Client Management System

CharityTracker is a cloud-based client management software for nonprofits that makes it possible to easily track clients faster. Our client tracking systems are trusted and used by thousands of agencies in over 2,200 communities across the US.

Client Management Has Never Been This Effortless!

Make Life Easier

Eliminate Duplication

Go Paperless

Simpler data entry, measurable impact, and clearer communication is possible and affordable - no matter the size of your organization.

Duplicated services? Time consuming paperwork? Not anymore! Our Reporting tool helps you track assistance and secure funding.

Working from home, another office, or traveling? This client service tracker goes with you! Simply login to your account online using any device.

There are no lengthy training sessions or time-consuming onboarding processes. Simply login and get started serving your community with an easy to use, online client management tool.

Affordable Pricing Starting at Just $20/Month Per User

No Hidden Fees, Setup Fees, or Contracts - Cancel Anytime!

Basic

Plus

Pro

MOST POPULAR

$20

$40

$60

Case Notes & Assistance

Everything from Basic +

Everything from Plus +

Alerts & Bulletins

Measure Outcomes

Assessments

Reporting

Upload Documents

HMIS

Referrals & Client IDs

Changes Over Time Reports

Collaboration

A Client Progress Tracker You'll Enjoy Using

Book a No Obligation Demo:

"We have been using CharityTracker for over 6 years and it has changed clients' lives. We have a lot of generational poverty in our area. By breaking the cycle and by working with all the agencies in our area, and by knowing where they've been for help and what they need, we can better change their life."

"Local service providers were asking for a real-time communications tool across organizations and industries containing resource information and agency contact information. Using the United Way network, we saw the opportunity to bring everyone together with an inclusive tool that community members could use."

Cathy Easley

Randy Allen

Trident Area United Way
Charleston, SC

United Way of Rutherford & Cannon Counties

Murfreesboro, TN

Serve More People with Our Client Information Management System

Gather statistics for resource development and strategic planning

Show funders that clients are moving in a positive direction

Provide an infrastructure for crisis preparedness and disaster recovery

Help agencies serve clients more efficiently and effectively

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