What is Outcome Tracker?

Outcome Tracker is a nonprofit CRM and outcome management platform built by Nonprofitly. It helps nonprofits, social service organizations, and Children's Savings Account programs collect client data, track outcomes, and generate funder-ready reports — all in one place.

What types of organizations use Outcome Tracker?

Outcome Tracker serves housing and homelessness organizations, family services, youth and education programs, community development organizations, Children's Savings Account (CSA) programs, and social services agencies across the United States and Canada.

Does Outcome Tracker support Children's Savings Account programs?

Yes. Outcome Tracker has deep expertise in Children's Savings Account (CSA) program management. We support CSA programs across the United States with tools for participant enrollment, 529 account integration, incentive tracking, family portals, and funder reporting. We manage over $1 billion in assets and savings for families.

How is Outcome Tracker different from Salesforce Nonprofit or Apricot by Bonterra?

Unlike Salesforce Nonprofit, which requires significant customization and technical resources, Outcome Tracker is purpose-built for nonprofits and social service organizations. It includes built-in outcome surveys, funder reporting, client portals, and CSA program tools out of the box — with a dedicated implementation team to get you up and running quickly.

Can Outcome Tracker generate HUD 9902 reports?

Yes. Outcome Tracker supports HUD 9902 reporting for housing counseling agencies, as well as SBA Nexus (formerly EDMIS) reporting. These compliance reports can be generated directly from the platform.

How long does it take to implement Outcome Tracker?

Most organizations are up and running within days, not months. Our dedicated implementation team works with you to configure the platform around your specific programs, import existing data, and train your staff.

Does Outcome Tracker integrate with other systems?

Yes. Outcome Tracker integrates with Ascensus and TIAA 529 accounts, Emma and Constant Contact for email marketing, DownHome Loan Manager, bank and credit union accounts, and supports data import and export via spreadsheets with scheduled automatic data exchanges.

<nobr>Outcome Tracker</nobr> — Measure What Matters

Built for nonprofits, public agencies & the programs they run

Prove your impact.
Change more lives.

Outcome Tracker makes it simple to collect, track, and report on client outcomes — so your team spends less time on paperwork and more time doing the work that matters.

Now on our new React platform — faster, with participant- and entity-specific actions, and ready for what's next.

94%

Clients meeting goals

1,248

Active participants

Programs tracked

Housing Stability78%

Employment Goals62%

Mental Health Outcomes45%

1M+

Participants on our platform

$1B+

In assets & savings managed for families

500+

Organizations & agencies nationwide

98%

Customer retention rate

Trusted by organizations across the country

What we offer

Everything you need to measure what matters

From intake to impact report, Outcome Tracker gives your whole organization a clear, shared picture of the work you're doing and the difference it's making.

Client-Facing Portals

Empower clients to track their own progress. Secure portals keep participants engaged and give your team real-time updates without extra data entry.

One-Click Reporting

Generate grant reports, funder updates, and board summaries in minutes — not days. Export exactly what your funders need.

Outcome Surveys

Collect meaningful data at every touchpoint — intake, mid-program, and exit. Build surveys using validated instruments or your own.

Longitudinal Tracking

Follow clients across programs and time. Understand not just where they are today, but how far they've come and what's working over time.

Funder-Ready Analytics

Show funders exactly what they need — impact rates, goal attainment, demographic breakdowns, and trend data — with confidence.

How it works

Up and running in days, not months

Our team works with you to configure Outcome Tracker around your programs — so you get a system that fits from day one.

Define your outcomes

Work with our implementation team to map your programs and identify the outcomes you want to track.

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Configure & import

We set up your surveys, logic models, and dashboards. Bring in existing data — no starting from scratch.

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Train your team

Live onboarding, video guides, and ongoing support so everyone — from caseworkers to leadership — feels confident.

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Report with confidence

Generate compelling funder reports and board presentations backed by real, clean outcome data.

Prior to Outcome Tracker, managing client data was a complex, cumbersome, and time-consuming process. This system has streamlined our operations, allowing us to focus on providing essential housing counseling services. The client-facing portal provides clients the ability to take control of their housing journey by securely uploading documents and tracking their progress. Additionally, the user interface is easy to navigate.

Tennessee Housing Development Agency

Who we serve

Built for the whole organization

Whether you're a caseworker, a program director, or a CEO, Outcome Tracker is designed to make your job easier.

Program Staff

Less admin. More connection.

Spend your time with clients, not data entry. Quick forms and automated check-ins mean you always know where each client stands.

Easy client intake forms
Automatic reminders & check-ins
Client progress at a glance

Directors & Managers

See every program clearly.

Real-time dashboards give you a live view across all your teams — spot what's working and where to focus support.

Cross-program dashboards
Goal attainment tracking
Staff activity reports

Executives & Funders

Tell the story behind the numbers.

Generate compelling impact reports and walk into board meetings knowing your data is solid.

One-click funder reports
Outcomes over time
Exportable charts & summaries

Ready to show funders the real impact of your work?

Join hundreds of nonprofits using Outcome Tracker to measure what matters and tell a compelling story.

Prove your impact.Change more lives.