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What is CharityTracker?

A nonprofit case management CRM that lets you focus on your clients to measure real-world impact, not just data.

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.

CharityTracker currently scores 88/100 in the Nonprofit & Volunteering category. This is based on user satisfaction (92/100), press buzz (38/100), recent user trends (falling), and other relevant information on CharityTracker gathered from around the web.

The score for this software has improved over the past month. What is this?
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Nonprofit & Volunteering Market Radar

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CharityTracker Product Overview

  • 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

Languages Supported: English
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CharityTracker Features

  • API
  • Batch Permissions & Access
  • Calendar Management
  • Corporate/Business
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Training
  • External Integrations
  • File Sharing
  • File Transfer
  • Gamification
  • Inventory Tracking
  • Marketing Automation
  • Multi-User
  • Notifications
  • Personal Learning
  • Project Management
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Video Courses
  • Class Management
  • Student Registration
  • Organization Management
  • Athlete Management
  • Report & Compliance
  • Audit Management
  • Risk Assessment
  • Incident Management
  • Policy Management
  • Threat Detection
  • Dashboards
  • Status Notifications
CharityTracker Pricing

CharityTracker Pricing Plans


1 user(s) / month
  • Case Notes, Assistance
  • Alerts & Bulletins
  • Manage Cases, Notes, Assistance
  • Customizable Reports


1 user(s) / month
  • Measure Outcomes
  • Upload Documents
  • Referrals & Client ID Cards


1 user(s) / month
  • Custom Assessments
  • HMIS & Bed Management
  • Change-Over-Time Reports

Plans starting from: $20.00/month Credit card required: No

CharityTracker FAQs

Does CharityTracker 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 CharityTracker?

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 CharityTracker support?

Any computer (PC or Mac) or any mobile device that has an up-to-date web browser. Browser-based.

Does CharityTracker integrate with any other apps?

None at this time.

Does CharityTracker 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 CharityTracker 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 CharityTracker is commonly used in tandem with?

None at this time.

Does CharityTracker 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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CharityTracker Alternatives & Competitors

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