What is non-profit case management software?
Non-profit case management software is a centralized system for recording client information, case notes, assistance, goals, referrals, documents, and outcomes. CharityTracker helps mission-driven organizations manage individualized care, coordinate services across authorized partner agencies, reduce duplicate assistance, and create reports that show program activity and impact to funders, boards, and community stakeholders.
How does CharityTracker help nonprofits manage client intake?
CharityTracker supports standard Case Intake and Kiosk/Remote Intake. Staff can record demographic and community data, manage assistance and documents, and maintain individualized care records. With Kiosk/Remote Intake, clients can request assistance digitally from anywhere. Client IDs and barcode scanning integration can further streamline check-in and reduce repetitive data entry.
Can multiple agencies share case management information?
Yes. The CharityTracker Assistance Network allows authorized personnel at participating Member Agencies to share information about common clients. It supports coordinated intake, referrals, service utilization tracking, and collaboration across a network. Member agencies are responsible for appropriate Release of Information documentation, data entry practices, and compliance with applicable federal and state requirements.
Can CharityTracker track outcomes for grant reporting?
Yes. Organizations can connect assessments, goals, milestones, assistance, and progress tracking in one client record. Customizable reporting and Changes Over Time Reports help teams measure outcomes, identify service gaps, and communicate program performance. These tools provide funders and leadership with organized evidence about services delivered and progress made.
Is CharityTracker suitable for government and faith-based organizations?
Yes. CharityTracker is designed for nonprofits, faith-based organizations, government agencies, healthcare organizations, veteran-serving organizations, and other social service providers. Use cases include disaster recovery, domestic violence services, food assistance, refugee services, veterans services, reentry programs, youth programs, and church benevolence tracking.
Can organizations manage documents and case notes in CharityTracker?
Yes. CharityTracker provides a centralized digital filing cabinet where organizations can upload documents to client profiles and maintain case notes, attendance, requests, and assistance records. Centralized information helps reduce silos, supports coordination between departments and partners, and gives authorized users a more complete view of the client journey.
Is CharityTracker available remotely?
CharityTracker is web-based and accessible from anywhere, supporting remote work and digital intake. The platform is available 24/7, 365 days a year as part of the CharityTracker platform. Technical support is available through CharityTracker.net or the in-system help button, helping users access assistance while managing programs and client services.
Does CharityTracker offer a free demo or trial?
Yes. CharityTracker offers a free demo for its Basic, Plus, and Pro plans. A free Pro Trial is also available through CharityTracker. Plan capabilities vary, including features such as case notes, assistance tracking, outcome measurement, document uploads, assessments, remote intake, SMS broadcasts, scheduling, reports, API access, and HMIS integration where applicable.