Casebook vs. CharityTracker Comparison


Casebook	CharityTracker Simon Solutions	+	+
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About At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.		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 Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Human & Social Services organizations		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 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $29 per user per month Book a demo and get a custom quote. Free Version Free Trial		Pricing $20.00/month/user starts at $20 per user per month Free Version Free Trial
Reviews/Ratings Overall 3.7 / 5 ease 4.2 / 5 features 3.7 / 5 design 3.7 / 5 support 4.5 / 5 Read all reviews		Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.5 / 5 design 4.5 / 5 support 4.8 / 5 Read all reviews
Pros & Cons from Real Users Pros Reporting is our favorite feature of Casebook. With the support of their team, we have been able to create a report to pull any information we need that has been put into the data database. We can look at data in multiple different views, combine datasets and easily look at both duplicated and unduplicated data. There is one report that is more clunky to run which I will detail in the cons. Overall, for our program, outreach and family shelter side of services, Casebook works great. We can track and report on class attendance, number of bed nights, days of sobriety, and incorporate information that aids us with HMIS (Homeless Management Information System) data entry. We are easily able to add our own fields that our mission tracks specifically. Case notes and group notes are very quick and easy to complete, which is great for case management and reporting. We have a mobile outreach team that has been using service notes to track interaction with clients living in the streets and it has been a seamless transition to implement and makes reporting on these interactions nearly effortless. Our staff in these 3 departments have shared positive remarks about Casebook. The Casebook team itself has worked diligently to help us solve problems, has been response to issues with the software and has been a joy to work with. It is easy to recommend Casebook for the purpose of tracking outreach interactions or clients with a more consistent pattern of staying overnight in a recovery program or family shelter. The Pros for me are the ease of set up, deciding how to structure for our Agency needs, entering and deleting client information, and making case notes accessible to other disciplinary departments. They can view and/or add to client's file. Casebook sends you emails about support and products. They listen when I make suggestions to improve their product to make my and my coworker's lives easier. The reporting system is built in and easy to navigate as well. They worked with us every step of the way until we were truly comfortable working on our own. But if something comes up I know I can send and email and get help quickly. Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform. Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze. Cons Using Casebook effectively with our Adult Shelter has been the most challenging. We have a few options to track bed nights, but each solution comes with it’s own challenges. Adult Shelter is very dynamic with who will be staying each night and therefore takes a lot more data entry and auditing than Outreach, Family Shelter, and Program. One of the largest challenges we have is being able to view how many bed nights we had in a given month with the number of individuals served on a given night or month. The Casebook team helped to develop a formula to track this, but to adjust the date range we need to see, it requires admin level editing access to reports, which we can’t give to every individual who needs this information because of how much technical knowledge of reporting is required and how easy it is to break a report in editing mode. A possible trade off would be tracking this information using daily “notes” rather than service enrollments over time, but we lose the functionality of viewing a “reason for ending service” regarding the bed night. In either case, we are losing the ability to easily track bed nights in a readily viewable way, or the vital need to know why a client isn’t currently staying with us in the Adult Shelter from a data perspective. Casebook is currently working with us on this, but it is hard to recommend the software for night-by-night shelter until there is a solution the more readily meets our needs for night-by-night shelter. The challenges in this section of the review are what brings down the score I gave to ease and features. As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone. All of these cons are for right now. I know when I make suggestions they listen and actively work to make them happen. They need to add a way to follow up on a case if it is active but has not been updated in a specific time frame. Cannot add old employees that had been on cases from before using the product because of user limits even though they are not users. We pursued this product because we were looking for a platform with easy client upload and the ability to organize client files. This did not happen. We actually felt like we duplicated our workload- by having to organize documents in a manner worse than simple google doc approach. We wasted thousands on a product we don't use. For their monthly fee, (after their setup) you can easily sign up with a larger more competent program such as CLIO or other legal or social work options. While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking		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 Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Casebook Founded: 2007 United States www.casebook.net		Company Information Simon Solutions Founded: 2006 United States www.charitytracker.com
Alternatives FAMCare Human Services Global Vision Technologies		Alternatives InfoFlo InfoFlo Solutions Inc
NewOrg NewOrg Management System		Collaborate Network Ninja
CharityTracker Simon Solutions		countbubble CountBubble
KaleidaCare		FAMCare Human Services Global Vision Technologies
CaseFlow View All		Exponent Case Management Exponent Partners View All
Categories Adoption Agency Church Management Foster Care Fundraising Human Services Nonprofit Social Work Case Management		Categories Church Management Healthcare Human Services Nonprofit Social Work Case Management
Church Management Features Accounting Integration Attendance Tracking Child Check-In Email / SMS Event Management Member Directory Member Portal Multi-Site Management Online Giving Pledge Management Small Group Management Volunteer Management Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Show More Features Adoption Agency Features Accreditation / Compliance Management Automated Notifications Case Management Communications Management Family Portal Fundraising / Donations Management Home Studies Management Mobile Access Online Checklists Volunteer Management Foster Care Features Adoption Management Automated Reminders Available Families Database Case Management Checklists Child Intake Education Requirements Tracking Family Portal Foster to Adopt Online Applications Online Licensing Forms Payments Tracking Placement Management Reporting Respite Credits Tracking Treatment Management Fundraising Features Alumni Management Auction Management Campaign Management Contribution Tracking CRM Donor Management Event Management Gift Matching Management Grant Management Membership Management Mobile Giving Payment Processing Pledge Management Prospect Management Raffles / Lotteries Recurring Giving Volunteer Management		Church Management Features Accounting Integration Attendance Tracking Child Check-In Email / SMS Event Management Member Directory Member Portal Multi-Site Management Online Giving Pledge Management Small Group Management Volunteer Management Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management
Integrations Gmail Google Calendar Jotform QuickBooks Online Zapier View All 5 Integrations		Integrations Gmail Google Calendar Jotform QuickBooks Online Zapier
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