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Casebook PBC

Casebook PBC is an all in one human, and social services platform that gives multiple casebooks use case for you. The case management software is making things easy for you’re to engage with the customer more uniquely; that is just more than managing a record… read more
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What are best Casebook PBC Alternatives?

#1 Tessitura

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Tessitura is enterprise software that offers fundraising, memberships, ticketing, and customer relationship solutions. The platform allows users to find and understand the data with its robust business intelligence tools and make better decisions. The CRM feature of the software enables managers to view every interaction across every area of their business and can capture and analyze data through all areas of the organization.

The platform allows users to track every constituent through every step of engagement from cultivating to pledge. Moreover, it also records actions that already have been take or assigned and allows managers to attach files to tasks. It allows the organizations to deliver a summary receipt of the prospect’s annual giving and can generate acknowledgment based on amount and campaign. Tessitura enables organizations to record the professional and inter-personal links of their clients and to capitalize on these inter-connections to achieve the goal.

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#2 EverTrue

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EverTrue is a cloud-based fundraising platform that helps organizations to identify, engage, and streamline access to donor data. The platform offers collaboration tools that enable users to build donor lists and monitor top prospects and also allows them to share insights with other co-workers. The software delivers information about every donor in a mobile, easy-to-use fundraising platform by connecting the database with insights across the web.

It enables organizations to build a team of volunteers who then can engage with the prospects, manage calls and assignments, and capture insights on potential prospects. The platform comes with TrueView services which unite the information of donors with constant streams of engagement insights, and donor interest to fuel fundraising.

#3 Apricot by Social Solutions

Freemium
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Apricot by Social Solutions is a case management solution that provides organization services to centralize their datasets, align their teams, and improve their impact of work. The platform helps organizations by saving their time to deliver their project effectively and keeps the data secure in their cloud storage.

The software reduces the data entry errors in real-time and saves time, which would have been spent on sorting data through piles of papers. Moreover, users can start entering the data right at once with its built-in templates or can build their forms with its flexible tools. The best thing about this software is that it is a cloud-based solution, and organizations do not have to do an expensive system overhaul.

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#4 DonorSearch

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DonorSearch is a research platform that offers actionable and accurate information about donors to organizations. The platform, through its wealth analytics, helps organizations in identifying the prospective major gift donors, annual fund donors, and other philanthropists. The platform allows users to maximize screening accuracy by manually verifying the top prospects.

This search platform comes with a database of more than 150 million donors, along with their profiles and analytics on their capacity and propensity. It helps organizations to find prospects and research both the wealth markers and the usual philanthropic activity going all over the world. To search the potential donors, DonorSearch provides users with different searches, i.e., Integrated Search, Search Options, and Marketing list.

#5 DonorScape

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DonorScape is a prospect analysis suite designed for organizations for fundraising. The platform helps organizations to transform their fundraising techniques through its coverage reports and constituent segmentation. It covers millions of records to provide sound statistical and verifiable data about the fundraising trends of prospects. The platform makes tasks completion clear and easy by providing intuitive screens, natural workflows, and faster results.

The platform provides users with actionable insights on the prospect’s wealth, political, and charitable contribution data through its wealth screening functionality. Moreover, its predictive modeling feature allows organizations to identify those prospects which are most likely to support their organization in annual or planned giving. DonorScape comes with a GG+A, which provides each constituent record from household-level demographic to consumer information for a better understanding of the prospect.

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#6 Raiser’s Edge NXT

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Raiser’s Edge NXT is a cloud-based fundraising and relationship management solution that offers organizations a platform to find the best prospects and maintains relationships with the new and old customers. The platform is one of the first comprehensive cloud-based fundraising software that connects the organizations and helps to drive fundraising efforts.

The software allows organizations to find new supporters with its easy-to-use cultivation tools, and through its powerful analytics, the platform ensures that organizations are making the right decision. Moreover, organizations can find the missing phone numbers, emails, and addresses of their donors through their data enrichment services. The dashboard of the software provides users with a holistic view of their prospects and donors with all of their information in one place.

#7 Grant Lifecycle Manager

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Grant Lifecycle Manager is a grant management software that helps organizations to accept applications online, saving the time and resources of both applicants and staff. The platform saves time for the grantmakers by allowing them to fill-up the form and completing the application efficiently without any hassle.

The platform also offers the grantmakers to have the form format that they expect to fill while providing all the information to the staff, saving their time. Moreover, it saves staff and applicants from the paperwork and emails, and both of them can access past applications through this platform. This online application feature allows the team to collaborate with the applicants on the grant procedure on live chat or comments.

#8 eTapestry

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eTapestry is a web-based and affordable platform that offers non-profit organizations with simple cloud fundraising and supporter management solutions. The platform eliminated the spreadsheets and brought in the cloud fundraising software to meet the growing needs of the non-profit organizations. It comes with comprehensive and intelligent data enrichment and analytics, which provides actionable insights to organizations to understand the donor.

The platform’s Data Health Scorecard delivers quality data screening that enables organizations to assess the financial impact and spot issues with the data. Moreover, eTapestry offers an NCOALink service, which allows users to keep in contact with their supporters efficiently without cutting down their costs. The platform offers 24/7 security, which not only keeps the data safe but also keeps it available all the time.

#9 iWave

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iWave is a prospect research platform that helps organizations in fundraising. The platform offers users a comprehensive suite of reliable wealth and biographic information about all the prospective donors and of existing donors. Its donor search solution that works simply, i.e., it matches the prospective donor to records within its database and compiles the record that users can use to create a prospect file and a list.

It has a wealth-screening tool that allows organizations to narrow down their search on prospective donors who have the proven capacity and intent to donate. The platform offers a comprehensive dataset and informative prospect profiles, which allows organizations to find the best potential client for them. Moreover, iWave comes with a high patient program that enables them to cut through the noise and identify all those potential patients who are in the capacity to donate.

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#10 Target Analytics

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Target Analytics is a platform that enables organizations to identify, target, and engage with the best prospects for fundraising. The platform, through its analytics, provides insights to the organizations to get the right information on the potential prospects. It has an approach called Intelligence for Good, which brings all the data, artificial intelligence, expertise, and analytics to help the organizations to achieve their goal.

The platform provides organizations the tools and mobile capabilities to find the donors and manage long-term strategy. Moreover, the platform enables organizations to identify prospective donors through their donor research tools. It allows organizations to discover new donors and understand the giving capacity and propensity of these donors. With the help of its custom modeling, Target Analytics enables users to prioritize the top donor prospects by using the likelihood and capacity scores of all the donors.

#11 WealthEngine

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WealthEngine is an efficient platform that provides financial services to organizations in wealth intelligence and prospect research. The platform, with the help of its machine learning technology, allows users to have insights on their donors and prospects. The platform provides a weekly report on the potential customers who have the capacity to engage and donate to the user’s organization.

It provides organizations with different ways such as net worth, giving capacity, donation history, and many others to find the best prospect for them. WealthEngine reduces the time and cost needed in acquiring a customer or getting donations from them. Moreover, users can combine the platform’s wealth and lifestyle data to have a more robust picture of their existing customers. It offers integrations with systems of records and various other data providers to make the users’ work easy.

#12 Classy

Freemium
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Classy is a social enterprise solution that offers fundraising tools to organizations to raise more money online. The platform comes with a secure cloud and multiple security measures to keep the donors’ data protected and has a PCI level 1 certification while provides 24/7 all years of security by scanning and monitoring threats.

The software allows users to collect recurring donations through its mobile and web-optimized design to make the donation process easy and quick. Moreover, the software enables users to incorporate images and videos or stories in text form to tell donors about their brands. It also presents a campaign progress bar to motivate its supporters to help them in reaching their goal and also provides users with automated email campaigns to thank their supporters.

More About Casebook PBC

Casebook PBC is an all in one human, and social services platform that gives multiple casebooks use case for you. The case management software is making things easy for you’re to engage with the customer more uniquely; that is just more than managing a record. There is complete integration support for the app-based solution, and you will have a consistent user experience and data security, regardless of the internet connection.

The software benefits you with the foster and adoption function that is featuring support that are critical functions like recruiting foster, assessing and tracking homes, and assessing. Casebook PBC, on the other hand providing software for youth and teams so tracking activities, reporting, and program management. No need for the complex queries or hassle of the multiple screens; get a centralized platform to do with your searches, and filter data nimbler. Multiple organizations and social services currently use casebook PBC to solve inspection and license, abuse and victim, child, youth, and family services.

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