CharityTracker vs PlanStreet
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Overview
A case management CRM that lets you focus on your clients to measure real-world impact, not just data. Meet CharityTracker, the approachable and affordable CRM solution for data management and community collaboration
A case management CRM that lets you focus on your clients to measure real-world impact, not just data. Meet CharityTracker, the approachable and...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Organize your data in one central location with PlanStreet's secure Case Management Software. Streamline Workflows, Deliver Custom Reporting to Stakeholders, Organize Cases and Programs, and Maintain Compliance and Security with our all-in-one software solution. We offer a custom pricing structure!
Organize your data in one central location with PlanStreet's secure Case Management Software. Streamline Workflows, Deliver Custom Reporting to...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$20.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.5/ 5Features
4.4/ 5Customer Service
4.5/ 5Value for Money
4.6/ 5Ease of Use
4.3/ 5Features
4.2/ 5Customer Service
4.7/ 5Value for Money
4.4/ 5Features
Total features 70
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Attendance Management
- Authorization Tracking
- Barcode/Ticket Scanning
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Campaign Management
- Campaign Planning
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Cost Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Collection
- Data Import/Export
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Management
- Drag & Drop
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Management
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- For Nonprofits
- For Religious Organizations
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Gantt/Timeline View
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Trend Analysis
- Initial Assessments
- Intake Management
- Interaction Tracking
- Inventory Auditing
- Inventory Control
- Inventory Optimization
- Inventory Tracking
- Invoice Management
- Level of Care Evaluation
- Manufacturing Inventory Management
- Medical Billing
- Medical History Records
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Currency
- Multi-Factor Authentication
- Multi-Location
- Multiple Projects
- Online Giving
- Order Management
- Patient Engagement Software
- Patient Intake
- Patient Management
- Patient Records Management
- Payment Processing
- Performance Metrics
- Personalization
- Pledge Management
- Portfolio Management
- Product Identification
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Management
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reorder Management
- Reporting & Statistics
- Reporting/Analytics
- Resource Allocation & Planning
- Resource Management
- Retail Inventory Management
- Returns Management
- Role-Based Permissions
- SMS Messaging
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Self Payment
- Self Service Portal
- Status Tracking
- Summary Reports
- Supplier Management
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- Training Management
- Treatment Planning
- Trust Accounting
- Vendor Managed Inventory
- Volunteer Management
- Wait List Management
- Warehouse Management
- Web Forms
- Website Integration
- Workflow Management
Total features 188
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Attendance Management
- Authorization Tracking
- Barcode/Ticket Scanning
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Campaign Management
- Campaign Planning
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Cost Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Collection
- Data Import/Export
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Management
- Drag & Drop
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Management
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- For Nonprofits
- For Religious Organizations
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Gantt/Timeline View
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Trend Analysis
- Initial Assessments
- Intake Management
- Interaction Tracking
- Inventory Auditing
- Inventory Control
- Inventory Optimization
- Inventory Tracking
- Invoice Management
- Level of Care Evaluation
- Manufacturing Inventory Management
- Medical Billing
- Medical History Records
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Currency
- Multi-Factor Authentication
- Multi-Location
- Multiple Projects
- Online Giving
- Order Management
- Patient Engagement Software
- Patient Intake
- Patient Management
- Patient Records Management
- Payment Processing
- Performance Metrics
- Personalization
- Pledge Management
- Portfolio Management
- Product Identification
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Management
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reorder Management
- Reporting & Statistics
- Reporting/Analytics
- Resource Allocation & Planning
- Resource Management
- Retail Inventory Management
- Returns Management
- Role-Based Permissions
- SMS Messaging
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Self Payment
- Self Service Portal
- Status Tracking
- Summary Reports
- Supplier Management
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- Training Management
- Treatment Planning
- Trust Accounting
- Vendor Managed Inventory
- Volunteer Management
- Wait List Management
- Warehouse Management
- Web Forms
- Website Integration
- Workflow Management
Integrations
- Elation Health
- Gmail
- Google Calendar
- Google Drive
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- Oasis Insight
- OneDrive
- PayPal
- Spillman Records Management
- Stripe
- Elation Health
- Gmail
- Google Calendar
- Google Drive
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- Oasis Insight
- OneDrive
- PayPal
- Spillman Records Management
- Stripe
