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What is CharityTracker?

Reduce the time spent sorting through piles of documents and focus more on assisting your clients. With CharityTracker, you can access client files from any location, offering not just secure storage but also an efficient and integrated approach to enhance your case management process. Implementing CharityTracker is straightforward and budget-friendly, allowing you to experience the rapid setup of its cloud-hosted solution. You’ll soon appreciate the elegantly designed interface that gets you operational in no time. This cloud-based software, compliant with HIPAA regulations, is user-friendly and tailored for nonprofits of all sizes. There are no setup costs, hidden charges, or binding contracts, so you have the freedom to cancel whenever you choose! Our solution is crafted to save time and securely streamline your case management processes, enabling you to record notes, create reports, collaborate effectively, set objectives, evaluate outcomes, make referrals, and demonstrate your impact with comprehensive reports for your funders. We are already making a difference in thousands of communities! Schedule a complimentary demo to see how it works. With pricing beginning at just $20 per month per user, it’s an opportunity you won't want to miss.

What is Bonterra Apricot?

Bonterra Apricot is case management software built for nonprofits, public sector agencies, and social good organizations that need to manage participant services, program data, outcomes, and reporting more effectively. The platform helps teams strengthen community outcomes, simplify workflows, improve staff capacity, and showcase program success. Apricot centralizes participant and program data in one system so organizations can eliminate silos and manage the full service lifecycle from intake to reporting. Bonterra Que is built directly into Apricot as a trusted AI assistant that works inside existing case management workflows. Que helps staff quickly understand participant history, review recent updates, capture notes, identify early intervention signals, review data integrity, and use Que Data Studio for deeper insights. The platform supports human-led AI, keeping staff in control while helping them prepare faster, pick up active cases more easily, and deliver more informed support. Apricot also includes standardized processes, best-practice templates, streamlined workflows, a user-friendly interface, and features that enable participant-case worker connections. Its reporting and impact measurement tools help organizations quantify outcomes, communicate results, and make measurement part of service delivery rather than a separate task. Apricot supports program improvement through participant engagement, dropout reduction, referral management, program optimization, and funder-ready insights. The platform is available in Apricot Essentials, Apricot Pro, and Apricot Enterprise tiers, with capabilities ranging from data capture, case management, reporting, analytics, and security to smart forms, scheduling, referrals, auditing, dashboards, single sign-on, inventory management, and API access.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month/user
starts at $20 per user per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simon Solutions

Date Founded

2006

Company Location

United States

Company Website

www.charitytracker.com

Company Facts

Organization Name

Bonterra

Date Founded

2021

Company Location

United States

Company Website

www.bonterratech.com/product/apricot

Categories and Features

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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