---
description: Detailed reviews on PlanStreet based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare PlanStreet with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: PlanStreet Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Mental Health Software](/directory/71/mental-health/software) > [PlanStreet](/software/129007/planstreet)

# PlanStreet

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> Organize your data in one central location with PlanStreet's secure Case Management Software. Streamline Workflows, Deliver Custom Reporting to Stakeholders, Organize Cases and Programs, and Maintain Compliance and Security with our all-in-one software solution. We offer a custom pricing structure\!
> 
> Verdict: Rated **4.3/5** by 44 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of PlanStreet

Analytics \& Reporting:
Is your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location. 

Our robust reporting solution allows you to build your own tailored reports to fit your organization's needs.
Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way. 

Easy-to-Use Client Portal: 
- Efficiency: Reduce paperwork with online forms. 
- Scheduling: Manage multiple client's different availability with an embedded scheduling tool. 
- Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically. 
- Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access.
- Invoicing: invoices directly to clients and avoid the delay of traditional mail.

Advanced Form Builder: 
Collect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: 
- Automatic API Generation 
- Create Conditional Fields 
- Upload Files 
- eSignatures 
- Custom Layouts 
- Offline Mode 

Configurable Software:
Highly customizable user interfaces, custom reports, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it.

Maintain Federal Requirements: 
We provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems.

Our 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls.

Attract More Funding:
Showcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. 

Centralize Data:
Stop using multiple platforms to store client and business data. PlanStreet puts all your information in one place. Not only does this help streamline your processes and team, but also allows your organization to focus on growth.  

Who Uses PlanStreet? 
- Mental Health Services 
- Foster Care/Child Services 
- Homessless Management (HMIS) 
- Food Pantry Management
- Reentry Programs
- Veterans Management
- Disaster Case Management

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 44 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support Software | 4.7/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.1/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: PlanStreet
- **Location**: Lexington, US
- **Founded**: 2017

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Custom Pricing Plans That Are Tailored To Fit Your Budget.

For a custom licensing plan that's right for your team, contact a sales representative. Whether you are a small or large nonprofit or a public sector entity, we are here to help.

Implementation and training services packages are available at an additional price.
 
All plans are billed annually and include chat and email support.

Contact PlanStreet directly for large volume discounts and custom pricing plans.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- API
- Accounting Integration
- Accounting Software
- Activity Dashboard
- Activity Tracking
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling Software
- Approval Process Control
- Assessment Management
- Attendance Management
- Authorization Tracking
- Barcode/Ticket Scanning
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budget Tracking
- Budgeting/Forecasting

## Integrations (14 total)

- Elation
- Gmail
- Google Calendar
- Google Drive
- MRI Property Management
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- OneDrive
- PayPal
- QuickBooks Online
- Spillman Records Management
- Square Payments
- Stripe

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Mental Health Software](https://www.getapp.ca/directory/71/mental-health/software)

## Related Categories

- [Mental Health Software](https://www.getapp.ca/directory/71/mental-health/software)
- [Social Work Case Management Software](https://www.getapp.ca/directory/1527/social-work-case-management/software)
- [Patient Case Management Software](https://www.getapp.ca/directory/815/patient-case-management/software)
- [Human Services Software](https://www.getapp.ca/directory/1173/human-services/software)
- [Medical Billing Software](https://www.getapp.ca/directory/64/medical-billing/software)

## Alternatives

1. [DonorPerfect](https://www.getapp.ca/software/91736/donorperfect-fundraising-software) — 4.5/5 (1384 reviews)
2. [monday.com](https://www.getapp.ca/software/91734/monday-com) — 4.6/5 (5726 reviews)
3. [Givebutter](https://www.getapp.ca/software/114523/givebutter) — 4.8/5 (871 reviews)
4. [Donorbox](https://www.getapp.ca/software/108833/donorbox) — 4.8/5 (624 reviews)
5. [Bonterra Network for Good](https://www.getapp.ca/software/2035471/network-for-good) — 4.6/5 (936 reviews)

## Reviews

### "Plan Street review" — 4.0/5

> **Drew** | *June 13, 2024* | Nonprofit Organization Management | Recommendation rating: 7.0/10
> 
> **Pros**: Ease of navigating from client to client for input.
> 
> **Cons**: Redundancy of putting in date and times for inputting notes for different activity cards.

-----

### "Great product." — 4.0/5

> **Adriana** | *May 23, 2024* | Civic & Social Organization | Recommendation rating: 7.0/10
> 
> **Pros**: I love the layout and formatting. User friendly.
> 
> **Cons**: There could be an improvement for patches in software.

-----

### "STAY AWAY" — 1.0/5

> **Brookley** | *March 25, 2021* | Nonprofit Organization Management | Recommendation rating: 0.0/10
> 
> **Pros**: We never received a software that worked for us therefore I didn’t like anything about this software\!
> 
> **Cons**: This software was not useful at all. It was not the product that we were sold whatsoever. \[SENSITIVE CONTENT HIDDEN\] has horrible customer service, blamed us for his program not working the way that it needs to. We never received a functional service and were never refunded. The company continued to string us along with promises for a software that would work for us and never delivered.
> 
> Do not use this service, save your money and spend it on a service that will actually work\!

-----

### "Case Management in your Budget" — 4.0/5

> **Sr Maria Louise** | *November 13, 2020* | Nonprofit Organization Management | Recommendation rating: 7.0/10
> 
> **Pros**: PlanStreet allows us to track our clients easily, and manage who will follow up with different tasks.  We were able to customize the Intake screen to fit our needs.  This helped support users who were new to a digital environment.  Also the ability to email an intake sheet to our client is a great feature.  We also use this feature to send
> 
> **Cons**: For a case management tool, there isn't a way to keep a database of resources, which is the mainstay of case management.  We hope PlanStreet will add a feature to create at least a contact list of resources to help our clients.
> 
> PlanStreet is making it easier for us to focus on our clients, and connect them with the resources they need.

-----

### "Plan Street" — 5.0/5

> **Ameenah** | *February 22, 2024* | Health, Wellness & Fitness | Recommendation rating: 8.0/10
> 
> **Pros**: I like the layout of the product, and the ease of use.
> 
> **Cons**: Some features could be more streamlined. A step-by-step guide to use after implementation would be helpful.
> 
> The training was comprehensive.  \[sensitive content hidden\] is very responsive and helpful.

-----

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## Links

- [View on GetApp](https://www.getapp.ca/software/129007/planstreet)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/project-management-planning-software/a/planstreet/> |
| en-AE | <https://www.getapp.ae/software/129007/planstreet> |
| en-AU | <https://www.getapp.com.au/software/129007/planstreet> |
| en-CA | <https://www.getapp.ca/software/129007/planstreet> |
| en-GB | <https://www.getapp.co.uk/software/129007/planstreet> |
| en-IE | <https://www.getapp.ie/software/129007/planstreet> |
| en-NZ | <https://www.getapp.co.nz/software/129007/planstreet> |
| en-SG | <https://www.getapp.sg/software/129007/planstreet> |
| en-ZA | <https://www.getapp.za.com/software/129007/planstreet> |
| fr | <https://www.getapp.fr/software/129007/planstreet> |
| fr-BE | <https://fr.getapp.be/software/129007/planstreet> |
| fr-CA | <https://fr.getapp.ca/software/129007/planstreet> |

-----

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