Casebook vs CharityTracker

Casebook is a cloud-based case-management platform for human-service providers. It brings client, case, program, and provider details together, with client profiles that can connect across programs. Teams can configure programs, workflows, and reporting, and use forms, service planning, scheduling, notifications, messaging, case notes, referrals, and outcome dashboards. Staff can record intake, notes, and encounters on a phone or tablet while offline; the records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked to completion, with stalled or unconfirmed referrals flagged. Casebook offers built-in and custom reports and lists integrations including SMS/MMS, calendar and email, Zapier, webhooks, and an API. It supports Android, iOS, macOS, web, Windows, and API access. Plans are per user and billed annually: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.

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.