PlanStreet Reviews, Pricing, Features & Alternatives in 2026
PlanStreet is a comprehensive case management software designed to help health and human services organizations automate intake, track participant progress, and manage complex social service workflows efficiently.
PlanStreet provides a centralized platform to manage your health and human services operations from intake to reporting. You can move away from scattered spreadsheets and paper files by digitizing your entire case management process. The software allows you to create custom intake forms, track individual participant goals, and monitor program outcomes in real-time.
You can also manage your team's schedules, track billable hours, and generate compliance reports with a few clicks. Whether you are running a reentry program, a homeless shelter, or a mental health clinic, the platform adapts to your specific workflow requirements. It focuses on reducing administrative burdens so your staff can spend more time providing direct care to the community.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop struggling with manual data entry and fragmented records. PlanStreet gives you the tools to automate your daily operations and focus on delivering better outcomes for your participants.
Automated Intake
Create custom digital forms that allow you to process new participants quickly and eliminate redundant data entry.
Case Notes Tracking
Record detailed interactions and progress updates in a secure, centralized location that your entire team can access.
Goal Management
Set specific milestones for your participants and track their journey toward self-sufficiency with visual progress indicators.
Attendance Tracking
Monitor program participation and group session attendance automatically to ensure your services reach those who need them.
Reporting & Analytics
Generate detailed impact reports and compliance documentation instantly to satisfy grant requirements and internal stakeholders.
Scheduling & Calendars
Coordinate staff appointments and facility resources using a shared calendar that prevents double-booking and missed meetings.
Integrations
Microsoft Outlook
Google Calendar
QuickBooks
Zapier
Microsoft Teams
Pricing Plans
PlanStreet uses a flexible pricing model tailored to the specific needs of your organization. While they do not offer a forever-free plan, you can explore the platform through a guided demo to see how it fits your budget. Pricing typically scales based on the number of users and the specific modules your agency requires for daily operations.
Pros & Cons
After analyzing feedback from health and human services professionals, here is what you can expect when implementing PlanStreet for your agency:
Pros
Highly customizable forms adapt to unique program needs
Centralized data improves team collaboration and communication
Responsive customer support helps with initial setup
User-friendly interface reduces staff training time
Strong reporting capabilities simplify grant compliance
Cons
Initial configuration requires significant time investment
Mobile app functionality is limited compared to desktop
Advanced reporting features have a steeper learning curve
Who Should Use PlanStreet?
Perfect for nonprofit organizations and government agencies (10-500 employees) providing social services, reentry programs, or community health support.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
healthcare
nonprofit
government
Our Verdict
PlanStreet is a solid choice if you need to modernize a paper-heavy case management process. Its strength lies in its deep customization, allowing you to build a system that mirrors your existing workflows rather than forcing you into a rigid template.
While the lack of transparent public pricing means you must engage with sales early, the platform's ability to consolidate intake, tracking, and reporting is a major time-saver. Highly recommended for mid-sized nonprofits that need to prove their impact to donors through rigorous data tracking.
Ready to Try PlanStreet?
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