CharityTracker vs Need Navigator
CharityTracker
charitytracker.comNeed Navigator
neednavigator.comSide by side
| Figure | CharityTracker | Need Navigator |
|---|---|---|
| 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) | 8.0 (#42) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | cloud |
| Free plan | No | No |
| Headquarters | Florence, Alabama, United States | Salem, Oregon, United States |
| Intake | The platform supports case intake, and Pro includes kiosk or remote intake so clients can submit requests digitally. | People can apply for help online in English or Spanish without an account, and a matching engine classifies submissions as exact matches, probable matches, or new people. |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | The shared calendar can generate scheduling links for Microsoft Teams or Google Calendar, but this is link generation rather than calendar synchronization. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Need Navigator is case-management software for human-services organizations, including community action agencies, shelters, food banks, and parent education providers. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | The report builder covers eleven record types, supports PII redaction and Excel exports, and can deliver saved reports weekly or monthly by email, in-app message, or both. |
| 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]. | After onboarding, support is available from the product builders by phone, email, or Google Spaces during published business hours. |
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
Need Navigator
- Need Navigator subscriptionPrice not published
- Need Navigator$25 a month
- One-time setup$2,000, paid once
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.
Need Navigator
Need Navigator has no write-up on Specifiction yet; its figures are above.