CharityTracker Reviews

Summary: As network administrator, I see how our partners tailor Charity Tracker to their needs. My charity uses more of the functions each year. The system is user friendly and flexible.

Positive: The charity which I co-direct has used Charity Tracker for eight years. Of course it is so helpful in spreading limited resources to know how a client has been helped by partner agencies. We have also been able to eliminate all paper trails while improving the sharing of information among our agents. We not only use the reports function for year-end numbers; we can customize a report to answer random questions.

Negative: While it is possible to scroll through history on the personal page to see when an income or expense figure was changed and by which agent, it would be helpful to have a historical snapshot of the income sources and expenses.

Summary: Charity Tracker is our "go to" data base for all of our clients and the individual services we provide in our community!

Positive: Can run reports specific to services provided, demographics, etc.
Able to write case notes to provide information regarding a client and their specific needs as well as services provided. Can also see other agencies that may be providing services for a client and can use as a referral.

Negative: Veteran status needs to have a "no" button if someone is not a veteran. Without it you are unable to tell if someone has been asked and answer is no.

Summary: Overall, I am very grateful for CharityTracker. We are a unique program and having a system that allows us to keep our notes updated, without spending thousands and thousands of dollars. Their support team is very quick to respond to questions or concerns. I would love to see an updated platform/UI, but otherwise it's a solid product that we have relied on through some really tough community crises'

Positive: - easily accessible
- customizable without upcharges
- super fast customer service support
- low cost
- adding document uploads has changed the game!

Negative: - slow changes and updates; looks outdated
- some customization has to be requested through support, like archiving units that are no longer in use
- reports are not self-explanatory.

Summary: I would recommend CharityTracker to any small nonprofit starting out that needs a digital way to keep up with clients without breaking the bank to do it.

Positive: As a small nonprofit, CharityTracker helps us keep records without spending much of our already small budget.

Negative: The only negative or criticism I could give is that the report section could be a little more user friendly.

Summary: Overall I'd say CharityTracker is the BEST software program that maintains the information organizations like ours needs. I strongly suggest and encourage other organizations to utilize CharityTracker!!

Positive: CharityTracker is PERFECT for keeping up with client information and the financial assistance that is provided to our clients when we help them with emergency utility and rental assistance for our impoverished or low income individuals in our community. The features and design of CharityTracker are very easy to navigate through and provide simple instruction when performing the data entry. The support team for CharityTracker is readily available and always quick to help with any CharityTracker need for support.

Negative: Honestly, I have no cons to write about at this time.

Summary: It was so easy to learn and customize. It gives the opportunity to have a detailed tracking system for our organization and our staff that use it.

Positive: CharityTracker is easy to navigate and so customizable to the needs of the organization in tracking, collaborating and documenting.

Negative: I have not found anything that I do not like so far.

Summary: We cannot do without this program. We use it on a daily basis. I would highly recommend it to anyone. This has been great for our network.

Positive: Very User friendly, great group pricing, best customer service. Customer service responds quickly. We don't have to worry about the backup. Avoids duplication within agencies/churches. I would highly recommend!

Negative: Not able to customize Personal Information fields. I like different parts of different modules. Some things in certain modules are not applicable. It would be nice to customize with just the tools (Tabs) that you use.

Summary: It is very easy to use and the price is fair. great tool for churches and non profits. my office manager helps me log folks so it is a team effort.

Positive: CharityTracker is a fantastic tool to help communities work together to help the most people fairly without duplicating efforts and stopping people who are just working the system.

Negative: You just have to remember to use it! It can be awkward to look someone up while they sit in your office asking for help... but you get over that.

Summary: For our particular Charity, this is a great pre-visitation tool. I just wish we had found this site sooner.

Positive: Our charity requires in-home visitations before helping. CharityTracker offers insight into client needs and circumstances (ie: abusive behavior, anger issues, dogs, etc.)

Negative: There are NO cons or negative aspects to this tool that I have found.

Summary: My overall experience was great. I used charity tracker to track housing applications for the homeless. I was able to access.

Positive: There are several pros to using this system.
Easy to navigate.
Labeled correctly.
Easy to track inputted information.

Negative: There are no cons. I love everything about the system.

Summary: When our agency started using CharityTracker it has cut down on the time and paper it takes to help our neighbors in need.

Positive: When using the charity tracker it is a great tool for our 501(3)(c) to be able to keep all our client records at our fingertips. Navigating the database is very easy our volunteers to use.

Negative: So, far we have not found anything we don’t like about CharityTracker.

Summary: Excellent, it helps us keep track of our clients more efficiently. We are able to go into the charity tracker system and manage our clients information.

Positive: The ease of accessing our clients information is reliable and we are able to view not only our data but also data from other organizations.

Negative: Sometimes it kicks the user off. When we have multiple users on the same day, sometimes the system will kick off a user in the middle of client portal.

Summary: The Community Assistance Center (CAC) uses CharityTracker as our CRM tool. We use CharityTracker to
• store client demographic data
• keep track of all of the services a client receives
• store client documents
• record client outcomes
• make appointments
• maintain our schedule, and
• easily generate reports to support operations, grant applications, and grant reporting.

Positive: CharityTracker allows us to keep all data and documents about clients in one place. CharityTracker is easy to learn and user friendly. Information is clearly organized in the system. The ability to easily maintain relationships between the head of household and the other members of the household is another big plus as is the ability to have a separate bar code for each individual. CharityTracker is a big improvement over our previous system.

Negative: I would like the ability to write queries directly against the database for custom reporting.

Summary: Overall I will keep using Charity Tracker because it’s the best for our nonprofit usage. So easy to learn and use.

Positive: I like how easy it was to train the 25 non profit volunteers when we started using Charity Tracker. I liked the ability to print out monthly reports and track duplicate entries in our system. Our vendors like getting the reports and being able to match the amount we paid on the clients utility bills.
I liked the quick service I got from the help center when I needed a special report or adding special requirements to our system.

Negative: I don’t like the new changes in the duplication system. It hasn’t picked up duplicates when I discover some and try to run a report and they don’t show up. The set up for report are a little complicated.

Summary: Definitely would recommend for most non profits. I believe it completely serves all functions needed to run a non profit successfully.

Positive: Ease of use, organization, stability, reporting functions, and easy to create additions and edits unique to our program.

Negative: A tad outdated feeling. Hasn’t kept up with design layouts common among competitors.