--- description: Review of CharityTracker Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CharityTracker | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Charity Software](/directory/4280/nonprofit/software) > [CharityTracker](/software/129328/charitytracker) # CharityTracker Canonical: https://www.softwareadvice.ie/software/129328/charitytracker Page: 1 / 44\ Next: [Next page](https://www.softwareadvice.ie/software/129328/charitytracker?page=2) > 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. 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 1063 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 1063 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**: US$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 - [Charity Software](https://www.softwareadvice.ie/directory/4280/nonprofit/software) ## Related Categories - [Social Work Case Management Software](https://www.softwareadvice.ie/directory/4089/social-work-management/software) - [Patient Case Management Software](https://www.softwareadvice.ie/directory/4181/patient-case-management/software) - [Food Service Management Software](https://www.softwareadvice.ie/directory/4172/food-service-management/software) - [Charity Software](https://www.softwareadvice.ie/directory/4280/nonprofit/software) - [Church Management Software](https://www.softwareadvice.ie/directory/4520/church/software) ## Alternatives 1. 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[Bonterra Apricot](https://www.softwareadvice.ie/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. ----- ### "Charity Tracker: Highly Recommended for Programs Big and Small" — 5.0/5 > **Vito** | *30 July 2026* | Public Safety | Recommendation rating: 10.0/10 > > **Pros**: I liked the easy navigation of the system. We were a grant funded program that started using Microsoft Access, which within a few month's of the program launch, we realized that we needed something more. Being a grant funded program, we needed a system that was budget friendly. While researching different systems, I came upon Charity Tracker. I set up a demo with \[sensitive content hidden\] and we noted that it meet our needs at the time. After a year, our program grew and evolved we had a need for additional assessments to be created. We worked with \[sensitive content hidden\] again and were able to have additional assessments created that allowed up to capture additional data. > > **Cons**: Nothing really. For what we needed at the time, CT meet our needs and was very budget friendly. The only reason why we changed was due to need to integrate with other systems and programs, which required us to transition to another system. > > Overall, I would say CT was a great experience for a small grant funded program. I would highly recommend CT to any agency that needs a robust system to collect data and manage clients. I will also add, the reports were very useful for us in the data collection and allowed us to collect data that was used to apply for additional funding. ----- ### "Great for social workers" — 5.0/5 > **Leslie** | *29 March 2021* | Nonprofit Organisation 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 ----- ### "A Practical Platform for Nonprofit Data and Case Management" — 4.0/5 > **Verified Reviewer** | *19 September 2026* | Education Management | Recommendation rating: 10.0/10 > > **Pros**: What I like most about CharityTracker is how it brings client information, assistance records, referrals, and reporting into one place. The interface is fairly easy to navigate, and the reporting tools make it easier to track outcomes and prepare information for internal or funding-related reports. The collaboration features are also useful when multiple teams or organizations need to coordinate around the same client information. > > **Cons**: The platform has a lot of features, so getting everything configured properly can take some time. Some reporting and customization options may also require additional setup, particularly when an organization has very specific data requirements. Capterra reviewers have also mentioned limitations around custom reporting and workflow automation. > > Overall, my experience with CharityTracker has been positive. It provides a centralized way to manage client records, track assistance and referrals, collect information through intake forms, and generate reports. I particularly like the way it reduces the need for spreadsheets and gives teams a shared view of service activity and outcomes. The learning curve is reasonable, although organizations with more complex reporting needs may need some additional configuration. ----- ### "CharityTracker helped us get move online\!" — 5.0/5 > **Shayna** | *28 May 2026* | Nonprofit Organisation 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. ----- Page: 1 / 44\ Next: [Next page](https://www.softwareadvice.ie/software/129328/charitytracker?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/129328/charitytracker) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data