Socianote
Socianote: Affordable case management with intake, reporting, portals, and a free starting tier. Ranked #72 of 175 in Case Management Software by our editors (3.0/10); pricing: Free plan; best for small social-care organizations on a budget.
At a glance
- Editor score3.0 / 10
- PricingFree plan
- Best forSmall social-care organizations on a budget
- Free planYes
- Paid from$99/mo
- Case intake formsYes
- Facts checked21 Sep 2026
Where it wins
- Free tier includes person profiles and CSV export
- Tracks intake, cases, stages, consent, alerts, and audit history
- Web, iOS, and Android access with dashboards and reporting
Where it doesn't
- Participant and volunteer mobile access is limited to Enterprise
- The Free plan is limited to profiles and CSV export
- Socianote is not currently SOC 2 or ISO 27001 certified
Our verdict on Socianote
Socianote is cloud-based case management software for social service agencies, NGOs, charities, and community organizations. It connects interaction logging, referral intake, person-centered profiles, cases, programs, appointments, volunteers, finance, portals, and reporting. The workflow suits teams that need to capture interactions before a case exists, route referrals for supervisor review, manage configurable case stages, and maintain records around people rather than isolated cases. Its free tier also gives smaller organizations a practical way to begin with core profiles and CSV export.
Pricing is structured for gradual expansion. The Free plan costs $0 per month and includes a full person profile and CSV export. Starter costs $99 per month and adds approval workflows, a finance module, participant and volunteer web portals, and email support. Team costs $249 per month, adding multi-funder tracking, PDF and branded reports, guided data migration, full change history, and audit-log export. Scale costs $599 per month and adds a branded public page and named account support. Enterprise adds community and volunteer tools, event registration and check-in, multi-program, multi-site operation, custom branding and onboarding, and SLA and contract terms. Custom plans are quoted per organization.
The strongest case for Socianote is breadth within social-care operations: intake, goals, support records, referrals, alerts, live dashboards, funder reporting, consent tracking, staff multi-factor authentication, CSV import and export, and change history sit in one cloud system. That makes it a fit for organizations outgrowing spreadsheets or disconnected records. The main tradeoff is tiering: the free plan is intentionally narrow, and the participant and volunteer mobile app is reserved for Enterprise. Organizations seeking certified SOC 2 or ISO 27001 infrastructure should consider an alternative, while budget-conscious social-care teams needing structured case workflows should find the paid tiers more appropriate as requirements grow.
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Socianote pricing
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Socianote fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $99/mo |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Not verified |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Yes |
| Deployment | Cloud |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, 2FA |
| Support | Email, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Free plan (source) |
| Website | socianote.com |
| Facts checked | 21 Sep 2026 |
Alternatives to Socianote
- 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
See all Socianote alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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