Socianote review
Affordable case management with intake, reporting, portals, and a free starting tier.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Socianote pros and cons
- 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
Socianote fact sheet, pricing and score →
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