CaseMGR is the one and the only tool that allows your team to access and log daily activities from any browser or mobile device.


case mgr screenshot
1 Manage Your Schedule
Create, prioritize and access all of your tasks and appointments, and automatically link them to your client’s account for reporting.
2 Document All Activities
Document and review all activities related to your client including communications, appointments, notes and ongoing assessments.
3 Communicate with Peers and Clients
Simplify your communication with peers and clients by using CaseMGR to view and generate emails, tasks and notifications.
4 Customizable Form Builder
Easy-to-use, drag and drop interface that allows you create new forms, modify existing templates, or duplicate existing fields within a form.
5 Submit and View Client Forms
Automate your day by easily submitting, updating and viewing client forms.
6 Generate and View Reports
Analyze and manage your client data in real-time using CaseMGR’s reporting tool.
7 Manage Your Caseload
Optimize your time by assessing and managing your team’s caseload.
8 24/7 Technical Support
Technical support is available and free of charge, regardless of the size of your organization.







$ 167
$ 292
$ 500
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Customization Investment
(Year One Only)

$ 166
$ 208
$ 333

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Total Monthly Payment
(Year One)

$ 333
$ 500
$ 833
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CONTRACT TERMS: We understand the budgetary challenges and uncertainty facing non-profits. With this in mind, we offer flexible contract terms by simply agreeing to a twelve-month contract and a month-to-month contract moving forward.



At CaseMGR Solutions, we reject the myth that technology needs to be burdensome and expensive. Together we are a multi-talented team with a combined 60 years of non-profit, case management and government technology experience. We appreciate organizations who value their communities and are passionate about leveraging technology to help our partners maximize productivity and more effectively engage those whom they serve.

Official Non-Profit Partner: Latino Coalition for Community Leadership (LCCL)
The LCCL partners with community and faith based organizations from across the country, working together to solve the unique problems they face. Far too often, the people who are most impacted by problems in their communities have the smallest voice in promoting and providing solutions. Our communities are marginalized because we are seen as having good intentions but no measurable impact. The LCCL continues to disprove this by collecting robust and reliable data which is a tremendous asset and powerful ally in moving our communities from the margins to the mainstream. A reasonably priced data system with terms that non-profits can manage has become more important than ever, we are proud to partner with CaseMGR Solutions because it strengthens and keeps the focus on you, the community.