What Is PlanStreet?

PlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform.
Our case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them.

Who Uses PlanStreet?

PlanStreet's case management software with online form building capability focuses on nonprofits, social, human and community services organizations.

PlanStreet Details

PlanStreet

Founded in 2017

PlanStreet videos and images

PlanStreet video
PlanStreet Software - PlanStreet Agile Case Management - thumbnail
PlanStreet Software - PlanStreet Case Management with Form Building capability - thumbnail
PlanStreet Software - Case Management for Social and Community Services - thumbnail
PlanStreet Software - Medical Administration Sheet (MAR) - thumbnail
PlanStreet Software - Case Details - Easy Input - thumbnail

PlanStreet Details

PlanStreet

Founded in 2017

Compare PlanStreet with similar products

Starting price

US$35,00/year
US$10,00/month
US$29,00/month
US$13,49/month

Free Version

Free Version No
Free Version Yes
Free Version No
Free Version Yes

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

PlanStreet deployment and support

Support

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

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Chromebook (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

PlanStreet Features

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Assignment Management
  • Backlog Management
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Data Import/Export
  • Deadline Management
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Kanban Board
  • Multiple Projects
  • Negative Feedback Management
  • Planning Tools
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Request Management
  • Resource Management
  • Retrospectives Management
  • Role-Based Permissions
  • Status Tracking
  • Supports Scrum
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Management
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Workflow Management

View full list of Agile Project Management

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Bar Chart
  • Calendar Management
  • Capacity Management
  • Charting
  • Color Codes/Icons
  • Commenting/Notes
  • Customizable Fields
  • Customizable Templates
  • Deadline Management
  • Dependency Tracking
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Milestone Tracking
  • Multi-Department/Project
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • Resource Management
  • Search/Filter
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Templates
  • Third Party Integrations
  • Timeline Management
  • To-Do List
  • Workflow Management

View full list of Gantt Chart

  • API
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Employee Management
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliant
  • Multi-Location
  • Payroll Management
  • Progress Reports
  • Progress Tracking
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Workflow Management

View full list of Human Services

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Bug Tracking
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Customizable Reports
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Email Management
  • For IT Project Management
  • Gantt/Timeline View
  • Issue Management
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Requirements Management
  • Resource Management
  • Search/Filter
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Workflow Management

View full list of IT Project Management

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Assignment Management
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Customizable Fields
  • Deadline Management
  • Dependency Tracking
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • KPI Monitoring
  • Milestone Tracking
  • Multi-board
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • Roadmapping
  • Search/Filter
  • Single Sign On
  • Supports Scrum
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Visual Workflow Management
  • Workflow Management

View full list of Kanban Tools

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Workflow Management

View full list of Legal Case Management

  • API
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Charting
  • Claims Management
  • Claims Scrubbing
  • Client Portal
  • Code & Charge Entry
  • Collections Management
  • Compliance Management
  • Compliance Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Document Templates
  • Dunning Management
  • E-Prescribing
  • Electronic Payments
  • Electronic Submission
  • Forms Management
  • HIPAA Compliant
  • Historical Reporting
  • Insurance Eligibility Verification
  • Invoice History
  • Invoice Management
  • Live Chat
  • Multi-Location
  • Practice Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Referral Tracking
  • Reminders
  • Remittance Advice
  • Reporting & Statistics
  • Revenue Management
  • Scheduling
  • Secure Data Storage
  • Self Service Portal
  • Task Scheduling
  • Workflow Management

View full list of Medical Billing

  • API
  • Activity Dashboard
  • Activity Tracking
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Billing & Invoicing
  • Calendar Management
  • Charting
  • Claims Management
  • Client Portal
  • Compliance Management
  • Compliance Tracking
  • Confirmation/Reminders
  • Credit Card Processing
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • E-Prescribing
  • EMR/EHR
  • Electronic Payments
  • Electronic Signature
  • Employee Management
  • For Mental/Behavioral Health Practices
  • Forms Management
  • HIPAA Compliant
  • Initial Assessments
  • Inpatient/Residential
  • Invoice Management
  • Medical Billing
  • Multi-Location
  • Multi-Provider Practice
  • Progress Reports
  • Progress Tracking
  • Real Time Reporting
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Scheduling
  • Self Service Portal
  • Single Provider Practice
  • Task Scheduling
  • Template Management
  • Treatment Planning
  • Workflow Management

View full list of Mental Health

  • Activity Dashboard
  • Approval Process Control
  • Budget Management
  • Calendar Management
  • Collaboration Tools
  • Customizable Templates
  • For Nonprofits
  • Gantt/Timeline View
  • Kanban Board
  • Mobile Access
  • Project Planning/Scheduling
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Task Management

View full list of Nonprofit Project Management

  • API
  • Activity Dashboard
  • Activity Tracking
  • Appointment Management
  • Assessment Management
  • Assessment Notes
  • Attendance Management
  • Authorization Tracking
  • Billing & Invoicing
  • Calendar Management
  • Candidate Profiles
  • Case List Management
  • Case Management
  • Charting
  • Claims Management
  • Client Chart Audit Tools
  • Client Management
  • Client Portal
  • Compliance Management
  • Customizable Forms
  • Document Management
  • Document Storage
  • EDI
  • Eligibility Verification
  • Employee Management
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Level of Care Evaluation
  • Medical History Records
  • Multi-Location
  • Patient Management
  • Patient Records Management
  • Payment Processing
  • Progress Reports
  • Real Time Reporting
  • Records Management
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Self Payment
  • Self Service Portal
  • Task Management
  • Task Scheduling
  • Team Notes
  • Treatment Planning
  • Utilization Reporting
  • Wait List Management
  • Workflow Management

View full list of Patient Case Management

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Customizable Fields
  • Customizable Reports
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Invoice Management
  • Monitoring
  • Multiple Projects
  • Performance Metrics
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Resource Allocation & Planning
  • Resource Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Professional Services Automation

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management

View full list of Project Management

  • API
  • Activity Dashboard
  • Activity Tracking
  • Assignment Management
  • Budgeting/Forecasting
  • Calendar Management
  • Change Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Data Visualization
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Gantt/Timeline View
  • Milestone Tracking
  • Monitoring
  • Multiple Projects
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Project Portfolio Management

  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Background Screening
  • Calendar Management
  • Channel Management
  • Client Portal
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Credit Check
  • Customer Database
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Electronic Payments
  • Expense Tracking
  • Faculty/Staff Management
  • Financial Reporting
  • Invoice Management
  • Lead Management
  • Lease Tracking
  • Maintenance Management
  • Maintenance Scheduling
  • Online Payments
  • Real Time Notifications
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Room Booking
  • Self Service Portal
  • Task Management
  • Tax Management
  • Template Management
  • Tenant Portal
  • Tenant Tracking
  • Third Party Integrations
  • Transaction History
  • Transaction Monitoring
  • Vacancy Management
  • Website Management
  • Work Order Management

View full list of Property Management

  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Background Screening
  • Billing & Invoicing
  • Client Portal
  • Commercial Property Management Software
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Check
  • Customer Database
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Electronic Payments
  • Financial Management
  • Inspection Management
  • Insurance Management
  • Invoice Management
  • Late Fee Calculation
  • Lead Management
  • Lease Management
  • Maintenance Management
  • Maintenance Scheduling
  • Owner Portal
  • Payment Processing
  • Portfolio Management
  • Property Database
  • Recurring/Subscription Billing
  • Reminders
  • Rent Tracking
  • Reporting & Statistics
  • Residential Properties
  • Self Service Portal
  • Task Management
  • Tax Management
  • Tenant Portal
  • Tenant Tracking
  • Third Party Integrations
  • Vacancy Management
  • Vendor Management
  • Website Management
  • Work Order Management

View full list of Real Estate Property Management

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Assignment Management
  • Calendar Management
  • Capacity Management
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Forecasting
  • Gantt/Timeline View
  • Integrations Management
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Utilization Reporting
  • Workflow Management

View full list of Resource Management

  • @mentions
  • API
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Backlog Management
  • Bug Tracking
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Customizable Templates
  • Daily Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • File Management
  • Iteration Management
  • KPI Monitoring
  • Milestone Tracking
  • Multi-Department/Project
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Release Planning
  • Reporting & Statistics
  • Resource Management
  • Roadmapping
  • Role-Based Permissions
  • Search/Filter
  • Sprint Planning
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Timeline Management
  • Workflow Management

View full list of Scrum

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Assessment Management
  • Attendance Management
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dashboard Creation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Alerts
  • Employee Management
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliant
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Records Management
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Training Management
  • Volunteer Management
  • Workflow Management

View full list of Social Work Case Management

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Create Subtasks
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email-to-Task Conversion
  • File Management
  • Gamification
  • Gantt/Timeline View
  • Import Tasks
  • Mobile Access
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Spreadsheet View
  • Status Tracking
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Workflow Management

View full list of Task Management

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Attendance Management
  • Attendance Tracking
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Calendar Management
  • Clock In / Out
  • Customizable Reports
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Employee Time Tracking
  • Invoice Management
  • Leave Tracking
  • Mobile Time Tracking
  • Monitoring
  • Multiple Billing Rates
  • Offline Time Tracking
  • Online Time Tracking Software
  • Overtime Calculation
  • Payroll Management
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sick Leave Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Requests
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workflow Management

View full list of Time Tracking

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Employee Management
  • Estimating
  • Expense Tracking
  • Invoice Management
  • Leave Tracking
  • Mobile App
  • Multi-Currency
  • Payroll Management
  • Progress Tracking
  • Project Time Tracking
  • Project Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Allocation & Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workflow Management

View full list of Time and Expense

PlanStreet Alternatives

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PlanStreet Reviews

Read all 27 reviews

Average score

Overall
4,4
Ease of Use
4,4
Customer Service
4,7
Features
4,3
Value for Money
4,4

Reviews by score

5
18
4
7
1
2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1 000
  • >1 001
Verda S.
Verda S.
Social media consultant
Design, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/04/13

"Very effective and efficient software"

Pros: The design if the software is easy to use. Does not require a lot of time to learn. Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions.

Cons: I wasn’t able to connect my google account however, the team helped me and went through step by step to show me how it can be done.

Vendor Response

by PlanStreet on 2021/04/22

We are glad that you are having a good experience with PlanStreet.

  • Reviewer Source 
  • Reviewed on 2021/04/13
Outi C.
Owner
Information Technology & Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/12/17

"Robust but Easy Project Management tool"

Pros: Easy to learn! Supports both Waterfall and Agile project management giving us an option to choose the appropriate PM approach for each project and keep our projects all in one tool. The application does a lot of heavy lifting without making me feel it - I would describe the product as light-weight option for other project management heavies. Not light-weight in capabilities but in how little it makes you to do while providing you with a full portfolio view of all projects in your organization.

Cons: At first I was confused on how the content for the selection lists was created but after receiving the admin rights, I was happy!

Vendor Response

by PlanStreet on 2019/12/19

hi Outi,

Thank you for valuable feedback. As per your statement "The application does a lot of heavy lifting without making me feel it ." this was actually our main point of focus and we are continuously working on it to make user experience even better.

  • Reviewer Source 
  • Reviewed on 2019/12/17
Taylor W.
Project Coordinator - SUD
Health, Wellness & Fitness, 201-500 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 2021/10/04

"Erie County Health"

Comments: Good, we have just begun using PlanStreet with our team and they have adapted well.

Pros: This is much more user friendly than previous system, so far. Hoping it will allow for better reporting.

Cons: Reports feature seems a touch more difficult than needs to be, however we have not spend much time within the reporting feature. Will reach out if needed. A plan street FAQ or user guide specific to the software would also be helpful

  • Reviewer Source 
  • Reviewed on 2021/10/04
Brookley T.
Clinical Manager
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 2021/03/25

"STAY AWAY"

Comments: Do not use this service, save your money and spend it on a service that will actually work!

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.

Vendor Response

by PlanStreet on 2021/04/14

We are sorry to hear your feedback. Software implementation requires time commitment from both sides. Unfortunately, you were not involved in the implementation process. Our team interacted with a very junior resource from your team who didn't have the decision making authority. Hence, the go-live was delayed and you never experienced the full capability of PlanStreet. I wish you best of luck. PlanStreet team is always available to work with you.

  • Reviewer Source 
  • Reviewed on 2021/03/25
Stephanie W.
Project Director
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2021/09/13

"Meets our needs"

Comments: PlanStreet is committed to giving a good experience.

Pros: The customer service is great; every issue we've had has been addressed and resolved. The company is committed to meeting the needs we presented.

Cons: It is not made specifically as a CRM, which is our primary need. We also need it for storing client-signed documents and we had signficant issues with this feature in the beginning. However, the team was committed to solving the problem, and now we haven't had an issue with this for a long time.

  • Reviewer Source 
  • Reviewed on 2021/09/13