# CharityTracker Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CharityTracker Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/132388/CharityTracker --- # CharityTracker Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CharityTracker ## What is CharityTracker? CharityTracker is an affordable (starts at $20/mo) secure, cloud-based case management system designed specifically for human services nonprofits. Whether you're a small grassroots organization or a multi-agency network, CharityTracker helps you streamline casework, collaborate across teams, and demonstrate measurable impact. Go beyond spreadsheets with an intuitive, HIPAA-compliant platform that lets you record case notes, manage assistance, track outcomes, make referrals, and generate real-time reports with ease. Change-over-time graphs make it simple to show progress to funders. With no contracts, setup fees, or hidden costs, you can start fast and scale as needed. Trusted by over 30,000 users nationwide, CharityTracker is the tool of choice for agencies who want to save time, stay organized, and serve more people. Book a free demo today and see how you can simplify your casework and amplify your impact. ## What is CharityTracker used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/) Overall rating Based on 1,059 user reviews Reviews sentiment Positive 93% Neutral 6% Negative 1% Pros & cons Streamlined community collaboration Comprehensive client tracking tools Inefficient and rigid search tools Frequent slowdowns and lag Starting price $20 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## CharityTracker alternatives Highest Rated [4.8 (624)](https://www.capterra.com/p/156860/Donorbox/reviews/) Starting price Contact vendor for pricing [4.5 (1,382)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Starting price $119.00 Per User, Per Month [4.8 (471)](https://www.capterra.com/p/220131/Zeffy/reviews/) Starting price Contact vendor for pricing [4.8 (67)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/132388/CharityTracker/alternatives/) ## Who uses CharityTracker? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Streamlined community collaboration 96% positive reviews out of 85 Most reviewers indicate community engagement features foster communication, resource sharing, and unified efforts among local organizations. Miranda S Data Analyst, 201 - 500 employees. "Also, we like the referral process within CharityTracker and are looking forward to seeing the impact made in our community as a result." Inefficient and rigid search tools 54% negative reviews out of 56 Some reviewers report search functionality is slow, inflexible, and struggles with name variations or partial information. Tynisha H program manager, 2 - 10 employees. "I have had trouble with some of the names not coming up by last name and having to type in first name do to the spelling or uppercase letters it wont search correctly." Comprehensive client tracking tools 98% positive reviews out of 65 Most reviewers describe client tracking as efficient for monitoring services, managing records, and collaborating across organizations. Frequent slowdowns and lag 95% negative reviews out of 39 Most reviewers report performance and speed issues, including slow loading, freezing, and time-consuming processes during busy periods. Jodi S Communications and Program Administration, 2 - 10 employees. "At times, the system can be slow to load, which can interrupt workflow during busy periods." Intuitive and accessible design 94% positive reviews out of 64 Most reviewers find the user interface extremely easy to navigate, minimizing training time and simplifying daily tasks. Challenging duplicate record handling 71% negative reviews out of 38 Some reviewers say duplicate management is difficult, with limited detection, merging, and prevention of redundant client entries. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. For Nonprofits 4.8 (48) 87.50% of 48 reviewers that rated this feature as important or highly important Software specialized for non-profit organizations Reporting & Statistics 4.6 (38) 84.21% of 38 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Forms 4.5 (30) 83.33% of 30 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Data Import/Export 4.4 (30) 86.67% of 30 reviewers that rated this feature as important or highly important Import and export data to and from software applications Client Management 4.7 (25) 80.00% of 25 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 4.6 (24) 79.17% of 24 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CharityTracker 88 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events The allocation and provision of beds Track and manage schedules and meetings via an integrated calendar Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Tools to aid in the collection of information to determine a person's problems and symptoms. Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Track employee schedules, availability, and performance across projects and tasks Software specialized for non-profit organizations Primarily serving churches and religious organizations Store, manage and track all forms in a centralized location Activities related to raising money for a specific cause Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Compliant with HIPAA, which sets standards for sensitive patient data protection Activities related to the initial admission of a charge into the organization's care Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Records of patients' medical history Contact members listed in the database through email, SMS, social, phone, etc. Add, store and access information pertaining to members Database of members to track personal information of individuals and families Access software remotely via mobile devices Request two or more credentials to prove user's identity before granting access to systems Manage and support multiple locations Online calendar of upcoming events/activities viewable to members and visitors Patients can register for appointments in advance online Managing and tracking patient health, progress, communication, and treatment plans Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Process of managing several related projects or business activities to achieve organizational goals Customizable notes that help healthcare professionals document and track patient progress Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Send messages via SMS Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Create treatment plans that document interventions and outcomes to track patient progress Manage volunteer information and direct volunteer resources Record, update and manage waiting lists Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (1,059) 4.4 Based on 1,059 reviews ## Pricing Value for money 4.6 (874) Free Trial [View pricing plan details](https://www.capterra.com/p/132388/CharityTracker/pricing/) Basic $20.00 Per User,Per Month It includes: - Bulletins - Daily Backup - Comprehensive Reports - Case Management - 24\*7 Access - Safe and Secure Plus $40.00 Per User,Per Month It includes: - Barcode Scanning - Digital Signature Capture - File Uploads - Referrals - Track Outcomes - Client Access Pro $60.00 Per User,Per Month It includes: - API - Customizable Assessments - SMS Broadcasts - Appointment Scheduling - Kiosk Mode - Remote Intake - Reports Value for money 4.6 (874) 4.6 Based on 874 reviews ## Integrations [ Oasis Insight](https://www.capterra.com/p/165737/Oasis-Insight/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (865) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (865) 4.5 Based on 865 reviews ## User reviews Overall rating 4.5 Based on 1,059 reviews Filter by rating 5(645) 4(341) 3(64) 2(7) 1(2) Mentioned topic Sorted by most recent LN Lukis N. CEO Non-Profit Organization Management ### "A great product, with the GOLD standard of customer service care. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2026 We began working with them weeks ago to deliver exactly what we needed to expand our non-profit operations here in Atlanta Georgia. We appreciated they allowed us ample time to speak with our board members and slowly build up to what we needed in real time. We never felt rushed or any kind of high pressure sales pitches. Again, I cannot rate their products or customers service highly enough. Pros Let's start with the amazing customer service, award winning charisma of this team. Charity Tracker is not only THE software for your non-profit needs, it should be the standard for customer support. They go above and beyond to assist your team in delivering exactly what you need without trying to oversell you unnecessary software additions. I cannot rate their customer support highly enough! Cons So far there is just noting to report here! Everything from customer support to the products themselves have made our lives easier, less stressful, and all around better. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed an all encompassing product that allowed us to view all this data in a quick, easily indexable and searchable format. Google brought us to you thankfully! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TD Tammy D. Assistant Director Non-Profit Organization Management ### "Charity Tracker is AWESOME!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2026 We have used Charity Tracker for at least 15 years that I know of - probably longer. They have always supported us in the way we may need to tweak this in order for it to meet all our needs. We use it for our entire county so other providers can see what assistance is being given by who to prevent "double dipping" by clients. We most recently started using the outcomes to measure the results of our financial coaching program. I LOVE Charity Tracker and will (and have) recommended it to other agencies. Pros The customer service is AWESOME!!! Always quick response and notifications in advance if they know of system issues occurring. The system is simple to learn and easy to use. Cons I can't really think of anything against the system. It does what it is supposed to and we are able to obtain the information we need. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CE Cathy E. AVP of Community Impact Non-Profit Organization Management ### "CharityTracker will bring your community together!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2026 The CharityTracker Team is amazing! Customer service is supreme! The system is easy to use, the reporting provides data that can be used for grants, to determine needs and to help clients receive the services they need. Pros The ease of use for all levels of technology knowledge, customer support is excellent, reporting is superior and the value for the cost is amazing! Cons I would not change anything about CharityTracker. It provides everything you need to bring your community together and positively track clients and the services they need. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CL Cathy L. Program Director Non-Profit Organization Management ### "Transforming Community Support Into Measurable Success" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 19, 2026 My overall experience with CharityTracker has been incredibly positive. It’s a daily privilege to represent a tool that plays such a vital role in the collective success of our community’s helping programs. Because I’ve seen firsthand the benefits of using this platform, I’m genuinely passionate about demonstrating its value to other agencies and churches. CharityTracker makes it easier to measure real impact, helping organizations see the tangible results of their efforts and strengthen the support they provide to those in need. Pros What I appreciate most about CharityTracker is how it has helped our county’s agencies move beyond simple resource distribution to achieving measurable impact. The Outcomes Assessment tool, in particular, gives us the ability to track how clients are influenced by the services and resources they receive. This insight allows us to see clear connections between the care provided and each client’s progress toward self-reliance. When setting goals, we can use this data to evaluate the effectiveness of our programs and make informed adjustments as needed. Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs. Cons The biggest challenge with CharityTracker hasn’t been the platform itself, but encouraging agencies and churches to understand the value of consistent data entry. Although the system is HIPAA-compliant and designed to support data-informed decision-making, some partners hesitate because they feel they lack the staff time for input. In reality, CharityTracker’s features can actually streamline their processes and save time once integrated into daily operations. I would also love to see the introduction of “Sister Networks” across counties, since many organizations serve the same clients beyond our borders. Broader data sharing would strengthen collaboration and could help populate \[sensitive content hidden\] for all of North Alabama, moving us closer to a unified, statewide community resource. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 20, 2026 Thank you so much for taking the time to leave such a thoughtful review! We are truly grateful to work alongside communities that are committed to measuring impact and using data to strengthen collaboration and client outcomes. You make a great point about consistent data entry being one of the hardest parts of any shared system, especially for agencies and churches with limited staff capacity. We appreciate you highlighting both that challenge and the long-term value CharityTracker can bring once it becomes part of everyday workflows. Your ideas around cross-county collaboration and broader data sharing are also really appreciated. Feedback like yours directly shapes how we think about the future of the platform. Thank you again for your partnership and for the meaningful work you do every day to support your community! PS Pat S. Manager, Community Outreach Hospital & Health Care ### "Good Product, Buy In by partners important" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 14, 2025 The network was not utilized by the member agencies as robustly as should have occurred to make the referral process work well. Agencies that joined enjoyed the bulletin feature, and that made seeking resource help quick and painless. Pros Bulletin feature made mass communication simple. Self-editing of agency entries also useful. Reporting functions customizable, very useful. Cons Repeatedly uploading ROIs when multiple family members were added. No formatting in the service description box, we had to create a consistent protocol for description entries. Alternatives considered [DonorSnap](https://www.capterra.com/p/97513/DonorSnap/) Reasons for choosing CharityTracker CharityTracker was chosen after review by the purchaser, prior to my onboarding as administrator for the network Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Merlin C. Head chef Alternative Medicine ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 June 12, 2025 Great experience would recommend to anyone and no issues yet which is amazing and puts my mind at ease Pros Really great product, easy to use and really helpful, no issues at all and all at your ease! Amazing Cons Sometimes lags a bit but other than that there was no downsides again overall a great and helpful product. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH Cathy H. Reverend Religious Institutions ### "New Covenant CharityTracker review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2025 We are still learning, but it has proven to be a good investment. The help we received when setting it all up was very valuable. Pros The flexibility on what data we can track. We have been able to even track some "unusual" data. It is user friendly. Cons The cost of individual licenses. It would be beneficial to be able to have at least 2 people per license. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reasons for choosing CharityTracker The overall ability to interface with other organizations, and it was bit more cost effective. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LL Laura L. Executive Director Non-Profit Organization Management ### "Fun Times with CharityTracker" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 21, 2025 It has been good and has provided a central database but we will not be able to use it long term for disaster case management Pros It is easy to navigate and look up client information. Also love that we can have as many users on it as we need since we have a lot of volunteers that help with different aspects. Cons It cannot support some of the files we need to upload as they seem to be too large. Also, we cannot separate storms or regions. Everyone has access to all of the client information. Alternatives considered [CommunityOS](https://www.capterra.com/p/79207/CommunityOS/) Reasons for choosing CharityTracker cost of the product and ability to have shared users Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GH Greg H. Worship and Outreach Pastor Non-Profit Organization Management ### "Valuable Untapped Resource" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2025 It is a very useful tool for those of us charged with working with indigent individuals but it has been so poorly adopted by area charities that it makes the work frustrating. Pros CharityTracker provides me with information on indigent individuals in the Glasgow/Barren County KY area who have been helped in the past. Cons 1) The poor use by area churches and agencies that this was designed to benefit. 2) The ROI (Release of Information) is unhandy. I’m thinking of having generic ROIs printed for the individuals to complete on the spot and adding to CT later. 3) If I fail to enter information on a client - which I have - it doesn’t work well. It’s only as good as the user willing to use it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Sherri G. Executive Director Individual & Family Services ### "Maximizing Impact: How Charity Tracker Streamlines Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 16, 2025 We love using Charity Tracker—it streamlines distributions, simplifies case management, and enables us to post needs or surplus items to share with other agencies and churches. Pros Monitoring the allocation of resources to individuals and families to prevent redundant aid and ensure equitable distribution. Cons Searching for a client's name can be challenging when variations in spelling occur but not all of them are appear as a choice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/132388/CharityTracker/reviews/) Popular comparisons [Givebutter vs CharityTracker](https://www.capterra.com/compare/132388-172048/CharityTracker-vs-Givebutter)[Donorbox vs CharityTracker](https://www.capterra.com/compare/132388-156860/CharityTracker-vs-Donorbox)[DonorPerfect vs CharityTracker](https://www.capterra.com/compare/2698-132388/DonorPerfect-Fundraising-Software-vs-CharityTracker)[Zeffy vs CharityTracker](https://www.capterra.com/compare/132388-220131/CharityTracker-vs-Zeffy) [Bonterra Apricot vs CharityTracker](https://www.capterra.com/compare/123342-132388/Bonterra-Case-Management-vs-CharityTracker)[Bonterra Network for Good vs CharityTracker](https://www.capterra.com/compare/111128-132388/Bonterra-Guided-Fundraising-vs-CharityTracker)[Sumac vs CharityTracker](https://www.capterra.com/compare/132388-144095/CharityTracker-vs-Sumac)[Flipcause vs CharityTracker](https://www.capterra.com/compare/132388-136488/CharityTracker-vs-Flipcause)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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