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Compare Casebook and CharityTracker 
At a Glance
Market Segments
Small-Business (85.0% of reviews)
Small-Business (89.7% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
$20.00 1 Users Per Month
Casebook
Star Rating
(60)4.3 out of 5
Market Segments
Small-Business (85.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
Browse all 4 pricing plansCharityTracker
Star Rating
(337)4.6 out of 5
Market Segments
Small-Business (89.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$20.00 1 Users Per Month
Browse all 3 pricing plansCasebook vs CharityTracker
When assessing the two solutions, reviewers found CharityTracker easier to use, set up, and administer. Reviewers also preferred doing business with CharityTracker overall.
- Reviewers felt that CharityTracker meets the needs of their business better than Casebook.
- When comparing quality of ongoing product support, Casebook and CharityTracker provide similar levels of assistance.
- When assessing product direction, Casebook and CharityTracker received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
Casebook
Starter: The Essentials
Starting at $29.00
Per Month
Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing.
- Up to 3 users
- Optional Forms
- SSO
CharityTracker
Basic
$20.00
1 Users Per Month
CharityTracker's trusted case management basics such as client records, notes, assistance and reports.
- Easy Case Management
- Comprehensive Reports
- Bulletins & Alerts
Free Trial
Casebook
No trial information availableCharityTracker
Free Trial is available
Ratings
Meets Requirements
8.3
43
9.0
306
Ease of Use
8.4
44
8.8
315
Ease of Setup
8.0
31
8.8
171
Ease of Admin
8.8
27
8.9
173
Quality of Support
9.1
41
9.1
260
Has the product been a good partner in doing business?
9.0
28
9.1
176
Product Direction (% positive)
9.1
41
9.1
319
Features by Category
Data Collection
Not enough data
8.7
57
Not enough data
8.9
57
Not enough data
8.0
57
Not enough data
8.8
56
Platform Basics
7.9
36
8.3
226
7.6
31
8.0
192
8.6
41
8.8
227
Case Management
8.7
40
9.0
227
8.5
33
8.4
192
8.2
35
7.7
166
Platform Additional Functionality
7.6
32
8.4
185
6.4
28
8.0
191
Platform Data
8.5
39
8.7
225
8.2
37
8.6
221
Categories
Categories
Shared Categories
Casebook and CharityTracker are categorized as Human Services
Unique Categories
Casebook has no unique categories
CharityTracker is categorized as Patient Case Management
Reviews
Reviewers' Company Size
Casebook
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
CharityTracker
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Non-Profit Organization Management
35.0%
Individual & Family Services
16.7%
Civic & Social Organization
15.0%
Human Resources
8.3%
Law Enforcement
5.0%
Other
20.0%
Non-Profit Organization Management
51.4%
Religious Institutions
14.8%
Civic & Social Organization
9.4%
Individual & Family Services
8.8%
Human Resources
4.2%
Other
11.5%
Alternatives
Discussions
Casebook has no discussions with answers
Is there a volume discount?
2 Comments
Official Response from CharityTracker
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.Read more
Is CharityTracker web-based/hosted in the cloud?
1 Comment
Official Response from CharityTracker
CharityTracker is web-based (hosted in the "cloud") and is securely available online via a web browser. There is no software to download.Read more
Can I import my existing data?
1 Comment
Official Response from CharityTracker
Yes. Importing your existing database is possible. To ensure that the database is imported accurately, our technical team performs the import on your behalf....Read more
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