Salesforce is a single technology platform to connect your entire community so you can raise more funds, communicate more effectively, engage and strengthen your community, and deliver better programs and services. Based on a unified data model that offers a 360-view of your constituents and organization, it provides real-time data and robust reporting capabilities. And it’s built for the social and mobile era, so you can reach your constituents wherever they may be.
Salesforce is a single technology platform to connect your entire community so you can raise more funds, communicate more effectively, engage and...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
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

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.7 /5
(43)

Ease of Use

3.9/ 5

Features

4.5/ 5

Customer Service

4.3/ 5

Value for Money

4.5/ 5

Overall rating

4.5 /5
(1,045)

Ease of Use

4.5/ 5

Features

4.4/ 5

Customer Service

4.5/ 5

Value for Money

4.6/ 5

Total features 86

  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Attendance Management
  • Bed Management
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Child Welfare Management
  • Client Management
  • Clinical Assessment Tool
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Collection
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Review
  • Document Storage
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Electronic Submission
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Engagement Tracking
  • Filtering
  • For Grantmakers
  • For Grantseekers
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Award Tracking
  • Grant Management
  • Graphical Data Presentation
  • Group Management
  • HIPAA Compliant
  • Impact Measurement
  • Intake Management
  • Member Communication
  • Member Communities
  • Member Database
  • Member Portal
  • Membership Management
  • Mobile Access
  • Mobile Giving
  • Multi-Language
  • Multi-Location
  • Online Giving
  • Patient Intake
  • Patient Records Management
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Planning/Scheduling
  • Real-Time Analytics
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • SMS Messaging
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Summary Reports
  • Surveys & Feedback
  • Task Management
  • Team Notes
  • Third-Party Integrations
  • Treatment Planning
  • Volunteer Management
  • Website Integration
  • Workflow Management

Total features 70

  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Attendance Management
  • Bed Management
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Child Welfare Management
  • Client Management
  • Clinical Assessment Tool
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Collection
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Review
  • Document Storage
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Electronic Submission
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Engagement Tracking
  • Filtering
  • For Grantmakers
  • For Grantseekers
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Award Tracking
  • Grant Management
  • Graphical Data Presentation
  • Group Management
  • HIPAA Compliant
  • Impact Measurement
  • Intake Management
  • Member Communication
  • Member Communities
  • Member Database
  • Member Portal
  • Membership Management
  • Mobile Access
  • Mobile Giving
  • Multi-Language
  • Multi-Location
  • Online Giving
  • Patient Intake
  • Patient Records Management
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Planning/Scheduling
  • Real-Time Analytics
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • SMS Messaging
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Summary Reports
  • Surveys & Feedback
  • Task Management
  • Team Notes
  • Third-Party Integrations
  • Treatment Planning
  • Volunteer Management
  • Website Integration
  • Workflow Management
Not provided by vendor
  • Oasis Insight