Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Charityproud is a donor management software that allows you to access your information from anywhere and at any time. Charityproud is backed by tech and nonprofit industry professionals. It anticipates your needs and makes it easier to evaluate donors, campaigns, donors, campaigns, events, volunteers, grants, and analytics to increase donor engagement. The staff is ready to provide the personalized service to clients, especially those who are new to the industry. Charityproud can adapt to the needs of any organization, large or small, regardless of whether they have an accounting system. You might be surprised at how much time and effort an online donor management system can reduce if you are still using spreadsheets. Our reporting tools can also help you gain insight. We can help you import your records to ease the transition.

Description

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

PayPal Yes 
QuickBooks Online Yes 
Stripe Yes 
Authorize.Net Yes 
Beyond Yes 
BeyondTrust Password Safe Yes 
Elation Health No 
Facebook Yes 
Google Calendar No 
Google Drive No 
Greater Giving Yes 
Mailchimp Yes 
Microsoft Outlook No 
Microsoft Power BI No 
OpenText Content Management (Extended ECM) No 
ProspectView Online Yes 
Qtego Yes 
WealthEngine Yes 
X (Twitter) Yes 

Integrations

PayPal Yes 
QuickBooks Online Yes 
Stripe Yes 
Authorize.Net No 
Beyond No 
BeyondTrust Password Safe No 
Elation Health Yes 
Facebook No 
Google Calendar Yes 
Google Drive Yes 
Greater Giving No 
Mailchimp No 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
OpenText Content Management (Extended ECM) Yes 
ProspectView Online No 
Qtego No 
WealthEngine No 
X (Twitter) No 

Pricing Details

$90 per month
Pricing plans are all-inclusive, so you will enjoy all of Charityproud's features regardless of which category fits your organization. Pricings depends on the number of historical records that you will be brining to Charityproud.
Free Trial No 
Free Version No 

Pricing Details

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Alboddo Technology

Founded

2014

Country

United States

Website

www.charityproud.org

Vendor Details

Company Name

PlanStreet

Founded

2017

Country

United States

Website

www.planstreet.com

Product Features

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management Yes 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management Yes 
Weddings / Parties No 

Fundraising

Alumni Management Yes 
Auction Management No 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management No 
Grant Management Yes 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search No 
Self-Registration No 

Nonprofit

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

Volunteer Management

Attendance Management Yes 
Calendar Management Yes 
Event Management Yes 
Group Management Yes 
Member Directory Yes 
Membership Management Yes 
Recognition Management Yes 
Registration Management Yes 
Scheduling Yes 
Self Service Portal No 
Training Management Yes 
Volunteer Profiles Yes 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management Yes 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations No 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking Yes 
Treatment Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration Yes 

Medical Billing

Claims Processing Yes 
Claims Scrubbing Yes 
Code & Charge Entry Yes 
Compliance Tracking Yes 
Customizable Dashboard Yes 
Dunning Management Yes 
Invoice History Yes 
Patient Eligibility Checks Yes 
Practice Management Yes 
Quotes/Estimates Yes 
Remittance Advice Yes 

Mental Health

Appointment Reminders Yes 
Appointment Scheduling Yes 
Assessment & Treatment Plans Yes 
Billing & Invoicing Yes 
Claims Management Yes 
E-Prescribing Yes 
EDI Yes 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice Yes 
Patient Portal Yes 
Personnel Management Yes 
Progress Notes Yes 
Single Provider Practice Yes 

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management Yes 
Eligibility Verification Yes 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning Yes 

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 

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