CharityTracker 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CharityTracker

4.5

(1055)

Pricing

Starting at $20.00 per month

About CharityTracker

Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way.

As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact.

CharityTracker Screenshots

CharityTracker Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Basic

$20.00

per user, per month

Plan includes:

Bulletins
Daily Backup
Comprehensive Reports
Case Management
24*7 Access
Safe and Secure

Plus

$40.00

per user, per month

Plan includes:

Barcode Scanning
Digital Signature Capture
File Uploads
Referrals
Track Outcomes
Client Access

Pro

$60.00

per user, per month

Plan includes:

API
Customizable Assessments
SMS Broadcasts
Appointment Scheduling
Kiosk Mode
Remote Intake
Reports

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

CharityTracker Features

Popular features found in Nonprofit
Accounting
Campaign Management
CRM
Customizable Forms
Donor Management
Electronic Payments
Event Management
Fundraising Management
Grant Management
Membership Management
Registration Management
Volunteer Management
More features of CharityTracker
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Assessment Management
Attendance Management
Bed Management
Calendar Management
Care Plan Management
Case List Management
Case Management
Case Notes
Charting
Child Welfare Management
Client Management
Client Portal
Clinical Assessment Tool
Collaboration Tools
Communication Management
Compliance Management
Contact Database
Contact Management
Customizable Fields
Customizable Reports
Dashboard Creation
Data Collection
Data Import/Export
Document Management
Document Storage
Document Templates
Electronic Signature
Email Alerts
Employee Management
Forms Management
For Nonprofits
For Religious Organizations
Goal Setting/Tracking
Graphical Data Presentation
Group Notes
HIPAA Compliant
Intake Management
Inventory Tracking
Medical History Records
Member Communication
Member Database
Mobile Access
Multi-Factor Authentication
Multi-Location
Online Calendar
Patient Intake
Patient Management
Patient Records Management
Program Management
Progress Notes
Progress Reports
Progress Tracking
Project Time Tracking
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Records Management
Referral Management
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Role-Based Permissions
Scheduling
Search/Filter
Self Service Portal
SMS Messaging
Survey/Poll Management
Surveys & Feedback
Task Management
Task Scheduling
Team Notes
Third-Party Integrations
Time Tracking
Training Management
Treatment Planning
Wait List Management
Workflow Management

CharityTracker Integrations

Oasis Insight

CharityTracker User Reviews

Overall Rating

4.5

Ratings Breakdown

61%

32%

Secondary Ratings

Ease of Use

4.5

Value for money

4.6

Customer support

4.5

Functionality

4.4

Marie Jeanne E.

Verified reviewer

Internet

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2022

Charity tracker best case management tool.

Chariot tracker has allowed me to better manage cases, and better familiarize myself with clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked the most about this software is its case management functionality and it is easy to use.

Cons:

What I liked least is the fact that not all organizations use it.

Reasons for choosing CharityTracker

I have charity tracker because it is easy to use.

Ana Catalina O.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed May 2025

Community Trainer and Data Specialist

It has been great, the tool is simple to use but robust, reports are helpful and the product and engineering team are helpful and responsive. I would love to see your product roadmap because I am trying to grow out network of agencies and it is helpful when talking to them and getting them on board.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Assistance tracker and the reporting capabilities. Also the bulletins are a great way for agencies to share and communicate.

Cons:

The ROI update via kiosk still is not possible and having to keep up with updating ROIs can be time consuming. I wish there was an easier way than having to do it manually.

Reasons for choosing CharityTracker

price as an entry barrier for other nonprofits and easy of use

Leslie O.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2021

Great for social workers

We use this software daily and for several ways such as case management and client demographic reporting

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that others agencies I work closely with can be in my agency network and that I can keep notes and assistance private or share with others

Cons:

Once a user is created with an email address, another account with that email address cannot be created.

Pat S.

Verified reviewer

Hospital & Health Care

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed October 2025

Good Product, Buy In by partners important

The network was not utilized by the member agencies as robustly as should have occurred to make the referral process work well. Agencies that joined enjoyed the bulletin feature, and that made seeking resource help quick and painless.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Bulletin feature made mass communication simple. Self-editing of agency entries also useful. Reporting functions customizable, very useful.

Cons:

Repeatedly uploading ROIs when multiple family members were added. No formatting in the service description box, we had to create a consistent protocol for description entries.

Reasons for choosing CharityTracker

CharityTracker was chosen after review by the purchaser, prior to my onboarding as administrator for the network

Alexandra C.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 12 months

Reviewed May 2025

Love this system

Overall, my experience with CharityTracker has been extremely positive. The platform is user-friendly, flexible, and incredibly efficient for managing client data, tracking services, and generating reports.made our workflow much smoother. The overall functionality has significantly enhanced our organization's operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The centralized database not only simplifies reporting but also offers room to grow—its expandability means there are many features we haven’t explored yet, which is exciting for the future."

Cons:

There’s nothing I particularly dislike about CharityTracker. It meets all of our needs effectively.

Reasons for choosing CharityTracker

Charity Tracker was MADE for our work, and we didn't want something that we would have to make fit what we were needing it to do.

Miranda S.

Verified reviewer

Government Administration

201-500 employees

Used daily for less than 12 months

Reviewed May 2025

Great system and customer experience!

Overall, the team is eager to meet every network's needs, which is greatly appreciated. We are pleased with the capabilities of the system!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really enjoy working with the technical support team if we need additional customizations to different features. They are always quick to respond and provide clarification for any inquiries we have. Also, we like the referral process within CharityTracker and are looking forward to seeing the impact made in our community as a result.

Cons:

It is currently not possible for the same staff member to be an Agency Administrator in multiple agencies, thus increasing the risk of a referral not going through if a staff member is out of the office. In the future, we hope to see extended flexibility in supervision to handle circumstances where one staff member oversees multiple networks within the system.

Reasons for choosing CharityTracker

After conducting analyses, CharityTracker seemed to be the system that allowed flexibility in tailoring modules to fit Indigenous frameworks.

Charity D.

Verified reviewer

Education Management

11-50 employees

Used weekly for less than 12 months

Reviewed May 2025

It was Worth it!

It have been pleasant considering the software I used last year. It was easy to navigate and support was readily available, if needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software was user friendly and easy to navigate. It presented with features that could be useful in different environments/systems.

Cons:

I would've like to hide or remove features that weren't feasible for the information needed. Also, an option to run a few generic reports for monthly data would have been useful without having to customize or filter,

Reasons for choosing CharityTracker

CT was ready to use and didn't require endless meetings to scrap my brain empty.

Reasons for switching to CharityTracker

The program was dysfunctional, pricey, and not structured well at all.

Jennifer S.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for less than 12 months

Reviewed May 2025

Try Charity Tracker today!

I have absolutely loved it, honestly don’t really have anything negative to say about the product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ability to run all of the different reports. There are so many that you can run and it is essential to our business.

Cons:

I’d love to see an option for the ability to show all of your cases listed by enrollment date or alphabetically. That would make it a lot easier to see what/who our cases are.

Reasons for choosing CharityTracker

It provided everything that we were looking for.

Reasons for switching to CharityTracker

We wanted the ability to track more accurately what we were providing for our clients.

Melissa T.

Verified reviewer

Individual & Family Services

2-10 employees

Used daily for less than 2 years

Reviewed May 2025

User Friendly

Overall I would recommend Charity Tracker to other organizations as it was easy to implement and is very user friendly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I find Charity Tracker very easy to navigate, which makes training new employees and volunteers much easier.

Cons:

There are some custom fields we have created and I cannot get those fields to pull with details on any reports.

Reasons for switching to CharityTracker

We needed a secure environment for our client data

Monica D.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed May 2025

Love the customization!

Overall very pleased; didn't feel pushed by the demo staff and reasonable costs for all of the customizable opportunity with this platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the multi-agencies for our program sites nationwide. Truly appreciate the reporting functions and are able to customize for our exact model.

Cons:

The implementation took some time as we came from a very different platform. While it's lovely to be so customizable, it does take a good bit of onboarding time to begin with staff

Reasons for switching to CharityTracker

Needed multi-agencies ability to view as admin and more customization

Showing 1 - 10 of 1055 Reviews

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