CharityTracker vs Transform
CharityTracker
charitytracker.comTransform
flourishing.systemsSide by side
| Figure | CharityTracker | Transform |
|---|---|---|
| Price from | $18/mo | $70/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) | 7.2 (#131) |
| Spec score · Nonprofit Case Management Software | 8.7 (#2) | 6.9 (#27) |
| Access controls | Network administrators approve agencies and every agent receives an individual username and password. | The features page lists advanced role-based permissions and audit trails and reporting. |
| Headquarters | Florence, Alabama, United States | Edmonton, Alberta, Canada |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | The privacy policy identifies Google Calendar as an integration and says users can connect, synchronize, and disconnect it. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Transform provides tools for social service agencies to manage services, clients, and data. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | Transform offers real-time dashboards, data analysis, and report and data exports in formats such as PDF and CSV. |
| Support | The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected]. | The maker says it provides unlimited customer support for managers and frontline workers, plus onboarding and ongoing support. |
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.
Transform
Transform has no write-up on Specifiction yet; its figures are above.