# CharityTracker Software Reviews, Demo & Pricing - 2026

> Review of CharityTracker Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/human-services/charitytracker-profile

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CharityTracker

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Overview

[Reviews](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/)[Alternatives](https://www.softwareadvice.com/food-service-management/charitytracker-profile/alternatives/)

# CharityTracker 2026: Benefits, Features & Pricing

Wondering if CharityTracker is right for your organization?

Our Nonprofit Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pros and Cons
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

CharityTracker

4.5

[(1060)](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/)

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.

Wondering if CharityTracker is right for your organization?

Our Nonprofit Software selection experts can help you in 15 minutes or less.

## CharityTracker User Interface

## Popular CharityTracker Alternatives

Main Product

CharityTracker

4.5

[(1060)](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/)

Ratings Breakdown

-   4.49Ease of use
-   4.56Value for money
-   4.55Customer support
-   4.37Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Givebutter](https://www.softwareadvice.com/nonprofit/givebutter-profile/)

4.8

[(872)](https://www.softwareadvice.com/nonprofit/givebutter-profile/reviews/)

Ratings Breakdown

-   4.73Ease of use
-   4.82Value for money
-   4.74Customer support
-   4.49Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)

4.8

[(625)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.61Value for money
-   4.71Customer support
-   4.61Functionality

Pricing

Starting at $150.00 per month

Get Price

Alternative Product

[DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)

4.5

[(1436)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/)

Ratings Breakdown

-   4.34Ease of use
-   4.52Value for money
-   4.76Customer support
-   4.34Functionality

Pricing

Starting at $119.00 per month

Get Price

Alternative Product

[Zeffy](https://www.softwareadvice.com/nonprofit/simplyk-profile/)

4.8

[(482)](https://www.softwareadvice.com/nonprofit/simplyk-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.95Value for money
-   4.86Customer support
-   4.56Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Bonterra Apricot](https://www.softwareadvice.com/nonprofit/apricot-profile/)

4.2

[(226)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/)

Ratings Breakdown

-   4.17Ease of use
-   3.92Value for money
-   4.06Customer support
-   4.09Functionality

Pricing

Available upon request

Get Price

## CharityTracker Pros and Cons

We analyzed 1,060 verified reviews for CharityTracker to find out what actual users really think.

Select to learn more

Intuitive And Accessible Interface

CharityTracker offers a straightforward, user-friendly layout that makes daily tasks and onboarding easy for teams. Clear menus, accessible tabs, and helpful tutorials allow users to quickly find information, input data, and stay organized without needing technical expertise.

Enhanced Inter-Agency Coordination

CharityTracker enables agencies to share client information, track resource usage, and communicate efficiently. The system helps reduce duplicate services, facilitates referrals, and strengthens partnerships, making it easier to address complex client needs across organizations.

Streamlined Client Information Tracking

Managing client records is simplified with CharityTracker, allowing quick access to client details, notes, and service history. The platform supports referrals, demographic tracking, and communication, making it easier to coordinate care and tailor services to client needs.

Cumbersome And Error-Prone Data Input

Data entry in CharityTracker can be tedious, with issues like non-intuitive search, duplicate profiles, and lack of autofill features. Users report difficulties with correcting mistakes, handling misspellings, and managing large volumes of information efficiently.

Cost Concerns For Nonprofits

The pricing structure, including per-user fees and annual costs, can be a barrier for smaller nonprofits and agencies with limited budgets. Some users feel the expense limits access or discourages broader adoption among partners.

Limited And Complex Reporting Tools

Generating and customizing reports in CharityTracker is often challenging. Users find the reporting features inflexible, time-consuming, and difficult to tailor for different funders or needs, which can hinder data analysis and sharing impact statistics.

## 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

Integration rated undefined from -1 review

## CharityTracker User Reviews

Overall Rating

4.5

Ratings Breakdown

5

61%

4

32%

3

6%

2

1%

1

0%

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.

4

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

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

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.

Read More

SB

Shayna B.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed May 2026

CharityTracker helped us get move online!

5

We are happy with CharityTracker. The system is easy to use and learn. We started using the system immediately, there is no long development phase. We can add more customized forms and I'm grateful CharityTracker has that flexibility.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

CharityTracker is a good value. Our team didn't have the time to customize an entire software. CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online .

Cons:

CharityTracker does not offer all features, such automating workflows and flagging incomplete tasks. However, for the price, you can a lot of quality features.

Reasons for choosing CharityTracker

CharityTracker could be implemented immediately. We didn't have the staff capacity to go through the development phase of other products.

Read More

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

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

LN

Lukis N.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed March 2026

A great product, with the GOLD standard of customer service care.

5

We began working with them weeks ago to deliver exactly what we needed to expand our non-profit operations here in Atlanta Georgia. We appreciated they allowed us ample time to speak with our board members and slowly build up to what we needed in real time. We never felt rushed or any kind of high pressure sales pitches. Again, I cannot rate their products or customers service highly enough.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Let's start with the amazing customer service, award winning charisma of this team. Charity Tracker is not only THE software for your non-profit needs, it should be the standard for customer support. They go above and beyond to assist your team in delivering exactly what you need without trying to oversell you unnecessary software additions. I cannot rate their customer support highly enough!

Cons:

So far there is just noting to report here! Everything from customer support to the products themselves have made our lives easier, less stressful, and all around better.

Reasons for switching to CharityTracker

We needed an all encompassing product that allowed us to view all this data in a quick, easily indexable and searchable format. Google brought us to you thankfully!

Read More

AO

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

4

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

5

Ease of use

5

Value for money

5

Customer support

3

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

Read More

AC

Alexandra C.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 12 months

Reviewed May 2025

Love this system

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

PS

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

5

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

5

Ease of use

4

Value for money

5

Customer support

5

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

Read More

MS

Miranda S.

Verified reviewer

Government Administration

201-500 employees

Used daily for less than 12 months

Reviewed May 2025

Great system and customer experience!

5

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

5

Ease of use

4

Value for money

5

Customer support

4

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.

Read More

CD

Charity D.

Verified reviewer

Education Management

11-50 employees

Used weekly for less than 12 months

Reviewed May 2025

It was Worth it!

4

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

4

Ease of use

5

Value for money

4

Customer support

3

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.

Read More

JS

Jennifer S.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for less than 12 months

Reviewed May 2025

Try Charity Tracker today!

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

Showing 1 - 10 of 1060 Reviews

[See All Reviews](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/)

## CharityTracker Popular Comparisons

[Givebutter vs CharityTracker](https://www.softwareadvice.com/food-service-management/charitytracker-profile/vs/givebutter/)[Donorbox vs CharityTracker](https://www.softwareadvice.com/food-service-management/charitytracker-profile/vs/donorbox/)[DonorPerfect vs CharityTracker](https://www.softwareadvice.com/food-service-management/charitytracker-profile/vs/donorperfect/)[Zeffy vs CharityTracker](https://www.softwareadvice.com/food-service-management/charitytracker-profile/vs/simplyk/)[Bonterra Apricot vs CharityTracker](https://www.softwareadvice.com/nonprofit/apricot-profile/vs/charitytracker/)

[Compare All Alternatives](https://www.softwareadvice.com/food-service-management/charitytracker-profile/alternatives/)

## Other Top Recommended Nonprofit Software

[Neon CRM](https://www.softwareadvice.com/nonprofit/neoncrm-profile/)

**4.3** (619)

Recently recommended **118** times

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[Bloomerang](https://www.softwareadvice.com/nonprofit/bloomerang-profile/)

**4.7** (1287)

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[Charityproud](https://www.softwareadvice.com/nonprofit/charityproud-profile/)

**4.7** (88)

Recently recommended **93** times

Stuck Between Options?

Our experts can help you compare CharityTracker with other top options, so you can find the best fit for your needs.

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