CharityTracker

CharityTracker

Simon Solutions
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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

About

The Community Operating System (CommunityOS). Whether you need a proven solution right now, or something not yet invented, we offer the most configurable software for the leaders of positive change. People do not live in silos—so we build integrated solutions. From infant care to aging services, directories of community resources to volunteer opportunities, call centers to collaborative partnerships—and from the blue skies of daily operations to the grey skies of crisis and disaster—we unify systems. Designed for community partnerships, we integrate with telephony and texting solutions, healthcare providers and workforce agencies, entire networks of 2-1-1 centers and United Ways, and coordinated disaster relief agencies. Not a silo—a system of systems.

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

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

Audience

Community services, collaborative care, intake and referral, management

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

Screenshots and Videos

Pricing

$20.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Visionlink
Founded: 1991
United States
www.visionlink.org

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Categories

Categories

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

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

Volunteer Management Features

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Integrations

Clue
IntelliShift
RentalMan
Tenna

Integrations

Clue
IntelliShift
RentalMan
Tenna
Claim Visionlink and update features and information
Claim Visionlink and update features and information