A case management CRM that lets you focus on your clients to measure real-world impact, not just data.

Share and centralize data, generate customizable assessments, and boost your community-caring power with Charity Tracker’s case management platform.





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 like yours.

How we can grow together:

Spend less time digging and more time serving

Cut your paperwork time in half and effortlessly access all your client documents in one intuitive and user-friendly case management platform that streamlines your workflow and maximizes your impact.

Instantly prove your impact to Funders and the Board of Directors

Provide a 360-degree view of all your donated resources and people served. Easily measure outcomes, evaluate your impact, and make data-driven decisions with user-friendly reporting tools.

Give your team their precious time back

Allow clients to skip the line and complete intake forms at their convenience with remote intake and request assistance digitally from anywhere -giving your team more time to focus on other projects to make a difference in the lives of those you serve.

Reduce duplicated efforts and maximize your resources

With real-time updates, you can confidently say "yes" when someone in need comes in, without worrying about duplication of services from other agencies. Share, refer, and notify your staff with ease for immediate and effective assistance, enabling you to provide the best possible care to those you serve.

What you can expect


Built to be effortless 

Getup and running on your own in minutes. CharityTracker was designed to be powerful, affordable, and user-friendly. We used customer feedback to create a platform that is so easy to use that anybody, at any age, can use CT. 

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Change-making experts with unmatched experience

Be confident in your ability to serve the community with CharityTracker. With 16 years of collective experience, we’re more than just a CRM platform; our skilled experts collaborate with you, from start to finish.

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Meaningful data that drives collective impact

Get to the root of the problem and push the needle on poverty. Create long-lasting solutions by working with others in your community and in your organization to make an impact. Our holistic approach helps virtually track and analyze your performance with insightful data and make data-driven decisions.

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Learn how to maximize your impact in just 2 minutes


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When you succeed, we all succeed


  • 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 working with all the agencies in our area and by knowing where they’ve been for assistance and what they need, we can better change their lives.”

  • CharityTracker has more than paid for itself this year,” explained Lee Ann Akers of Leighton Baptist Church. “The money we have saved by not paying out to people abusing the system more than justifies the cost. I highly recommend it to anyone that provides charity assistance."

  • Being able to produce meaningful reports for all of our various grantors is critical for us. The nimbleness of Charity Tracker’s reporting system makes it very easy for us to build and produce all of the various reports needed for evaluation purposes for each grant. The thoroughness of the search option is great, and it reduces the chance of double entries.”

  • Perfect Nonprofit Collaboration Platform. Using CharityTracker has been a vital step forward for making local emergency financial assistance agencies, which always have limited funds compared to need, able to utilize their funds wisely.”

  • Using Charity Tracker has helped bring our department into the 21st century. Being able to easily search and add clients is wonderful. I like the simple fillable format and the fact that you don't have to have all of the information to save a new client but can instead add supplemental information as it comes in."

  • It has helped us be better stewards of our benevolent funds. I like being connected to other agencies so I can know what kind of assistance a client has received and how often. It helps us decide if we are helping them or enabling them.”


Let’s make a lasting impact in the world together

Gain the visibility and confidence you deserve to make data-driven decisions for long-lasting results.

The most affordable & approachable case management CRM

Start effectively tracking, measuring, and reporting your efforts in minutes. Gain the visibility you deserve and keep an eye on your organization to help your clients from anywhere.

The Salvation ArmyAustin Disaster Relief NetworkRaise Up FamiliesBoys & Girls Clubs of Americatrident-united-way

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.”