1. [Home](https://www.g2.com/) 2. ... 3. [Human Services Software](https://www.g2.com/categories/human-services) 4. [CharityTracker Discussions](https://www.g2.com/products/charitytracker/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1f92b90aed9aa0d08638a867878de44b/charitytracker.jpg "Product Avatar Image") ](/products/charitytracker/reviews) [ CharityTracker ](/products/charitytracker/reviews) (337)4.6/5 CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities. Show More * * * ### 70.0 Nps Score Already have CharityTracker? ### All CharityTracker Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 2 years ago More Options - [ # What is CharityTracker used for? ](/discussions/what-is-charitytracker-used-for) What is CharityTracker used for? [ Human Services Software ](https://www.g2.com/tags/human-services-software)[ Patient Case Management Software ](https://www.g2.com/tags/patient-case-management-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 7 years ago More Options - [ # Is there a volume discount? ](/discussions/is-there-a-volume-discount) I have multiple users and was wondering if there is a discount for volume? [ Human Services Software ](https://www.g2.com/tags/human-services-software) * * * \<0\>0\>Upvotes * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 7 years ago More Options - [ # What customer support is offered? ](/discussions/what-customer-support-is-offered) What is the promised customer support after we launch? Is there a cost? [ Human Services Software ](https://www.g2.com/tags/human-services-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 7 years ago More Options - [ # Are there additional fees or start-up costs? ](/discussions/are-there-additional-fees-or-start-up-costs) Are there start-up, implementation, termination, or hidden fees we should know about? [ Human Services Software ](https://www.g2.com/tags/human-services-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 7 years ago More Options - [ # Can I import my existing data? ](/discussions/can-i-import-my-existing-data) My existing data is important to me. Can I import or migrate existing data from another system like Excel or Access? [ Human Services Software ](https://www.g2.com/tags/human-services-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 7 years ago More Options - [ # Is CharityTracker web-based/hosted in the cloud? ](/discussions/is-charitytracker-web-based-hosted-in-the-cloud) Is your system maintained in the cloud and we are able to login and access it, it's not actual software that we download/PC driven? [ Human Services Software ](https://www.g2.com/tags/human-services-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.&title=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CharityTracker+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CharityTracker+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%0aAsk+CharityTracker+questions+and+get+answers+from+expert+users+in+our+CharityTracker+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/charitytracker/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/3f651fd781c5d794b7be008236a87c80/charitytracker.svg "Product Avatar Image") ### Have you used CharityTracker before? Answer a few questions to help the CharityTracker community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcharitytracker%2Fdiscuss%3Fsmall_ask%3Dcharitytracker) No ## Top Contributors in CharityTracker 1 ![Kyle M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kyle M.") KM Loading... ### [Kyle M.](https://www.g2.com/users/e470ce5b-7f7f-4bb5-8fc4-dd870a21662c "Kyle M.") Sales & Marketing 7 pts