ClientTrack
Human services software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$7 per license per month
Free Trial
Free version unavailable
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What is ClientTrack
ClientTrack is a case management and outcomes reporting platform used by human services organizations to track clients, services delivered, and program results. It supports intake, assessments, service plans, referrals, and reporting for funders and internal performance management. The product is commonly used by nonprofits and public-sector providers that need configurable workflows and standardized reporting across multiple programs.
Purpose-built case management
ClientTrack centers on client records, enrollments, service transactions, and outcomes rather than general CRM objects. This aligns well with human services workflows such as intake, eligibility, assessments, and service planning. Organizations can use it to maintain longitudinal client histories across programs and reporting periods.
Configurable programs and forms
The platform typically supports configuration of programs, data elements, and forms to match different service models. This helps agencies standardize data capture while still accommodating program-specific requirements. Configuration reduces the need to maintain separate spreadsheets or disconnected databases for each program.
Reporting for funders and compliance
ClientTrack is designed to produce operational and outcomes reports used for grant reporting and contract compliance. It supports aggregating results across programs and time periods for performance monitoring. This is useful for organizations that must report consistent metrics to multiple stakeholders.
Limited nonprofit fundraising depth
ClientTrack primarily focuses on service delivery and outcomes rather than donor management. Organizations that need advanced fundraising features (e.g., gift processing, pledge management, major gifts, and marketing automation) may require a separate nonprofit CRM. This can introduce integration and data governance work to maintain a unified constituent view.
Integration effort varies
Human services providers often need integrations with accounting, HR, identity management, document storage, and referral networks. The level of out-of-the-box connectors and API maturity can affect implementation scope and ongoing maintenance. If key integrations are not available prebuilt, organizations may need custom development or middleware.
Implementation and change management
Configurable case management systems typically require upfront data modeling, workflow design, and staff training. Migrating legacy client data and aligning programs on shared definitions can be time-consuming. Smaller organizations without dedicated administrators may find ongoing configuration and reporting administration challenging.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Task & Time & Billing Edition — Client Track & Portal (bundle) | $34.00 per user / month (monthly) ; $365.00 per user / year (annual) | Bundle includes Client Track plus Client Track Portal (per vendor buy page). Source: vendor pricing page. |
| Task & Time & Billing Edition — Client Track (standalone) | $24.00 per user / month (monthly) ; $249.00 per user / year (annual) | Client Track only price as listed on vendor buy page. |
| Engagement Workflow Edition — Client Track & Portal (bundle) | $39.00 per user / month (monthly) ; $399.00 per user / year (annual) | Bundle listing on vendor buy page. |
| Engagement Workflow Edition — Client Track (standalone) | $34.00 per user / month (monthly) ; $365.00 per user / year (annual) | Standalone Client Track edition price as listed on vendor buy page. |
| Client Track Portal (standalone portal product) | $24.00 per user / month (monthly) ; $249.00 per user / year (annual) | Portal includes secure email, e-signature allowances (monthly plan: 50 e-signatures/year per user; annual: 100 e-signatures/year per user) as listed on portal pricing page. |
Additional official vendor pricing shown on official pages:
- E-Signature document packs (Client Track Portal): 100 PDFs — $110; 500 PDFs — $410; 1,000 PDFs — $800; 2,500 PDFs — $1,950 (vendor portal pricing page).
- One-time initial/setup fees (listed on vendor product page): Small Business Edition initial license $250 (3-user pack $375; 5-user pack $600); Time & Billing Edition initial license $350 (3-user pack $540; 5-user pack $800); Integration Edition initial license $425 (3-user pack $630; 5-user pack $950); Workflow Edition initial license $750 (3-user pack $960; 5-user pack $1,500).
- Monthly Payment Plan (3- and 5-year contract) per-license/month (vendor page): 3-Year plan: Small Business $9, Time & Billing $12, Integration $14, Workflow $22. 5-Year plan: Small Business $7, Time & Billing $10, Integration $12, Workflow $18.
Notes: All above prices were taken directly from the vendor's official websites (ClientTrack / Client Track Portal pages). I did not use third-party sources.
Seller details
ClientTrack (vendor information not confidently verifiable from provided prompt)
