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.

Outcome Tracker — Platform Features

Platform Features

Built for the way nonprofits actually work

Every feature in Outcome Tracker was designed with direct feedback from program staff, directors, and executives at mission-driven organizations.

Client Portals

Clients as active partners in their own progress

Give participants a secure, personalized portal where they can check in on their goals, complete surveys, and see their own progress over time. When clients are engaged, your outcomes improve.

Secure login — no app download required
Mobile-friendly for any device
Automatic check-in reminders
Multilingual support available

Surveys

Outcome surveys that meet clients where they are

Build intake, mid-program, and exit surveys using validated instruments or your own questions. Collect data digitally, on paper, or via staff-assisted entry — whatever works for your population.

Library of validated outcome tools (PHQ-9, AUDIT, etc.)
Custom question builder
Paper-to-digital scanning
Conditional logic & skip patterns

Sample Survey Question

Over the past 2 weeks, how often have you felt hopeful about the future?

Not at all

Several days

More than half

Nearly every day

I feel confident managing my household finances.

Strongly Disagree

Disagree

Agree

Strongly Agree

Reporting

Funder reports in minutes, not weeks

Stop spending days before grant deadlines pulling data together. Outcome Tracker generates polished, funder-ready reports automatically — complete with charts, demographic breakdowns, and outcome narratives.

Pre-built funder report templates
Export to PDF, Excel, or Word
Automated outcome narratives
Board presentation slides

What you can generate

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Funder & Grant Reports

Pre-built templates, export-ready in minutes

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Board Presentations

Impact summaries ready for the boardroom

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Outcome & Performance Reports

Charts, trends, and demographic breakdowns

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Compliance Reports

HUD 9902, SBA Nexus, and more

There's more

Oh, and did we mention…

Outcome Tracker is packed with tools that make life easier for your clients and your team — no code, no IT department required.

Your clients can do it all — from any device

Right from their phone or computer, clients can take care of everything themselves:

Submit applications
Complete surveys
Access portals to view and manage their data
Self-register and pay fees
Add electronic signatures
Send and receive emails and text messages
Review balances on incentives and savings accounts
Create, manage, and link 529 accounts
Link their own savings account

Tell your impact story — no code needed

Turn your data into compelling visuals and reports without touching a single line of code:

Create queries by simply answering questions
Build custom reports in minutes
Analyze trends with crosstab tables
Illustrate outcomes with charts and graphs
Show outcome and performance indicators over time

Integrate with the tools you already use

Connect Outcome Tracker to your other systems to increase accuracy and eliminate double-entry — no manual syncing required.

Data & Spreadsheets

Export to spreadsheets
Import from spreadsheets
Schedule automatic data exchanges with multiple sources

Outreach & Email

Sync email lists with Emma or Constant Contact
Segment outreach with filters based on client interactions
Send or schedule individual or personalized batch messages

Financial & Compliance

Connect bank or credit union accounts
Connect Ascensus or TIAA 529 accounts
Link individual savings accounts
Sync loans data with DownHome Loan Manager
Report to SBA Nexus (formerly EDMIS)
Submit HUD 9902 reports

See every feature in action

Schedule a personalized demo and we'll walk through the features most relevant to your organization.

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Chat with us

We typically reply within a few hours

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