CharityTracker
CharityTracker is case management software for organizations coordinating client services and reporting results.
What CharityTracker is
CharityTracker is case management software for organizations coordinating client services and reporting results. It centralizes client documents and supports intake, service and outcome tracking, assessments, and reporting for funders. Pro includes kiosk or remote intake, letting clients submit requests digitally. Partner agencies can share requests, alerts, bulletins, and referrals through a shared network; a network administrator must approve an agency before access is granted. Basic costs $20 a month, billed at $20 per month per user, and Plus and Pro cost $40 and $60 per user per month, respectively. Basic includes case management, reports, bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signatures, file uploads, referrals, and outcome tracking. Pro adds SMS broadcasts, scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card; there is no free plan. The maker describes CharityTracker as HIPAA-compliant and says hosting is provided by Amazon Web Services.
Good
- Tracks services, outcomes, and client progress
- Shared network supports agency referrals and alerts
- Pro includes remote intake and an API
- 14-day trial does not require a credit card
Watch out
- No free plan
- Each staff member or volunteer needs a unique login
- Plans are priced per user per month
Who it suits
CharityTracker suits community-serving organizations such as nonprofits, churches, healthcare providers, and human services teams coordinating client support. Its shared agency network may suit groups that exchange referrals and service information.
Verdict
CharityTracker combines case management and outcome reporting with tools for agency collaboration. The per-user plans and network approval requirements are important considerations for organizations evaluating access.
Plans and prices
From CharityTracker's own pricing page, checked 14 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $20 a month | case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup · monthly |
| Plus | $40 a month | Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking · monthly |
| Pro | $60 a month | Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API · monthly |
| Basic | $216 a year | case management · comprehensive reports · area-wide bulletins · 24/7/365 access · daily backup · annually; 10% discount |
| Plus | $432 a year | Basic features · barcode scanning · client IDs · digital signatures · file uploads · requests/referrals · outcome tracking · annually; 10% discount |
| Pro | $648 a year | Plus features · kiosk/remote intake · SMS broadcasts · appointments/scheduling · customizable assessments · Changes Over Time reports · street-address autocomplete · API · annually; 10% discount |
The facts
Each one read from CharityTracker's own pages, with the date it was checked.
What it does
- Access controls
- Network administrators approve agencies and every agent receives an individual username and password.checked 14 Oct 2026
- Agency collaboration
- Partner agencies can share client requests, alerts, bulletins, and referrals through a shared network.checked 28 Sep 2026
- API and exports
- Simon Solutions describes a CharityTracker/Oasis Insight API beta, CSV export in all plans and weekly downloadable MySQL files.checked 14 Oct 2026
- Availability
- The Basic plan lists access 24 hours a day, 7 days a week, 365 days a year.checked 28 Sep 2026
- Barcode and signatures
- The Plus plan includes barcode scanning, client IDs and digital-signature capture.checked 14 Oct 2026
- Deployment
- TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support.checked 14 Oct 2026
- Documentation
- Simon Solutions publishes Basic, Plus and HMIS user guides through its help center.checked 14 Oct 2026
- Document management
- Plus and higher plans provide file uploads for storing client documentation.checked 14 Oct 2026
- Encryption
- The security page says communications with the server use 256-bit SSL encryption.checked 14 Oct 2026
- Intake
- The platform supports case intake, and Pro includes kiosk or remote intake so clients can submit requests digitally.checked 28 Sep 2026
- Integration
- GetApp lists Oasis Insight as CharityTracker's top integration.checked 14 Oct 2026
- Integrations
- The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance.checked 28 Sep 2026
- Licence
- The reviewed official and directory pages describe a paid SaaS service but do not state an open-source licence.checked 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.checked 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.checked 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.checked 14 Oct 2026
- Messaging and scheduling
- The Pro plan adds SMS broadcasts and appointment scheduling.checked 14 Oct 2026
The company
- Backups and ownership
- Networks are backed up daily to redundant U.S. servers and customers can request data exports that they own.checked 14 Oct 2026
- Company headquarters and size
- LinkedIn lists headquarters in Florence, Alabama and company size of 11–50 employees.checked 14 Oct 2026
- Company legal name
- LinkedIn identifies the maker as Simon Solutions Inc., a privately held IT-services company.checked 14 Oct 2026
- Founded
- Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama.checked 14 Oct 2026
- Headquarters
- Florence, Alabama, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
- Limit: per-user cost
- GetApp notes that individual-user pricing and required unique logins can raise costs for organizations with many volunteers.checked 14 Oct 2026
Alternatives to CharityTracker
- 1
Tracker
Free planAndroidiOSWebmacOS8.3From $24 a month - 2
EQS Integrity Line
AndroidiOSWebAPI8.2From £85 a month - 3
DFIR-IRIS
Free planOpen sourceWebAPILinuxmacOS8.2Free plan - 4
Socianote
Free planAndroidiOSWeb8.2From $99 a month - 5
Primero
Free planAndroidiOSWebAPI8.1From $8,250 a year - 6
FAMCare
AndroidiOSWebAPI8.0From $795 a month