# Casebook, CharityTracker vs LiveImpact Comparison

| | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.6 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 64 | 337 | 17 | 
| **Largest Market Segment** | Small-Business (82.8% of reviews) | Small-Business (89.7% of reviews) | Small-Business (64.7% of reviews) | 
| **Entry Level Price** | Starting at $29.00 Per Month | $20.00 1 Users Per Month | No pricing available | 

---
## Top Pros & Cons

### Casebook

**Not enough data**

### CharityTracker

Pros:
- Ease of Setup (1 reviews)


### LiveImpact

Pros:
- Tracking (2 reviews)
- Centralized Management (1 reviews)

Cons:
- Difficult Learning (1 reviews)
- Learning Curve (1 reviews)

---
## Ratings Comparison
| Rating | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
  | **Meets Requirements** | 8.3 (45 reviews) | 9.0 (306 reviews) | 9.3 (12 reviews) | 
  | **Ease of Use** | 8.4 (46 reviews) | 8.8 (315 reviews) | 9.2 (12 reviews) | 
  | **Ease of Setup** | 8.1 (33 reviews) | 8.8 (171 reviews) | 8.1 (9 reviews) | 
  | **Ease of Admin** | 8.8 (28 reviews) | 8.9 (173 reviews) | 9.3 (9 reviews) | 
  | **Quality of Support** | 9.2 (43 reviews) | 9.1 (260 reviews) | 10.0 (12 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (29 reviews) | 9.1 (176 reviews) | 9.6 (9 reviews) | 
  | **Product Direction (% positive)** | 9.2 (43 reviews) | 9.1 (319 reviews) | 10.0 (11 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

### LiveImpact

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Fundraising

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Administration

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | Not enough data | 
| **Automation** | Not enough data | Not enough data | Not enough data | 
| **Donor Profiles** | Not enough data | Not enough data | Not enough data | 

#### Fundraising

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Campaign Management** | Not enough data | Not enough data | Not enough data | 
| **Online Donation Portal** | Not enough data | Not enough data | Not enough data | 
| **Event Planning** | Not enough data | Not enough data | Not enough data | 
| **Recurring Donations** | Not enough data | Not enough data | Not enough data | 
| **Peer-to-peer Fundraising** | Not enough data | Not enough data | Not enough data | 
| **Mobile Capabilities** | Not enough data | Not enough data | Not enough data | 

#### Marketing

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Email Marketing** | Not enough data | Not enough data | Not enough data | 
| **Direct Mail Tools** | Not enough data | Not enough data | Not enough data | 

### Patient Case Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | 8.6/10 | 57 |
| **LiveImpact** | N/A | N/A |

#### Data Collection

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Patient Data Aggregation - Patient Case Management** | Not enough data | 8.7 (57 reviews) | Not enough data | 
| **Patient Data Management - Patient Case Management** | Not enough data | 8.9 (57 reviews) | Not enough data | 
| **Clinical Communication and Collaboration - Patient Case Management** | Not enough data | 8.0 (57 reviews) | Not enough data | 
| **Utilization Management - Patient Case Management** | Not enough data | 8.8 (56 reviews) | Not enough data | 

### Human Services

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | 8.0/10 | 43 |
| **CharityTracker** | 8.4/10 | 253 |
| **LiveImpact** | N/A | N/A |

#### Platform Basics

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Reporting** | 7.7 (37 reviews) | 8.4 (227 reviews) | Not enough data | 
| **Interoperability** | 7.7 (33 reviews) | 8.0 (192 reviews) | Not enough data | 
| **Performance** | 8.6 (42 reviews) | 8.8 (228 reviews) | Not enough data | 

#### Case Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Client Intake** | 8.7 (41 reviews) | 9.0 (228 reviews) | Not enough data | 
| **Outcome Measurement** | 8.5 (33 reviews) | 8.4 (192 reviews) | Not enough data | 
| **Form Builder** | 8.3 (36 reviews) | 7.7 (166 reviews) | Not enough data | 

#### Platform Additional Functionality

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Mobility** | 7.6 (32 reviews) | 8.4 (185 reviews) | Not enough data | 
| **Messaging** | 6.5 (29 reviews) | 8.0 (191 reviews) | Not enough data | 

#### Platform Data

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Dashboard** | 8.6 (40 reviews) | 8.7 (226 reviews) | Not enough data | 
| **Alerts and Notifications** | 8.2 (37 reviews) | 8.6 (221 reviews) | Not enough data | 

### Donor Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Administration

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **User Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Donor Profiles** | Not enough data | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Templates** | Not enough data | Not enough data | Not enough data | 
| **Customization** | Not enough data | Not enough data | Not enough data | 

#### Donor Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Moves Management** | Not enough data | Not enough data | Not enough data | 
| **Pledge Tracking** | Not enough data | Not enough data | Not enough data | 
| **E-Document Storage** | Not enough data | Not enough data | Not enough data | 
| **Acknowledgments & Communications** | Not enough data | Not enough data | Not enough data | 

#### Interoperability

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Event Tracking** | Not enough data | Not enough data | Not enough data | 
| **Gift Tracking** | Not enough data | Not enough data | Not enough data | 
| **Fund Accounting** | Not enough data | Not enough data | Not enough data | 

### Nonprofit CRM

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Constituent Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Constituent Profiles** | Not enough data | Not enough data | Not enough data | 
| **Online Portal** | Not enough data | Not enough data | Not enough data | 
| **Donor Communications** | Not enough data | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Email Marketing** | Not enough data | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | Not enough data | 
| **Marketing ROI Analytics** | Not enough data | Not enough data | Not enough data | 

#### Workflow Automation

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Donor Prospecting** | Not enough data | Not enough data | Not enough data | 
| **Data Entry** | Not enough data | Not enough data | Not enough data | 
| **Task Delegation** | Not enough data | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | Not enough data | 
| **Automated Reports** | Not enough data | Not enough data | Not enough data | 

#### Integrations

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Accounting** | Not enough data | Not enough data | Not enough data | 
| **Fundraising** | Not enough data | Not enough data | Not enough data | 
| **Grant Management** | Not enough data | Not enough data | Not enough data | 
| **Sales POS** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Nonprofit CRM

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 

### Grant Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Proposal Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Form Building** | Not enough data | Not enough data | Not enough data | 
| **Review Tools** | Not enough data | Not enough data | Not enough data | 
| **Grantee Portal** | Not enough data | Not enough data | Not enough data | 
| **Attachments** | Not enough data | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | 

#### Fund Tracking

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Disbursements** | Not enough data | Not enough data | Not enough data | 
| **Grant Allocations** | Not enough data | Not enough data | Not enough data | 
| **Email Notifications** | Not enough data | Not enough data | Not enough data | 

#### Impact & Outcomes

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Program Evaluation** | Not enough data | Not enough data | Not enough data | 
| **Data Analytics** | Not enough data | Not enough data | Not enough data | 
| **Ad Hoc Reporting** | Not enough data | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | Not enough data | 

#### Grant Prospecting

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Funder Lists** | Not enough data | Not enough data | Not enough data | 
| **Automated Responses** | Not enough data | Not enough data | Not enough data | 

#### Compliance

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Eligibility Screening** | Not enough data | Not enough data | Not enough data | 
| **Auditing** | Not enough data | Not enough data | Not enough data | 

#### Integrations

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Fund Accounting** | Not enough data | Not enough data | Not enough data | 
| **Donor Management** | Not enough data | Not enough data | Not enough data | 

### Volunteer Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Volunteer Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Opportunity Listings** | Not enough data | Not enough data | Not enough data | 
| **Volunteer Tracking** | Not enough data | Not enough data | Not enough data | 
| **Volunteer Scheduling** | Not enough data | Not enough data | Not enough data | 
| **Volunteer Profiles** | Not enough data | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | Not enough data | 

#### Engagement & Communication Tools

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Gamification** | Not enough data | Not enough data | Not enough data | 
| **Mass Messaging** | Not enough data | Not enough data | Not enough data | 
| **Donation Pages** | Not enough data | Not enough data | Not enough data | 
| **Mobile Application** | Not enough data | Not enough data | Not enough data | 

#### Administration

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **CRM Integration** | Not enough data | Not enough data | Not enough data | 
| **Dashboards & Analytics** | Not enough data | Not enough data | Not enough data | 

### Professional Association Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **CharityTracker** | N/A | N/A |
| **LiveImpact** | N/A | N/A |

#### Agentic AI - Professional Association Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Membership Management

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Member Self‑Service Portal** | Not enough data | Not enough data | Not enough data | 
| **Member Database** | Not enough data | Not enough data | Not enough data | 
| **Automated Dues & Renewals** | Not enough data | Not enough data | Not enough data | 

#### Events & Committees

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Committee & Group Management** | Not enough data | Not enough data | Not enough data | 
| **Event Management & Registration** | Not enough data | Not enough data | Not enough data | 
| **Calendar & Scheduling Tools** | Not enough data | Not enough data | Not enough data | 

#### Financial & Operational Tools

| Feature | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Integration With Accounting Tools** | Not enough data | Not enough data | Not enough data | 
| **Email Marketing & Automated Communications** | Not enough data | Not enough data | Not enough data | 
| **Online Payments & Invoicing** | Not enough data | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | Not enough data | 

---
## 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)

**Unique to LiveImpact (7):** [Admission-Based Nonprofit Software](https://www.g2.com/categories/admission-based-nonprofit), [Grant Management Software](https://www.g2.com/categories/grant-management), [Volunteer Management Software](https://www.g2.com/categories/volunteer-management), [Donor Management Software](https://www.g2.com/categories/donor-management), [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm), [Fundraising Software](https://www.g2.com/categories/fundraising), [Professional Association Management Software](https://www.g2.com/categories/professional-association-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Casebook | CharityTracker | LiveImpact | 
|---|---|---|---|
| **Small-Business** | 82.8% | 89.7% | 64.7% | 
| **Mid-Market** | 14.1% | 8.5% | 35.3% | 
| **Enterprise** | 3.1% | 1.8% | 0% | 

### 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%

#### LiveImpact

- **Non-Profit Organization Management:** 41.2%
- **Individual & Family Services:** 11.8%
- **Fund-Raising:** 11.8%
- **Civic & Social Organization:** 11.8%
- **Philanthropy:** 5.9%
- **Museums and Institutions:** 5.9%
- **Mental Health Care:** 5.9%
- **Banking:** 5.9%

---
## Alternatives

### Alternatives to Casebook

- [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (340 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)
- [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)
- [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)
- [Sumac](https://www.g2.com/products/sumac/reviews) — 4.2/5 stars (25 reviews)
- [Greenspace Health](https://www.g2.com/products/greenspace-health/reviews) — 4.8/5 stars (33 reviews)

### Alternatives to CharityTracker

- [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (340 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 (306 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)
- [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)
- [Sumac](https://www.g2.com/products/sumac/reviews) — 4.2/5 stars (25 reviews)

### Alternatives to LiveImpact

- [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) — 4.6/5 stars (894 reviews)
- [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) — 4.2/5 stars (425 reviews)
- [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) — 4.4/5 stars (565 reviews)
- [Bonterra Network for Good](https://www.g2.com/products/bonterra-network-for-good/reviews) — 4.6/5 stars (410 reviews)
- [Givebutter](https://www.g2.com/products/givebutter/reviews) — 4.7/5 stars (2138 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4807 reviews)
- [Donorbox](https://www.g2.com/products/donorbox/reviews) — 4.6/5 stars (1459 reviews)
- [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) — 3.9/5 stars (622 reviews)
- [Zeffy](https://www.g2.com/products/zeffy/reviews) — 4.9/5 stars (961 reviews)
- [iWave](https://www.g2.com/products/iwave/reviews) — 4.6/5 stars (478 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...."

### LiveImpact

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/casebook-vs-charitytracker-vs-liveimpact)