--- description: Tudo sobre Casebook: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Casebook - Preço, avaliações e classificação - Capterra Brasil 2026 --- Breadcrumb: [Home](/) > [Software de Serviços Humanos](/directory/30660/human-services/software) > [Casebook](/software/200357/casebook-platform) # Casebook Canonical: https://www.capterra.com.br/software/200357/casebook-platform Página: 1 / 5\ Próximo: [Próxima página](https://www.capterra.com.br/software/200357/casebook-platform?page=2) > Especialmente desenvolvido para serviços humanos com formulários configuráveis, registro e segurança de nível empresarial. > > Conclusão: 86 usuários atribuíram a nota **4.2/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o Casebook? Originalmente desenvolvido para o governo estadual e provedores de serviços familiares nacionais, o Casebook agora está trazendo uma tecnologia revolucionária para organizações de serviços humanos de qualquer tamanho. ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.2/5** | 86 Avaliações | | Praticidade | 3.9/5 | Com base em avaliações gerais | | Suporte ao cliente | 4.4/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.1/5 | Com base em avaliações gerais | | Recursos | 4.0/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Casebook - **Localização**: New York, EUA - **Fundada**: 2007 ## Contexto comercial - **Preço inicial**: US$ 29,00 - **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Implantação e plataformas**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Países disponíveis**: Canadá, Estados Unidos ## Recursos - Agendamento - Banco de dados de associados - CRM - Gerenciamento de contatos - Gerenciamento de documentos - Gestão da comunicação - Gestão de clientes - Gestão de compromissos - Gestão de formulários - Gestão de programas - Gestão de recomendações - Goal Setting/Tracking - Notas de caso - Relatórios e análise de dados - Relatórios e estatística ## Integrações (7 no total) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Assistência 24/7 - Bate-papo ## Category - [Software de Serviços Humanos](https://www.capterra.com.br/directory/30660/human-services/software) ## Categorias relacionadas - [Software de Serviços Humanos](https://www.capterra.com.br/directory/30660/human-services/software) - [Software de Gestão de Casos de Assistência Social](https://www.capterra.com.br/directory/31462/social-work-case-management/software) - [Software para ONGs](https://www.capterra.com.br/directory/30805/nonprofit/software) - [Software CRM para ONGs](https://www.capterra.com.br/directory/31515/nonprofit-crm/software) ## Alternativas 1. [Givebutter](https://www.capterra.com.br/software/172048/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.capterra.com.br/software/156860/donorbox) — 4.8/5 (625 reviews) 3. [DonorPerfect](https://www.capterra.com.br/software/2698/donorperfect-fundraising-software) — 4.5/5 (1415 reviews) 4. [Bonterra Apricot](https://www.capterra.com.br/software/123342/bonterra-case-management) — 4.2/5 (226 reviews) 5. [Bonterra Network for Good](https://www.capterra.com.br/software/111128/bonterra-guided-fundraising) — 4.6/5 (937 reviews) ## Avaliações ### "Epilespy Services of SW FL" — 5.0/5 > **Leonel** | *23 de setembro de 2024* | Saúde, bem-estar e condicionamento físico | Taxa de recomendação: 10.0/10 > > **Vantagens**: The user friendliness of the software. > > **Desvantagens**: Configuring the reporting. Its pretty hard. > > It has been great\! Friendly staff and always available\! ----- ### "Grateful for Casebook making my job easier." — 5.0/5 > **Nicole** | *18 de junho de 2024* | Autoridades policiais | Taxa de recomendação: 10.0/10 > > **Vantagens**: I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services. > > **Desvantagens**: I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job. > > We enjoy it and we highly recommend it even though we do not use many of the things available to use for casebook, its good to know there are options if we do decide to add certain components or configurations to our daily routine. ----- ### "No as happy as I had hoped to be....." — 2.0/5 > **Lisa** | *23 de fevereiro de 2023* | Gestão de organizações sem fins lucrativos | Taxa de recomendação: 0.0/10 > > **Vantagens**: We have not found anything what we like most thus far. > > **Desvantagens**: This system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything. ----- ### "Much Needed Switch to Casebook" — 4.0/5 > **Anna** | *6 de maio de 2024* | Gestão de organizações sem fins lucrativos | Taxa de recomendação: 8.0/10 > > **Vantagens**: So far the customer support has been absolutely stellar. I have the option to write a "ticket" for larger needs or quickly get a question answered with the chat function (that is also a real person). We are just finishing up the final touches on customizing our needs and the set-up team has been so easy to work with. The do have somewhat limited availability, but it hasn't been too much of a problem. It does take a pretty involved process to really get everything how you want it, but once its up and running it have been so much easier than our previous case management system. It's incredibly intuitive and doesn't take a who lot of training to figure out. > > **Desvantagens**: The set up time is quite involved, but that is mostly because the team is very thorough. This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times to get set up. ----- ### "Review" — 4.0/5 > **Samantha** | *21 de julho de 2022* | Serviços a indivíduos e famílias | Taxa de recomendação: 8.0/10 > > **Vantagens**: This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself\! > > **Desvantagens**: The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming. > > Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better. ----- Página: 1 / 5\ Próximo: [Próxima página](https://www.capterra.com.br/software/200357/casebook-platform?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/200357/casebook-platform) ## Esta página está disponível nos seguintes idiomas | Localidade | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dados estruturados