Find updates about grants management.
Store/track all client data, notes, activities & programs
Reporting & Dashboards
This section helps managing reports and analytics
Create/manage online forms & share with your clients
Record time & manage your schedule
Find updates and track attendance.
Track and report on meals provided to clients.
Non-profits referral management
- Food Pantry/Inventory
- Updates and FAQ's Find information on the latest additions / updates to PlanStreet as well as view some of the most frequently asked qu...
- Case Management Provides your organization with one central location to store and track all client data. This includes things like co...
- Online Forms Folder creation, moving documents, name, rename, or how to delete. HIPAA security standard compliance ensures that yo...
- System Administration Allows system administrator to set up back-end of the system and perform basic system configuration.
- Donor Management
- Grants Mangement In this section, learn how to create, delete, and edit grants, sort grant data, and how to precisely allocate grant m...
- Client Portal
- Worker Management This section provides access to the customers.
- Worklog & Scheduling Time tracking software is used to record worked hours for billing, payroll or operations. In general, they capture ti...
- Additional Features Get information on PlanStreet's additional features
- Integrations PlanStreet has open APIs which makes it a easier to integrate with any enterprise application.
- Video Library
- Reports and Dashboards