PlanStreet
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SoftwareWorld Editorial Review
Why SoftwareWorld Chooses PlanStreet
"Organizations working in case management or social services often find PlanStreet a practical fit for tracking client progress and managing programs in one place. It helps teams stay organized when handling large volumes of cases, reporting requirements, and task assignments. The case tracking workflow tends to work well for nonprofits and government-related programs. That said, businesses outside the social services space may find the platform less suited to their day-to-day project or operational needs."
Decision Snapshot
PlanStreet Evaluation Snapshot
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Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
PlanStreet Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose PlanStreet
Problem it Solves
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Streamlining Project Management And Collaboration For Teams
Target Users
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Project Managers
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Team Leaders
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Nonprofit Organizations
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Government Agencies
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Small To Medium-sized Businesses
Core Use Case
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Manage Projects Efficiently
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Track Time And Expenses
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Collaborate With Teams
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Visualize Project Timelines
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Generate Detailed Reports
USP
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Streamline Project Management With Intuitive And Real-time Collaboration Tools
Pros
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Handles case management and program tracking within one platform
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Built-in workflows reduce manual follow-up across social service teams
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Reporting tools pull grant compliance data without extra configuration
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Agencies managing multiple programs find the multi-site structure genuinely practical
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Outcome tracking aligns well with federal and state reporting requirements
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Client intake forms are configurable without needing developer involvement
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Role-based access keeps sensitive case data appropriately compartmentalized
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Nonprofit teams with limited IT budgets appreciate the guided onboarding
Cons
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Reporting customization feels limited for data-heavy program management teams
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Advanced features take noticeable time for new users to master
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Pricing structure climbs quickly as team size and modules expand
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Mobile experience feels constrained compared to the full desktop version
Editorial Buyer Guidance
Who Is PlanStreet Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlining Project Management And Collaboration For TeamsTarget Users
- Project Managers
- Team Leaders
- Nonprofit Organizations
- Government Agencies
- Small To Medium-sized Businesses
Core Use Cases
- Manage Projects Efficiently
- Track Time And Expenses
- Collaborate With Teams
- Visualize Project Timelines
- Generate Detailed Reports
Unique Selling Point
Streamline Project Management With Intuitive And Real-time Collaboration Tools
Strengths and Limitations
PlanStreet Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Handles case management and program tracking within one platform
- Built-in workflows reduce manual follow-up across social service teams
- Reporting tools pull grant compliance data without extra configuration
- Agencies managing multiple programs find the multi-site structure genuinely practical
- Outcome tracking aligns well with federal and state reporting requirements
- Client intake forms are configurable without needing developer involvement
- Role-based access keeps sensitive case data appropriately compartmentalized
- Nonprofit teams with limited IT budgets appreciate the guided onboarding
!
Cons
- Reporting customization feels limited for data-heavy program management teams
- Advanced features take noticeable time for new users to master
- Pricing structure climbs quickly as team size and modules expand
- Mobile experience feels constrained compared to the full desktop version
Sponsored Products
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Category-Based Capabilities
PlanStreet Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Inventory Management Software 32 selected features Open category ↗ ⌄
Reorder Management
Vendor Managed Inventory
Barcode/Ticket Scanning
Returns Management
Multi-Currency
Sales Reports
Purchase Order Management
Inventory Optimization
Inventory Management
Real Time Data
Multi-Channel Management
Cost Tracking
Invoice Management
Retail Inventory Management
Kitting
eCommerce Management
Customer Database
Product Identification
Shipping Management
Reporting/Analytics
Multi-Location
Inventory Control
Forecasting
Warehouse Management
Supplier Management
Point of Sale (POS)
Alerts/Notifications
Accounting Integration
Status Tracking
Order Management
Inventory Auditing
Inventory Replenishment
Professional Services Automation Software 29 selected features Open category ↗ ⌄
Portfolio Management
Quotes/Estimates
Gantt/Timeline View
Activity Tracking
Multiple Projects
Proposal Generation
Billing & Invoicing
Task Management
Real Time Reporting
Project Management
Document Management
Forecasting
Approval Process Control
Performance Metrics
Resource Management
Project Planning
Billable Items Tracking
Collaboration Tools
Task Scheduling
Email Management
CRM
Project Time Tracking
Project Tracking
Client Portal
Timesheet Management
Progress Tracking
Time & Expense Tracking
Calendar Management
Accounting Integration
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments
Donation Management Software 30 selected features Open category ↗ ⌄
Recurring Giving
Online Giving
Payment Processing
Gift Matching Management
Donation Tracking
Activity Dashboard
Access Controls/Permissions
Mobile Giving
Campaign Management
Activity Tracking
Event Ticketing
Grant Management
Donor Management
Customizable Forms
Email Marketing
Attendance Management
Receipt Management
Personalization
Volunteer Management
Ad hoc Reporting
Event Management
Campaign Planning
For Nonprofits
Reporting/Analytics
Credit Card Processing
Contact Management
Pledge Management
Registration Management
Recurring/Subscription Billing
Multi-Channel Communication
Human Services Software 18 selected features Open category ↗ ⌄
Alerts/Escalation
Reporting & Statistics
Employee Management
Goal Setting/Tracking
Self Service Portal
Appointment Management
Document Management
Task Management
HIPAA Compliant
Training Management
Volunteer Management
Time Tracking
Certification & Licensing
Billing & Invoicing
Forms Management
Scheduling
Calendar Management
Role-Based Permissions
Legal Case Management Software 16 selected features Open category ↗ ⌄
Expense Tracking
Docket Management
Case Notes
Communication Management
Conflict Management
Document Management
Calendar Management
Client Management
Client Portal
Task Management
Billing & Invoicing
Workflow Management
Time Tracking
Email Management
Case Management
Trust Accounting
Mental Health Software 17 selected features Open category ↗ ⌄
Employee Management
Medical Billing
Self Service Portal
Compliance Tracking
Records Management
Reporting & Statistics
Task Scheduling
Forms Management
EMR/EHR
Claims Management
E-Prescribing
Appointment Scheduling
Charting
Confirmation/Reminders
For Mental/Behavioral Health
Treatment Planning
Initial Assessments
Nonprofit Software 17 selected features Open category ↗ ⌄
Committee Management
Fundraising Management
Dues Management
Volunteer Management
CRM
Donor Management
Communication Management
Event Management
Customizable Forms
Member Database
Accounting
Registration Management
Grant Management
Customizable Branding
Membership Management
Electronic Payments
Campaign Management
Patient Case Management Software 20 selected features Open category ↗ ⌄
Referral Management
Eligibility Verification
Case List Management
HIPAA Compliant
Patient Management
Treatment Planning
Medical History Records
Candidate Profiles
Document Management
Task Management
Payment Processing
Patient Records Management
Calendar Management
Billing & Invoicing
Activity Dashboard
Progress Reports
Appointment Management
Charting
Reporting & Statistics
Case Management
Social Work Case Management Software 10 selected features Open category ↗ ⌄
Goal Setting/Tracking
Scheduling
Case Notes
Program Management
Referral Management
Client Management
Reporting/Analytics
Volunteer Management
Forms Management
Document Management
Connected Applications
PlanStreet Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Outlook
Microsoft Teams
Google Workspace
HubSpot CRM
Salesforce Sales Cloud
Trello
Slack
Jira
Zapier
Asana
Zoom Meetings
Pricing Information
PlanStreet Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Verified User Feedback
Write a PlanStreet Review ↗
PlanStreet Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Christina D.
Sr. Program Manager
Flexible Platform with Responsive Support
Planstreet has been great at adapting to our company’s unique needs. Their team is quick to address help desk requests, and they’re always ready to hop on a call to guide you through anything. While I wish I could make quick changes to forms myself without going through support, their willingness to accommodate custom requests and provide timely assistance makes Planstreet a very dependable solution.
Reviewed on January, 2025
K F.
Director
Helpful Case Management
Our experience with PlanStreet has been very positive. The training team was phenomenal and made learning the system straightforward. The case management documentation feature is especially useful and adds real value. It did take some time to fully understand the program, but the support and guidance provided made it manageable. Overall, a solid and reliable platform.
Reviewed on April, 2024
Ameenah Y.
Program Director
User-Friendly Design
The product’s layout is clean and easy to navigate, making daily use simple. While a few features could be more streamlined, the team is extremely responsive and helpful. A step-by-step guide after implementation would make the experience even smoother, but overall it’s a very positive platform.
Reviewed on February, 2024
Alternative Products
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Frequently Asked Questions
PlanStreet FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
PlanStreet is a comprehensive patient case management software designed to assist healthcare providers in delivering coordinated and efficient care to their patients. The platform centralizes all patient information, including medical history, treatment plans, and communications, into a single, secure repository. This allows healthcare providers to easily track patient progress, manage appointments, and monitor outcomes. PlanStreet also includes tools for case coordination, document sharing, and collaboration among multidisciplinary teams, ensuring that every aspect of a patient’s care is well-managed. With built-in reporting and analytics, PlanStreet provides insights into patient outcomes and healthcare performance, helping organizations improve care delivery, increase operational efficiency, and ensure better patient experiences.
- No, PlanStreet does not offer a free version.
- Yes, PlanStreet offers a free trial.
- No, Credit Card details are not required for the PlanStreet trial.
-
PlanStreet supports the following payment frequencies:
- Monthly Subscription
- No, PlanStreet does not offer an API.
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PlanStreet can be integrated with the following applications:
- Salesforce Sales Cloud , Jira , Asana , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Microsoft Outlook , Trello , Microsoft Teams , Zapier , jira
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PlanStreet offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum
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PlanStreet offers training with the following options:
- In-person , Live Online , Webinar , Documentation , Videos
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PlanStreet supports the following languages:
- English
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Following are the typical users of the PlanStreet:
- Self-Employed , Small-Business , Midsize-Business
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PlanStreet supports the following deployment:
- Cloud Hosted
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PlanStreet supports the following devices and operating systems:
- Web-Based , iPhone , Android
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