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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 Case Management?

Revolutionize your case management strategy with Bonterra Case Management, the leading software solution crafted specifically for nonprofit organizations. This dynamic platform significantly streamlines the oversight of donations, volunteers, and events, drastically minimizing the time allocated for data entry, thus enabling organizations to devote more energy to service delivery. Not only is Bonterra Case Management secure and intuitive, but it also equips nonprofits with the tools to enhance data collection and reporting, fostering a greater emphasis on client management and improving social service results. The platform's key features include customizable dashboards, personalized data collection forms, strong security protocols, distinct workflows, attendance monitoring, electronic signatures, in-depth management reports, and safe document storage. By leveraging Bonterra, nonprofits can boost their operational productivity and realize more impactful outcomes for the communities they support, ultimately leading to a more effective mission fulfillment. With its comprehensive capabilities, Bonterra Case Management stands out as an indispensable asset for any nonprofit striving for excellence.

Media

Media

Integrations Supported

Bonterra Fundraising and Engagement
PayPal

Integrations Supported

Bonterra Fundraising and Engagement
PayPal

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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/case-management-software

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

Human Services

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

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