Case Management Software

Top Rated Case Management Products

TrustRadius Top Rated for 2021

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Case Management Software Overview

What is Case Management Software?

Case Management Software approaches the task of dealing with work to be done to achieve a customer-centric outcome, which is generally not repeatable.

Case management can be thought of as BPM exception handling. Cases are responses to customer problems, claims, or requests that require intervention by skilled knowledge workers, and cannot be handled by straight-through automated processing.

BPM optimizes processes in abstraction from actual specific cases. Case management, rather, focuses on the unstructured, specific and non-repeatable cases that require human decision-making. Many BPM products include capabilities to support case management as well.

Case management software is most traditionally found in certain verticals, such as medical case management, financial case management, or social work management. However, many case management tools have become industry-agnostic methods of supporting knowledge workers in non-automatable events.

Common uses across industries include customer issue resolution, incident management, or compliance management. Case management software is broadly applicable because it allows users to track client/customer data, centralize process knowledge, and provide historical documentation of case management processes, actions, stakeholders, etc. This improved visibility into individual case management allows organizations to better respond to similar cases in the future.


Case Management Software Comparison

  1. Vertical focus: Buyers should see if there are case management tools tailored to their specific industry. For instance, some case management tools are nonprofit-specific, while others are tailored to a customer support role. If there is not a tailored product, then a more industry-agnostic tool may offer more configurability to the business’s specific needs.

  2. Case management vs. BPM focus: Consider whether the organization needs case management as the exception or the standard activity being conducted. If the business just needs case management capabilities to handle when automated processes aren’t sufficient, then a BPM product that facilitates case management may be more efficient. However, if the main “event” the business handles is unique and not automatable, then a standalone case management tool may offer more in-depth capabilities and a better user experience.

  3. SMB vs. enterprise scale: Some case management tools are focused on facilitating case management for SMBs. They tend to be smaller scale with more streamlined capabilities and a lower price tag. Others are enterprised-focused, with a higher customization ceiling, more robust data management capabilities, and often require more technical skills for deployment and management.



Case Management Software Pricing Information


Case management software pricing often starts at $25-50/user/month for basic or small-scale users. Some have free trials or versions with limited capabilities for single users. BPM systems with case management capabilities tend to be more expensive. Case management tools will scale up in pricing tiers based on the number of workflows and integrations allowed, in addition to other product-specific pricing factors.

Case Management Products

(1-25 of 43) Sorted by Most Reviews

Apricot by Social Solutions

Apricot by Social Solutions

Customer Verified
Starting Price $0

Apricot by Social Solutions is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. The vendor says organizations that use Apricot save time and resources because the tool makes managing…

Appian

Appian

Customer Verified
Starting Price $0

Appian is a low-code development and business process management platform. It features drag-and-drop design for app building, automated work processes, unified data management, and cloud-based deployment.

Key Features

  • Reusability (38)
    87%
    8.7
  • Visual Modeling (37)
    81%
    8.1
  • Platform User Management (37)
    78%
    7.8
Pega Platform

Pega Platform

Starting Price $90

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

Key Features

  • Process designer (61)
    89%
    8.9
  • Business rules engine (61)
    85%
    8.5
  • Standard reports (59)
    81%
    8.1
ETO by Social Solutions

ETO by Social Solutions is a comprehensive outcome and case management tool for large nonprofits, government agencies, and community collaboratives. The platform was built to handle multiple partners, high volumes of programs, advanced security protocols, and multifaceted reporting…

OnBase by Hyland

OnBase by Hyland

Customer Verified
Top Rated
Starting Price $25,000

OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.

Key Features

  • Document management (28)
    96%
    9.6
  • Content capture & imaging (27)
    92%
    9.2
  • Content search & retrieval (29)
    90%
    9.0
Kissflow

Kissflow

Starting Price $9

KiSSFLOW is a cloud-based business process management and workflow management software designed to enable users to create an unlimited number of automated business applications with a through a simple user interface.

Key Features

  • Standard reports (16)
    83%
    8.3
  • Custom reports (16)
    81%
    8.1
  • Dashboards (18)
    66%
    6.6
TIBCO® BPM Enterprise

TIBCO ActiveMatrix BPM is a business process management platform with capabilities for process automation, process documentation, human capital management, process patterns, and predictive operations analytics.

Key Features

  • SOA support (15)
    90%
    9.0
  • Form builder (15)
    84%
    8.4
  • Model execution (15)
    80%
    8.0
Nuxeo

Nuxeo

Customer Verified
Top Rated

The Nuxeo Platform is a cloud-native Content Services Platform designed to make it easy for large enterprise organizations to build smart content-centric applications that enhance customer experiences, improve decision making, and accelerate products to market.The vendor states its…

Key Features

  • File sync, storage & archiving (11)
    82%
    8.2
  • Content search & retrieval (11)
    81%
    8.1
  • Automated workflows (11)
    81%
    8.1
Penelope by Social Solutions

Penelope is a cloud-based case management software solution designed to help human service organizations improve efficiency and client outcomes. The vendor presents it as a client-centric solution that's configurable, flexible, and secure while offering scheduling, forms, and workflow…

IBM Case Manager

IBM Case Manager is a case management product that allows customers to resolve complex cases by providing persistent access to information, workflow, tasks, and analytics.

Comidor

Comidor provides the following capabilities: Task Management, Contact and Account Management, Embedded Email Client, Document Management, Social Media Unit, Workflows, CRM, Project Management, Finance, and Event, Issues and Topics Management

NeoCase

NeoCase

Starting Price $100

NeoCase, headquartered in France, offers HR case management, employee self-service system, and employee knowledgebase to enterprises.

EthicsPoint

NAVEX Global offers EthicsPoint, an incident and case management platform and whistleblowing hotline for enterprise compliance helping to organize and centralize control of possible ethics incidences in a collaborative but also compliant fashion.

PowerSchool Unified Classroom Special Programs

PowerSchool Unified Classroom Special Programs (Special Education) covers all areas of education including 504 processes, services capture for Medicaid billing, special education case management, gifted and talented, English language learners, and Response to Intervention (RTI). It…

Wolters Kluwer eGovPraxis

eGovPraxis, from Wolters Kluwer, is a personnel department software solution allowing users to gain access to information and forms required for case management in local governments and Social Services departments.

FAF Software

FAF Software is a case management and family assessment tool. It measures, supports and tracks family well-being using 8 family functioning factors, and linked, guided service planning. Its robust reporting of outcomes can help support program evaluation and funder needs

Scalaxi Low Code Application Platform (DevOps-as-a-Service)

Scalaxi low-code application platform, a SaaS product and DevOps solution. DevOps as a methodology aims intensive development thus eliminates cost of development and integration, reduces time lags and quality gaps between data, ensures consistence and quality of data.​ Supporting…

OmniFlow iBPM Suite

OmniFlow iBPM Suite is an intelligent business process management platform offered by Newgen Software Inc. Features include modeling and simulation, workflow and rules, analytics, master data management, complex event processing, and mobile and social capabilities.

NeoLedge Elise

NeoLedge offers an enterprise content management solution Elise, allowing companies to process, store and manage multiple documents, digital assets, and communications from different sources. Elise is designed to provide business process management with automated workflows, as well…

Intapp Conflicts

AI-assisted clearance, available with Intapp Conflicts, allows conflicts team to allocate their time more effectively by leveraging artificial intelligence to analyze firm data to group conflicts search results into groups that require no action versus those that pose potential conflicts…

Conduent Maven

Maven Electronic Disease Surveillance and Outbreak Management System optimizes reporting and management of over 90 reportable conditions. In addition to reporting, Maven enables follow-up care, management of cases and contacts, and supports flexible workflow schemes. The vendor states…

Alliance Enterprises Aware

Alliance Enterprises headquartered in DuPont offers the Aware case and records management solution.

i-Sight

i-Sight is a provider of case management software for investigations.

MetricStream Case Management App

GRC specialist MetricStream offers the MetricStream Case Management App, a case routing, reviewing, and investigating and reporting application.

Frequently Asked Questions

Who uses case management software?

Case management is used by knowledge workers across industries, such as customer success teams or investigators, as well as industry-specific roles like social workers or healthcare professionals.

What are the benefits of case management software?

Case management software saves knowledge workers time accessing and centralizing data and processes to manage unique or ad hoc events and reduces human error in case management.

What’s the difference between business process management and case management?

Business process management focuses on optimizing routine business processes, rules, and workflows. In contrast, case management facilitates the non-routine event, or “case”, management where standard rules and processes are not applicable or insufficient.

How much does case management software cost?

Case management software starts at $25-50/user/month, but can scale up to hundreds of dollars a month depending on the range of features and volume of data.