A case management CRM that lets you focus on your clients to measure real-world impact, not just data. Meet CharityTracker, the approachable and affordable CRM solution for organizations. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way.
As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact.
Features
API
Calendar Management
Dashboard
Data Export
Data Import
Data Visualization
External Integrations
Multi-User
Notifications
Scheduling
Summary
Cloud-based Case Management
Say Goodbye to Spreadsheets
Collective Impact & Coordinate Care
Manage Case Notes, Assistance, Upload Files
Impactful Reports
Send Real-time Referrals
Create Custom Assessments
Client ID Cards & Barcode Scanning
Pricing
Basic
$20.00
1 user(s) / month
Included in plan:
Case Notes, Assistance
Alerts & Bulletins
Manage Cases, Notes, Assistance
Customizable Reports
Plus
$40.00
1 user(s) / month
Included in plan:
Measure Outcomes
Upload Documents
Referrals & Client ID Cards
Pro
$60.00
1 user(s) / month
Included in plan:
Custom Assessments
HMIS & Bed Management
Change-Over-Time Reports
FAQs
Does this service offer multi-user capability (e.g. teams)?
Yes. Collaborative database for multiple, simultaneous access by users. Groups feature for permission-based access to certain areas of the system.
Who are the main user groups of this service?
Serving both small (1-5 users) and large nonprofit agencies (6-100+) in 1,500 cities including: Social Service Agencies, Human Services Agencies, Churches, Social Workers, HMIS COC's, Hospitals, Heath Care Orgs, Churches. Including: United Way, Homeless Shelters, St. Vincent De Paul, Salvation Army, American Red Cross, Lutheran Social Services, Food Pantries & more. Easily manage clients for greater impact!
What platforms does this service support?
Any computer (PC or Mac) or any mobile device that has an up-to-date web browser. Browser-based.
Does this service integrate with any other apps?
None at this time.
Does this service offer guides, tutorials and or customer support?
We offer free customer to support to you and any of your team as they use the system, they can reach out and we will help them. Our customer support and technical support teams are available to answer questions live by phone, online chat and by email 8AM-5PM M-F CST.
What is this service generally used for?
Simple, Easy-To-Use, HIPAA-compliant, Cloud-based Case Management Software. Human Services and Social services software application for tracking assistance, case notes, outcomes tracking & reporting, and more!
What are some applications this service is commonly used in tandem with?
None at this time.
Does this service offer an API?
CharityTracker APIs will provide the operations to create, read, update, and delete (according to your permissions) case and assistance data. Integrating data from CT into another software system will be the responsibility of IT to determine if the software other then CT also has an API or if there will need to be a custom implementation.
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