CharityTracker makes it easy to quickly identify needs and mobilize resources.

Simpler Data Entry

Case Intake
Record demographic data and manage assistance, documents and goals while maintaining individualized care.
Kiosk / Remote Intake
Save time by letting your client’s perform their own intake and request assistance digitally, from anywhere.
Client IDs + Barcode Scanning
Shorten the line and reduce data entry times with barcode integration for clients and assistance.

Measuring Impact

Create + Track Outcomes
Work together with your clients to establish a path to self-sustainability.
Customizable Assessments
Collect data to show changes over time and show your program's impact to funders.
Changes Over Time Report
Analyze your program performance by tracking clients and their goals.

Making Life Easier

File Uploads
Securely upload files and documents directly to the client’s profile.
Client Scheduling
Set up recurring or fixed date appointments for your clients, with SMS and email reminders.
Digital Signature Capture
Go paperless with agreements, forms, releases, or anywhere signatures are needed.


Bulletins + Alerts
Post client needs and notify your staff with the latest updates in real-time.
Requests + Referrals
Keep track of requests and assistance you provided. Refer when your agency can’t help.
Client SMS Broadcasts
Send bulk SMS messages to your clients and keep everyone on the same page.

Additional Features

Getting Ahead
Keep track of requests and what assistance was provided. Refer when your agency can’t help.
Export to CSV / Excel ®
Your data belongs to you and can be easily exported into a spreadsheet, flexible formats, and data visualizations.
API Integration
CharityTracker’s API opens a world of possibilities for integrations and data visualizations.

No matter the plan, we've got you covered.

Safe + Secure
256 bit SSL security, the same as online banks.
Free Tech Support
Phone and email support is always included for free.
Daily Backup
Your data is backed up daily and monitored 24/7/365.
Easy Case Management
Record every interaction with your clients with ease.
24 / 7 / 365 Access
If you’re on the net, you can log in anytime day or night.
Smart Search
Simple and advanced search provide flexibility.
Comprehensive Reports
Generate detailed reports of assistance and outcomes.
Control who has access and customize your network.