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Outcome Tracker

Outcome Tracker is cloud-based case management software for nonprofits, public agencies, housing counselors, and Children’s Savings Account program administr…

Place
#13 of 25
Score
6.5
Outcome Tracker's website

What Outcome Tracker is

Outcome Tracker is cloud-based case management software for nonprofits, public agencies, housing counselors, and Children’s Savings Account program administrators. It supports configurable intake and eligibility screening, time-stamped case notes, service logs, goal plans, and referrals across programs. Clients can use secure portals to check goals, complete surveys, and view progress without downloading an app. Teams can build surveys with validated instruments or custom questions, conditional logic, and skip patterns, then collect responses digitally, on paper, or with staff assistance. Reporting covers funders, grants, boards, outcomes, performance, and compliance, with PDF, Excel, or Word exports. Listed connections include Emma, Constant Contact, financial accounts, 529 accounts, DownHome Loan Manager, SBA Nexus, and HUD 9902 reporting. The platform runs on Android, iOS, Linux, macOS, web, and Windows. The plan includes unlimited users, implementation, training, and same-day support from a U.S.-based team.

Good

  • Client portals work without an app download.
  • Survey responses can be collected on paper or digitally.
  • Reports export to PDF, Excel, or Word.
  • Implementation and training are included.
  • Available on Android, iOS, Linux, macOS, web, and Windows.

Watch out

  • No free plan is listed.
  • Cost depends on program scale and configuration.
  • Supported browsers must meet listed minimum versions.

Who it suits

It suits organizations managing services across programs that need configurable case records, client portals, surveys, and outcome reporting. Public agencies can also review its stated security, procurement, and accessibility documentation.

Verdict

Outcome Tracker combines case management, surveys, client access, and reporting for organizations working across programs. Its annual starting price and browser requirements are important to weigh before choosing it.

Plans and prices

From Outcome Tracker's own pricing page, checked 30 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Plans$7,100 a yearUnlimited users · implementation and training included · same-day support of a U.S.-based team · annually, depending on program scale and configuration

The facts

Each one read from Outcome Tracker's own pages, with the date it was checked.

Where it runs

Browser requirements
The system requirements page lists Chrome 121 or higher, Firefox 115 or higher, and Microsoft Edge 121 or higher.checked 30 Sep 2026

What it does

Case management
It supports configurable intake and eligibility screening, time-stamped case notes, service logs, goal plans, and referrals across programs.checked 30 Sep 2026
Client portals
Clients can use secure, personalized portals to check in on goals, complete surveys, and view progress without downloading an app.checked 30 Sep 2026
Integrations
Listed connections include Emma, Constant Contact, bank or credit union accounts, Ascensus and TIAA 529 accounts, DownHome Loan Manager, SBA Nexus, and HUD 9902 reporting.checked 30 Sep 2026
Onboarding
The maker describes implementation support for program configuration, data import, surveys, logic models, dashboards, and team training.checked 30 Sep 2026
Procurement and accessibility
The public-sector page says CJIS and FISMA documentation, WCAG 2.1 AA conformance and Section 508 documentation, VPATs, DPAs, and BAAs are available.checked 30 Sep 2026
Purpose
Outcome Tracker is cloud-based case management software for nonprofits, public agencies, housing counselors, and Children’s Savings Account program administrators.checked 30 Sep 2026
Reporting
The platform generates funder, grant, board, outcome, performance, and compliance reports, with exports to PDF, Excel, or Word.checked 30 Sep 2026
Security
The public-sector page states SOC 2 Type II, HIPAA-aligned controls, encryption in transit and at rest, role-based access, and full audit logs.checked 30 Sep 2026
Support
The website says chat inquiries typically receive a reply within a few hours, and the pricing page describes same-day support from a U.S.-based team.checked 30 Sep 2026
Surveys
Teams can build surveys with validated instruments or custom questions, conditional logic, and skip patterns, and collect responses digitally, on paper, or with staff assistance.checked 30 Sep 2026

The company

Company history
The About Us page identifies Outcome Tracker as NonProfitly’s flagship product and lists 2001 as its founding year.checked 30 Sep 2026
Founded
2001checked 28 Sep 2026
Headquarters
1400 Technology Drive, Harrisonburg, VA 22802, United Stateschecked 28 Sep 2026

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