Nonprofit CRM for Client Services

CharityTracker helps nonprofits, government agencies, faith-based organizations, and human services teams centralize client information, manage intake, coordinate referrals, track assistance, and measure outcomes in one secure platform. Built from real-world disaster response experience, it helps mission-driven organizations reduce paperwork, strengthen collaboration, and produce clearer evidence of community impact wherever their teams serve across the USA.

Nonprofit caseworker using client services CRM dashboard

Our Nonprofit CRM Services

Centralize client services, coordinate care, track assistance, and demonstrate outcomes with connected nonprofit CRM capabilities.

Case Management

Manage client records, case notes, assistance, goals, referrals, and outcomes in one web-based platform designed for mission-driven organizations.

Digital Intake

Capture client information through standard Case Intake or Kiosk/Remote Intake, helping staff reduce manual entry and giving clients another way to request assistance.

Needs Assessments

Use customizable assessments to capture demographic and situational information, guide service planning, set goals, and monitor progress over time.

Shared Case Management

Connect authorized member agencies through a shared database that improves referral accuracy, coordinates care, and helps prevent duplicated assistance.

Outcome Reporting

Track program utilization, client progress, and changes over time while generating data-driven reports for funders, boards, and organizational leaders.

Digital Client Records

Store client information, case notes, attendance, requests, assistance, and sensitive documents in a centralized digital filing cabinet accessible to authorized users.

Mission-Focused Technology

Turn Client Data Into Community Impact

CharityTracker brings intake, case notes, assistance, goals, documents, referrals, and outcome measurement into one connected nonprofit CRM. Teams can follow each client or household from first contact through program completion, coordinate with partner agencies, and create professional funder reports without rebuilding information across disconnected systems. Remote access supports organizations serving communities throughout the USA, while the platform’s origins in Hurricane Katrina relief inform its practical approach to crisis response.

Nonprofit team coordinating client services through CRM
The CharityTracker Difference

Why Choose CharityTracker?

Purpose-built technology, practical implementation, and a client-centered team help organizations focus more on service delivery.

Mission Driven

Founded during Hurricane Katrina relief efforts, CharityTracker is built around helping those who help others.

Connected Care

Shared case management helps authorized agencies coordinate referrals and reduce duplicated assistance across community networks.

Secure Platform

The platform supports client confidentiality and data security requirements across federal, state, and local contexts.

Accessible Support

A dedicated implementation and customer success team helps organizations adopt practical tools for everyday client services.

Meet The CharityTracker Team

Mission-focused leaders and specialists support organizations throughout their CharityTracker journey.

Portrait of Michael Simon, President of CharityTracker

Michael Simon

President

Michael Simon serves as President of CharityTracker, a role he fulfills with a deep commitment to the organization's founding mission of empowering charitable organizations through innovative software. Since the company's inception in 2006 during Hurricane Katrina relief efforts, Michael has helped shape CharityTracker into a trusted platform now serving over 2,500 communities across the United States. His leadership style blends strategic vision with hands-on dedication, ensuring that every product decision reflects the real-world needs of nonprofits, government agencies, and community organizations. Michael is passionate about helping mission-driven teams operate more efficiently so they can focus on creating lasting, transformative change in the communities they serve.

Portrait of Isaac Simon, CEO of CharityTracker

Isaac Simon

CEO

Isaac Simon serves as Chief Executive Officer of CharityTracker, providing strategic direction and executive leadership for the company's mission to strengthen communities through purpose-built software solutions. Known for his personable and approachable style, Isaac fosters a culture of collaboration, responsiveness, and genuine connection with clients. He plays a central role in guiding CharityTracker's growth as the platform continues to expand its reach to nonprofits, faith-based ministries, government agencies, and social service organizations across the USA. Under his leadership, the company remains steadfastly committed to its core values of listening first, doing the right thing, and continually evolving to better serve those who help others.

Portrait of Greg Hammond, Customer Success Specialist at CharityTracker

Greg Hammond

Customer Success

Greg Hammond is a Customer Success specialist at CharityTracker, dedicated to helping nonprofit and community organizations get the most out of the platform. As part of CharityTracker's client-focused support team, Greg works closely with users to ensure seamless onboarding experiences and continued satisfaction throughout their journey with the software. His role reflects the company's core value of listening first — being present and responsive at every stage of the client relationship. Greg is committed to making sure each organization he supports has the tools, knowledge, and confidence to effectively manage their programs, track client outcomes, and maximize their community impact.

Portrait of Ann Watt, Sales and Implementation Specialist at CharityTracker

Ann Watt

Sales & Implementation

Ann Watt is a Sales & Implementation specialist at CharityTracker, bringing expertise in client onboarding and software deployment to help organizations quickly adopt the platform and begin maximizing their impact. Ann works closely with new clients to ensure a smooth transition from evaluation to full implementation, guiding teams through setup, training, and early use of the system. Her approach reflects CharityTracker's promise of quick, approachable implementation — enabling nonprofits, government agencies, and community organizations to start tracking, measuring, and reporting within minutes. Ann is passionate about empowering mission-driven organizations with the tools they need to serve their communities more effectively.

Portrait of Kyle Minckler, Sales and Implementation Specialist at CharityTracker

Kyle Minckler

Sales & Implementation

Kyle Minckler is a Sales & Implementation specialist at CharityTracker, supporting client acquisition and onboarding with professionalism and a genuine commitment to the company's mission. Kyle works with prospective and new clients to demonstrate the platform's capabilities and guide them through the implementation process, ensuring organizations can quickly put CharityTracker to work for their communities. He brings a friendly, consultative approach that aligns with the company's values of transparency, dignity, and client-centered service. Kyle is dedicated to making the transition to digital case management as smooth and impactful as possible for every organization he works with across the nonprofit, government, and faith-based sectors.

Portrait of Joey Yarber, Sales and Implementation Specialist at CharityTracker

Joey Yarber

Sales & Implementation

Joey Yarber is a Sales & Implementation specialist at CharityTracker, responsible for conducting client demonstrations, supporting software onboarding, and guiding nonprofit and community organizations through the deployment process. Joey plays a key role in helping new clients understand the full range of CharityTracker's capabilities — from case management and digital intake to inter-agency collaboration and funder reporting. His work ensures that organizations are fully equipped to harness the platform from day one, reducing paperwork and improving service delivery. Joey is committed to making every client feel supported and confident as they begin their CharityTracker journey, embodying the company's people-first approach to customer relationships.

Portrait of Jason Gabriel, Sales and Implementation Specialist at CharityTracker

Jason Gabriel

Sales & Implementation

Jason Gabriel is a Sales & Implementation specialist at CharityTracker, focused on helping nonprofit and community organizations adopt the platform quickly and effectively. Jason supports clients through every step of the onboarding process, from initial demonstrations to full software deployment, ensuring teams are set up for long-term success. His work is grounded in CharityTracker's mission to make powerful case management tools accessible and approachable for organizations of all sizes. Jason takes pride in helping clients eliminate paperwork, improve coordination, and begin generating meaningful community impact data from day one, reflecting the company's commitment to doing things right and doing the right thing.

Portrait of Jon Lucius, Software Developer at CharityTracker

Jon Lucius

Developer

Jon Lucius is a software developer at CharityTracker, contributing technical expertise to the ongoing development and enhancement of the platform. As part of the dedicated development team at Simon Solutions, Jon works to build reliable, innovative features that help nonprofits, government agencies, and community organizations manage their work more efficiently. His technical contributions support critical capabilities such as digital intake, barcode scanning, case management workflows, and data security compliance. Jon is motivated by the meaningful nature of CharityTracker's mission, knowing that the software he builds directly supports organizations working to create lasting, positive change in communities across the United States.

Portrait of Riley Smith, Software Developer at CharityTracker

Riley Smith

Developer

Riley Smith is a software developer at CharityTracker, dedicated to building and continuously improving the platform's capabilities to better serve the nonprofit and community organizations that rely on it. As part of the Simon Solutions development team, Riley contributes to a product that has grown from its Hurricane Katrina origins into a comprehensive case management solution serving over 2,500 communities nationwide. Riley's work encompasses platform enhancements, new feature development, and ensuring the system remains reliable and secure for clients around the clock. He is driven by the opportunity to apply technical skill in service of a mission that genuinely helps those who help others.

Portrait of Darwin Anderson, Software Developer at CharityTracker

Darwin Anderson

Developer

Darwin Anderson is a software developer at CharityTracker, bringing technical skill and a strong commitment to community impact to the organization's development team. Darwin contributes to the ongoing evolution of the CharityTracker platform, helping to deliver innovative features that streamline case management, improve data security, and enhance the experience for nonprofit and social service users nationwide. His work is guided by the company's core philosophy of continuous improvement and its dedication to building tools that create real, measurable change in communities. Darwin takes pride in being part of a team whose software directly empowers organizations helping individuals and families break cycles of poverty and crisis.

Portrait of Rachel Fisher, Customer Success Specialist at CharityTracker

Rachel Fisher

Customer Success

Rachel Fisher is a Customer Success specialist at CharityTracker, focused on supporting clients and ensuring they achieve their goals using the platform. Rachel works alongside nonprofit organizations, government agencies, and community groups to provide ongoing guidance, troubleshoot challenges, and help users unlock the full potential of CharityTracker's case management tools. Her role reflects the company's unwavering commitment to being present with clients every step of the way — from implementation and beyond. Rachel embodies CharityTracker's core value that everyone matters, ensuring every user feels heard, supported, and equipped to make a meaningful difference in the communities they serve.

Portrait of Atticus Wright, Software Developer at CharityTracker

Atticus Wright

Developer

Atticus Wright is a software developer at CharityTracker, contributing to the platform's technical development and the organization's broader mission to support those who help others. As a member of the Simon Solutions development team, Atticus works to build and refine features that enable nonprofits, healthcare organizations, faith-based ministries, and government agencies to manage client data more effectively and serve their communities with greater efficiency. His technical contributions help ensure that CharityTracker remains a cutting-edge, secure, and reliable tool for over 2,500 communities across the United States. Atticus is committed to the idea that great technology, built with purpose, can drive transformative community change.

Frequently Asked Questions

What is a nonprofit CRM for client services?

A nonprofit CRM for client services centralizes information about the people and households an organization supports. CharityTracker combines intake, case notes, assistance, goals, referrals, documents, assessments, and outcome tracking in one platform. This gives authorized teams a clearer client history, supports coordinated care, reduces duplicate data entry, and helps organizations report their community impact to funders and leadership.

How can CharityTracker improve nonprofit case management?

Does CharityTracker support paperless client intake?

Can nonprofits track client outcomes for grant reporting?

Can multiple agencies share client information in CharityTracker?

Is CharityTracker suitable for households as well as individuals?

What types of organizations use CharityTracker?

How can an organization get started with CharityTracker?

Ready To Strengthen Client Services?

Talk with the CharityTracker team about your organization’s workflows and reporting needs.

Let’s Improve Your Client Services Workflow

Share your organization’s goals and connect with the CharityTracker team about a practical nonprofit CRM solution.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 888-764-0633.