dashboards. Staff can record intake, notes, and encounters on a phone or tablet while offline; the records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked to completion, with stalled or unconfirmed referrals flagged. Casebook offers built-in and custom reports and lists integrations including SMS/MMS, calendar and email, Zapier, webhooks, and an API. It supports Android, iOS, macOS, web, Windows, and API access. Plans are per user and billed annually: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.