CharityTracker vs CaseBook
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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
- Chat
CaseBook is an agency management solution designed for foster care, adoption, and residential care facilities. CaseBook keeps track of all forms and case update in one place.
CaseBook is an agency management solution designed for foster care, adoption, and residential care facilities. CaseBook keeps track of all forms and...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 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/ 5Features
Total features 70
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- Bed Management
- Billing & Invoicing
- CRM
- Calendar Management
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Child Welfare Management
- Client Management
- Clinical Assessment Tool
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Data Collection
- Data Import/Export
- Document Management
- Document Storage
- Donor Management
- Electronic Signature
- Email Alerts
- Employee Management
- For Nonprofits
- For Religious Organizations
- Forms Management
- Fundraising Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Intake Management
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Multi-Location
- Patient Intake
- Patient Records Management
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SMS Messaging
- Scheduling
- Search/Filter
- Self Service Portal
- Task Management
- Team Notes
- Training Management
- Treatment Planning
- Volunteer Management
- Workflow Management
Total features 30
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- Bed Management
- Billing & Invoicing
- CRM
- Calendar Management
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Child Welfare Management
- Client Management
- Clinical Assessment Tool
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Data Collection
- Data Import/Export
- Document Management
- Document Storage
- Donor Management
- Electronic Signature
- Email Alerts
- Employee Management
- For Nonprofits
- For Religious Organizations
- Forms Management
- Fundraising Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Intake Management
- Member Communication
- Member Database
- Membership Management
- Mobile Access
- Multi-Location
- Patient Intake
- Patient Records Management
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SMS Messaging
- Scheduling
- Search/Filter
- Self Service Portal
- Task Management
- Team Notes
- Training Management
- Treatment Planning
- Volunteer Management
- Workflow Management
Integrations
- Oasis Insight
Not provided by vendor
