---
title: CHARMS Reviews
meta_title: 'CHARMS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CHARMS works for a business like yours.
date_modified: '2026-09-23'
parent_category:
  name: Nonprofit
  url: https://www.g2.com/categories/nonprofit
---


# CHARMS Reviews
**Vendor:** CHARMS  
**Category:** [Human Services Software](https://www.g2.com/categories/human-services)
## About CHARMS
CHARMS is a cloud-based case management platform for social care organizations managing services for children and adults. Its interface mirrors traditional paper files with chronological case records and sections for assessment, training, approval, and support. Staff can record case chronology on a single screen without navigating multiple menus. The platform supports all service types including fostering, adoption, residential care, supported accommodation, family hubs, women's refuges, homeless shelters, refugee support, shared lives, domiciliary care, and more. A unified record system reduces duplication when individuals transition between services. CHARMS is Cyber Essentials Plus certified, UK GDPR and US HIPAA compliant, assisting with data controller responsibilities like access requests, retention, and audit trails. Scalable for organizations of all sizes, it ensures consistent functionality.






- [View CHARMS pricing details and edition comparison](https://www.g2.com/products/charms/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+06%3A07%3A02+-0500&secure%5Bsession_id%5D=7708f0cb-0027-4920-b1c8-58eb381088a0&secure%5Btoken%5D=a11f7b7e4bb038256f0e3885f1ed8de3731325d3ca426b31e9c65d8f1ed97714&format=llm_user)

## CHARMS Features
**Additional Functionality**
- Activity Tracking
- Social Marketing
- Generative AI
- Accounting
- Customizable Reports
- CRM
- Customizable Forms
- Fund Accounting
- Forms Management
- Real-Time Analytics
- Member Database
- Alerts/Notifications
- Communication Management
- Customizable Templates
- Budgeting/Forecasting
- Mobile Access
- Event Scheduling
- Donor Management
- Attendance Management
- Activity Dashboard
- Reporting & Statistics
- Volunteer Management
- Real-Time Reporting
- For Nonprofits
- Recurring/Subscription Billing
- Access Controls/Permissions
- Calendar Management
- Third-Party Integrations
- Customizable Branding
- Registration Management
- Campaign Management
- Event Management
- Document Storage
- API
- Contact Management
- Website Management
- Credit Card Processing
- Membership Management
- Data Import/Export
- Electronic Payments
- Accounting Integration
- Grant Management
- Dues Management
- Committee Management
- AI Copilot
- Fundraising Management
- Customizable Fields

**Platform Basics**
- Reporting
- Interoperability
- Performance
- Ad hoc Reporting

**Case Management**
- Client Intake
- Outcome Measurement
- Customizable Forms

**Platform Additional Functionality**
- Mobility
- Messaging

**Platform Data**
- Dashboard
- Alerts and Notifications

**Additional Functionality**
- HIPAA Compliant
- Data Collection
- Scheduling
- Workflow Management
- Calendar Management
- Activity Tracking
- Data Import/Export
- Mobile Access
- Appointment Management
- Reminders
- Survey/Poll Management
- Electronic Payments
- Child Welfare Management
- Alerts/Escalation
- Reporting & Statistics
- Certification & Licensing
- Forms Management
- Progress Tracking
- Client Management
- Customizable Fields
- Third-Party Integrations
- Employee Management
- Attendance Management
- Care Plan Management
- Compliance Management
- For Nonprofits
- Role-Based Permissions
- Task Management
- Generative AI
- Document Management
- AI Copilot
- Time Tracking
- Intake Management
- Training Management
- Customizable Reports
- Assessment Management
- Contact Management
- API
- Volunteer Management
- Medical History Records
- Self Service Portal
- Billing & Invoicing
- Referral Tracking
- Electronic Signature
- Goal Setting/Tracking
- Multi-Location
- Case Management
- Access Controls/Permissions
- Project Time Tracking
- Contact Database
- Task Scheduling
- Case Notes
- Records Management
- Progress Reports
- Document Storage
- Dashboard Creation
- Client Portal
- Reporting/Analytics
- Referral Management
- Program Management
- Document Templates
- Communication Management
- Collaboration Tools

## Top CHARMS Alternatives
  - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (347 reviews)
  - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews)
  - [Therap Services](https://www.g2.com/products/therap-services/reviews) - 4.6/5.0 (230 reviews)