---
description: Review of CharityTracker Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: CharityTracker | Reviews, Pricing & Demos - SoftwareAdvice AU
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Breadcrumb: [Home](/) > [Patient Case Management Software](/directory/4181/patient-case-management/software) > [CharityTracker](/software/129328/charitytracker)

# CharityTracker

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> Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way. &#10;&#10;As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact.
> 
> Verdict: Rated **4.5/5** by 1061 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 1061 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Simon Solutions
- **Location**: Florence, US
- **Founded**: 2006

## Commercial Context

- **Starting Price**: USD 20.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Germany, India, Ireland, Israel, New Zealand, Singapore, South Africa, United Arab Emirates, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- Bed Management
- CRM
- Calendar Management
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Charting
- Child Welfare Management

## Integrations (1 total)

- Oasis Insight

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Patient Case Management Software](https://www.softwareadvice.com.au/directory/4181/patient-case-management/software)

## Related Categories

- [Social Work Case Management Software](https://www.softwareadvice.com.au/directory/4089/social-work-management/software)
- [Patient Case Management Software](https://www.softwareadvice.com.au/directory/4181/patient-case-management/software)
- [Food Service Management Software](https://www.softwareadvice.com.au/directory/4172/food-service-management/software)
- [Nonprofit Software](https://www.softwareadvice.com.au/directory/4280/nonprofit/software)
- [Church Management Software](https://www.softwareadvice.com.au/directory/4520/church/software)

## Alternatives

1. [Givebutter](https://www.softwareadvice.com.au/software/380178/givebutter) — 4.8/5 (872 reviews)
2. [Donorbox](https://www.softwareadvice.com.au/software/380685/donorbox) — 4.8/5 (625 reviews)
3. [DonorPerfect](https://www.softwareadvice.com.au/software/389956/donorperfect) — 4.5/5 (1451 reviews)
4. [Zeffy](https://www.softwareadvice.com.au/software/190855/simplyk) — 4.8/5 (485 reviews)
5. [Bonterra Apricot](https://www.softwareadvice.com.au/software/76884/bonterra-case-management) — 4.2/5 (226 reviews)

## Reviews

### "Charity tracker best case management tool." — 4.0/5

> **Marie Jeanne** | *25 August 2022* | Internet | Recommendation rating: 9.0/10
> 
> **Pros**: What I liked the most about this software is its case management functionality and it is easy to use.
> 
> **Cons**: What I liked least is the fact that not all organizations use it.
> 
> Chariot tracker has allowed me to better manage cases, and better familiarize myself with clients.

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### "CharityTracker helped us get move online\!" — 5.0/5

> **Shayna** | *28 May 2026* | Nonprofit Organization Management | Recommendation rating: 10.0/10
> 
> **Pros**: CharityTracker is a good value. Our team didn't have the time to customize an entire software. CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online .
> 
> **Cons**: CharityTracker does not offer all features, such automating workflows and flagging incomplete tasks. However, for the price, you can a lot of quality features.
> 
> We are happy with CharityTracker. The system is easy to use and learn. We started using the system immediately, there is no long development phase. We can add more customized forms and I'm grateful CharityTracker has that flexibility.

-----

### "Great for social workers" — 5.0/5

> **Leslie** | *29 March 2021* | Nonprofit Organization Management | Recommendation rating: 10.0/10
> 
> **Pros**: I like that others agencies I work closely with can be in my agency network and that I can keep notes and assistance private or share with others
> 
> **Cons**: Once a user is created with an email address, another account with that email address cannot be created.
> 
> We use this software daily and for several ways such as case management and client demographic reporting

-----

### "Community Trainer and Data Specialist" — 4.0/5

> **Ana Catalina** | *6 May 2025* | Nonprofit Organization Management | Recommendation rating: 9.0/10
> 
> **Pros**: The Assistance tracker and the reporting capabilities. Also the bulletins are a great way for agencies to share and communicate.
> 
> **Cons**: The ROI update via kiosk still is not possible and having to keep up with updating ROIs can be time consuming. I wish there was an easier way than having to do it manually.
> 
> It has been great, the tool is simple to use but robust, reports are helpful and the product and engineering team are helpful and responsive. &#10;I would love to see your product roadmap because I am trying to grow out network of agencies and it is helpful when talking to them and getting them on board.

-----

### "Love this system" — 5.0/5

> **Alexandra** | *5 May 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10
> 
> **Pros**: The centralized database not only simplifies reporting but also offers room to grow—its expandability means there are many features we haven’t explored yet, which is exciting for the future."
> 
> **Cons**: There’s nothing I particularly dislike about CharityTracker. It meets all of our needs effectively.
> 
> Overall, my experience with CharityTracker has been extremely positive. The platform is user-friendly, flexible, and incredibly efficient for managing client data, tracking services, and generating reports.made our workflow much smoother.  The overall functionality has significantly enhanced our organization's operations.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/129328/charitytracker)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/129328/charitytracker> |
| en | <https://www.softwareadvice.com/food-service-management/charitytracker-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/129328/charitytracker> |
| en-GB | <https://www.softwareadvice.co.uk/software/129328/charitytracker> |
| en-IE | <https://www.softwareadvice.ie/software/129328/charitytracker> |
| en-NZ | <https://www.softwareadvice.co.nz/software/129328/charitytracker> |

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