Case Management Software:
Easy, Customizable & Affordable
CharityTracker is a HIPAA-compliant, web-based, nonprofit human services case management software that will help you reach your goals of managing client assistance, notes, referrals, measuring outcomes, generating reports and creating custom assessments.
Use this simple, flexible database in-house or collaborate with other nonprofits by securely sharing data-- Share resources, reduce duplication and facilitate collaboration among the agencies in your community.
CharityTracker is a trusted resource used in 2,200+ communities across the US.
Free Trial -- Request a demo today!
Hi! I'd like the chance to give you a tour of our software. Please give me a call, or fill in the form below and I'll contact you.
Joey Yarber, Sales/Implementation
You get a ton of value without breaking the budget.
Affordable pricing starting at just $20/month per user
Case Notes & Assistance
Alerts & Bulletins
Referrals & Client IDs
Changes Over Time Reports
"We have been using CharityTracker for over 6 years and it has changed clients' lives. We have a lot of generational poverty in our area. By breaking the cycle and by working with all the agencies in our area, and by knowing where they've been for help and what they need, we can better change their life."
"Local service providers were asking for a real-time communications tool across organizations and industries containing resource information and agency contact information. Using the United Way network, we saw the opportunity to bring everyone together with an inclusive tool that community members could use."
Trident Area United Way
United Way of Rutherford & Cannon Counties
Easy to use.
People of all ages—and computer experience levels—feel comfortable using CharityTracker.
Simple to Start
No lengthy training sessions. No time-consuming onboarding processes. Just log in and get started.
Nothing to install on your computer. If you have a web browser then CharityTracker will work for you.
The perfect tool to help you save time and serve more people
Gather statistics for resource development and strategic planning
Show funders that clients are moving in a positive direction
Provide an infrastructure for crisis preparedness and disaster recovery
Help agencies serve clients more efficiently and effectively