CharityTracker Software Pricing & Features


Case management for nonprofits

4.56/5 (513 reviews)

CharityTracker overview

CharityTracker is an online service that connects charitable organizations within a community, allowing them to communicate in real time & track client records.

The solution provides a web application for shared case management used to gather and report statistical data for resource development, strategic planning, measuring outcomes, reducing duplication and disaster relief.

Charity Tracker is a HIPAA-compliant, and provides cloud-based collaboration. Features include a shared client case database, outcomes tracking and reporting, post bulletins, and referrals.


Starting from
Pricing options
Free trial
Value for money
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Business size



United States

Supported languages

CharityTracker screenshot: Measure OutcomesCharityTracker PLUS PresentationCharityTracker screenshot: Reporting ToolsCharityTracker screenshot: Dashboard/Bulletin BoardCharityTracker screenshot: Barcode Scanning ID'sCharityTracker screenshot: Client's Case View

CharityTracker reviews

Value for money
Ease of use
Customer support
Jeralene Merritt

Very dependable. Help is always available for the program in a timely and professional manner.

Used daily for 2+ years
Reviewed 2017-08-29
Review Source: Capterra

It is easy to get input for programs that is specific for the need of our organization. The programs as administrator are easy to edit. As administrator I can edit funding sources, I can make any necessary changes by just clicking a save change button. Like the reports sub-tab where I can go and run all the reports that pertains to this agency. I can customize agency reports. Running the reports could not be easier. I can filter the reports, I can choose the fields for the agency reports. I can easily get data for demographics reports. When using search it is not complicated. It will list all possible duplicate cases if any exists. If it is a duplicate case you can merge those cases, which is an excellent tool.

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Case management for nonprofits

Candace Melloy

Charity Tracker makes networking with other organizations quick and easy.

Used daily for 2+ years
Reviewed 2017-08-22
Review Source: Capterra

The collaboration with other agencies assists clients better. Donor and funders like to see that partnerships happen because of this program.Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained. Charity Tracker makes tracking of services for clients very easy as well. It is great to see what services the client has already received in the community. This helps to better assist the clients overall, and makes connecting them with services much more efficient. Also, Charity Tracker's tech support is fabulous. Anytime I have a question, or need help running a report, I call their help desk. Within minutes, I am in contact with a technician, and they stay on the phone until my issue/need is addressed. The value for the amount you pay can't be found with most software.

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Case management for nonprofits

Deborah LaRoche

We are a community outreach center that uses CharityTracker for our daily intake process.

Used daily for 2+ years
Reviewed 2017-08-22
Review Source: Capterra

The training was easy and user friendly. I like that you can see what services clients have received from other organizations, and that you can keep some comments confidential to your own organization. It has also helped us capture more detailed info about the demographics of our clientele in a way we were not able to do in the past. We were a pilot site for the bar code scanner system, and that has worked well for us, also. The customer service, when I have had to call, has been incredible. Great team of people who are more than willing to help.

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Case management for nonprofits

Lorie Spain

I have found Charity Tracker to be easy to learn, very transferable and an invaluable tool.

Used daily for 2+ years
Reviewed 2017-08-22
Review Source: Capterra

We were a start up non-profit and the benefits are staggering. Affordable case management, easy to administrate and wonderful customer service. I have also benefited and appreciate the webinars provided. This software has helped link our faith based community. Get's us beyond denominational lines. We only have 5 paid staff. The rest is volunteer (company Size)We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

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Case management for nonprofits

Jennifer Robison

Wonderful, amazing, beneficial, easy to work with

Used weekly for 2+ years
Reviewed 2017-08-22
Review Source: Capterra

Being in a Rural community - resources are often hard to find and locate. Often times in case management we run into a benefit that is not offered by any source in the community. Charity Tracker allows for communication to the community to ask for help on a case by case basis. Charity Tracker opens the lines of communication between community partners, increasing knowledge and awareness of what each community partner offers in the way of assistance. Charity tracker can be used to track individual assistance or total assistance given on a community level - offering a chance for funding opportunities, such as grant writing. Charity Tracker allows community leaders to see what services are being used the most, what services are least likely to be used and what services are still needing to be added. I can not stress enough how much this program means to our community! I was watched our community use this program from the beginning and I have watched it grow. Our United Way pays for this program in our community and it is money well spent. I support this funding effort and hope it is something we continue to achieve each year! Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. 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! I was fortunate to be on board when Charity Tracker was implemented in our community and still fortunate to this day to work in the same community. Charity Tracker makes it easy to get information to community members or even get information from the community. Charity Tracker allows for key community members to collaborate about new ideas. Along with new ideas - Charity Tracker allows for all community partners to track and follow assistance given. This information on an agency level or community level is valuable information allowing for discussion topics to open up about funding or bringing in other resources into our community. With Charity Tracker we are able to see what we do well as a community and where we need to improve - what needs are being met and what needs still need to be met.

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Case management for nonprofits

CharityTracker pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Month to month, no contracts. Save 10% with yearly commitment.

Pricing Comparison

How does CharityTracker compare with other Nonprofit apps?

Subscription plan?


100% of apps offer a
subscription plan

Free trial?


77% of apps have a
free trial

Freemium plan?


22% of apps have a
freemium plan

Pricing Comparison

Nonprofit app prices shown are $/month

CharityTracker Pricing Reviews

  • The ability to check and add other outreaches. It was a great service also for larger organization.
  • It's user friendly in that it didn't require much training to become comfortable. It's very affordable.
  • It is reasonably priced per month and has all the necessary features and functionality to track required reports
  • Ease of use, the customer support. Everything works like it is suppose to and provides the info we need to do our jobs.
  • Exporting data and reports can be a little tricky and takes a bit of time to setup and get into MS Excel
  • I'm not sure how HIPPA compliant this is. Also, the reports feature has a learning curve and it's a tough one!
  • Price, and not easily to use. The price was not budgeted for this year budget to be able pay the fee each month.
  • I think the cost could be prohibitive to some communities. We are fortunate to have community support for this resource.
recommended this to a friend or a colleague

CharityTracker features

Access Control
Activity Dashboard
Automatic Notifications
Communication Management
Contact Database
Reporting & Statistics

API (28 other apps)
Activity Tracking (22 other apps)
Attendance Management (34 other apps)
Automatic Reminders (25 other apps)
Credit Card Processing (33 other apps)
Custom Fields (35 other apps)
Customizable Branding (25 other apps)
Customizable Reporting (32 other apps)
Data Import/Export (35 other apps)
Electronic Payments (36 other apps)
Email Integration (27 other apps)
Mobile Integration (26 other apps)
Recurring Billing (23 other apps)
Third Party Integration (25 other apps)

Competitor Feature Comparison

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for CharityTracker

Key features of CharityTracker

  • Member database
  • Comprehensive reports
  • Bulletins
  • Agency directory
  • Custom case alerts
  • User access controls
  • Case management
  • Smart search capabilities
  • Requests & referrals
  • Services index
  • Privacy groups
  • File uploads
  • Scanning technology
  • Digital signature capture
  • Create & track outcomes
  • Print ID cards
  • Dashboard
  • Real-time communication
  • HIPAA compliant


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.

HIPAA compliant