Salesforce is built for sales. Socianote is built for care.
Purpose-built social service case management — community contacts, intake, cases, programmes, and funder reports in one place. Live in two weeks. No Salesforce admin required.
Free plan — no credit card, no time limit, up to 3 staff.
Honest side-by-side
We only include features we can verify. No invented checkmarks.
| Feature | Socianote | Salesforce for Nonprofits |
|---|---|---|
| Purpose-built for social service case management | Core design | CRM and fundraising first; case management via customisation |
| Pre-intake community interaction tracking | Built-in | Not available out of the box |
| Programme enrolment + session attendance | Built-in | Requires custom development or AppExchange add-on |
| Participant self-service portal | Included | Available via Experience Cloud (additional cost) |
| Time to go live | Under 2 weeks | Typically 3–12 months with implementation partner |
| Requires dedicated Salesforce admin | No | Strongly recommended; most orgs need external consultant |
| Flat pricing (not per-user) | By org size | Per-user seat pricing |
| PDPA + GDPR compliance tools | Hard delete, audit trail, consent tracking | Available with configuration |
| Free plan | Up to 3 staff | Power of Us: 10 free licenses for eligible nonprofits |
Salesforce for Nonprofits feature details based on publicly available product documentation as of June 2026. Verify current details at salesforce.com/nonprofit.
Why social service teams choose Socianote
Built for your workflow, not adapted from a CRM
Socianote was designed from the ground up for social service case management — intake, cases, community interactions, programme attendance, funder reports. Salesforce was built for sales. Adapting it for frontline social work takes months and requires ongoing admin.
Live in two weeks, not six months
Salesforce implementations for nonprofits typically take 3–12 months and require a specialist implementation partner. Socianote is self-serve: sign up, invite your team, and go. If you want us to migrate your data, we offer a paid guided service. Most organisations are fully live within two weeks.
No Salesforce admin required
Running Salesforce well requires a dedicated administrator or regular consultant support. Socianote is built for teams that don't have dedicated IT — social workers and programme managers can manage it themselves.
The full community journey, out of the box
Socianote tracks every person from first community contact to case closure — pre-intake interactions, intake, cases, and programme enrolment in one connected record. No custom objects, no developer, no AppExchange.
Pricing that scales with your org, not your headcount
Salesforce is per-user. As your team grows, your bill grows. Socianote is flat by org size — onboard ten new volunteers and your invoice doesn't change.
PDPA and GDPR compliance built in
Hard delete (right to erasure), full audit trail, consent tracking, and automatic data anonymisation are all default features in Socianote. In Salesforce, configuring these for your compliance obligations requires custom work.
Moving from Salesforce is simpler than you think
Salesforce exports your data as CSV. Our team migrates it for you. Most organisations complete migration without losing a single client record — and without a migration consultant.
Export from Salesforce
CSV export of contacts, cases, and programme data. Salesforce supports standard data exports — your data is yours.
Our team migrates your data
We provide guided migration support to move your people, cases, and enrolment records across. Most fields map directly.
Go live in under 2 weeks
Paid guided migration — we handle the data move. No third-party implementation partner needed. Most teams are fully live within two weeks.
Pricing, plainly stated
Salesforce for Nonprofits
Per-user pricing — Power of Us program offers 10 free licenses for eligible nonprofits; additional seats at nonprofit rates. Implementation costs are separate.
Socianote
From $0 (Free) to $249/mo (Team). Flat by org size. Published. No surprises.
Salesforce pricing and programme details based on publicly available information as of June 2026. Verify current pricing and Power of Us eligibility at salesforce.com/nonprofit.
See our full pricingCommon questions
Is Socianote a direct replacement for Salesforce for Nonprofits?
For social service agencies whose primary need is case management, community engagement, and programme delivery: yes. If your organisation depends heavily on Salesforce's fundraising, grant management, or major donor CRM capabilities, we'd recommend evaluating both — Salesforce is genuinely strong in those areas. Socianote is focused on the care side: cases, community interactions, programmes, participant records, and funder reporting.
What about Salesforce's Power of Us program — 10 free licenses?
The Power of Us program is a genuine benefit and worth noting honestly. For organisations that are already Salesforce-native and have the admin capacity to configure it well, those free licenses have real value. Socianote's case for the switch is about fit-for-purpose, not just cost: case management, community interactions, programme attendance, and participant portals are built-in defaults in Socianote, not custom-built additions.
We already use Salesforce for fundraising — can we use Socianote for case management?
Yes. Many organisations use Salesforce for donor and fundraising management and a purpose-built system for care delivery. They serve different workflows and don't need to be the same system. Socianote handles CSV exports that can be shared with your fundraising team or financial systems.
How does migration from Salesforce work?
Salesforce supports data exports in CSV format. We provide paid guided migration to move your people, cases, and programme data across. Most fields map directly. Ask us for a migration quote.
Purpose-built for the work you actually do.
Start free — no credit card, no sales call, no 6-month implementation.