Record demographic data and manage assistance, documents and goals while maintaining individualized care.

Save time by letting your client’s perform their own intake and request assistance digitally, from anywhere.

Shorten the line and reduce data entry times with barcode integration for clients and assistance.

Securely upload files and documents directly to the client’s profile.

Set up recurring or fixed date appointments for your clients, with SMS and email reminders.

Go paperless with agreements, forms, releases, or anywhere signatures are needed.

Keep track of requests and what assistance was provided. Refer when your agency can’t help.

Your data belongs to you and can be easily exported into a spreadsheet, flexible formats, and data visualizations.

CharityTracker’s API opens a world of possibilities for integrations and data visualizations.