CharityTracker

Plans and prices

Every plan, in full

On the record

Access controls

Network administrators approve agencies and every agent receives an individual username and password.charitytracker.com · read 14 Oct 2026

Agency collaboration

Partner agencies can share client requests, alerts, bulletins, and referrals through a shared network.charitytracker.com · read 28 Sep 2026

API and exports

Simon Solutions describes a CharityTracker/Oasis Insight API beta, CSV export in all plans and weekly downloadable MySQL files.help.simonsolutions.com · read 14 Oct 2026

Availability

The Basic plan lists access 24 hours a day, 7 days a week, 365 days a year.charitytracker.com · read 28 Sep 2026

Backups and ownership

Networks are backed up daily to redundant U.S. servers and customers can request data exports that they own.charitytracker.com · read 14 Oct 2026

Barcode and signatures

The Plus plan includes barcode scanning, client IDs and digital-signature capture.charitytracker.com · read 14 Oct 2026

Company headquarters and size

LinkedIn lists headquarters in Florence, Alabama and company size of 11–50 employees.linkedin.com · read 14 Oct 2026

Company legal name

LinkedIn identifies the maker as Simon Solutions Inc., a privately held IT-services company.linkedin.com · read 14 Oct 2026

Deployment

TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support.trustradius.com · read 14 Oct 2026

Documentation

Simon Solutions publishes Basic, Plus and HMIS user guides through its help center.help.simonsolutions.com · read 14 Oct 2026

Document management

Plus and higher plans provide file uploads for storing client documentation.charitytracker.com · read 14 Oct 2026

Encryption

The security page says communications with the server use 256-bit SSL encryption.charitytracker.com · read 14 Oct 2026

Intake

The platform supports case intake, and Pro includes kiosk or remote intake so clients can submit requests digitally.charitytracker.com · read 28 Sep 2026

Integration

GetApp lists Oasis Insight as CharityTracker's top integration.getapp.com · read 14 Oct 2026

Integrations

The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance.charitytracker.com · read 28 Sep 2026

Licence

The reviewed official and directory pages describe a paid SaaS service but do not state an open-source licence.trustradius.com · read 14 Oct 2026

Limit: interface and reporting

GetApp reviewers report that the interface may feel outdated or overwhelming and that report customization can be difficult.getapp.com · read 14 Oct 2026

Limit: per-user cost

GetApp notes that individual-user pricing and required unique logins can raise costs for organizations with many volunteers.getapp.com · read 14 Oct 2026

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