CaseMate
CaseMate: A focused UK council CRM combining casework, constituent records, email and campaigns. Ranked #6 of 26 in Public Sector CRM Software by our editors (8.9/10); pricing: 14-day trial; best for councils needing comprehensive case management.
At a glance
- Editor score8.9 / 10
- Pricing14-day trial
- Best forCouncils needing comprehensive case management
- Free planNo
- Paid from£165/user/yr
- Case managementYes
- Facts checked22 Sep 2026

Where it wins
- Tracks cases, documents, tasks, statuses, priorities and reporting
- Links constituent profiles with case histories and electoral-register imports
- Combines email workflows, political casework, CMS and campaign tools
Where it doesn't
- No free plan is available
- Web-only deployment limits platform choice
- Prices exclude VAT and higher tiers cost more per user
Our verdict on CaseMate
CaseMate is a cloud-based casework and constituent-management platform for UK councillors, individual users and small teams. Its core workspace covers case lifecycle tracking, resident and constituent profiles, contact and organisation management, email processing, tasks, journals, documents and reporting. Electoral-register importing and resident search support council-focused workflows, while political casework adds document uploads, actions, AI research assistance and an audit trail. The platform is UK-hosted and GDPR compliant, according to its product description.
Pricing is structured across Quiet, Active, Campaigner and Hero. Quiet starts at £15 per user per month, or £165 per user per year, and includes daily journals and tasks, an AI Writing Assistant, electoral-register import, a public website builder, custom domains and campaign tools. Active is £25 per user per month or £293.75 per user per year, while Campaigner is £30 per user per month or £330 per user per year. Hero costs £50 per month or £550 per year and is priced per month rather than per user. The published plans include a 14-day free trial, but there is no free plan, and prices exclude VAT.
CaseMate’s breadth is its main distinction. Alongside CRM and case management, it provides email sending and receiving, automatic case linking, forwarded-email processing, a public website CMS, election and campaign tools, and AI features supported through OpenAI, Anthropic Claude and Azure OpenAI. Exchange and Gmail integrations support common email environments. The product is a strong fit for councils that want casework, outreach and public-facing content in one web platform. Organisations seeking a free option, non-web deployment or a narrower tool focused only on constituent records may prefer a simpler alternative.
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CaseMate pricing
All 4 CaseMate plans and prices →
CaseMate fact sheet
| Free plan | No |
|---|---|
| Paid from | £165/user/yr |
| Case management | Yes |
| Constituent records | Yes |
| Stakeholder tracking | Yes |
| Outreach channels | Email_sms |
| Deployment options | Cloud |
| Audit trails | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 5 integrations: Exchange, Gmail, OpenAI, Anthropic Claude, Azure OpenAI |
| Pricing | 14-day trial (source) |
| Website | casemate.uk |
| Facts checked | 22 Sep 2026 |
CaseMate integrations
CaseMate lists 5 integrations on its own site.
- Exchange
- Gmail
- OpenAI
- Anthropic Claude
- Azure OpenAI
Alternatives to CaseMate
- ServiceNow Public Sector Digital ServicesA wide public-sector CRM for agencies managing complex, cross-department services.9.4
- Agentforce Public Sector (formerly Public Sector Solutions)A broad public-sector CRM with extensive capabilities, priced for enterprise budgets.9.3
- Pega Government PlatformA hybrid CRM platform for agencies managing complex cases, programs, and constituent services.9.2
See all CaseMate alternatives →
CaseMate vs the competition
- CaseMate vs ServiceNow Public Sector Digital Services
- CaseMate vs Agentforce Public Sector (formerly Public Sector Solutions)
- CaseMate vs Pega Government Platform
- CaseMate vs Salesforce Public Sector Solutions
- CaseMate vs GovXRM
- CaseMate vs Casework
Compare CaseMate with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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