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CharityTracker

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Company health

Employee growth
25% increase in the last year
Web traffic
18% increase in the last quarter

Ratings

G2
4.6/5
(337)
Capterra
4.5/5
(1020)

CharityTracker description

CharityTracker is a case management software designed for nonprofits and social service organizations. It helps manage client information, track services provided, and generate reports for funders. The software aims to reduce paperwork, improve collaboration between agencies, and demonstrate real-world impact to stakeholders. CharityTracker is used by over 20,000 users worldwide.


Who is CharityTracker best for

CharityTracker is a user-friendly case management software praised for its excellent customer support and ability to prevent service duplication. However, some users mention limitations in report customization and occasional slowdowns. Perfect for non-profits of all sizes, CharityTracker helps manage client information, track services, and generate reports, improving collaboration and demonstrating real-world impact.

  • Ideal for non-profits of all sizes seeking to streamline operations and boost client data management.

  • Best fit for non-profit organizations needing efficient case management and reporting.


CharityTracker features

Supported

CharityTracker allows users to upload, store, and manage client documents electronically.

Supported

CharityTracker enables the creation of progress reports via its case management and reporting features. This includes customizable assessments, outcome reports, and a "Changes Over Time Report" to track client progress.

Supported

CharityTracker tracks services with date, type, and notes.

Supported

CharityTracker supports remote client intake through kiosk mode or secure link.

Supported

CharityTracker supports integrations to enhance functionality and data exchange.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+0.92

Reliability and Performance

Strongly positive
+1

Ease of Implementation

Neutral
+0

Scalability

Rather positive
+0.33

CharityTracker reviews

We've summarised 1357 CharityTracker reviews (CharityTracker Capterra reviews and CharityTracker G2 reviews) and summarised the main points below.

Pros of CharityTracker
  • User-friendly interface and easy navigation praised by many.
  • Excellent and responsive customer support.
  • Helpful for tracking client assistance and preventing duplication of services.
  • Effective communication and collaboration features, including the bulletin board.
Cons of CharityTracker
  • Difficulty with report customization and filtering to get specific data.
  • Occasional issues with duplicate client accounts despite warnings.
  • System can be slow or lag, especially during peak usage times.
  • Limited ability to customize certain data fields and entry options.

CharityTracker pricing

The commentary is based on 48 reviews from CharityTracker Capterra reviews and CharityTracker G2 reviews.

CharityTracker is considered cost-effective and affordable, especially for small nonprofits. While some users mention the price for multiple logins can be steep, most find the cost worthwhile due to the valuable services provided, such as preventing duplicate services and streamlining case management.

Users sentiment

Strongly positive
+1

See the CharityTracker pricing page.

  • CharityTracker has a free trial.

Basic
$216 / year / user

Includes easy case management, comprehensive reports, broadcast area-wide bulletins, safety and security, 24/7/365 access, and daily backup.

Plus
$432 / year / user

Includes all Basic plan features plus barcode scanning, client IDs, digital signature capture, file uploads, requests & referrals, and the ability to create and track outcomes.

Pro
$648 / year / user

Includes all Plus plan features plus kiosk mode/remote intake, SMS (text) broadcasts, appointments/scheduling, customizable assessment, changes over time reports, street address autocomplete, and API access.


CharityTracker alternatives

  • Logo of Salesforce Nonprofit Cloud
    Salesforce Nonprofit Cloud
    Empowers nonprofits to manage donors, programs, and impact.
    Read more
  • Logo of SmartAdvocate
    SmartAdvocate
    Legal case management: automation, insights, and increased efficiency.
    Read more
  • Logo of Rocket Matter
    Rocket Matter
    Legal practice management software: easy billing, time tracking, and more.
    Read more
  • Logo of Sessions Health
    Sessions Health
    Streamlined practice management for therapists. Simple, secure, client-focused.
    Read more
  • Logo of Financial Cents
    Financial Cents
    Accounting practice management: Streamlined workflows, automated tasks, scaled growth.
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  • Logo of Clio
    Clio
    Cloud-based legal practice management software streamlining firm operations.
    Read more

CharityTracker FAQ

  • What is CharityTracker and what does CharityTracker do?

    CharityTracker is a case management software for nonprofits and social service organizations. It streamlines client data management, tracks services, and generates reports, improving collaboration and demonstrating impact. It's praised for ease of use and customer support but can experience slowdowns.

  • How does CharityTracker integrate with other tools?

    CharityTracker integrates with other tools to enhance functionality and data exchange. It offers integrations to improve client data management, service tracking, and reporting capabilities, though specific integrations are not listed in the provided data.

  • What the main competitors of CharityTracker?

    Alternatives to CharityTracker include Exponent Case Management, Neon CRM, and Carepatron. These platforms offer similar functionalities such as client management, service tracking, and reporting tools for non-profit organizations.

  • Is CharityTracker legit?

    CharityTracker is a legitimate and safe case management software. It's used by over 20,000 users globally and receives positive reviews for its user-friendly interface and excellent customer support. G2 rates it 4.6/5 and Capterra 4.52/5, indicating user satisfaction and trustworthiness.

  • How much does CharityTracker cost?

    CharityTracker pricing starts at $216 per user per year for the Basic plan. The Plus plan is $432 per user per year, and the Pro plan costs $648 per user per year. A free trial is available. Contact CharityTracker for volume discounts.

  • Is CharityTracker customer service good?

    CharityTracker's customer service is highly regarded by users, who describe the support team as "excellent," "responsive," and "helpful." They are known for their quick responses and willingness to assist with customizations and troubleshooting.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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