PlanStreet
Case Management
Place to store and track all client data, including notes, activities and programs
Donor Management
This section helps managing donations and donor profiles
Online Forms
Create and manage online forms and share them with your clients
Client Portal
Clients can review their case and schedule meetings with case workers
Worker Management
This section helps you manage workers in your organization
Case Financials
Manage your case financial, helps with tracking your revenues and expenses
My Schedule
Manage all meetings, appointments and events with "My Schedule"
Time Tracking & Attendance
Record work hours as well as manage attendance of students
Project Management
This guides project managers to manage Traditional (Gantt chart) and Agile projects
Integrations
This helps you to integrate PlanStreet with Quickbooks, Microsoft Teams and Outlook
Video Library
It provides you with video links for all the activities you can perform with PlanStreet
System Administration
This section helps you configure and update system settings
