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CHARMS

#12 of 31 in Nonprofit Case Management SoftwareSocial Work Case ManagementCase Management Software

CHARMS: A broad care-management system for agencies that need records, plans and collaboration. Ranked #12 of 31 in Nonprofit Case Management Software by our editors (8.2/10); pricing: Pricing on request; best for long-established care and housing agencies.

8.2/10Editor score
CHARMS8.2 Visit CHARMS

At a glance

  • Editor score
    8.2 / 10
  • Pricing
    Pricing on request
  • Best for
    Long-established care and housing agencies
  • Outcome tracking
    Yes
  • Founded
    1996 · Heywood, Greater Manchester, United Kingdom
  • Facts checked
    20 Sep 2026
CHARMS screenshot
  • Where it wins

    • Covers records, referrals, care plans, outcomes and reporting
    • Supports secure portals, multi-agency collaboration and audit trails
    • Includes mobile-responsive access, voice-to-text notes and AI features
  • Where it doesn't

    • Contact-sales pricing makes budget comparison less direct
    • Web-only access may not suit teams needing a native mobile app
    • The listed integrations are limited to Outlook and Gmail

Our verdict on CHARMS

CHARMS is a cloud-based case management platform for organisations delivering children's and adults' social care. It is designed for settings including fostering, adoption, residential care, supported accommodation, shared lives, family hubs, homelessness services and refugee support. The system brings chronological digital case records together with referral and placement management, care, support and housing plans, outcome tracking, document management and staff workflows. Its scope suits agencies that need one system across complex care journeys, from smaller independent organisations to larger regional services.

Pricing is handled through sales enquiries and demonstrations rather than published plan tiers. That approach may suit agencies that need to discuss requirements across different services, workflows and user roles, but it gives buyers less immediate visibility into package differences and budget fit. The product is delivered through the web, with mobile-responsive access and browser-based mobile access rather than a listed native app. Outlook and Gmail are the named integrations, while Online Mail Grabber supports document and email capture. Buyers should therefore assess how CHARMS fits their existing systems, especially if their organisation depends on a broader integration ecosystem.

The strongest case for CHARMS is breadth: customisable forms and workflows, referral tracking, service-plan tracking, outcomes, real-time reporting and analytics, role-based access controls, audit trails, secure portals and multi-agency collaboration are covered in one platform. AI features are also included, and the product has been established since 1996. It is a sensible shortlist option for established care and housing agencies that want structured oversight across records, plans and outcomes. Organisations prioritising transparent self-serve pricing, native mobile applications or a wider named integration set should compare alternatives before choosing.

Your product? Our editors can test CHARMS in depth and publish a review, labelled as paid · from $149/mo →

CHARMS pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on socialcarenetwork.com

CHARMS fact sheet

Free planNot verified
Paid fromNot verified
Custom intake formsYes
Service plan trackingYes
Referral trackingYes
Outcome trackingYes
Client portalNot verified
Mobile accessBrowser
DeploymentCloud
PlatformsWeb
Compliance & securityGDPR
SupportPhone
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations2 integrations: Outlook, Gmail
PricingPricing on request
Websitesocialcarenetwork.com
Facts checked20 Sep 2026

CHARMS integrations

CHARMS lists 2 integrations on its own site.

  • Outlook
  • Gmail

Alternatives to CHARMS

See all CHARMS alternatives →

Also Ranked In

CHARMS is ranked in 3 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — CHARMS 8.2/10

CHARMS is listed in our Nonprofit Case Management Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/charms/"><img src="https://www.itechguides.com/best/badge/charms.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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