Bonterra ETO vs CharityTracker

Bonterra ETO is web-based data collection and case-management software for nonprofits and other social-good organizations. It tracks participant interactions, services, assessments, referrals, and outcomes. Organizations can enroll participants across enterprise sites, make internal or external referrals, and link participants with entities such as service providers, employers, and referral partners; receiving organizations may accept or reject referrals. ETO Results provides filtered reporting shaped by reporting roles and security settings. Administrators can customize dashboards and navigation across sites and programs with up to five enterprise navigation templates. The system includes participant, entity, referral, and administrative areas, quick search, role-customized dashboards, a participant portal, forms and surveys, and reporting dashboards. Nine customizable access levels and program permissions control data access. ETO requires internet access and a compatible browser. Data is stored on dedicated AWS Virtual Private Cloud servers with nightly encrypted backups and annual disaster-recovery testing. Pricing is on request.

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.