CharityTracker vs Social Work Portal
CharityTracker
charitytracker.comSocial Work Portal
socialworkportal.comSide by side
| Figure | CharityTracker | Social Work Portal |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 6 | 1 |
| Spec score · Case Management Software | 8.8 (#6) | 8.1 (#35) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | cloud |
| Documentation | Simon Solutions publishes Basic, Plus and HMIS user guides through its help center. | Teams can create progress notes, custom note templates, and group notes linked to client records. |
| Free plan | No | No |
| Headquarters | Florence, Alabama, United States | San Jose, California |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | The opened vendor pages describe Excel data import and Excel or PDF exports but do not specify named third-party product integrations. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Social Work Portal describes Case Management Hub as cloud-based case management software for social workers, case managers, therapists, counselors, nonprofits, and human services organizations. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | Custom reports can use client fields, forms, programs, notes, services, and outcomes, and data can be exported to Excel or PDF. |
| 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 vendor says onboarding resources and ongoing support are included with a subscription, with technical support available by email, phone, or Zoom. |
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.
Social Work Portal
Social Work Portal has no write-up on Specifiction yet; its figures are above.