CharityTracker vs Unit21
CharityTracker
charitytracker.com
Unit21
unit21.aiSide by side
| Figure | CharityTracker | Unit21 |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 1 |
| Spec score · Case Management Software | 8.8 (#6) | 8.2 (#26) |
| Encryption | The security page says communications with the server use 256-bit SSL encryption. | Unit21 says it encrypts stored data with 256-bit AES and data in transit with 256-bit SSL/TLS encryption. |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 2018 |
| Headquarters | Florence, Alabama, United States | San Francisco, California, United States |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | Listed integrations include Plaid, Salesforce, Snowflake, Databricks, BigQuery, Chainalysis, Elliptic, Persona, Fiserv and Jack Henry. |
| Licence | The reviewed official and directory pages describe a paid SaaS service but do not state an open-source licence. | The reviewed materials do not state an open-source licence for the Unit21 product. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Unit21 describes its platform as AI risk infrastructure for fraud prevention and anti-money-laundering operations. |
| Rating on G2 | 4.6 out of 5 from 337 reviews | 4.6 out of 5 from 31 reviews |
| Support | The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected]. | Unit21 provides a support portal where users can submit a ticket and access platform documentation. |
| 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. | Unit21 provides AI risk infrastructure for real-time fraud prevention, AML monitoring, investigations and regulatory outcomes. |
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.