Casebook vs ShareVision
Casebook
casebook.netShareVision
sharevision.appSide by side
| Figure | Casebook | ShareVision |
|---|---|---|
| Price from | $29/mo | $160/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 6 |
| Spec score · Case Management Software | 8.8 (#7) | 7.7 (#76) |
| 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. | ShareVision was created in 2004 by founder Sven Brindley to address operating challenges at a developmental-services organization in Sechelt, British Columbia. |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Sechelt, British Columbia, Canada |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | All listed plans include access to the ShareVision Community Forum for technical support. |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
ShareVision
- Simply 10$160 a month
- Simply 25$320 a month
- Simply 50$480 a month
- Plenty 100$800 a month
- Plenty 250$1,250 a month
- Plenty 500$2,100 a month
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.
ShareVision
ShareVision is a cloud-based nonprofit CRM and case-management platform for direct-service organizations. It brings client records, service activity, goals, outcomes, staff workflows, and reporting into one system. Teams can maintain client profiles, case notes, documents, service enrollment histories, and waitlists, while tracking program and individual goals, assessments, indicators, and pre- and post-service surveys. Editable electronic forms and configurable fields let organizations adapt forms to their processes. Alerts can arrive in the app, by email, or by SMS; SMS requires a Twilio account. Calendar connections are available for Google and Microsoft. The responsive web platform works on mobile devices without an app. ShareVision lists encryption, configurable access, permissions, multi-factor authentication, and automated daily backups. It says customer data is held in Canada. Plans start with Simply 10 at $160 a month under an annual commitment, covering 1–10 users, 10 GB of built-in document storage, and unlimited clients and services. A free trial is available, but there is no free plan.