7,560,600 clients have received $1,159,893,758 of assistance in 2,089 cities using CharityTracker

Whether you're a solo agency or in a collaborative, we've got you covered.

Easy to Use + Simple to Implement
We know you’re busy and don’t have time for complicated software; we’ve changed that! Even your staff will enjoy using our case management system. Eliminate headaches and missing data from reports so you can use your valuable time to serve more people.
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PERFECT FOR:
SOLO AGENCY
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MULTI-AGENCY COLLABORATION

CharityTracker was easy to learn and use. It has helped us track clients who attempt to duplicate services at multiple agencies. It has also been extremely useful as a database for our benevolence activities. The short time it takes to enter client information is well worth the effort.

BM
Barbara M.
Executive Director
Report outcomes to secure more funding
In addition to providing accurate outputs and demographic totals on the clients you’re serving, CharityTracker will give you rich, detailed reports to show your impact, outcomes, and impress your board and funders.
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PERFECT FOR:
SOLO AGENCY
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MULTI-AGENCY COLLABORATION

Paperwork time is definitely cut in half, at least! The software is so user friendly that I have cut my paperwork time in half, at least! The networking with other agencies has definitely enabled us to ensure we do not duplicate services and helped increase capacity. The reporting feature is customizable and extremely professional looking. I do not have to create my own for board meetings, etc.

NR
Nathaniel R.
Office Clerk & First Call for Help Representative
A support team who cares
CharityTracker was designed to be intuitive. But unlike other companies who disappear after you launch, we are here with you every step of the way! You can always get FREE technical support and guidance via phone, email, and online chat support.
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PERFECT FOR:
SOLO AGENCY
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MULTI-AGENCY COLLABORATION

The customer support is amazing and the program itself is very intuitive.  I highly recommend it! It is easy to use and the customer support is outstanding.  The concept is unique:  allowing serving agencies to track their service AND to communicate with other serving agencies to prevent duplication and allow better wrap-around service.

LM
Lori M.
Transformers Program Administrator
Go paperless
Spend less time digging through stacks of papers and more time serving. Access client documents from anywhere. CharityTracker offers more than secure storage - it’s a smart, seamless way to optimize case management.
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PERFECT FOR:
SOLO AGENCY

I want you to know that Charity Tracker has transformed our office! We have completely given up our paper files and rely totally on CT. Thank you so much for getting such a user friendly, comprehensive system up and running. We love it!"

GS
Gail S.
Executive Director
Collaborate. Share. Refer.
Our shared case management platform can connect community-based systems of care with streamlined data collection, access to real-time information, and reporting tools to track outcomes and outputs. As your network of partners expands and changes, your CharityTracker network grows with you.
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PERFECT FOR:
MULTI-AGENCY COLLABORATION

Great for non-profit collaboration! The content allows us to more thoroughly assess the needs of clients and make referrals when needed.  It has allowed users to work together with available resources in meeting the needs of people in our community.  We realized during Hurricane Katrina long term recovery efforts that duplication of services could not be easily identified. We worked with Simon Solutions reps in developing this program, relaying what we needed to be able to see in a shared environment.  They built the program and have continually improved it, making a world of difference, allowing better evaluations and more needs being met.

PC
Patricia C.
Business Administrator
Shorten the line + serve more people, faster
Client ID cards and barcode scanning integration for clients and assistance. Print and use ID cards without expensive hardware. Open a case and record assistance within seconds!
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PERFECT FOR:
SOLO AGENCY
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MULTI-AGENCY COLLABORATION

We have found Oasis Insight so user-friendly and intuitive. At one our meal sites, there is a volunteer who has severe arthritis which limits some of his mobility, but he really wanted to help. When the tablet is in barcode scan mode, he can easily scan people's cards and hit the green button to confirm. Now he runs the whole check in process!

SP
Shelley P.
Nonprofit Service Manager
Reduce duplication
Get in the know. Instantly view assistance records, case notes, and alerts from other team members, anywhere, allowing your team to make confident decisions and be a better steward of valuable resources.
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PERFECT FOR:
MULTI-AGENCY COLLABORATION

This is an excellent way to prevent us from duplication of benefits to people. People are much less likely to abuse the system with this software in use. As an agency we are able to avoid duplication of services, we are also able to direct clients to the various agencies specific to their needs.  We can track client usage and accountability of information.  CT makes data input and retrieval very convenient, and it is very user-friendly.

KB
Karen B.
Services and Volunteer Coordinator
Trusted by 20,000+ Users Around the World
Our easy-to-use and simple-to-implement case management tools have been adopted and loved by many nonprofits likes yours.
We have been using CharityTracker for 12 years and it has changed clients' lives.
We have a lot of generational poverty in our area. By breaking the cycle and by working with all the agencies in our area, and by knowing where they've been for help and what they need, we can better change their life.
Cathy Easley
/ Trident United Way
Charleston, SC
Stillwater Cares: How a Church & Community Collaboration Led to Sustainable Solutions
"Relationships are the key to preventing & alleviating poverty."
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WEBINAR
Measuring Outcomes Together
What would it look like to launch 2000 people on the path to self-sufficiency in 2000 days?
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