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Average Ratings 1,429 Ratings

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Description

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. 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 with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Description

Sara is a comprehensive platform designed for client communication and workflow management, serving as a central hub for state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies. By streamlining administrative tasks, automating client follow-ups, and enhancing compliance, it integrates seamlessly with existing case management systems. The platform simplifies routine operations such as two-way texting and email, scheduling appointments and sending reminders, creating automated case notes, capturing documents along with e-signatures, conducting surveys, and facilitating HIPAA-compliant video conferencing. Furthermore, it meticulously records and syncs communications to the agency’s official system, supports an unlimited number of messaging templates and workflows, and is customizable to fulfill specific compliance and program needs. As a result, agencies can efficiently scale their operations while ensuring consistent engagement with their caseloads, ultimately leading to improved service delivery. This adaptability allows agencies to meet the evolving demands of their respective fields effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20.00/month/user
starts at $20 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Simon Solutions

Founded

2006

Country

United States

Website

www.charitytracker.com

Vendor Details

Company Name

Sara

Founded

2010

Country

United States

Website

saraworks.com

Product Features

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
Volunteer Management No 

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management No 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

Product Features

Human Services

Case Management No 
Certification & Licensing No 
Child Welfare Management No 
Document Management No 
Reporting & Statistics No 
Scheduling No 
Time Tracking No 
Training Management No 

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