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CharityTracker

charitytracker.com

From $18/mo Free trial WebAPI
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Spec score 8.8 #6 of 177 in Case Management Software

What it is

CharityTracker is case management software that centralizes client documents and helps organizations record services, outcomes, and reporting. It supports case intake, progress tracking, assessments, and reports for funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a network; a network administrator must approve an agency before access is granted. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among those it serves. Basic costs $20 per user per month and includes case management, reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services; each staff member or volunteer needs a unique login. It is available on the web and through an API.

Spec sheet

What it does
CharityTracker is a cloud case-management system for nonprofits and community-service agencies to manage clients, assistance, referrals, notes, outcomes and reporting.Read 14 Oct 2026 · charitytracker.com
Purpose
CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting.Read 28 Sep 2026 · charitytracker.com
Deployment
TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support.Read 14 Oct 2026 · trustradius.com
Free plan
NoRead 20 Sep 2026 · charitytracker.com
Trial
The maker offers a 14-day trial without a credit card and says customers may choose a paid plan or request an extension afterward.Read 28 Sep 2026 · charitytracker.com
Paid from
20Read 20 Sep 2026 · charitytracker.com
Integrations
The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance.Read 28 Sep 2026 · charitytracker.com
Support
The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected].Read 28 Sep 2026 · charitytracker.com
Headquarters
Florence, Alabama, United StatesRead 28 Sep 2026 · charitytracker.com
Founded
Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama.Read 14 Oct 2026 · charitytracker.com
Access controls
Network administrators approve agencies and every agent receives an individual username and password.Read 14 Oct 2026 · charitytracker.com
Agency collaboration
Partner agencies can share client requests, alerts, bulletins, and referrals through a shared network.Read 28 Sep 2026 · charitytracker.com
API and exports
Simon Solutions describes a CharityTracker/Oasis Insight API beta, CSV export in all plans and weekly downloadable MySQL files.Read 14 Oct 2026 · help.simonsolutions.com
Availability
The Basic plan lists access 24 hours a day, 7 days a week, 365 days a year.Read 28 Sep 2026 · charitytracker.com
Backups and ownership
Networks are backed up daily to redundant U.S. servers and customers can request data exports that they own.Read 14 Oct 2026 · charitytracker.com
Barcode and signatures
The Plus plan includes barcode scanning, client IDs and digital-signature capture.Read 14 Oct 2026 · charitytracker.com
Company headquarters and size
LinkedIn lists headquarters in Florence, Alabama and company size of 11–50 employees.Read 14 Oct 2026 · linkedin.com
Company legal name
LinkedIn identifies the maker as Simon Solutions Inc., a privately held IT-services company.Read 14 Oct 2026 · linkedin.com
Document management
Plus and higher plans provide file uploads for storing client documentation.Read 14 Oct 2026 · charitytracker.com
Documentation
Simon Solutions publishes Basic, Plus and HMIS user guides through its help center.Read 14 Oct 2026 · help.simonsolutions.com
Encryption
The security page says communications with the server use 256-bit SSL encryption.Read 14 Oct 2026 · charitytracker.com
Intake
The platform supports case intake, and Pro includes kiosk or remote intake so clients can submit requests digitally.Read 28 Sep 2026 · charitytracker.com
Integration
GetApp lists Oasis Insight as CharityTracker's top integration.Read 14 Oct 2026 · getapp.com
Licence
The reviewed official and directory pages describe a paid SaaS service but do not state an open-source licence.Read 14 Oct 2026 · trustradius.com
Limit: interface and reporting
GetApp reviewers report that the interface may feel outdated or overwhelming and that report customization can be difficult.Read 14 Oct 2026 · getapp.com
Limit: per-user cost
GetApp notes that individual-user pricing and required unique logins can raise costs for organizations with many volunteers.Read 14 Oct 2026 · getapp.com
Limit: speed and workflow friction
A G2 reviewer reports that searches or entry can be slow and that some documentation tasks require extra steps.Read 14 Oct 2026 · g2.com
Limit: synchronization and integrations
G2 reviewers mention duplicate-client synchronization problems, weak links between outcomes and notes, and a need for better integrations.Read 14 Oct 2026 · g2.com
Messaging and scheduling
The Pro plan adds SMS broadcasts and appointment scheduling.Read 14 Oct 2026 · charitytracker.com
Network access control
A network administrator must approve an agency before it is granted access, and users must electronically sign the Terms of Service.Read 28 Sep 2026 · charitytracker.com
Notable news
Simon Solutions' press page lists February 19, 2026 coverage about Huntsville nonprofits' slow adoption of the CharityTracker network.Read 14 Oct 2026 · simonsolutions.com
Outcome tracking
The product records goals, milestones and outcomes and supports longitudinal Changes Over Time reporting.Read 14 Oct 2026 · charitytracker.com
Praise: coordination and reporting
GetApp's review synthesis says users value centralized records, cross-agency coordination, duplicate-assistance prevention and grant reporting.Read 14 Oct 2026 · getapp.com
Praise: customer support
GetApp reports a 4.6 support rating and recurring praise for quick, friendly and helpful assistance.Read 14 Oct 2026 · getapp.com
Praise: usability and support
G2 reviewers repeatedly describe setup and daily data entry as easy and customer support as responsive.Read 14 Oct 2026 · g2.com
Pricing for networks
The maker says it offers community-wide pricing discounts for coalitions and multi-agency networks.Read 28 Sep 2026 · charitytracker.com
Rating on G2
4.6 out of 5 from 337 reviewsRead 14 Oct 2026 · g2.com
Rating on GetApp
4.5 out of 5 from 1,063 reviewsRead 14 Oct 2026 · getapp.com
Rating on TrustRadius
4.6 out of 10 from 3 reviewsRead 14 Oct 2026 · trustradius.com
Remote intake
Clients can complete intake forms or request assistance digitally through remote and kiosk workflows.Read 14 Oct 2026 · charitytracker.com
Reporting
Its reporting and assessment tools help organizations track client progress and report results to funders.Read 28 Sep 2026 · charitytracker.com
Reporting dashboards
YesRead 20 Sep 2026 · charitytracker.com
Security claims
The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services, citing ISO 27001, FISMA, and PCI compliance.Read 28 Sep 2026 · charitytracker.com
Security posture
CharityTracker states that it is HIPAA-compliant and cites ISO 27001, FISMA and PCI compliance for its AWS-hosted service.Read 14 Oct 2026 · charitytracker.com
Shared agency network
Participating agencies can share authorized client information, referrals and assistance history to reduce duplicate services.Read 14 Oct 2026 · charitytracker.com
System requirements
The security overview recommends any PC or Mac made within roughly the previous four or five years with internet access and a current browser.Read 14 Oct 2026 · images.g2crowd.com
Unique logins
The pricing FAQ says each staff member or volunteer must have a unique login as part of HIPAA compliance.Read 28 Sep 2026 · charitytracker.com
Who it serves
The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations.Read 28 Sep 2026 · charitytracker.com

Plans and prices

Basic $20 a month monthly case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup Read 14 Oct 2026 · charitytracker.com
Plus $40 a month monthly Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking Read 14 Oct 2026 · charitytracker.com
Pro $60 a month monthly Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API Read 14 Oct 2026 · charitytracker.com
Basic $216 a year annually; 10% discount case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup Read 14 Oct 2026 · charitytracker.com
Plus $432 a year annually; 10% discount Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking Read 14 Oct 2026 · charitytracker.com
Pro $648 a year annually; 10% discount Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API Read 14 Oct 2026 · charitytracker.com

Every CharityTracker plan and price →

Strong points and limits

Strong points

  • Centralizes client documents and service tracking.
  • Partner agencies can share requests and referrals.
  • Pro includes kiosk or remote intake and an API.
  • A 14-day trial requires no credit card.
  • Maker describes it as HIPAA-compliant.

Limits

  • No free plan is listed.
  • Basic costs $20 per user per month.
  • Network access requires administrator approval.
  • Each staff member or volunteer needs a unique login.

Who it suits

It suits community-serving organizations that coordinate client services, track outcomes, and report to funders. Agencies that need shared referrals or digital intake can consider the network and Pro features.

Verdict

CharityTracker covers case management, reporting, and agency collaboration, with plan features ranging from basic records to remote intake and an API. Consider the per-user price and network approval process when evaluating access.

Where Specifiction places it

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