--- description: Review of CharityTracker Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CharityTracker | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/4089/social-work-management/software) > [CharityTracker](/software/129328/charitytracker) # CharityTracker Canonical: https://www.softwareadvice.co.nz/software/129328/charitytracker Page: 1 / 44\ Next: [Next page](https://www.softwareadvice.co.nz/software/129328/charitytracker?page=2) > Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way. As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact. > > Verdict: Rated **4.5/5** by 1060 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 1060 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Simon Solutions - **Location**: Florence, US - **Founded**: 2006 ## Commercial Context - **Starting Price**: US$20.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, India, Ireland, Israel, New Zealand, Singapore, South Africa, United Arab Emirates, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - Bed Management - CRM - Calendar Management - Care Plan Management - Case List Management - Case Management - Case Notes - Charting - Child Welfare Management ## Integrations (1 total) - Oasis Insight ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Social Work Case Management Software](https://www.softwareadvice.co.nz/directory/4089/social-work-management/software) ## Related Categories - [Social Work Case Management Software](https://www.softwareadvice.co.nz/directory/4089/social-work-management/software) - [Patient Case Management Software](https://www.softwareadvice.co.nz/directory/4181/patient-case-management/software) - [Food Service Management Software](https://www.softwareadvice.co.nz/directory/4172/food-service-management/software) - [Charity Software](https://www.softwareadvice.co.nz/directory/4280/nonprofit/software) - [Church Management Software](https://www.softwareadvice.co.nz/directory/4520/church/software) ## Alternatives 1. [Givebutter](https://www.softwareadvice.co.nz/software/380178/givebutter) — 4.8/5 (872 reviews) 2. [Donorbox](https://www.softwareadvice.co.nz/software/380685/donorbox) — 4.8/5 (625 reviews) 3. [DonorPerfect](https://www.softwareadvice.co.nz/software/389956/donorperfect) — 4.5/5 (1436 reviews) 4. [Zeffy](https://www.softwareadvice.co.nz/software/190855/simplyk) — 4.8/5 (482 reviews) 5. [Bonterra Apricot](https://www.softwareadvice.co.nz/software/76884/bonterra-case-management) — 4.2/5 (226 reviews) ## Reviews ### "Charity tracker best case management tool." — 4.0/5 > **Marie Jeanne** | *25 August 2022* | Internet | Recommendation rating: 9.0/10 > > **Pros**: What I liked the most about this software is its case management functionality and it is easy to use. > > **Cons**: What I liked least is the fact that not all organizations use it. > > Chariot tracker has allowed me to better manage cases, and better familiarize myself with clients. ----- ### "CharityTracker helped us get move online\!" — 5.0/5 > **Shayna** | *28 May 2026* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: CharityTracker is a good value. Our team didn't have the time to customize an entire software. CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online . > > **Cons**: CharityTracker does not offer all features, such automating workflows and flagging incomplete tasks. However, for the price, you can a lot of quality features. > > We are happy with CharityTracker. The system is easy to use and learn. We started using the system immediately, there is no long development phase. We can add more customized forms and I'm grateful CharityTracker has that flexibility. ----- ### "Great for social workers" — 5.0/5 > **Leslie** | *29 March 2021* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: I like that others agencies I work closely with can be in my agency network and that I can keep notes and assistance private or share with others > > **Cons**: Once a user is created with an email address, another account with that email address cannot be created. > > We use this software daily and for several ways such as case management and client demographic reporting ----- ### "A great product, with the GOLD standard of customer service care." — 5.0/5 > **Lukis** | *5 March 2026* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: Let's start with the amazing customer service, award winning charisma of this team. Charity Tracker is not only THE software for your non-profit needs, it should be the standard for customer support. They go above and beyond to assist your team in delivering exactly what you need without trying to oversell you unnecessary software additions. I cannot rate their customer support highly enough\! > > **Cons**: So far there is just noting to report here\! Everything from customer support to the products themselves have made our lives easier, less stressful, and all around better. > > We began working with them weeks ago to deliver exactly what we needed to expand our non-profit operations here in Atlanta Georgia. We appreciated they allowed us ample time to speak with our board members and slowly build up to what we needed in real time. We never felt rushed or any kind of high pressure sales pitches. Again, I cannot rate their products or customers service highly enough. ----- ### "Community Trainer and Data Specialist" — 4.0/5 > **Ana Catalina** | *6 May 2025* | Nonprofit Organisation Management | Recommendation rating: 9.0/10 > > **Pros**: The Assistance tracker and the reporting capabilities. Also the bulletins are a great way for agencies to share and communicate. > > **Cons**: The ROI update via kiosk still is not possible and having to keep up with updating ROIs can be time consuming. I wish there was an easier way than having to do it manually. > > It has been great, the tool is simple to use but robust, reports are helpful and the product and engineering team are helpful and responsive. I would love to see your product roadmap because I am trying to grow out network of agencies and it is helpful when talking to them and getting them on board. ----- Page: 1 / 44\ Next: [Next page](https://www.softwareadvice.co.nz/software/129328/charitytracker?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/129328/charitytracker) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data