Specialist

CharityTracker

Affordable per-user case management with referrals for human-services groups.

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Solid optionAffordable US case management, but per-user pricing and fewer features.

See how CharityTracker fits your setup. Add the tools you already use.

Price

From US$20/user/month (Basic)

Nonprofit offer

None found

Available in

🌍AnywhereBuilt for United States 🇺🇸Built for US human services referral networks

Suits

Volunteer-run · Small · Medium

Great for

Small US human-services charities and church-based ministries
Networks of agencies that need to share referrals
Published, low per-user prices
Referral network features
14-day free trial

Watch out for

Organisations with many volunteers who all need logins (per-user cost adds up)
Organisations outside the US that need local privacy compliance
Per-user pricing grows with staff and volunteers
Referral and outcome features need the Plus plan
US-oriented

Problems it solves

“Our food pantry and church network can't see each other's client records”“We need to track referrals to other agencies”“We run a small programme and need affordable case notes software”“We need a free trial before committing to case management software”

About CharityTracker+

CharityTracker is a cloud case management system for churches, food pantries and other human-services nonprofits. It records client interactions and case notes, and its Plus plan adds requests and referrals between agencies and outcome tracking. Pricing is published per user per month, with a 14-day free trial.

Pricing: Basic is US$20 per user per month, Plus US$40 and Pro US$60; paying annually saves 10%. Basic covers case management and reports; Plus adds requests and referrals, outcome tracking, client IDs and digital signatures; Pro adds SMS broadcasts, appointment scheduling, API access and more. Each staff member or volunteer needs a unique login. 14-day free trial, no card needed. Volume discounts for coalitions.

Key features+

Client records and case notesReferrals and requests between agencies (Plus)Outcome tracking (Plus)Barcode scanning and client IDsKiosk mode and SMS (Pro)HIPAA-oriented security

Data & privacy+

Described as HIPAA compliant in search summaries; hosting location not stated on the pricing page.

How sure are we?+

Partly confirmed on the vendor's pages; some details from reputable secondary sources. Prices and nonprofit programs change often, so check with CharityTracker before you commit. Rankings on Nonprofit Tools are never for sale.

Sources · last checked 2026-10-02