PlanStreet
- Company typePrivate
- Founded2017
- HeadquartersLexington, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What PlanStreet does
PlanStreet Inc. is a privately held, Lexington, Kentucky-based software company that has built a cloud-based Impact Management Platform centered on case management software for nonprofit, government, healthcare, and human services organizations. The product, founded in 2017, registers clients, automates intake through configurable forms, delivers and tracks services, manages grants, monitors attendance and skills training, and produces compliance-grade outputs such as HMIS reports and Medicaid/Medicare billing. Around this core, PlanStreet has assembled a modular suite including Grant Management, Inventory Management, a Client Portal, Analytics and Reporting, Attendance Tracker, Closed-Loop Referrals, Invoicing and Billing, Volunteer Management, and a dedicated revenue cycle management sub-brand called StreetRCM; the system is delivered via web and native iOS and Android applications and integrates with Gmail, Google Calendar, Microsoft Outlook, and Microsoft Power BI.
Under the hood the platform is described as cloud-based, highly configurable (custom forms, conditionality, custom reports, configurable user interfaces), and security-hardened with encrypted data storage. PlanStreet monetizes through a SaaS subscription model with annual or multi-year contracts on quote-based enterprise pricing that is not publicly disclosed; sales run through a consultative direct field and inside sales motion anchored on live demos and 'Request a Demo' CTAs. Customers are organized by a vertical segmentation approach spanning 16 named use cases (HMIS, Workforce Development, Care Management, Child & Family Services, Transitional Housing, Affordable Housing, Reentry, Behavioral Health, Foster Care, Veterans Services, Home Care, Disaster Relief, Food Banks, Child Advocacy Centers, Investigative Management, and Incident Management), with two primary segments — nonprofits and government/public sector organizations — supported by a content-driven marketing program (blog, knowledge hub, case studies, video library, events). PlanStreet reports 'hundreds of satisfied users' across small and mid-sized community-based organizations (e.g., WHEDco, Jewish Family Services, NJCA, Preserve, Riis, Unlocking Doors) plus a sheriff's department, with no publicly disclosed revenue and only a single small outside funding event on record (a $50,000 round from Expert Dojo in October 2022).
PlanStreet firmographics
Firmographics- Name
- PlanStreet
- Legal name
- PlanStreet Inc.
- Website
- https://planstreetinc.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
PlanStreet industry classification
Industry- Product category
- Case Management Software for Social Services
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)
Keywords
Where PlanStreet is headquartered
LocationHeadquarters
- HQ city
- Lexington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PlanStreet business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Cloud-based case management software sold as a subscription service. The platform offers features including case management, grant management, invoicing/billing, and analytics. Revenue is generated through recurring subscription fees with annual or multi-year billing options available.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on organization needs |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels11 records
PlanStreet product offering
Product offeringCore offering
PlanStreet develops and sells a cloud-based Impact Management Platform centered on case management software for social, healthcare, and human services organizations. The platform enables client registration, needs assessment, service delivery and tracking, and case plan modification, with integrated modules for grant management, HMIS reporting, invoicing and Medicaid/Medicare billing, volunteer management, and closed-loop client referrals. It is delivered as a subscription SaaS product with web and mobile applications, sold primarily to nonprofits and government/public sector agencies.
Product overview
PlanStreet offers a unified Impact Management Platform for human and social services organizations. The core product is Case Management software, which serves as the foundation. Around this core, PlanStreet offers multiple integrated modules including Grant Management, Inventory Management, Client Portal, Analytics and Reporting, HMIS Reports, Attendance Tracker, Closed-Loop Referrals, Invoicing and Billing, Medicaid & Medicare Billing, and Volunteer Management. The platform also includes a sub-brand called StreetRCM for revenue cycle management. The system is described as cloud-based with highly customizable user interfaces, workflow automation capabilities, and Power BI reporting integration. Additional platform capabilities include intake automation with form building, skills and training tracking, client referrals, and impact analysis.
Differentiator
Problem solved
Functional benefit
Brands
- StreetRCM: Case management solution mentioned as a product offering under the PlanStreet platform.
Products and services
- Case Management Software Cloud-based case management platform for nonprofits and government agencies that registers clients, assesses risks and needs, delivers and tracks services, and modifies case plans to achieve client goals. Includes intake automation, workflow automation, custom reports, mobile access, and integration with Gmail, Google Calendar, Outlook, and Power BI.
- StreetRCM Revenue cycle management solution offered as a sub-brand under PlanStreet, designed for street outreach and related social services programs.
Quantifiable outcome
- Case managers can spend more time with clients due to automated tasks and streamlined processes
Companies that use PlanStreet
Customer profileNamed customers8 records
Segments18 records
Ideal customer profiles2 records
PlanStreet technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature10 records
PlanStreet partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Microsoft Power BIcorePower BI reporting integration providing advanced analytics and visualization capabilities. This is a key differentiator enabling sophisticated data analysis and impact reporting.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
PlanStreet competitors and assessment
Company assessmentDirect peers
- Bonterra (formerly Social Solutions): Bonterra's Apricot and ETO products are direct competitors in case management and outcomes tracking for nonprofits and human-services agencies, serving the same buyers with similar HMIS and grant-tracking functionality.
- CaseWorthy: CaseWorthy is a purpose-built case management platform for human and social services organizations, directly overlapping with PlanStreet's HMIS, foster care, and behavioral health verticals.
- CharityTracker: CharityTracker provides case management and collaborative software for churches, nonprofits, and community organizations, competing directly with PlanStreet in the community-services segment.
- ClientTrack (Eccovia): Eccovia's ClientTrack is a case management platform for health and human services, HMIS reporting, and housing programs — a direct competitor in many of PlanStreet's primary verticals.
Broad incumbents
- Salesforce.org Nonprofit Cloud: Salesforce's Nonprofit Success Pack and Program Management Module target the same nonprofit and grant-management workflows with a broader CRM platform, often displacing purpose-built tools in mid-market and enterprise deals.
- Netsmart (including Foothold Technology): Netsmart's human-services and behavioral-health EHR suite, including the acquired Foothold Technology product, competes head-to-head in behavioral health, foster care, and Medicaid-billing case management for social-service agencies.
- ServiceNow: ServiceNow's enterprise case management and workflow platform is increasingly used by government agencies for human-services case handling, competing with PlanStreet in government RFPs despite being a horizontal tool.
- WellSky (formerly Mediware): WellSky's human and social services software suite addresses case management, housing, and behavioral health workflows, overlapping with PlanStreet's vertical coverage in larger enterprise deals.
- Microsoft Dynamics 365 Customer Service: Microsoft's Dynamics 365 platform, including its case management capabilities and deep Power BI integration, is frequently evaluated alongside or instead of specialized tools like PlanStreet in government and large-nonprofit procurements.
Emerging players
- OrgCode: OrgCode provides HMIS-compatible case management software for housing and homelessness service providers, an emerging vertical-specialist competitor to PlanStreet's HMIS Reports and housing modules.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
PlanStreet social profiles
Digital presencePlanStreet financial estimates
Financial estimateRevenue estimate
Valuation estimate
PlanStreet leadership team
Management profileNumber of profiles
PlanStreet funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PlanStreet M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PlanStreet
What does PlanStreet do?
PlanStreet develops and sells a cloud-based Impact Management Platform centered on case management software for social, healthcare, and human services organizations. The platform enables client registration, needs assessment, service delivery and tracking, and case plan modification, with integrated modules for grant management, HMIS reporting, invoicing and Medicaid/Medicare billing, volunteer management, and closed-loop client referrals. It is delivered as a subscription SaaS product with web and mobile applications, sold primarily to nonprofits and government/public sector agencies.
Is PlanStreet a public or private company?
PlanStreet is a private company. It is classified as unknown and is currently operating.
When was PlanStreet founded?
PlanStreet was founded in 2017. It employs 51 to 100 people.
Where is PlanStreet based?
PlanStreet is headquartered in Lexington, United States, in the North America region.
How does PlanStreet make money?
One revenue line is on record: saaS Subscription.
Who are PlanStreet's main competitors?
Direct peers on record are Bonterra (formerly Social Solutions), CaseWorthy, CharityTracker and ClientTrack (Eccovia). Broad incumbents are Salesforce.org Nonprofit Cloud, Netsmart (including Foothold Technology), ServiceNow, WellSky (formerly Mediware) and Microsoft Dynamics 365 Customer Service. OrgCode is listed as an emerging player.
Does PlanStreet have an API?
No public API is recorded for PlanStreet.
What industry is PlanStreet in?
PlanStreet's product category is Case Management Software for Social Services. Its primary akta.pro industry code is HDAEALAJ, Enterprise Case Management & Request Fulfillment Platforms. Its NAICS code is 5132 and its SIC code is 7372.