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.
About Classy
Classy is a social enterprise that creates world-class online fundraising tools for nonprofits, modernizing the giving experience to accelerate social impact around the world. Since 2011, more than 4,000 nonprofits have collectively raised over one billion dollars on the Classy platform. From crowdfunding to peer-to-peer fundraising, event registration & management, and one-time or recurring donations, nonprofits of all sizes trust Classy to manage all of their online fundraising under one roof.
Direct Donations - Grow your online donations through branded donation forms or crowdfunding campaigns that allow you to put your story and impact front and center. Grow and manage your recurring givers to sustain impact all year round. Peer-to-Peer Fundraising - Create time-based or evergreen peer-to-peer campaigns that give your supporters the power to not only donate, but fundraise on your behalf. Let your supporters spread your mission and increase your reach. Events - Whether you host a signature event or a series of events, use Classy Events to
create customized event pages to collect registrations, track performance, and give your supporters the ability to fundraise leading up to your event. International Fundraising - Attract international supporters by allowing them to donate in their local currency. Classy Passport supports donations in up to 130 different currencies allowing you to grow your movement around the world. Classy Pay - Process donations with Classy’s in-house payment processing solution. Built on the Stripe platform, Classy Pay offers industry-leading fraud prevention tools, automatic credit card updating for recurring gifts, and payout reconciliation right inside your Classy account.
Features
API
Calendar Management
Dashboard
Data Export
Data Import
Data Visualization
External Integrations
Multi-User
Notifications
Scheduling
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
Summary
Peer-to-Peer Fundraising
Website Donations
Recurring Giving
Crowdfunding
Ticketed and Registration Events
Events with Fundraising
International Fundraising
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.
FAQs
Does this service offer guides, tutorials and or customer support?
Yes! Classy's customer care team is here to help you fundraise successfully. Reach them via email, phone, or live chat. You can also utilize Classy's in-product Resource Center for FAQs and product walkthroughs, and access our fundraising resource library for a wealth of fundraising and marketing best practices.
Does this service integrate with any other apps?
Classy integrates with all your favorite software, including Salesforce, Kindful, Virtuous, Raiser's Edge, and Hubspot CRMs, Mailchimp and Constant Contact, Google Analytics, Charity Auctions Today, ClickBid, and more.
Who are the main user groups of this service?
Nonprofit development, marketing and communications, events, finance, and IT teams
Does this service offer an API?
Yes. Utilize Classy's award-winning open API to build your own apps and integrations.
What is this service generally used for?
Online fundraising and events management
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
573
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
16.9k
Other
Who uses CharityTracker
Personal
Freelance
Startups
Agencies
Enterprises
Desktop Platforms:
Web App
Windows
Macintosh
Mobile Platforms:
iOS
Android
WinPhone
Blackberry
Languages:
English
Regional Restrictions:
No restrictions.
Other
Who uses Classy
Startups
SMEs
Enterprises
Desktop Platforms:
Web App
Languages:
English
Regional Restrictions:
Classy works with all 501c3 nonprofits based in the United States.