Notehouse
Case Management Software
Notehouse is a streamlined case management tool that helps you stay organized without the complexity of traditional legal software. You can easily tra
CharityTracker is a web-based shared case management software designed to help non-profits and community networks coordinate assistance, track client progress, and generate real-time reports for better social impact.
Main Demo Video
CharityTracker is a collaborative case management platform designed to help you streamline how your organization provides assistance. Instead of working in silos, you can join or create a community network to share information with other agencies in real-time. This prevents the duplication of services and ensures that resources reach those who need them most. You can manage individual and family cases, track distributed items, and record detailed case notes from any device with an internet connection.
The platform scales to fit your needs, whether you are a single food pantry or a city-wide network of hundreds of agencies. You can generate comprehensive reports for board meetings or grant applications with just a few clicks. By moving away from paper files and disconnected spreadsheets, you gain a clear, bird's-eye view of the needs in your community while maintaining strict security and privacy standards for sensitive client data.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
Stop struggling with scattered spreadsheets and manual data entry. CharityTracker provides a centralized hub where you can manage every aspect of your outreach and collaborate with partners effortlessly.
Create a unified record for individuals and families to track assistance history across multiple agencies in your network.
Generate detailed statistical reports instantly to show your impact to donors, board members, and grant providers.
Communicate with other organizations in your network to coordinate large-scale disaster relief or share urgent community needs.
Monitor the long-term progress of your clients by setting goals and tracking specific milestones over time.
Upload and store digital copies of identification, applications, and other essential paperwork directly to client profiles.
Check clients in quickly and accurately by scanning custom membership cards to reduce wait times at your facility.
CharityTracker offers straightforward subscription plans based on the size of your organization or network. You can start with a 30-day free trial to explore all features before committing. Paid plans for individual agencies start at $25/month, while network-wide pricing is customized based on the number of participating organizations.
Based on feedback from non-profit professionals and community coordinators, here is what you can expect when using the platform:
Perfect for non-profits, food banks, and faith-based organizations that need to coordinate assistance and track client outcomes within a community network.
CharityTracker is a top-tier choice if your goal is community-wide collaboration. It excels at breaking down communication barriers between different agencies, allowing you to see a complete picture of a client's needs without redundant data entry. The 30-day trial gives you ample time to see how it fits your daily workflow.
While the interface is more functional than flashy, the ease of use and affordability make it accessible for volunteer-heavy teams. Highly recommended for local 'Help Networks' and individual non-profits that want to move beyond spreadsheets to professional case management.
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Main dashboard with project overview