--- description: Casebook : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Casebook - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour services sociaux](/directory/30660/human-services/software) > [Casebook](/software/200357/casebook-platform) # Casebook Canonical: https://fr.capterra.ca/software/200357/casebook-platform Page : 1/5\ Suivant: [Page suivante](https://fr.capterra.ca/software/200357/casebook-platform?page=2) > Spécialement conçu pour les services sociaux et humanitaires avec gestion des cas, gestion des fournisseurs, reporting et version mobile sur n'importe quel appareil. > > Conclusion : 86 utilisateurs lui ont donné la note de **4.2/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Casebook? Les organismes à but non lucratif, les agences gouvernementales et locales et les prestataires privés qui ont beaucoup d'informations enfermées dans des systèmes technologiques et des feuilles de calcul obsolètes. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.2/5** | 86 Avis | | Simplicité | 3.9/5 | D'après l'ensemble des avis | | Support client | 4.4/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.1/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.0/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Casebook - **Pays**: New York, É.-U. - **Entreprise fondée en**: 2007 ## Contexte commercial - **À partir de**: 29,00 $ US - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: Canada, États-Unis ## Fonctionnalités - Base de données de membres - Gestion de la communication - Gestion des clients - Gestion des contacts - Gestion des documents - Gestion des formulaires - Gestion des programmes - Gestion des rendez-vous - Gestion des références - Goal Setting/Tracking - Logiciels CRM (gestion de la relation client) - Notes de cas - Planification - Rapports et analyses - Rapports et statistiques ## Intégrations (7 au total) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Support 24/7 (réponse directe) - Chat/Clavardage ## Category - [Logiciels pour services sociaux](https://fr.capterra.ca/directory/30660/human-services/software) ## Catégories connexes - [Logiciels pour services sociaux](https://fr.capterra.ca/directory/30660/human-services/software) - [Logiciels d'action sociale](https://fr.capterra.ca/directory/31462/social-work-case-management/software) - [Logiciels pour OBNL (organisation à but non lucratif)](https://fr.capterra.ca/directory/30805/nonprofit/software) - [Logiciels de CRM pour association](https://fr.capterra.ca/directory/31515/nonprofit-crm/software) ## Logiciels similaires 1. [DonorPerfect](https://fr.capterra.ca/software/2698/donorperfect-fundraising-software) — 4.5/5 (1415 reviews) 2. [Givebutter](https://fr.capterra.ca/software/172048/givebutter) — 4.8/5 (871 reviews) 3. [Donorbox](https://fr.capterra.ca/software/156860/donorbox) — 4.8/5 (625 reviews) 4. [Zeffy](https://fr.capterra.ca/software/220131/zeffy) — 4.8/5 (479 reviews) 5. [Bonterra Apricot](https://fr.capterra.ca/software/123342/bonterra-case-management) — 4.2/5 (226 reviews) ## Avis ### "User friendly and efficient" — 5.0/5 > **Vicki** | *3 février 2026* | Services à la personne et aux familles | Taux de recommandation : 10.0/10 > > **Avantages**: The ease of use is one of CASEBOOK’s strongest qualities. The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to navigate. The learning curve is surprisingly gentle. the platform’s logical layout helps reinforce confidence from day one. CASEBOOK’s reporting capabilities are another major advantage. Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and organize, ensuring that nothing gets lost and everything stays consistent. The data entry experience is equally smooth—fields are clear, workflows make sense, and the system helps reduce duplication and errors. > > **Inconvénients**: I’ve noticed that, on occasion, certain items within the platform may be added, changed, or adjusted without the user being immediately aware. Even with these occasional updates, CASEBOOK continues to be very easy to use and navigate. The overall experience remains smooth, intuitive, and reliable. > > CASEBOOK offers a well-rounded, user-friendly solution that supports efficient work with a friendly and supportive team. ----- ### "Helped us be able to accurately record and collect data on all the different aspects of our work." — 5.0/5 > **Lindsay** | *16 janvier 2026* | Gestion d'organisme à but non lucratif | Taux de recommandation : 8.0/10 > > **Avantages**: Casebook has been very easy to learn how to use. It has made it easy to enter information and also find information. Our agency has been able to pull data very easily for a variety of reporting needs. > > **Inconvénients**: Sometimes it takes several clicks before you can get to the section you want to make notes in. But considering how much time it saves us in other areas, this is minor. > > Overall it has made transitioning from our old database very smooth. It is user friendly and we appreciate having support to answer our questions when needed. I love how clean and easy to read everything is, and reporting possibilities are endless. ----- ### "Epilespy Services of SW FL" — 5.0/5 > **Leonel** | *23 septembre 2024* | Santé, bien-être et fitness | Taux de recommandation : 10.0/10 > > **Avantages**: The user friendliness of the software. > > **Inconvénients**: Configuring the reporting. Its pretty hard. > > It has been great\! Friendly staff and always available\! ----- ### "Grateful for Casebook making my job easier." — 5.0/5 > **Nicole** | *18 juin 2024* | Forces de l'ordre | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- ### "No as happy as I had hoped to be....." — 2.0/5 > **Lisa** | *23 février 2023* | Gestion d'organisme à but non lucratif | Taux de recommandation : 0.0/10 > > **Avantages**: We have not found anything what we like most thus far. > > **Inconvénients**: 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. ----- Page : 1/5\ Suivant: [Page suivante](https://fr.capterra.ca/software/200357/casebook-platform?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/200357/casebook-platform) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées