Client Management
Demographics
Structured demographic data capture, typically aligned with funder reporting categories.
Product support
Documented support
- Bonterra ETO by Bonterra
Demographics management including HUD demographic standards updated October 2025 (release notes).
vendor reported
- Casebook by Casebook PBC
Person Profiles include demographic fields.
vendor reported
- CharityTracker by Simon Solutions
Custom case fields are the demographics mechanism, administered by the network admin (help center).
vendor reported
- Clarity Human Services by Bitfocus
Full HUD HMIS Data Standards data collection, updated for FY2026 (help center).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Profiles capture demographics, income, education, and health data (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Intake, assessment, and demographic data in custom forms; demographics reports (human services page, reports guide).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Flexible participant data capture is documented.
vendor reported
4 researched products have not yet been verified for this capability — that is a research gap, not an assessment.