Best Nonprofit Case Management Software in 2026
Updated
In short: Collaborate is ranked #1 of 32 as of 4 October 2026, ahead of CaseFlow and In-Form. The best-ranked option with a free plan is Primero. The lowest first paid tier on this page is In-Form at £13.75/mo.
Coordinating client services involves intake, planning, and follow-through, so consider which of those tasks your organization needs to support. Compare client portals and custom intake forms with mobile access, outcome tracking, referral tracking, and service plan tracking. Free-plan availability and paid-from pricing offer additional points for comparing access and cost. In-Form and Primero open the ranking, followed by FAMCare, CaseFlow, and Collaborate. CaseWorthy, QG Case, and CharityTracker also appear among the first entries. Use the listed capabilities to judge how each option aligns with the way your team records client needs and tracks services.
32 nonprofit case management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 Collaborate Top pick · 6.7 
#2 CaseFlow Runner-up · 6.6 $150/mo
#3 In-Form Also great · 6.6 £13.75/mo
- AndroidapiiOSWeb
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSmacOSWebWindows
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$150/mofirst paid tier About CaseFlowVisit site - AndroidiOSWeb
- Free plan
- Yes
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms£13.75/mofirst paid tier About In-FormVisit site - Free plan Web
- Free plan
- Yes
RecognisedDocumentedFree planPlatforms$687.50/mofirst paid tier About PrimeroVisit site - apiWeb
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Paid from
- 50 /user/mo
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$5,060/mofirst paid tier About CaseManagement.aiVisit site - AndroidapiiOSself-hostedWeb
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - Free trial Web
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$160/mofirst paid tier About ShareVisionVisit site - Free trial apiWeb
- Free plan
- No
- Paid from
- 20 /user/mo
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$18/mofirst paid tier About CharityTrackerVisit site - Web
- Free plan
- No
- Paid from
- 65 /user/mo
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$65/mofirst paid tier About QG CaseVisit site - Web
- Free plan
- No
- Custom intake forms
- Yes
- Referral tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$70/mofirst paid tier About TransformVisit site - Web
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - WebiOSAndroid
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - RecognisedDocumentedFree planPlatforms
- Web
- Free plan
- Yes
- Custom intake forms
- Yes
- Service plan tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- Free trial Web
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms$36/mofirst paid tier About InfoFlo ImpactVisit site - Web
- Service plan tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Custom intake forms
- Yes
- Outcome tracking
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which nonprofit case management software is ranked first on Everything Xiaomi?
Collaborate is ranked #1 of 32 with a score of 6.7. CaseFlow is second and In-Form 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, In-Form has the lowest first paid tier we found: £13.75/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.