CharityTracker
A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people.
CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user
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Casebook
At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency.
Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery.
By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities.
Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
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Collaborate
Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff.
It's built to easily track intakes, services, goals, outcomes, and funder reports.
Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more.
Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems.
Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support.
To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.
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Foothold
Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof.
We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more.
Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care.
Transform the way you provide care with nimble software and a partnership guided by experience.
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