CharityTracker vs eSuivi

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.

eSuivi is a monitoring and evaluation platform for tracking programs, indicators, analysis, and reporting. Its logframe builder links goals, outcomes, outputs, activities, and indicators, while an interactive theory of change builder maps a program’s causal pathway from inputs through impact. For indicator tracking, it records baselines, periodic targets, and actuals, then calculates achievement rates and variance. The platform generates donor reports in PDF and Word with charts and indicator tables. Its AI analysis surfaces trends, forecasts outcomes, and recommends course corrections. An API connects eSuivi to KoboToolbox to sync survey submissions and map form fields to indicators; the integration also works with KoBoCAT and ODK-compatible servers. It is web-based and accessible in modern browsers without installation; API and self-hosted platforms are listed. Security features include role-based permissions, organization isolation, HTTPS-only access, and encrypted storage. The stated infrastructure is hosted on AWS with SOC 2 compliance. eSuivi is aimed at development organizations and M&E professionals, including NGOs and INGOs. A free Starter plan supports up to 2 users and 1 project; paid plans begin at $229 a year.