Securely store sensitive client data and keep your clients safe.
Centralized database allows you to ditch the paperwork and store client information in one secure location, ensuring your client’s safety is at the heart of everything we do.
Centralize Client Data
File everything you need in one centralized database, from incidents and service requests to ongoing case notes and program enrollment.
Instant Referrals
Connect individuals to other agencies in the community for additional support or services and make their transition to safety as easy as possible.
Streamline Intake
Make the intake process as easy as possible for clients and survivors seeking help. Allow clients to skip the line and perform their intake digitally from anywhere.
Using Charity Tracker has helped bring our department into the 21st century,” said a Human Services Director, Jodi B. “Being able to easily search and add clients is wonderful. I like the simple fillable format and the fact that you don't have to have all of the information to save a new client but can instead add supplemental information as it comes in."
Basic
$20 per month
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Case Notes & Assistance
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Alerts & Bulletins
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Reports
Plus
$40 per month
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Everything Included in Basic
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Measure Outcomes
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Upload Documents
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Referrals & Client IDs
Pro
$60 per month
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Everything Included in Plus
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Assessments
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HMIS
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Changes Over Time Reports
Join a community of over 20,000 users globally.
The software is so user-friendly that I have cut my paperwork time in half, at least! The networking with other agencies has definitely enabled us to ensure we do not duplicate services and helped increase capacity. The reporting feature is customizable and extremely professional looking. I do not have to create my own for board meetings, etc.”
The most affordable & approachable case management CRM
Start effectively tracking, measuring, and reporting your efforts in minutes. Gain the visibility you deserve and keep an eye on your organization to help your clients from anywhere.
The software is so user-friendly that I have cut my paperwork time in half, at least! The networking with other agencies has definitely enabled us to ensure we do not duplicate services and helped increase capacity. The reporting feature is customizable and extremely professional looking. I do not have to create my own for board meetings, etc.”