An Awesome Resource Network

CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes. Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment.

Pros

Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

Cons

That every agency in the whole community isnt using it!

CT Occasional user

We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.

Pros

I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community. Customization of the software for our own needs is also a great advantage of using CT.

Cons

As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.

Saved Covid Christmas

The organization has been able to help hundreds of families and been able to know which families have already been assisted and who we need to help next.

Pros

Being able to keep track of referrals and collaborations helped my wife non profit organization this Christmas season. They were able to keep track of exactly how much funds went where during this pandemic and exactly how much they had left to help families. This software help manages more than the average person.

Cons

Absolutely nothing at all! With this software the only time that she has said she had a problem, it has been because someone entered one of the clients information wrong, so it may not be in the right section.

Lack of training was the challenge we faced and are still dealing with nine months later.

Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

Pros

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

Cons

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

Great connection with other agencies

My agency has been using CharityTracker for years to communicate the needs of our clients with the community. We also use to see what services and assistance our clients have already accessed.

Pros

I love how easy it is to use! It's a great way to communicate a need to multiple agencies/users at the same time. It's a great informational database as well.

Cons

The only thing I dislike about the program is when someone posts on the board, they don't set a date for the post to be deleted, and the post just remains there forever. I think there should be an expiration date on the posts so you aren't scrolling through years of old posts that are no longer relevant.