Freedom251 › Case Management Software
CharityTracker
What CharityTracker is
CharityTracker is case management software that helps organizations centralize client documents and track services, outcomes, and reporting. It supports case intake, assessments, and tools for monitoring client progress and reporting results to funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a shared network; a network administrator must approve an agency before access is granted. Basic includes case management, comprehensive reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among its audiences. Plans start at $20/user/mo, and a 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services. Each staff member or volunteer needs a unique login.
Who it suits
CharityTracker suits community-serving organizations that coordinate client services and need to track outcomes or report results. Its listed audiences include nonprofits, churches, healthcare providers, human services, social work, and disaster recovery groups.
What it does well
- Centralizes client documents and service tracking
- Partner agencies can share requests and referrals
- 14-day trial does not require a credit card
- Pro includes kiosk or remote intake and an API
What to know first
- No free plan
- Each staff member or volunteer needs a unique login
- Agency access to the shared network requires administrator approval
Limits
Basic includes case management, comprehensive reports, area-wide bulletins and daily backup. Barcode scanning, referrals, outcome tracking, remote intake, scheduling, customizable assessments and API access are added in higher plans.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | monthly · case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup | $20 a month |
| Plus | monthly · Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking | $40 a month |
| Pro | monthly · Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API | $60 a month |
| Basic | annually; 10% discount · case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup | $216 a year |
| Plus | annually; 10% discount · Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking | $432 a year |
| Pro | annually; 10% discount · Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API | $648 a year |
As charitytracker.com lists them, read 14 Oct 2026. The maker's own page has the final word.
Getting started
- Open the CharityTracker website
- Start the 14-day trial without a credit card
- Choose Basic, Plus or Pro after the trial
- Create unique logins for each staff member or volunteer
- Have a network administrator approve agency access
Verdict
CharityTracker provides case management and agency coordination features across three paid plans. Organizations considering the shared network should account for its approval requirement and per-user pricing.
Questions
How much does CharityTracker cost?
Plans start at $20 per user per month. Plus costs $40 per user per month and Pro costs $60 per user per month.
Is there a free plan?
No. CharityTracker offers a 14-day trial without requiring a credit card.
Which platforms does it support?
CharityTracker is available on the web and through an API.
What does Pro add?
Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports and an API.
Does it support agency collaboration?
Yes. Approved partner agencies can share client requests, alerts, bulletins and referrals through a shared network.
Facts from CharityTracker's own pages
- Access controls
- Network administrators approve agencies and every agent receives an individual username and password. · charitytracker.com, 14 Oct 2026
- Agency collaboration
- Partner agencies can share client requests, alerts, bulletins, and referrals through a shared network. · charitytracker.com, 28 Sept 2026
- API and exports
- Simon Solutions describes a CharityTracker/Oasis Insight API beta, CSV export in all plans and weekly downloadable MySQL files. · help.simonsolutions.com, 14 Oct 2026
- Availability
- The Basic plan lists access 24 hours a day, 7 days a week, 365 days a year. · charitytracker.com, 28 Sept 2026
- Backups and ownership
- Networks are backed up daily to redundant U.S. servers and customers can request data exports that they own. · charitytracker.com, 14 Oct 2026
- Barcode and signatures
- The Plus plan includes barcode scanning, client IDs and digital-signature capture. · charitytracker.com, 14 Oct 2026
- Company headquarters and size
- LinkedIn lists headquarters in Florence, Alabama and company size of 11–50 employees. · linkedin.com, 14 Oct 2026
- Company legal name
- LinkedIn identifies the maker as Simon Solutions Inc., a privately held IT-services company. · linkedin.com, 14 Oct 2026
- Deployment
- TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. · trustradius.com, 14 Oct 2026
- Documentation
- Simon Solutions publishes Basic, Plus and HMIS user guides through its help center. · help.simonsolutions.com, 14 Oct 2026
- Document management
- Plus and higher plans provide file uploads for storing client documentation. · charitytracker.com, 14 Oct 2026
- Encryption
- The security page says communications with the server use 256-bit SSL encryption. · charitytracker.com, 14 Oct 2026
- Founded
- Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. · charitytracker.com, 14 Oct 2026
- Free plan
- No · charitytracker.com, 20 Sept 2026
- Headquarters
- Florence, Alabama, United States · charitytracker.com, 28 Sept 2026
- Intake
- The platform supports case intake, and Pro includes kiosk or remote intake so clients can submit requests digitally. · charitytracker.com, 28 Sept 2026
- Integration
- GetApp lists Oasis Insight as CharityTracker's top integration. · getapp.com, 14 Oct 2026
- Integrations
- The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. · charitytracker.com, 28 Sept 2026
- Licence
- The reviewed official and directory pages describe a paid SaaS service but do not state an open-source licence. · trustradius.com, 14 Oct 2026
- Limit: interface and reporting
- GetApp reviewers report that the interface may feel outdated or overwhelming and that report customization can be difficult. · getapp.com, 14 Oct 2026
- Limit: per-user cost
- GetApp notes that individual-user pricing and required unique logins can raise costs for organizations with many volunteers. · getapp.com, 14 Oct 2026
- Limit: speed and workflow friction
- A G2 reviewer reports that searches or entry can be slow and that some documentation tasks require extra steps. · g2.com, 14 Oct 2026
- Limit: synchronization and integrations
- G2 reviewers mention duplicate-client synchronization problems, weak links between outcomes and notes, and a need for better integrations. · g2.com, 14 Oct 2026
- Messaging and scheduling
- The Pro plan adds SMS broadcasts and appointment scheduling. · charitytracker.com, 14 Oct 2026
Where CharityTracker stands on Freedom251
- Case Management Software#16 of 177
- Nonprofit Case Management Software#6 of 32
- Nonprofit Program Management Software#11 of 29