CharityTracker

CharityTracker

Simon Solutions
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About

CaseFlow® helps you ensure nothing and no-one falls through the cracks. Never miss target dates or appointments. Be alerted if outside agencies you depend on require following up. See exactly what is next up for any case. Upload new case information from an iPad or smart phone. You needn’t get behind on paperwork just because you are in the field. Snap a photo, jot details, move on. Case workers feel on top of their game, reminded of next steps, able to put their fingers on any case data at a moment’s notice – staying professional. Automation features cut their time spent on documentation. Your data is always encrypted and backed-up for easy recovery and security. Role-based access gives everyone the information they need—no more. Reporting tools that empower you to be proactive instead of reactionary! Stay in the know of what’s happening, and make informed decisions about where to focus your attention. Built for health and human services case management.

About

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Audience

Health and human services organizations searching for a Social Work Case Management solution

Audience

Social Service Agencies, United Way, Churches, Non-profits, Government Agencies, Health Care, Food Banks, Food Pantries, St. Vincent de Paul, Salvation Army, Homeless Shelters, Community Action, 2-1-1

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$20.00/month/user
starts at $20 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.5 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • CharityTracker is PERFECT for keeping up with client information and the financial assistance that is provided to our clients when we help them with emergency utility and rental assistance for our impoverished or low income individuals in our community. The features and design of CharityTracker are very easy to navigate through and provide simple instruction when performing the data entry. The support team for CharityTracker is readily available and always quick to help with any CharityTracker need for support.
  • CharityTracker is easy to navigate and so customizable to the needs of the organization in tracking, collaborating and documenting.
  • Very User friendly, great group pricing, best customer service. Customer service responds quickly. We don't have to worry about the backup. Avoids duplication within agencies/churches. I would highly recommend!
  • CharityTracker is a fantastic tool to help communities work together to help the most people fairly without duplicating efforts and stopping people who are just working the system.
  • Our charity requires in-home visitations before helping. CharityTracker offers insight into client needs and circumstances (ie: abusive behavior, anger issues, dogs, etc.)
  • There are several pros to using this system. Easy to navigate. Labeled correctly. Easy to track inputted information.
  • When using the charity tracker it is a great tool for our 501(3)(c) to be able to keep all our client records at our fingertips. Navigating the database is very easy our volunteers to use.
  • The ease of accessing our clients information is reliable and we are able to view not only our data but also data from other organizations.
  • CharityTracker allows us to keep all data and documents about clients in one place. CharityTracker is easy to learn and user friendly. Information is clearly organized in the system. The ability to easily maintain relationships between the head of household and the other members of the household is another big plus as is the ability to have a separate bar code for each individual. CharityTracker is a big improvement over our previous system.
  • The charity which I co-direct has used Charity Tracker for eight years. Of course it is so helpful in spreading limited resources to know how a client has been helped by partner agencies. We have also been able to eliminate all paper trails while improving the sharing of information among our agents. We not only use the reports function for year-end numbers; we can customize a report to answer random questions.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CaseFlow
Founded: 2017
United States
caseflow.global

Company Information

Simon Solutions
Founded: 2006
United States
www.charitytracker.com

Alternatives

CHARMS

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Social Care Network Solutions Limited

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Categories

Adoption Agency Supported
Camp Management Supported
Foster Care Supported
Human Services Supported

Categories

Church Management Supported
Healthcare Supported
Human Services Supported
Nonprofit Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Not Supported
Time Tracking Supported
Training Management Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Not Supported
Volunteer Management Supported

Camp Management Features

Attendance Management Supported
Billing & Invoicing Not Supported
Customer Management Supported
Food Service Management Supported
For Campgrounds Supported
For Summer Camps Supported
Medical Management Supported
Online Registration Supported
Parent Portal Not Supported
Program Management Supported
Registration Management Supported
Scheduling Supported
Staff Management Supported

Human Services Features

Case Management Supported
Certification & Licensing Not Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Not Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Church Management Features

Accounting Integration Not Supported
Attendance Tracking Supported
Child Check-In Not Supported
Email / SMS Supported
Event Management Supported
Member Directory Supported
Member Portal Supported
Multi-Site Management Supported
Online Giving Not Supported
Pledge Management Not Supported
Small Group Management Supported
Volunteer Management Not Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Not Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim CaseFlow and update features and information
Claim CaseFlow and update features and information