Charity Tracker

CharityTracker is for nonprofits, social-service agencies, faith-based organizations, and care providers that need to coordinate client support and keep service records in one place. Teams can record client intake, assessments, case notes, documents, assistance, referrals, goals, and progress in a centralized case-management system. Digital, remote, and kiosk intake options let clients submit information without completing forms at an office. Organizations can coordinate with partner agencies by sharing authorized case information, making referrals, and checking assistance history to help reduce duplicate services. Customizable reports track service activity and client outcomes for program reviews, boards, and funders. CharityTracker may suit teams moving from paper files or spreadsheets to collaborative nonprofit case-management software.

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