The Most Easy-to-use And Affordable Human Services Case Management Software

Create a customized approach for all of your clients to ensure you are providing care of every step of the way. 





Make a positive impact for a transformative outcome. 

Reach your goals and manage all of your cases and assistance with ease in a single, centralized database. Respond to immediate needs and pursue long-term solutions that prove life-changing impacts.

Use CharityTracker to:

Serve Clients by Collaborating with Organizations in Your Community

Ensure that all of your clients receive the support they need to thrive by providing the necessary resources both internally and externally between programs through our partner network. Allowing you to easily refer clients to other agencies while maximizing your impact and caring power in the community. 

Let CharityTracker be your digital filing cabinet.

We’re here to make your life easier by reducing manual work and paper trails. Securely upload files and documents directly to the client’s profile, and with our Digital Signature Capture, and go completely paperless with agreements, forms, releases, or anywhere signatures are required all in one database.

Make reporting to funders a breeze.

Take the guesswork out of the equation.  Measure your impact by creating and tracking outcomes. Through customizable assessments, you’re able to collect data that shows changes over time and stimulate a lasting impact to provide more funds being allocated to your organization. 

Our HIPPA-compliant, web-based referral and resource directory improves processes, centralizes data, and simplifies day-to-day operations.


Improve Service Delivery

Gain a better understanding of individual health and social assistance history to reduce duplication of efforts. 


Better Data Security 

Ensure your client’s data is safe and secure in one centralized HIPAA-compliant database. 


Report Outcomes From Start to Finish 

Report demographics and identify service gaps across the community to effectively help more people.


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.

Affordable pricing starting at just $20/month per user

You get a ton of value without breaking the budget.




$20 per month

  • CC-Pricing--Gracy-Check Case Notes & Assistance
  • CC-Pricing--Gracy-Check Alerts & Bulletins
  • CC-Pricing--Gracy-Check Reports


$40 per month

  • CC-Pricing--Red-Plus Everything Included in Basic
  • CC-Pricing--Gracy-Check Measure Outcomes
  • CC-Pricing--Gracy-Check Upload Documents
  • CC-Pricing--Gracy-Check Referrals & Client IDs


$60 per month

  • CC-Pricing--Red-Plus Everything Included in Plus
  • CC-Pricing--Gracy-Check Assessments
  • CC-Pricing--Gracy-Check HMIS
  • CC-Pricing--Gracy-Check Changes Over Time Reports

We’ll grow alongside you as you increase your caring power and community impact, with a case management system that lets you focus on your clients to measure real-world impact, not just data.

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 Salvation ArmyAustin Disaster Relief NetworkRaise Up FamiliesBoys & Girls Clubs of Americatrident-united-way

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.”