CharityTracker vs In-Form
CharityTracker
charitytracker.com
In-Form
in-form.org.ukSide by side
| Figure | CharityTracker | In-Form |
|---|---|---|
| Price from | $18/mo | £13.75/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 6 | 7 |
| Spec score · Nonprofit Case Management Software | 8.7 (#2) | 8.9 (#1) |
| Documentation | Simon Solutions publishes Basic, Plus and HMIS user guides through its help center. | The service listing provides PDF service documents plus user guides, videos, online resources and access to Salesforce Trailhead. |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 1999 |
| Headquarters | Florence, Alabama, United States | London, United Kingdom |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise. |
| Notable news | Simon Solutions' press page lists February 19, 2026 coverage about Huntsville nonprofits' slow adoption of the CharityTracker network. | On 14 September 2026, Homeless Link announced a Salesforce Agents for Impact grant and pilots of AI functionality for homelessness case management. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | In-Form is a case management system designed around client relationships for non-profit organisations. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box. |
| Support | The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected]. | Support includes a help desk, customer-success reviews, training, webinars and ongoing assistance after implementation. |
| Trial | The maker offers a 14-day trial without a credit card and says customers may choose a paid plan or request an extension afterward. | A no-obligation trial lasts 30 days and supports up to four team members with Essential or Enterprise out-of-the-box features. |
| 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. | In-Form is a client relationship and case-management system for homelessness, housing and other nonprofit services. |
| Who it serves | The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations. | The maker says it supports homelessness and housing organisations, as well as services including family, mental health, addiction, employment, refugees, and veterans. |
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-Form
- CommunityFree
- Essential£165 a year
- In-Form Essential£165 a year
- Enterprise£300 a year
- In-Form Enterprise£300 a year
- In-Form Community£360 a year
- Housing£1,000 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.
In-Form
In-Form is a case management system built around client relationships for non-profit organisations. It records client interactions, casework actions, assessments, and progress, serving homelessness and housing organisations as well as services for families, mental health, addiction, employment, refugees, and veterans. Its Housing product covers portfolios, compliance, tenant services, occupancy, rent, repairs, maintenance, assets, and safety checks. The cloud-hosted system runs on Salesforce and is accessed through a browser on any device. Reporting varies by edition: Community includes standard reports and dashboards, while Essential includes over 200 reports and dashboards. Enterprise supports bespoke recording and reporting, tailored user access, and automated processes. The maker lists integrations including Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly for Enterprise; these may involve additional costs. Community requires Homeless Link membership, allows up to 10 users, and deactivates accounts after 90 days of inactivity. Essential costs £165 a year per user, with set-up from £4,399.