Pick your plan
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$10
USD / month
Billed Annually
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$15
USD / month
Billed Annually
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$20
USD / month
Billed Annually
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Web Based Client Management/Networking System
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Web Based Client Management/Non Networking
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Annual Gift Record Limit of 1,000
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Annual Gift Record Limit
of 10,000
Higher limits are available. Contact us for pricing.
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Customizable Service / Gift Categories
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Set Per Item Costs on Service / Gift Categories
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Household Member Linking
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One Step Add & Connect Household Members
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Client Photo Capture
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BOLO - Area notifications of scams and urgent community information.
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Excel Data Export
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3 User Accounts Included
Additional user packs can be purchased by contacting us. User packs are available for the Premium/Non Profit and Full Private packages.
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Pre-Built Client Demographic & Assistance Reports
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Customizable Service Categories
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Google Address Mapping
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Team Email
Quickly email another user or all users in your agency who have a Charity Check login.
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Ability to filter reports by gift category as well as date range
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Private case notes only viewable within your agency/church
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Expanded Search Options (address & similar names)
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Client Warnings
Set a last received gift notification warning, a profile last updated warning & a view notes warnings on client profiles
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Over 30 Pre-Built Reports Available Including Comprehensive Family Demographic & Assistance
Reports
Acutal number of reports available to the user depends upon plan chosen and additonal modules subscribed to
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Income/Expense Details Tracking
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Housing/Homeless Status Tracking
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Volunteer Information and Time Tracking
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Privatization of Records
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Appointment Scheduler
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Donor & Donations Tracker
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ID Card Creation/Printing & Scanning
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Service Scan (expedited service entry)
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Repetitive Services (enter regularly repeated services to clients in one click!)
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Client / Agency Document Storage
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Goals & Outcomes
Custom Tracking
Build you own custom goals for clients and track their outcomes.
Create main categories (ie. Health, Education, etc) and then their sub cateogries (ie. GED, High School, College, etc). Create status
codes to track progess (ie. Pending, Dropped Out, Refused to Complete, etc).
Monitor client progress against your own program specific criteria.
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Custom Data Tracking
Custom Data allows the agency to create and track their unique data requirements. (ie., English Speaking Ability, Do you own a car?, etc.)
User can choose between text fields, checkboxes, numeric and dropdownlists. Up to 25 fields can be created. (Higher limits available)
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Food Pantry Points System Tracking
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Signature Form
This module allows you to capture a client's signature on a form which is then saved directly into the database, not simply in a file system. Saving to the database is more secure and reliable.
You can choose from a USDA form if one is available for your state, or use our form creator to make your own.
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Group Administration (aggregate reporting of
multiple agencies' data; produce & provide area
resource guide for member agencies)
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Referral Module (allows member agencies to
manage client referrals among one another.
Includes reporting)
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