No phone app to sync CRM data. Limited options to format some fields.

As you'd expect from my glowing overview, I'm quite pleased, and of course, recommend this to any larger small business.

Not too much, I guess because it's cloud, if we loose our Internet connection, we can't log in.

The price is really high, and have more functions and features than they need. BizAutomation is perfect for those that are caught in between.

Integration with Google Apps allows users to access familiar tools from within the application. Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product.

The ease of use and meeting all the accounting needs of a small business is what makes bizAutomation unique and worthy.

There are multiple ways to get to the same place, so there's a little bit of confusion there in the beginning but that's shortlived.

The integration was much less complicated as anticipated and we have been LIVE WITHOUT interruptions for ONE YEAR.

BizAutomation was easy to learn and use for our business. I do the bookkeeping and it was a good system.

We switched from NetSuite a year ago and have had a very positive experience with BizAutomation, as they've been very attentive to our needs.

Great price for all the great things that come with it.

Impressive Software That's Actually Affordable for Small Businesses.

The customer service is great. If something needs to be fixed or changed, someone is there to help.

BizAutomation goes the extra mile of a perspective customer doing its due diligence. He is looking to partner and offer the best product so that everyone can grow and be successful.

The configurator hand down. Our product line and ordering procedure are extremely complex and BizAutomations configurator is capable of configuring the 21 trillion different combinations.

Lower costs, better reporting, better support and the ability to customize documents to suit our business.

What I liked most is how flexible they were during the implementation process.

My overall experience with BizAutomation has been exceptionally good.

Throwing money at a software company alone will not be enough.

The software is clean, easy to read, and the navigation is self-explanatory. The features and modules are not complicated and do the job.

Great to have the whole business managed with one software, and accessible from anywhere around the world.

This software is so complete; it's super easy to use and understand as well as encapsulates all aspects of our business.

This software will reduce our training cycle to lessen the impact of losing trained employees.

Expect customization (not nearly as costly as you think). Reporting is not their strong suit and have been told they are working on an upgrade.

My overall experience with BizAutomation was professional. I always felt we were working in concert for the same outcome positive outcome.

There are not any  features of this software that makes it unpleasant.

CharityTracker is user friendly and intuitive. They software allows us to serve our clients and provide referrals effectively and with integrity.

Overall CharityTracker is a great tool for non-profits and I'd recommend the program to anyone who's looking to simplify the way that they keep track of participants, donors, etc.

Our overall experience has been great. The CharityTracker support team is awesome.

After I add a few more cases, the software will keep logging me out again. This has been very frustrating.

I would recommend this for anyone that would like to give and get help giving as well.

What I dislike about this software is that when their  is duplicate accounts it was a difficult process it combine the accounts.

This gives you quick demographic information and fast data that can be useful—a friendly resource to connect you to local grassroots work.

I like the customer support CharityTracker provides, we had some issues with processing some case files and they assisted promptly.

I love the usefulness for our organization that runs a food pantry and works with our community to better help those in need. We want to help people become independent and self-sufficient.

We were not able to keep names of disaster victims associated with the name of the disaster by which they were affected.

Charity Tracker makes client management simple for companies in the non profit sector. We have enjoyed lowering our overall costs with this tool.

I personally think it is a wonderful idea and I liked the barcode that you could scan now that helped with less time show people how to use the computer site.

One great thing is we can edit the patrons information easily. It connects with other like charity organizations in our area.

The ease of learning Charity Tracker was excellent. We could interface with other agencies to better monitor our clients.

They help generate great reports of everything and that is helpful for both keeping records and making presentations to the district representatives.

I love that it is easy to use. I love the referral feature probably the most because it allows you to request services on behalf of a client without ever having to leave the office, submit anything.

Great Software and the Awesome Price is a BONUS.

That is what I like most about this software. The reporting functionality is also pretty excellent.

The reports aren't instantaneous and take a little while to get back to you sometimes when you request them, which is a little bit of a pain.

It is difficult at times to maneuver around options that are available to you at times. You have to really explore everything.

CharityTracker is a pretty cool idea and is pretty easy to navigate. The idea behind this is great, especially for someone who is in the nonprofit industry.

From the trial version of Charity Tracker  I would say it is a great software to use if you are keeping track of incoming and outcoming of money.

I like the barcode scanner component, it makes it really easy to find clients. I also like the way it integrates with all of the other charities in the community and helps us coordinate.

One of the best benefits of this software is the ability to connect other service providers to a single client.

Identifying the most needy in our community. Avoiding those who would abuse the system.

What I like most is how easy it was to learn how to utilize. I appreciated the introductory video, as well as the customer support.

I love that it is user friendly. I love that it provides organization and streamlines communication in the community.

It is also disappointing that the local Trustee's office is no longer covering the cost of the software, which will lead to more agencies dropping it because they cannot afford to keep it.

We are just starting to use this less than a year but so far we are liking it because it is easy to use, very user friendly. It makes it really easy to track for clients, and donors.

I love how it can integrate with other organizations and document the Bridges out of Poverty data collections.

US Dollar

Bizautomation offers cloud-based ERP for smaller SMBs. Functionality includes accounting, order management, inventory, customer relationship management (CRM), sales commissions, e-commerce (including a business portal), purchase planning, and project management.


Bizautomation Cloud ERP is primarily designed for smaller wholesalers / distributors, retail businesses and organizations with simple manufacturing needs. The software is priced on a per-user, per-month basis.



LongDescription

Product Identification

Receiving/Putaway Management

Forecasting

Tax Management

Quality Management

HR Management

Purchase Order Management

Barcoding/RFID

Invoice History

Status Tracking

Barcode/Ticket Scanning

Internal Chat Integration

Payment Processing

Multi-Channel Management

Recurring/Subscription Billing

Order Entry

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

General Ledger

Bank Reconciliation

Financial Analysis

Sales Pipeline Management

Referral Tracking

Contract/License Management

Supply Chain Management

Retail Inventory Management

Financial Management

Enterprise Asset Management

Order Management

Calendar/Reminder System

Manufacturing Inventory Management

Invoice Management

Project Management

Customizable Invoices

Real Time Synchronization

Projections

Sales Orders

Customer Database

Calendar Management

Collaboration Tools

Reorder Management

eCommerce Management

Shipping Management

Warehouse Management

Automatic Billing

Inventory Optimization

Accounting

Distribution Management

Lead Generation

Email Templates

Multi-Location

Integrated Business Operations

Contact Management

Audit Trail

Opportunity Management

Bills of Material

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Online Payments

Cost Tracking

Fixed Asset Management

Online Invoicing

Sales Reports

Inventory Tracking

Real Time Data

Performance Metrics

Territory Management

Inventory Auditing

Tax Calculation

Marketing Automation

Client Portal

Serial Number Tracking

Social Media Integration

3PL Management

Workflow Management

Project Accounting

Email Management

Budgeting/Forecasting

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Segmentation

Invoice Creation

Time & Expense Tracking

Vendor Managed Inventory

Accounts Payable

Returns Management

Customizable Templates

Billing & Invoicing

Accounting Integration

Interaction Tracking

Expense Tracking

Web browser (OS agnostic)

Windows 8

$79.95 per user / month (5-pack to start. Add single users as needed.)

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

Cloud ERP

In Person

Live Online

Webinars

Documentation

Videos

Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way. 

As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact. 



Case Management

Email Alerts

HIPAA Compliant

Progress Tracking

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Attendance Management

Communication Management

Customizable Fields

Member Database

Scheduling

Data Import/Export

Assessment Management

Role-Based Permissions

Forms Management

Child Welfare Management

Reminders

Administrative Reporting

Program Management

Alerts/Escalation

Real Time Reporting

Referral Management

Goal Setting/Tracking

Member Communication

Reporting/Analytics

Case Notes

Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.

Cloud ERP vs CharityTracker

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