--- description: Detaillierte Informationen über Casebook zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Casebook Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Soziale Einrichtungen Software](/directory/30660/human-services/software) > [Casebook](/software/200357/casebook-platform) # Casebook Canonical: https://www.capterra.ch/software/200357/casebook-platform Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.ch/software/200357/casebook-platform?page=2) > Speziell fürs Human Services entwickelt, mit konfigurierbaren Formularen, Calendering und Sicherheit auf Unternehmensniveau. > > Bewertung: **4.2/5** von 86 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Casebook? Casebook wurde ursprünglich für staatliche und nationale Familienservicedienstleister entwickelt und bietet nun revolutionäre Technologie für Human-Services-Organisationen jeder Größe an. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.2/5** | 86 Nutzerbewertungen | | Bedienkomfort | 3.9/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.4/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.1/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.0/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Casebook - **Region**: New York, USA - **Gegründet**: 2007 ## Gewerblicher Kontext - **Startpreis**: $ 29.00 - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Kanada, Vereinigte Staaten ## Funktionen - Berichterstattung / Analyse - Berichterstattung und Statistik - CRM-Systeme - Dokumentenmanagement - Empfehlungs-Management - Fall-Aufzeichnungen - Formularverwaltung - Goal Setting/Tracking - Kommunikationsmanagement - Kontaktmanagement - Kundenmanagement - Mitglieder-Datenbank - Programm-Management - Terminplanung - Terminverwaltung ## Integrationen (7 insgesamt) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [Soziale Einrichtungen Software](https://www.capterra.ch/directory/30660/human-services/software) ## Ähnliche Kategorien - [Soziale Einrichtungen Software](https://www.capterra.ch/directory/30660/human-services/software) - [Fallmanagement Software für Soziale Arbeit](https://www.capterra.ch/directory/31462/social-work-case-management/software) - [NPO Software (Non-Profit-Organisationen)](https://www.capterra.ch/directory/30805/nonprofit/software) - [CRM-Systeme für Nonprofit-Organisationen](https://www.capterra.ch/directory/31515/nonprofit-crm/software) ## Alternativen 1. [Givebutter](https://www.capterra.ch/software/172048/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.capterra.ch/software/156860/donorbox) — 4.8/5 (624 reviews) 3. [DonorPerfect](https://www.capterra.ch/software/2698/donorperfect-fundraising-software) — 4.5/5 (1384 reviews) 4. [Zeffy](https://www.capterra.ch/software/220131/zeffy) — 4.8/5 (473 reviews) 5. [Bonterra Apricot](https://www.capterra.ch/software/123342/bonterra-case-management) — 4.2/5 (225 reviews) ## Nutzerbewertungen ### "First online case management" — 4.0/5 > **Khushbu** | *28. Mai 2025* | Non-Profit-Organisation Management | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: As an agency that has had paper files for years, it was a nice platform to be able to move things electronically. > > **Nachteile**: The process of form creation and reporting can be tricky to navigate and collect appropriate data, but the team has been helpful. As well as sorting and organizing within the pages. > > Overall, the transition has been well. Staff have had good feedback and enjoy the electronic option. ----- ### "Epilespy Services of SW FL" — 5.0/5 > **Leonel** | *23. September 2024* | Gesundheit, Wellness & Fitness | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The user friendliness of the software. > > **Nachteile**: Configuring the reporting. Its pretty hard. > > It has been great\! Friendly staff and always available\! ----- ### "No as happy as I had hoped to be....." — 2.0/5 > **Lisa** | *23. Februar 2023* | Non-Profit-Organisation Management | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: We have not found anything what we like most thus far. > > **Nachteile**: This system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything. ----- ### "Grateful for Casebook making my job easier." — 5.0/5 > **Nicole** | *18. Juni 2024* | Strafverfolgung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services. > > **Nachteile**: I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job. > > We enjoy it and we highly recommend it even though we do not use many of the things available to use for casebook, its good to know there are options if we do decide to add certain components or configurations to our daily routine. ----- ### "Much Needed Switch to Casebook" — 4.0/5 > **Anna** | *6. Mai 2024* | Non-Profit-Organisation Management | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: So far the customer support has been absolutely stellar. I have the option to write a "ticket" for larger needs or quickly get a question answered with the chat function (that is also a real person). We are just finishing up the final touches on customizing our needs and the set-up team has been so easy to work with. The do have somewhat limited availability, but it hasn't been too much of a problem. It does take a pretty involved process to really get everything how you want it, but once its up and running it have been so much easier than our previous case management system. It's incredibly intuitive and doesn't take a who lot of training to figure out. > > **Nachteile**: The set up time is quite involved, but that is mostly because the team is very thorough. This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times to get set up. ----- Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.ch/software/200357/casebook-platform?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/200357/casebook-platform) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten