Case Management Software
Manage case notes, assistance records, alerts, goals, appointments, and reports in one web-based system designed for nonprofit, government, and community-service teams.
Give your Chicago nonprofit, government agency, or community organization a clearer way to coordinate care. CharityTracker brings intake, client records, referrals, assistance tracking, and outcome reporting into one secure, web-based platform. Reduce paperwork, minimize duplicate services, and help staff stay connected across programs and partner agencies—whether they are serving clients in person, remotely, or throughout the city.

Practical tools for intake, coordination, documentation, client progress, and meaningful outcome reporting.
Manage case notes, assistance records, alerts, goals, appointments, and reports in one web-based system designed for nonprofit, government, and community-service teams.
Capture demographic and situational information through staff-led intake or client self-service kiosk and remote intake tools, reducing lines and repetitive data entry.
Build customizable assessments that guide service planning, document client circumstances, and establish measurable baselines for goals, follow-up, and program outcomes.
Create a centralized digital filing cabinet for intake forms, identification, case notes, attendance, and supporting documents, giving authorized staff organized access to client information.
Connect participating agencies through a shared assistance network to coordinate referrals, view prior aid when authorized, and reduce duplicated service delivery.
Track assistance, milestones, and changes over time, then create professional reports that help funders, boards, and program leaders understand impact.
CharityTracker helps Chicago service organizations replace scattered spreadsheets and paper files with a single, accessible case management system. Staff can document needs, assistance, goals, referrals, and outcomes while keeping client information organized and secure. Remote intake and shared-network tools make it easier to connect people with the right resources, while flexible reporting turns daily activity into evidence of program impact for funders and leadership.

Purpose-built software and responsive support for organizations working to strengthen their communities.
Built from real disaster-relief coordination needs and refined through nearly two decades of service.
Help Chicago-area partners organize referrals and reduce duplicate assistance across complex community-service networks.
A 24/7 web-based platform supports staff serving clients from offices, outreach sites, or remotely.
HIPAA-aligned tools centralize documentation and turn program activity into clear, funder-ready outcome reports.
Dedicated people helping organizations deliver better coordinated care.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
For CharityTracker software, the Basic plan starts at $20 per user per month or $216 per user annually. Plus is $40 per user per month, while Pro is $60 per user per month; annual billing receives a 10% discount. Plans add capabilities such as document uploads, outcome measurement, referrals, customizable assessments, and remote intake. A free demo is available, along with a free Pro trial.
Talk with our team about your organization’s workflow and goals.
Confidential client-data protection practices
Always available for critical response
Supporting 2,500+ communities nationwide
Request a free demo to see how CharityTracker can streamline intake, coordination, reporting, and client support.
For immediate assistance, feel free to give us a direct call at 888-764-0633.
For immediate assistance, feel free to give us a direct call at 888-764-0633.