CharityTracker vs Workpro Casework
CharityTracker
charitytracker.comWorkpro Casework
workpro.comSide by side
| Figure | CharityTracker | Workpro Casework |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 6 | 1 |
| Spec score · Case Management Software | 8.8 (#6) | 8.0 (#39) |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe. |
| Document management | Plus and higher plans provide file uploads for storing client documentation. | Users can create and edit Word documents in Workpro, store correspondence in case records and create PDF bundles. |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 1969 |
| Headquarters | Florence, Alabama, United States | Edinburgh, Scotland, UK |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Workpro is case management software for complaints, employee relations, information requests and other regulatory casework. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | Workpro includes a standard reports library and SQL Report Builder, and users can export data to Excel. |
| 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]. | Workpro offers a 24/7 online helpdesk, support by email or telephone, and remote support; its licence agreement includes one system upgrade per year. |
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.
Workpro Casework
Workpro Casework has no write-up on Specifiction yet; its figures are above.