CaseMgmt vs CharityTracker
CaseMgmt
casemgmt.io
CharityTracker
charitytracker.comSide by side
| Figure | CaseMgmt | CharityTracker |
|---|---|---|
| Price from | $229/mo | $18/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 6 |
| Spec score · Case Management Software | 8.0 (#45) | 8.8 (#6) |
| Deployment | cloud | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. |
| Free plan | No | No |
| Integrations | The product lists QuickBooks Online invoice sync, fax delivery through the customer's SRFax account, Twilio patient SMS, Stripe subscription billing, and AWS infrastructure. | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. |
| Purpose | CaseMgmt is an all-in-one platform for nurse case management companies to manage referrals, track cases, bill clients, and generate CMS-1500 claims. | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. |
| Reporting dashboards | Yes | Yes |
| Trial | The site advertises a 7-day free trial with no credit card required, and its policy says a trial converts to a paid plan if a payment method is supplied. | The maker offers a 14-day trial without a credit card and says customers may choose a paid plan or request an extension afterward. |
Plans
CharityTracker
- Basic$20 a month
- Plus$40 a month
- Pro$60 a month
- Basic$216 a year
- Plus$432 a year
- Pro$648 a year
In their own words
CharityTracker
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.