CharityTracker vs ComplianceSuite Case Management
CharityTracker
charitytracker.comComplianceSuite Case Management
compliancesuite.aiSide by side
| Figure | CharityTracker | ComplianceSuite Case Management |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 6 | 3 |
| Spec score · Case Management Software | 8.8 (#6) | 7.4 (#104) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | hybrid |
| Free plan | No | No |
| Headquarters | Florence, Alabama, United States | Nicosia, Cyprus |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | The maker lists native LexisNexis Bridger Insight XG and Mastercard AML Account Risk integrations, with their alerts routed into the case-management inbox. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Case Management is a workspace for triaging, investigating, and resolving compliance cases within the platform. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | The product can generate SAR/STR filings in one click and produce audit-ready reports with a versioned trail. |
| Reporting dashboards | Yes | Yes |
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
ComplianceSuite Case Management
- EnterprisePriced on request
- GrowthPriced on request
- StarterPriced on request
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.
ComplianceSuite Case Management
ComplianceSuite Case Management has no write-up on Specifiction yet; its figures are above.