CharityTracker 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

CharityTracker

4.5

(1059)

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

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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.

Amy C.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed May 2025

Charity Tracker Review

Because I don't feel Charity Tracker is a true case management software, our experience with it has not been great. It is very hard to keep files organized as there is no place for open/closed files and we have had to get creative to make it function properly and effectively for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

[sensitive content hidden] is amazing to work with and very helpful as I try to navigate Charity Tracker.

Cons:

I would not consider Charity Tracker to be a true case management software as there is no was to view only "open" or "closed" files. There is also no set way to assign files to specific agents. We have created files for our staff and have to put them in a relationship with certain folks, which adds an extra step to indicate open and closed files. There is also no specific way to add supervisory notes that stay in a certain location and don't get buried in case notes. A way to upload more than one document at a time would be helpful!

Reasons for switching to CharityTracker

We were switching to make less work for us when tracking cases.

Tammy D.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Reviewed February 2026

Charity Tracker is AWESOME!

We have used Charity Tracker for at least 15 years that I know of - probably longer. They have always supported us in the way we may need to tweak this in order for it to meet all our needs. We use it for our entire county so other providers can see what assistance is being given by who to prevent "double dipping" by clients. We most recently started using the outcomes to measure the results of our financial coaching program. I LOVE Charity Tracker and will (and have) recommended it to other agencies.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service is AWESOME!!! Always quick response and notifications in advance if they know of system issues occurring. The system is simple to learn and easy to use.

Cons:

I can't really think of anything against the system. It does what it is supposed to and we are able to obtain the information we need.

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.

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

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.

Cathy E.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Reviewed February 2026

CharityTracker will bring your community together!

The CharityTracker Team is amazing! Customer service is supreme! The system is easy to use, the reporting provides data that can be used for grants, to determine needs and to help clients receive the services they need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use for all levels of technology knowledge, customer support is excellent, reporting is superior and the value for the cost is amazing!

Cons:

I would not change anything about CharityTracker. It provides everything you need to bring your community together and positively track clients and the services they need.

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