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CharityTracker vs Rock RMS Comparison (2026)

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Good recommendations?

CharityTracker logo

CharityTracker

Rock RMS logo

Rock RMS

Overview

Easy-to-use & HIPAA-compliant human services/social services cloud case management software. Designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more! Helping you positively transform lives.

Rock RMS is an AI-powered, open-source ChMS with tools for everything your church needs.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

4.45

/user

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

1K

5

4

3

2

1

647

342

65

7

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
would recommend this app

4.9

104

5

4

3

2

1

96

5

1

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

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

Pros

“The workflow engine is powerful, the website CMS is deeply integrated with the database, and the ability to track engagement over time helps us care for people more intentionally.”
EH

Ean H.

Digital Application Specialist

“It’s more than a database, it’s a platform that helps us engage people, streamline ministry, and build for the future.”
EH

Ean H.

Digital Application Specialist

“The feature set, the ease of use, and the power of the system are all enhanced when you have all of your people's data and other engagements with the church blended into the same system.”
Verified reviewer profile picture

Adam H.

Digital 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

Cons

“Right now we are having a hard time with Room management with it not being up and running yet.”
LD

Lilly D.

Hospitality Coordinator

“Change is always difficult, much of our staff was not thrilled with learning a new system.”
HS

Helen S.

Database Administrator

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review16 days ago

Key features

  • Total features93
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Attendance Tracking
  • Bed Management
  • CRM
  • Calendar Management
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Charting
  • Child Check-in
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Clinical Assessment Tool
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Management
  • Donor Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Employee Management
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Intake Management
  • Inventory Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Mobile Access
  • Multi-Factor Authentication
  • Multi-Location
  • Online Calendar
  • Online Giving
  • Patient Intake
  • Patient Management
  • Patient Records Management
  • Pledge 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
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Small Group Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Visitor Tracking
  • Volunteer Management
  • Wait List Management
  • Website Management
  • Workflow Management
  • Worship Planning
  • Total features40
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Attendance Tracking
  • Bed Management
  • CRM
  • Calendar Management
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Charting
  • Child Check-in
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Clinical Assessment Tool
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Management
  • Donor Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Employee Management
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Intake Management
  • Inventory Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Mobile Access
  • Multi-Factor Authentication
  • Multi-Location
  • Online Calendar
  • Online Giving
  • Patient Intake
  • Patient Management
  • Patient Records Management
  • Pledge 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
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Small Group Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Visitor Tracking
  • Volunteer Management
  • Wait List Management
  • Website Management
  • Workflow Management
  • Worship Planning

Integrations

  • Total integrations1
  • Blackbaud Financial Edge NXT
  • Checkr
  • Clearstream
  • Cloudinary
  • Donorbox
  • Eventbrite
  • Gyve
  • Microsoft 365
  • Oasis Insight
  • Planning Center
  • Pushpay
  • Sage Intacct
  • ShelbyNext Financials
  • Subsplash
  • Tithe.ly
  • Twilio
  • Verified First
  • Vimeo
  • Wistia
  • YouTube
  • Total integrations19
  • Blackbaud Financial Edge NXT
  • Checkr
  • Clearstream
  • Cloudinary
  • Donorbox
  • Eventbrite
  • Gyve
  • Microsoft 365
  • Oasis Insight
  • Planning Center
  • Pushpay
  • Sage Intacct
  • ShelbyNext Financials
  • Subsplash
  • Tithe.ly
  • Twilio
  • Verified First
  • Vimeo
  • Wistia
  • YouTube