CharityTracker
7.8#10 in case management softwareFrom $216 a yearWebAPI
VisitCharityTracker vs In-Form
What both publish
| Fact | CharityTracker | In-Form |
|---|---|---|
| Documentation | Simon Solutions publishes Basic, Plus and HMIS user guides through its help center. | The service listing provides PDF service documents plus user guides, videos, online resources and access to Salesforce Trailhead. |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 1999 |
| Headquarters | Florence, Alabama, United States | London, United Kingdom |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise. |
| Notable news | Simon Solutions' press page lists February 19, 2026 coverage about Huntsville nonprofits' slow adoption of the CharityTracker network. | On 14 September 2026, Homeless Link announced a Salesforce Agents for Impact grant and pilots of AI functionality for homelessness case management. |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | In-Form is a case management system designed around client relationships for non-profit organisations. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box. |
CharityTracker plans
- Basic$20 a month
- Plus$40 a month
- Pro$60 a month
- Basic$216 a year
- Plus$432 a year
- Pro$648 a year
In-Form plans
- CommunityFree
- In-Form Essential£165 a year
- Essential£165 a year
- Enterprise£300 a year
- In-Form Enterprise£300 a year
- In-Form Community£360 a year
Pick CharityTracker if…
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.
Pick In-Form if…
In-Form is aimed at non-profit organisations managing client relationships and casework, particularly housing and homelessness services. The available features also address family, mental health, addiction, employment, refugee, and veteran services.