Mareto
Mareto: A configurable web platform for coordinating client programs, referrals, services, and outcomes. Ranked #73 of 175 in Case Management Software by our editors (3.0/10); pricing: Paid; best for human-services agencies managing client programs.
At a glance
- Editor score3.0 / 10
- PricingPaid
- Best forHuman-services agencies managing client programs
- Free planNo
- Paid from$40/user/mo
- Case intake formsYes
- Facts checked22 Sep 2026
Where it wins
- Covers intake, service plans, caseloads, referrals, and service delivery
- Includes dashboards, custom reports, outcome tracking, and data exports
- Adds consent management, audit trails, portals, and role-based access
Where it doesn't
- Starts at $40 per user per month with annual billing
- Requires a $5,000 one-time initial setup
- Web-based only, with no mobile apps listed
Our verdict on Mareto
Mareto is cloud-based case management software for Canadian nonprofits and social-service organizations. It brings client intake, profiles, individualized service plans, custom workflows, caseloads, tasks, referrals, service delivery, outreach, attendance, and outcome tracking into one configurable system. Its target users include shelters, mental-health providers, employment programs, child and family services, and other agencies coordinating programs for clients.
Pricing has two listed components. The User license costs $40 per user per month with annual billing and includes customizable case management, coordinated care pathways, referral management, role-based access controls, and real-time dashboards and reporting. Initial setup costs $5,000 as a one-time charge and covers implementation and onboarding setup. There is no free plan. Mareto does offer demos and, in some cases, sandbox pilots, while the product’s paid structure is most relevant for agencies prepared to budget for implementation as well as recurring user licenses.
Mareto’s depth is strongest in program coordination and oversight. Teams can manage referrals and referral networks, build custom reports and dashboards, apply consent controls, and review audit trails for access, edits, and exports. Multilingual forms and client portals extend participation beyond internal staff, while API integrations and data exports support connections with other systems. The platform is web-based and does not include mobile apps, so organizations needing dedicated mobile workflows should consider alternatives. Mareto is a strong fit for agencies that need configurable, multi-program case management with reporting and governance features; smaller teams seeking a lightweight, low-setup tool may prefer a simpler option.
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Mareto pricing
All 2 Mareto plans and prices →
Mareto fact sheet
| Free plan | No |
|---|---|
| Paid from | $40/user/mo |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | No |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | mareto.ca |
| Facts checked | 22 Sep 2026 |
Alternatives to Mareto
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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