CharityTracker review
Affordable intake, case, referral, outcome, and reporting tools for nonprofit teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
CharityTracker is a cloud-based case management platform for nonprofits, human-services organizations, churches, healthcare providers, government agencies, and community networks. It brings client intake, case notes, assistance records, referrals, documents, assessments, outcomes, and reporting into one system. Its focus suits organizations that need to track participant journeys and coordinate services across an assistance network, rather than teams seeking a narrow donor or fundraising database.
The published plans show three paid tiers, each available with monthly or annual billing. Basic costs $20 per user per month or $216 per user per year and includes case management, reports, area-wide bulletins, 24/7/365 access, and daily backup. Plus costs $40 monthly or $432 annually per user, adding barcode scanning, client IDs, digital signature capture, file uploads, requests, and referrals. Pro costs $60 monthly or $648 annually per user and adds kiosk or remote intake, SMS broadcasts, appointments, scheduling, customizable assessments, and Changes Over Time reports. Paid tiers include a 14-day trial, with no credit card required.
CharityTracker’s strongest differentiator is breadth across the service-delivery workflow: intake, assessments, outcome tracking, documents, signatures, referrals, scheduling, reporting, and API access. That makes it a practical fit for programs that need shared records and reporting for programs, funders, and boards. The trade-off is platform scope: the listed access points are web and API, so organizations prioritizing native mobile apps may prefer another option. Choose CharityTracker when affordable per-user pricing and case-to-outcome tracking matter most; look elsewhere if a wider platform ecosystem is central to the buying decision.
CharityTracker pros and cons
- Where it wins
- Covers intake, cases, outcomes, referrals, documents, and reporting
- Paid plans start at $20 per user monthly
- Includes scheduling, SMS broadcasts, signatures, and API access
- Where it doesn't
- Platform coverage is limited to web and API
- Advanced capabilities require higher-tier plans
- No free plan is available
CharityTracker fact sheet, pricing and score →
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