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CharityTracker Logo

Affordable, Cloud-Based, Easy Case Management Software

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Table of Contents

CharityTracker - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: January 2026

CharityTracker overview

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Based on 1055 verified user reviews

What is CharityTracker?

By industry, CharityTracker reviewers are most commonly professionals in non-profit organization management (46%). The most frequent use case for CharityTracker cited by reviewers is nonprofit (72% of reviewers).

What do users say about CharityTracker pricing?

Reviewers appreciate CharityTracker's affordability, scalable pricing, and lack of onboarding fees, which they say benefit organizations with limited budgets. However, some users report that per-user fees and annual costs can be prohibitive for smaller nonprofits.

Starting price

20per user /
per month
view pricing plans
try for free

Pros & Cons

Reporting

Charity and Donations

Features

Agency Collaboration

Search Functionality

Performance and Speed

CharityTracker’s user interface

Ease of use rating:

CharityTracker pros, cons and reviews insights

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To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(9)
3-4(405)
5(641)

What do users say about CharityTracker?

By industry, CharityTracker reviewers are most commonly professionals in non-profit organization management (46%). The most frequent use case for CharityTracker cited by reviewers is nonprofit (72% of reviewers).

Select to learn more


Who uses CharityTracker?

Based on 1,055 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Nonprofit Organization Management
Religious Institutions
Individual & Family Services
Civic & Social Organization
Others

Use cases

Nonprofit
Social Work Case Management
Human Services
Patient Case Management
Food Service Distribution

CharityTracker's key features

Most critical features, based on insights from CharityTracker users:

For nonprofits
Reporting & statistics
Contact management
Customizable fields
Client management
Case notes

All CharityTracker features

Features rating:

Workflow management
Search/Filter
Reporting/Analytics
Real-Time reporting
Real-Time analytics
Mobile access
Membership management
Member communication
HIPAA compliant
For religious organizations
CRM
Contact database
Communication management
Case management
Access controls/permissions
Alerts/Notifications
Activity tracking
Assessment management
Document management
Program management
Member database
Goal setting/tracking
Customizable reports
Data import/export
Customizable forms
Referral management
Forms management
Care plan management
Referral tracking
Document storage
Donor management
Third-Party integrations
Activity dashboard
Fundraising management
Scheduling
Time tracking
Progress notes
Progress reports
Progress tracking
Project time tracking
Administrative Reporting
Real-Time data
Wait list management
Ad hoc reporting
Records management
Team Notes
Task scheduling
Reminders
Volunteer management
Role-Based permissions
Task management
Surveys & feedback
Treatment planning
Self service portal
SMS messaging
Survey/Poll management
Training management
Case List Management
Charting
Child Welfare Management
Client portal
Clinical assessment tool
Collaboration tools
Calendar management
Compliance management
Bed management
Attendance management
Dashboard creation
Data collection
Document templates
Electronic signature
Email alerts
Employee management
Graphical data presentation
Group Notes
Appointment management
Intake management
Inventory tracking
Medical history records
API
Alerts/Escalation
Multi-Factor authentication
Multi-Location
Online calendar
Patient intake
Patient management
Patient records management

CharityTracker alternatives

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visit website

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Value for Money
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CharityTracker pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Basic

20

/user

Per month

Features included:

  • Bulletins
  • Daily Backup
  • Comprehensive Reports
  • Case Management
  • 24*7 Access
  • Safe and Secure

Plus

40

/user

Per month

Features included:

  • Barcode Scanning
  • Digital Signature Capture
  • File Uploads
  • Referrals
  • Track Outcomes
  • Client Access

Pro

60

/user

Per month

Features included:

  • API
  • Customizable Assessments
  • SMS Broadcasts
  • Appointment Scheduling
  • Kiosk Mode
  • Remote Intake
  • Reports

User opinions about CharityTracker price and value

Value for money rating:

Of 44 reviews that provide robust commentary on CharityTracker's price and value, 54% mention it in a positive light.

Some reviewers feel CharityTracker offers strong value for money, highlighting its affordability, scalable pricing, and cost-effective customization options. Users think the lack of onboarding fees and the ability to collaborate with multiple organizations at a low cost are significant benefits. Some reviewers find it especially valuable for organizations with limited budgets, noting savings that offset subscription costs. However, reviewers indicate that per-user fees and annual membership costs can be prohibitive for smaller nonprofits or those needing many users. Some users report concerns that pricing may discourage participation from budget-constrained agencies or communities.

, and

To see what individual users think of CharityTracker's cost and value, check out the review excerpts below.

“As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! ”
JR

Jennifer R.

Case Manager

“When we started with Charity Tracker, we saved enough in one month to pay for the year subscription! ”
TW

Tania W.

Administrative Assistant

“The limitation that we found was that we had to have a login for every volunteer which can make it cost prohibitive since they charge annual fees based per user. ”
KT

Kim T.

Director of Grants

CharityTracker integrations (1)

Top integrations

CharityTracker support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base
Chat

Training options

Documentation
In Person
Webinars
Live Online
Videos

CharityTracker FAQs

Q. Who are the typical users of CharityTracker?

CharityTracker has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What is CharityTracker used for?

CharityTracker is an approachable, affordable, and secure case management and reporting system trusted by over 30,000 users across nonprofits, churches, coalitions, and government agencies. Purpose-built for human services, CharityTracker helps organizations serve people more efficiently, collaborate across networks, and measure real-world impact—not just collect data. Whether you're a small nonprofit, a multi-agency collaborative, or a citywide initiative, CharityTracker scales with you. Designed for simplicity and power, it enables staff, volunteers, administrators, and funders to access the tools they need to manage services, track progress, and report outcomes effectively. Key Features and Benefits HIPAA-Compliant Case Management CharityTracker is fully HIPAA-compliant and cloud-based, ensuring that your client data is secure and accessible anywhere. Role-based permissions and audit tracking protect sensitive information while enabling appropriate collaboration. Client Intake and Household Management Easily create client and household profiles. Track demographics, services, needs, case notes, goals, and more—everything is visible at a glance, reducing time spent searching for information. Assistance Tracking Record financial and in-kind assistance, including rent, utilities, food, transportation, and clothing. Customizable service types allow agencies to track what matters most to their community. Collaboration Across Agencies CharityTracker supports multi-agency networks that share client data and refer clients in real time. This improves coordination, reduces duplicated services, and helps identify community-wide trends and unmet needs. Secure Referrals Send and receive digital referrals with a few clicks. Track follow-ups, monitor completion, and ensure clients receive the support they need from trusted partners. Outcome and Impact Reporting Generate change-over-time graphs and outcome-based reports to track long-term impact. Whether you’re focused on housing stability, employment, financial wellness, or health-related services, CharityTracker helps quantify your results. Goal Setting and Case Notes Support your clients with goal planning and progress tracking. Case notes are securely stored and timestamped, allowing for organized documentation across your team or network. Alerts and Flags Create custom alerts for critical information—such as duplication warnings, special needs, or assistance limits—so your team stays informed and proactive. Comprehensive Reporting and Exports Run detailed reports by program, assistance type, demographic, date range, or outcome. Perfect for internal evaluation, funder reporting, audits, and grant applications. No Contracts, No Setup Fees CharityTracker is affordable and risk-free, starting at just $20/month. There are no contracts, setup fees, or surprise charges. Our transparent pricing ensures you can scale as your needs grow. Broad Use Cases CharityTracker supports a wide range of services including: Food pantries and meal programs Rent and utility assistance Disaster response coordination Veteran and reentry services Holiday programs and seasonal giving Church benevolence ministries Refugee and immigrant assistance Multi-agency clearinghouses Local government social services Exceptional Support and Partnership We’re more than just a software provider—we’re a partner in your mission. Our U.S.-based team is known for being responsive, friendly, and invested in your success. From implementation to expansion, we walk with you every step of the way. Unlike other companies that disappear after onboarding, CharityTracker provides ongoing support, training, and consultation to help you get the most out of your system. Turn Compassion into Measurable Change CharityTracker empowers organizations to serve more people, work more collaboratively, and demonstrate real impact. To learn more or book a free demo - Real impact, real results.


Q. What are the benefits of using CharityTracker?

  • Access your case management system securely from any device with an internet connection—no software installation required.

  • HIPAA compliant.

  • Track financial and in-kind assistance such as food, rent, utilities, and clothing with customizable service types.

  • Manage individual and household client records, including demographics, needs, goals, case notes, and service history.

  • Organizations can print and use ID cards, and rapidly open a case to add assistance records with a scan.

  • CharityTracker includes a listing of all agencies and their agents in a network within the agency directory.

  • Administrators can control who has access to certain cases and reports with permissions management.

  • Post area-wide bulletins for everyone in the network.

  • Send and receive secure, real-time referrals between agencies with built-in tracking and status updates.

  • Monitor client progress using change-over-time graphs and outcome-based reporting.

  • Set and track client goals with progress indicators and attach case notes for ongoing updates.

  • View alerts and flags on client profiles for things like duplication warnings or special needs.

  • Generate instant, detailed reports by date range, program, demographic, or service type.

  • Export data to meet reporting requirements for funders, grants, boards, or compliance audits.

  • No contracts, setup fees, or surprise costs—starts at $20/month with scalable options.

  • Built-in messaging and bulletin board tools for collaboration across the entire agency network.

  • Supports agency collaboration by preventing service duplication and streamlining communication.

  • Offers robust search tools to quickly find client records, even across large networks.

  • Enables role-based permissions so users only access the data relevant to their role.

  • Includes timestamped and secure case notes for compliance and accountability.

  • Designed for nonprofits, churches, food banks, city agencies, and multi-agency networks.

  • Clients can digitally sign release of information forms and other documents directly in the system. (additional costs may apply)

  • Organizations can track assistance limits by household to reduce duplicate services across agencies. (additional costs may apply)

  • Create and manage custom fields to tailor data collection to your organization’s specific needs.

  • Record detailed visit histories for every client, including services provided and follow-up actions.

  • Track seasonal or event-based programs like holiday meals, school supply drives, or disaster relief.

  • Use customizable outcome metrics to show progress toward self-sufficiency or specific program goals.

  • View reports with real-time data summaries and activity across your agency or network.

  • Automatically calculate and display household income and poverty level based on federal guidelines.

  • Track and report service impact across multiple programs, locations, or funding sources.


  • Q. What languages does CharityTracker support?

    CharityTracker supports the following languages:
    English


    Q. Does CharityTracker offer an API?

    No, CharityTracker does not have an API available.


    Q. What level of support does CharityTracker offer?

    CharityTracker offers the following support options:
    FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, Chat

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