--- 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](/) > [Human Services Software](/directory/4556/human-services/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 1059 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 1059 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 - [Human Services Software](https://www.softwareadvice.ie/directory/4556/human-services/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 (225 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. ----- ### "Community Trainer and Data Specialist" — 4.0/5 > **Ana Catalina** | *6 May 2025* | Nonprofit Organisation 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. 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. ----- ### "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 ----- ### "Charity Tracker Review" — 3.0/5 > **Amy** | *5 May 2025* | Nonprofit Organisation Management | Recommendation rating: 0.0/10 > > **Pros**: \[sensitive content hidden\] is amazing to work with and very helpful as I try to navigate Charity Tracker. > > **Cons**: I would not consider Charity Tracker to be a true case management software as there is no was to view only "open" or "closed" files. There is also no set way to assign files to specific agents. We have created files for our staff and have to put them in a relationship with certain folks, which adds an extra step to indicate open and closed files. There is also no specific way to add supervisory notes that stay in a certain location and don't get buried in case notes. A way to upload more than one document at a time would be helpful\! > > Because I don't feel Charity Tracker is a true case management software, our experience with it has not been great. It is very hard to keep files organized as there is no place for open/closed files and we have had to get creative to make it function properly and effectively for us. ----- ### "Transforming Community Support Into Measurable Success" — 5.0/5 > **Cathy** | *19 February 2026* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **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. > > 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. ----- 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