Social Work

Case Management Software: Easy, Customizable & Affordable

Charity Tracker

CharityTracker is cloud-based, case management software for social workers -- Manage case notes, assistance provided, create individualized goal plans, measure outcomes, create assessments and report statistics and changes over time.

Our software will help you reach your goals and facilitate a more stream-lined process for family case management.

Use this simple, flexible application in-house or collaborate with other nonprofits by securely sharing data-- Share resources, reduce duplication and facilitate collaboration among the agencies in your community.

CharityTracker is a trusted resource used in 1,400+ communities across the US.

Hi! I'd like the chance to give you a tour of our social work case management software. Please give me a call, or fill in the form below.

Joey Yarber, Sales/Implementation


You get a ton of value without breaking the budget.

Affordable *per user* pricing starting at...


"We have been using CharityTracker for over 6 years and it has changed clients' lives. We have a lot of generational poverty in our area. By breaking the cycle and by working with all the agencies in our area, and by knowing where they've been for help and what they need, we can better change their life."

"Local service providers were asking for a real-time communications tool across organizations and industries containing resource information and agency contact information. Using the United Way network, we saw the opportunity to bring everyone together with an inclusive tool that community members could use."

Cathy Easley

Trident Area United Way

Charleston, SC

Randy Allen

United Way of Rutherford & Cannon Counties

Murfreesboro, TN

Easy to use.

People of all ages—and computer experience levels—feel comfortable using CharityTracker.

Simple to Start

No lengthy training sessions. No time-consuming onboarding processes. Just log in and get started.


Nothing to install on your computer. If you have a web browser then CharityTracker will work for you.

CharityTracker Overview

The perfect tool to help you save time and serve more people

Gather statistics for resource development and strategic planning

Show funders that clients are moving in a positive direction

Provide an infrastructure for crisis preparedness and disaster recovery

Help agencies serve clients more efficiently and effectively