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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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Verified reviewer profile picture

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

Last updated: September 2026

CharityTracker overview

Based on 1063 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 (71% of reviewers).

What do users say about CharityTracker pricing?

Reviewers indicate that CharityTracker provides affordable pricing, cost-effective customization, and valuable features for the price. Some users report that per-user fees and individual logins can increase costs, especially for organizations with many volunteers.

Starting price

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

Pros & Cons

Features

Client Management

Reporting

Agency Collaboration

Search Functionality

Challenging duplicate record handling

CharityTracker’s user interface

Ease of use rating:

CharityTracker reviews

Overall rating

4.5

/5

1K

Positive reviews

86

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.86/10
Rating distribution

5

4

3

2

1

647

342

65

7

2

Pros
“Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs.”
CL

Cathy L.

Program Director

“We can add more customized forms and I'm grateful CharityTracker has that flexibility.”
SB

Shayna B.

Residence Director

“CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online .”
SB

Shayna B.

Residence Director

Cons
“It is currently not possible for the same staff member to be an Agency Administrator in multiple agencies, thus increasing the risk of a referral not going through if a staff member is out of the office.”
MS

Miranda S.

Data Analyst

“Searching for a client's name can be challenging when variations in spelling occur but not all of them are appear as a choice.”
SG

Sherri G.

Executive Director

“It is a very useful tool for those of us charged with working with indigent individuals but it has been so poorly adopted by area charities that it makes the work frustrating.”
GH

Greg H.

Worship and Outreach Pastor

Who uses CharityTracker?

Based on 1,063 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Non-Profit Organization Management
Religious Institutions
Individual & Family Services
Education Management
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:

Reporting & statistics
Document management
Goal setting/tracking
Forms management
Scheduling
Volunteer management

All CharityTracker features

Features rating:

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

CharityTracker alternatives

CharityTracker logo
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20

/user

Per month

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Ease of Use
Features
Value for Money
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DonorPerfect logo
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CharityTracker pricing

Value for money rating:

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:

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

Pro

60

/user

Per month

Features included:

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

User opinions about CharityTracker price and value

Value for money rating:

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

“Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs.”
CL

Cathy L.

Program Director

“We can add more customized forms and I'm grateful CharityTracker has that flexibility.”
SB

Shayna B.

Residence Director

CharityTracker integrations (1)

Top integrations

CharityTracker customer support

What do users say about CharityTracker customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of CharityTracker customer support.

A significant portion of users praise CharityTracker's customer support for being quick, responsive, and consistently helpful.

Broad user base highlights the friendliness and professionalism of the support team, making interactions pleasant and stress-free.

Widespread user sentiment notes that support is easy to contact, available 24/7, and resolves issues promptly when they arise.

Frequently reported by users, the support team goes above and beyond, offering training, customization help, and clear guidance.

Support options

Faqs/forum
Email/help desk
Phone support
Knowledge base
Chat

Training options

Documentation
In person
Webinars
Live online
Videos

To see what individual users say about CharityTracker's customer support, check out the review snippets below.

“Charity Tracker is not only THE software for your non-profit needs, it should be the standard for customer support.”

LN

Lukis N.

CEO

“Their customer service is also top-notch—responsive, helpful, and genuinely invested in our success.”

AB

Andrea B.

CEO

“What I least like about charity tracker is how complicated it is to add mass assistance.”

MS

Mindy S.

Employee Success Manager

CharityTracker FAQs

Q. Who are the typical users of CharityTracker?

CharityTracker has the following typical customers:
Freelancers, Small Business, Large Enterprises, Mid-size Business

These products have better value for money


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 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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