CharityTracker vs Conformity CaseworkER
CharityTracker
charitytracker.com
Conformity CaseworkER
conformitysoftware.comSide by side
| Figure | CharityTracker | Conformity CaseworkER |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 1 |
| Spec score · Case Management Software | 8.8 (#6) | 7.3 (#122) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | cloud |
| Headquarters | Florence, Alabama, United States | Surrey, UK |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | The system is designed to help organizations follow HR policies, improve employee experience and save time on case management. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | It provides flexible graphical reporting for trends, assurance, consistency checks, cases by outcome and high-risk cases. |
| Reporting dashboards | Yes | Yes |
| Support | The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected]. | Customers have access to a service desk for technical support, system guidance and day-to-day questions by telephone, email or ticket. |
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.
Conformity CaseworkER
Conformity CaseworkER has no write-up on Specifiction yet; its figures are above.