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DonorPerfect vs CharityTracker Comparison (2026)
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Donorbox
4.8
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4.7
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4.6
Good recommendations?
DonorPerfect
5
928
4
468
3
64
2
14
1
8
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CharityTracker
5
647
4
342
3
65
2
7
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
DonorPerfect empowers nonprofit teams to work together, raise more money, and cultivate relationships that will keep your mission moving forward.
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.
- 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
User reviews
4.5
1.4K
5
4
3
2
1
928
468
64
14
8
- Value for money
- Ease of use
- Features
- Customer support
4.5
1K
5
4
3
2
1
647
342
65
7
2
- Value for money
- Ease of use
- Features
- Customer support
Pros
Bri T.
Development Coordinator
Bri T.
Development Coordinator
Emily L.
Chief Development Officer
Pros
Cathy L.
Program Director
Shayna B.
Residence Director
Shayna B.
Residence Director
Cons
Emily L.
Director of Development
Jeremy H.
Development Director
Geo F.
Development Manager
Cons
Miranda S.
Data Analyst
Sherri G.
Executive Director
Greg H.
Worship and Outreach Pastor
- Vendor responds to reviews
- Last review17 days ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features85
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- Auction Management
- Bed Management
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Charting
- Child Welfare Management
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Discovery
- Donor Management
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- For Nonprofits
- For Religious Organizations
- Forms Management
- Fund Accounting
- Fundraising Management
- Generative AI
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Trend Analysis
- Intake Management
- Interaction Tracking
- Inventory Tracking
- Medical History Records
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Factor Authentication
- Multi-Location
- Online Calendar
- Online Forms
- Online Giving
- Patient Intake
- Patient Management
- Patient Records Management
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SMS Messaging
- Scheduling
- Search/Filter
- Self Service Portal
- Social Marketing
- Social Media Integration
- Summary Reports
- 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
- Web Forms
- Website Integration
- Website Management
- Workflow Management
- Total features93
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- Auction Management
- Bed Management
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Charting
- Child Welfare Management
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Discovery
- Donor Management
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- For Nonprofits
- For Religious Organizations
- Forms Management
- Fund Accounting
- Fundraising Management
- Generative AI
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Trend Analysis
- Intake Management
- Interaction Tracking
- Inventory Tracking
- Medical History Records
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Factor Authentication
- Multi-Location
- Online Calendar
- Online Forms
- Online Giving
- Patient Intake
- Patient Management
- Patient Records Management
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SMS Messaging
- Scheduling
- Search/Filter
- Self Service Portal
- Social Marketing
- Social Media Integration
- Summary Reports
- 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
- Web Forms
- Website Integration
- Website Management
- Workflow Management
Integrations
- Total integrations14
- Agile Ticketing
- Bloomerang Fundraising
- Congress Plus Advocacy
- Constant Contact
- Double the Donation
- Givecloud
- Oasis Insight
- QuickBooks Online
- QuickBooks Online Advanced
- ReadySetAuction
- Sage Accounting
- Sage Intacct
- SimpleTix
- VolunteerLocal
- iWave
- Total integrations1
- Agile Ticketing
- Bloomerang Fundraising
- Congress Plus Advocacy
- Constant Contact
- Double the Donation
- Givecloud
- Oasis Insight
- QuickBooks Online
- QuickBooks Online Advanced
- ReadySetAuction
- Sage Accounting
- Sage Intacct
- SimpleTix
- VolunteerLocal
- iWave
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