CharityTracker Reviews & Ratings

CharityTracker

4.5 out of 5 stars
Company Website for CharityTracker
Casebook Reviews & Ratings

Casebook

3.7 out of 5 stars

Ratings and Reviews 1,429 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 6 Ratings

Total 3.5 out of 5 stars
ease 4 out of 5 stars
features 3.5 out of 5 stars
design 3.5 out of 5 stars
support 4.5 out of 5 stars

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 Casebook?

Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google Calendar
Jotform
QuickBooks Online
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$29 per user per month
Book a demo and get a custom quote.

Supported Platforms

SaaS
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Standard 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

Casebook

Date Founded

2007

Company Location

United States

Company Website

www.casebook.net

Categories and Features

Church Management

Attendance Tracking
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Small Group Management

Healthcare

Not specified

Human Services

Case Management
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking

Nonprofit

Member Database
Membership 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

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Attendance Tracking
Email / SMS
Multi-Site Management
Small Group Management
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Treatment Management

Fundraising

Contribution Tracking
Event Management
Grant Management
Prospect Management
Volunteer Management

Human Services

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

Nonprofit

Donor Management
Member Database
Membership 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

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