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.