CharityTracker

CharityTracker

Claimed

Claimed

Last Updated

Overview

CharityTracker is an intuitive, budget-friendly nonprofit case management CRM for organizations focused on real-world impact. It lacks advanced reporting but is user-friendly software that serves 30,000+ users globally. It offers robust tools for effective client management and community collaboration and provides support with a solution that adapts to evolving needs.

CharityTracker Specifications

  • Case Management
  • Document Management
  • Client Management (CRM)
  • Billing & Invoicing

CharityTracker Features

Case Intake

This essential feature records and manages demographic community data, allowing for effective assistance, documentation, and goal setting. By organizing information comprehensively, it ensures that each client receives personalized care.

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Kiosk/Remote Intake

This time-saving feature enables clients to complete their intake forms and request assistance digitally from anywhere. It greatly reduces the administrative burden on staff and allows them to optimize their time for other critical tasks.

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Client IDs + Barcode Scanning

This robust feature integrates barcode scanning to streamline client service processes. Speeding up client identification and minimizing manual data entry reduces wait times and enhances service efficiency.

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Create & Track Outcomes

This vital feature tracks every client interaction to measure the impact of services and track outcomes. It provides valuable insights into service effectiveness, helping organizations work towards client self-sustainability and improved outcomes.

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Customizable Assessments

This important feature allows for the creation of tailored assessments, enabling meaningful data collection. It helps demonstrate organizational impact to the financers/funders and ensures that assessments align with specific goals and needs.

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CharityTracker Pricing

Basic

Essential Case Management

Plus

Enhanced Case Management

Pro

Full Program, Impact, and Data Management

  • Simple, Fast Client Intake & Case Notes

  • Household & Visit History Tracking

  • Built-In Reporting (Visits, Services, Demogra

  • Outcome Tracking That Shows Real Impact

  • Secure File & Document Uploads

  • Smart Referral System Between Agencies

  • Fully Customizable Assessment

  • Appointments & Client Scheduling

  • Remote Intake Link + Self-Service Kiosk Mode

  • API Access

Disclaimer: The pricing details were last updated on Aug 21, 2026 from the vendor's website. Please contact us for a tailored pricing list.

CharityTracker Reviews

Total 418 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

61%

4

Stars

35%

3

Stars

3%

2

Stars

1%

1

Stars

0%

Share your experience

P

Pat

Hospital & Health Care, 500+ employees

More than a year

5.0
October 2025

“Excellent for group communication and reports”

Pros

The bulletin feature made communicating with a large group really simple. It is also helpful that our agency can edit its own entries and the customizable reports are very useful.

Cons

We had to keep re-uploading the same Release of Information forms every time we added a new family member. The service description box also does not have any formatting options, so we had to create our own strict rules for how to write entries.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

10

M

Merlin

Alternative Medicine, 11-50 employees

Less than 6 months

5.0
June 2025

“A really great & simple product”

Pros

This is a really great product, it is easy to use, super helpful and I have not had a single issue, everything works smoothly and is very user-friendly. Amazing, amazing!

Cons

It can be a little slow sometimes but other than that, I don't have any complaints. It is a great and very helpful product overall.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

V

VALERIA

Non-Profit Organization Management, 51-100 employees

Less than a year

4.0
May 2025

“Gets the basic job done”

Pros

It is fine for what it is but it is not the best tool I've used. I personally prefer Salesforce but this one gets the job done.

Cons

It does not connect with other platforms we use daily like Salesforce which would be really helpful.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

Does CharityTracker offer an API? 

No, CharityTracker does not offer an API.

Does CharityTracker support mobile devices? 

No, CharityTracker does not support mobile devices.

What other apps does CharityTracker integrate with?

CharityTracker still needs to provide the integration details on its website.

What language does CharityTracker support?

CharityTracker supports only the English language.

What types of pricing plans does CharityTracker offer?

The CharityTracker cost is covered through three plans. A Basic plan is $20/user/month, a Plus plan is $40.00/user/month, and a Pro plan is $60.00/user/month.

Who are the typical users of CharityTracker? 

Typical users of CharityTracker are organizations involved in charitable activities such as social work, churches, domestic violence, human services, clearing houses, food banks and pantries, disaster recovery, and hospitals and healthcare.

What level of support does CharityTracker offer?

CharityTracker provides support through phone, live chat, email, and FAQs/forums.