# Casebook vs CharityTracker Comparison | | Casebook | CharityTracker | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.6 out of 5 | | **Total Reviews** | 63 | 337 | | **Largest Market Segment** | Small-Business (82.5% of reviews) | Small-Business (89.7% of reviews) | | **Entry Level Price** | Starting at $29.00 Per Month | $20.00 1 Users Per Month | --- ## Top Pros & Cons ### Casebook **Not enough data** ### CharityTracker Pros: - Ease of Setup (1 reviews) --- ## Ratings Comparison | Rating | Casebook | CharityTracker | |---|---|---| | **Meets Requirements** | 8.3 (45 reviews) | 9.0 (306 reviews) | | **Ease of Use** | 8.4 (46 reviews) | 8.8 (315 reviews) | | **Ease of Setup** | 8.1 (33 reviews) | 8.8 (171 reviews) | | **Ease of Admin** | 8.8 (28 reviews) | 8.9 (173 reviews) | | **Quality of Support** | 9.2 (43 reviews) | 9.1 (260 reviews) | | **Has the product been a good partner in doing business?** | 9.0 (29 reviews) | 9.1 (176 reviews) | | **Product Direction (% positive)** | 9.2 (43 reviews) | 9.1 (319 reviews) | --- ## Pricing ### Casebook #### Entry-Level Pricing Plan: Starter: The Essentials Price: Starting at $29.00 Per Month Description: Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing. Key Features: - Up to 3 users - Optional Forms - SSO [Browse all 4 editions](https://www.g2.com/products/casebook/pricing) #### Free Trial No ### CharityTracker #### Entry-Level Pricing Plan: Basic Price: $20.00 1 Users Per Month Description: CharityTracker's trusted case management basics such as client records, notes, assistance and reports. Key Features: - Easy Case Management - Comprehensive Reports - Bulletins & Alerts [Browse all 3 editions](https://www.g2.com/products/charitytracker/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### Patient Case Management | Product | Score | Reviews | |---|---|---| | **Casebook** | N/A | N/A | | **CharityTracker** | 8.6/10 | 57 | #### Data Collection | Feature | Casebook | CharityTracker | |---|---|---| | **Patient Data Aggregation - Patient Case Management** | Not enough data | 8.7 (57 reviews) | | **Patient Data Management - Patient Case Management** | Not enough data | 8.9 (57 reviews) | | **Clinical Communication and Collaboration - Patient Case Management** | Not enough data | 8.0 (57 reviews) | | **Utilization Management - Patient Case Management** | Not enough data | 8.8 (56 reviews) | ### Human Services | Product | Score | Reviews | |---|---|---| | **Casebook** | 8.0/10 | 43 | | **CharityTracker** | 8.4/10 | 253 | #### Platform Basics | Feature | Casebook | CharityTracker | |---|---|---| | **Reporting** | 7.7 (37 reviews) | 8.4 (227 reviews) | | **Interoperability** | 7.7 (33 reviews) | 8.0 (192 reviews) | | **Performance** | 8.6 (42 reviews) | 8.8 (228 reviews) | #### Case Management | Feature | Casebook | CharityTracker | |---|---|---| | **Client Intake** | 8.7 (41 reviews) | 9.0 (228 reviews) | | **Outcome Measurement** | 8.5 (33 reviews) | 8.4 (192 reviews) | | **Form Builder** | 8.3 (36 reviews) | 7.7 (166 reviews) | #### Platform Additional Functionality | Feature | Casebook | CharityTracker | |---|---|---| | **Mobility** | 7.6 (32 reviews) | 8.4 (185 reviews) | | **Messaging** | 6.5 (29 reviews) | 8.0 (191 reviews) | #### Platform Data | Feature | Casebook | CharityTracker | |---|---|---| | **Dashboard** | 8.6 (40 reviews) | 8.7 (226 reviews) | | **Alerts and Notifications** | 8.2 (37 reviews) | 8.6 (221 reviews) | --- ## Categories **Shared Categories (1):** [Human Services Software](https://www.g2.com/categories/human-services) **Unique to CharityTracker (1):** [Patient Case Management Software](https://www.g2.com/categories/patient-case-management) --- ## Reviewer Demographics ### By Company Size | Segment | Casebook | CharityTracker | |---|---|---| | **Small-Business** | 82.5% | 89.7% | | **Mid-Market** | 14.3% | 8.5% | | **Enterprise** | 3.2% | 1.8% | ### By Industry #### Casebook - **Non-Profit Organization Management:** 33.9% - **Individual & Family Services:** 17.7% - **Civic & Social Organization:** 14.5% - **Human Resources:** 9.7% - **Law Enforcement:** 4.8% - **Education Management:** 4.8% - **Mental Health Care:** 3.2% - **Hospital & Health Care:** 3.2% - **Arts and Crafts:** 3.2% - **Public Safety:** 1.6% - **Other:** 3.2% #### CharityTracker - **Non-Profit Organization Management:** 51.4% - **Religious Institutions:** 14.8% - **Civic & Social Organization:** 9.4% - **Individual & Family Services:** 8.8% - **Human Resources:** 4.2% - **Health, Wellness and Fitness:** 2.1% - **Education Management:** 1.5% - **Higher Education:** 0.9% - **Hospital & Health Care:** 0.9% - **Food & Beverages:** 0.6% - **Other:** 5.4% --- ## Alternatives ### Alternatives to Casebook - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (339 reviews) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) — 4.1/5 stars (87 reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews) - [LiveImpact](https://www.g2.com/products/liveimpact/reviews) — 4.8/5 stars (17 reviews) - [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) — 4.8/5 stars (30 reviews) - [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) — 4.5/5 stars (94 reviews) - [CaseWorthy](https://www.g2.com/products/caseworthy/reviews) — 2.6/5 stars (0 reviews) - [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) — 3.9/5 stars (16 reviews) - [extendedReach](https://www.g2.com/products/extendedreach/reviews) — 4.8/5 stars (2 reviews) - [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) — 4.6/5 stars (9 reviews) ### Alternatives to CharityTracker - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (339 reviews) - [Carepatron](https://www.g2.com/products/carepatron/reviews) — 4.5/5 stars (527 reviews) - [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews) — 4.7/5 stars (305 reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) — 4.1/5 stars (87 reviews) - [Solutionreach](https://www.g2.com/products/solutionreach/reviews) — 4.3/5 stars (169 reviews) - [LiveImpact](https://www.g2.com/products/liveimpact/reviews) — 4.8/5 stars (17 reviews) - [athenaOne](https://www.g2.com/products/athenaone/reviews) — 3.4/5 stars (112 reviews) - [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) — 4.5/5 stars (94 reviews) - [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) — 4.8/5 stars (30 reviews) --- ## Top Discussions ### Casebook No discussions available for this product. ### CharityTracker - Title: [Is there a volume discount?](https://www.g2.com/discussions/is-there-a-volume-discount) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "Yes. We offer volume discount pricing options for 5+ users. Let's set-up a time to chat or provide a demonstration to discuss further." - Title: [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) — 1 comment *(includes official response)* > **Top comment:** "CharityTracker is a simple-to-use, web-based database for recording/reporting data for nonprofits in the business of serving and helping people in their..." - Title: [What customer support is offered?](https://www.g2.com/discussions/what-customer-support-is-offered) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "There is no additional cost for customer support. We offer FREE customer to support to you and any of your team as they use the system, they can reach out..." - Title: [Are there additional fees or start-up costs?](https://www.g2.com/discussions/are-there-additional-fees-or-start-up-costs) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "No. We don't like hidden fees either. The only time there would be one-time fees is if you had existing data you'd like to import (optional) or if you have..." - Title: [Can I import my existing data?](https://www.g2.com/discussions/can-i-import-my-existing-data) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes. Importing your existing database is possible. To ensure that the database is imported accurately, our technical team performs the import on your behalf...." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/casebook-vs-charitytracker)