CharityTracker vs FactBox
CharityTracker
charitytracker.comFactBox
getfactbox.comSide by side
| Figure | CharityTracker | FactBox |
|---|---|---|
| Price from | $18/mo | $38/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| API | Yes | — |
| Plans published | 6 | 3 |
| Spec score · Case Management Software | 8.8 (#6) | 8.4 (#18) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | cloud |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 2013 |
| Free plan | No | No |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | FactBox supports Box and Dropbox file sources, and its site also lists Clio among its integrations. |
| 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]. | The site says support is available by email, chat, and phone, with most questions answered within hours. |
| What it does | CharityTracker is a cloud case-management system for nonprofits and community-service agencies to manage clients, assistance, referrals, notes, outcomes and reporting. | FactBox is case-management software for organizing case facts, documents, chronologies, and evidence for litigators. |
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.