Socianote vs Unit21
Socianote
socianote.com
Unit21
unit21.aiSide by side
| Figure | Socianote | Unit21 |
|---|---|---|
| Price from | $99/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 6 | 1 |
| Spec score · Case Management Software | 8.9 (#3) | 8.2 (#26) |
| Audit trail | All changes are logged automatically in a tamper-evident audit trail. | Yes |
| Headquarters | Singapore | San Francisco, California, United States |
| Integrations | The page says everything is in one place with no integrations to maintain. | Listed integrations include Plaid, Salesforce, Snowflake, Databricks, BigQuery, Chainalysis, Elliptic, Persona, Fiserv and Jack Henry. |
Plans
Socianote
- FreeFree
- Starter$99 a month
- Team$249 a month
- Scale$599 a month
- EnterprisePriced on request
- CustomPrice not published
In their own words
Socianote
Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.