CharityTrackerSimon Solutions
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GridSocialSocialRoots.ai
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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
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About
GridSocial by SocialRoots.ai is a closed-loop referral and care coordination platform designed for healthcare providers, community-based organizations, and social service networks. It enables organizations to create, route, and track referrals end-to-end, ensuring every request is completed with full visibility across stakeholders.
Our platform supports intelligent intake, automated referral routing based on eligibility and urgency, real-time tracking, and outcome reporting. With integration to leading EHR systems such as Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial enhances interoperability and streamlines workflows.
Key capabilities include customizable workflows, secure collaboration tools, partner network management, and real-time dashboards. GridSocial helps organizations reduce care gaps, improve referral success rates, and address social determinants of health (SDoH).
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Healthcare providers, hospitals, payers, clinics, community-based organizations (CBOs), social service agencies, government health programs, and care coordination teams focused on managing referrals and addressing social determinants of health (SDoH).
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20.00/month/user
Free Version
Free Trial
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Pricing
Contact for pricing
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSimon Solutions
Founded: 2006
United States
www.charitytracker.com
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Company InformationSocialRoots.ai
Founded: 2024
United States
www.socialroots.ai/closed-loop-referral-system
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Categories |
Categories |
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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
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
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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
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Integrations
EpicCare EMR
Oracle Health EHR
athenaOne
eClinicalWorks
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