--- description: ¿Qué es y para qué sirve Casebook? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Casebook? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para servicios humanitarios](/directory/30660/human-services/software) > [Casebook](/software/200357/casebook-platform) # Casebook Canonical: https://www.capterra.mx/software/200357/casebook-platform Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.mx/software/200357/casebook-platform?page=2) > Diseñado específicamente para servicios humanos con formularios configurables, calendario y seguridad de nivel empresarial. > > Veredicto: 86 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Casebook? Originalmente diseñado para proveedores nacionales de servicios familiares y gobiernos estatales, Casebook está llevando tecnología innovadora a las organizaciones de servicios humanos de cualquier tamaño. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.2/5** | 86 Opiniones | | Facilidad de uso | 3.9/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.4/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.1/5 | Basado en las opiniones generales | | Funciones | 4.0/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Casebook - **Ubicación**: New York, EE. UU. - **Constitución**: 2007 ## Contexto comercial - **Precio inicial**: USD 29.00 - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funciones - Base de datos de miembros - CRM - Creación de informes y estadísticas - Creación de informes/análisis - Gestión de citas - Gestión de clientes - Gestión de contactos - Gestión de documentos - Gestión de formularios - Gestión de la comunicación - Gestión de programas - Gestión de recomendaciones - Goal Setting/Tracking - Notas de caso - Programación ## Integraciones (en total: 7) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Asistencia 24/7 - Chat ## Categoría - [Software para servicios humanitarios](https://www.capterra.mx/directory/30660/human-services/software) ## Categorías relacionadas - [Software para servicios humanitarios](https://www.capterra.mx/directory/30660/human-services/software) - [Herramientas de trabajo social](https://www.capterra.mx/directory/31462/social-work-case-management/software) - [Software para asociaciones sin ánimo de lucro](https://www.capterra.mx/directory/30805/nonprofit/software) - [Software CRM para ONGs](https://www.capterra.mx/directory/31515/nonprofit-crm/software) ## Alternativas 1. [Givebutter](https://www.capterra.mx/software/172048/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.capterra.mx/software/156860/donorbox) — 4.8/5 (624 reviews) 3. [DonorPerfect](https://www.capterra.mx/software/2698/donorperfect-fundraising-software) — 4.5/5 (1384 reviews) 4. [Bonterra Apricot](https://www.capterra.mx/software/123342/bonterra-case-management) — 4.2/5 (225 reviews) 5. [Bonterra Network for Good](https://www.capterra.mx/software/111128/bonterra-guided-fundraising) — 4.6/5 (936 reviews) ## Opiniones ### "First online case management" — 4.0/5 > **Khushbu** | *28 de mayo de 2025* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: As an agency that has had paper files for years, it was a nice platform to be able to move things electronically. > > **Puntos en contra**: 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 de septiembre de 2024* | Salud, bienestar y deporte | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The user friendliness of the software. > > **Puntos en contra**: 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 de febrero de 2023* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: We have not found anything what we like most thus far. > > **Puntos en contra**: 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 de junio de 2024* | Fuerzas del orden público | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de mayo de 2024* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.mx/software/200357/casebook-platform?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/200357/casebook-platform) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados