Modern Refugee Services Management System

CharityTracker gives refugee resettlement teams a secure, collaborative system to manage intake, documents, referrals, assistance, and outcomes in one place. Built for nonprofits, government agencies, and faith-based partners, it reduces duplicated effort, supports remote access, and helps staff guide individuals and families from arrival through long-term stability with clearer data and faster coordination across every program site.

Refugee services case management dashboard

Our Refugee Services Management System Services

Purpose-built tools for refugee intake, coordination, documentation, referrals, assistance tracking, and measurable long-term outcomes.

Refugee Case Management

Coordinate housing, legal aid, ESL classes, job readiness, requests, and assistance history in one secure client profile built for refugee resettlement workflows.

Digital Intake

Capture demographic and situational data through staff-led intake or remote self-intake, reducing barriers while helping teams respond faster to service requests.

Document Storage

Upload and organize sensitive files directly inside client profiles, replacing physical storage with a secure digital filing cabinet for authorized staff.

Agency Referrals

Connect partner agencies in a shared assistance network to improve referrals, reduce duplicate services, and coordinate care across trusted community providers.

Needs Assessments

Use customizable assessments to document client needs, guide service planning, set goals, and monitor progress through the resettlement journey.

Outcome Reporting

Measure program performance with assistance history, goal progress, demographics, and changes-over-time reports that support funder and grant reporting.

Coordinated Support

Manage Refugee Services With Clarity

Refugee support rarely happens in one office or one moment. CharityTracker connects intake, document collection, referrals, assistance history, goals, and outcomes so agencies can coordinate across programs without losing the client story. With secure cloud access, remote intake, SMS options, and professional reporting, teams can spend less time chasing paperwork and more time helping families build stability.

Caseworker using refugee services management software
The CharityTracker Difference

Why Choose CharityTracker?

CharityTracker combines mission-driven support with practical tools for coordinated refugee services.

Fast Setup

Start tracking, measuring, and reporting quickly with approachable tools designed for busy service teams.

Shared Coordination

Authorized agencies can coordinate services in real time while reducing duplication and administrative bottlenecks.

Secure Platform

Secure, HIPAA-aligned practices help protect sensitive client data and confidentiality requirements.

Accessible Pricing

Affordable plans support nonprofits, ministries, and agencies without sacrificing powerful case management features.

Meet The CharityTracker Team

Mission-driven software experts supporting organizations that help others.

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 refugee services management system?

A refugee services management system helps organizations document intake, assistance, referrals, goals, and outcomes for individuals and families navigating resettlement. CharityTracker centralizes these workflows in a secure, web-based platform so staff can coordinate housing, legal aid, ESL classes, employment support, cultural orientation, and follow-up services without relying on scattered spreadsheets or paper files.

How does CharityTracker help refugee resettlement agencies?

Can multiple agencies collaborate in the same system?

What types of refugee client information can be tracked?

Is CharityTracker secure for sensitive refugee client data?

How much does CharityTracker cost for refugee service organizations?

How quickly can our organization implement CharityTracker?

Can CharityTracker help with grant and funder reporting?

Still Have Questions?

Get practical answers about setup, pricing, collaboration, and reporting.

Trusted Platform

Awards and Recognition

Founded in 2006 recognition badge

Founded in 2006

Built from real-world relief coordination needs.

HIPAA-aligned security recognition badge

HIPAA-Aligned Security

Designed to protect sensitive client information.

Nationwide platform recognition badge

2,800+ Communities

Serving communities and organizations nationwide.

Ready to Streamline Refugee Services?

Request a demo or ask our team how CharityTracker can support your refugee services workflows, reporting needs, and partner collaboration.

Contact Us Today

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