CharityTracker

RATING:

4.5

(1042)

About CharityTracker

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.

CharityTracker Pricing

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

Starting price: 

$20.00 per month

Free trial: 

Available

Free version: 

Not Available

Information Tab

CharityTracker Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for CharityTracker

1 - 5 of 1,042 Reviews

Dan

Government Administration, 1,001 - 5,000 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed August 2022

CharityTracker Review

User Profile

Anthony

Verified reviewer

Individual & Family Services

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2017

Immediate impact on our community and our nonprofit

(1) We now a user friendly client system that will allow us to rapidly obtain client information (2) We are able to identify clients who are using different names or visiting multiple agencies to get services. (3) All agencies in our county are now working more closely together to help clients.

PROS

This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to.

CONS

The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier.

User Profile

Lee

Verified reviewer

Libraries, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2019

Best Practice Decision

PROS

-the ability to update/change/customize the software at-will -the responsive staff whenever I have questions -the ability to run my own reports and pull-data quickly without having to interact with a support person.

CONS

What bothers me the most is that it is not fully HMIS integrated​ into the HMIS software that our county uses. It is vastly easier and more intuitive than HMIS and I wish we could use this instead of doing double entry on some cases.

Veronica

Individual & Family Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

1

Reviewed October 2018

Review

The support staff is super friendly. It is unfortunate that we have not been able to work out a highly effective use for this database with our current needs. However, it has been of some benefit.

PROS

I think the software is pretty user friendly and for the most part, self-explanatory for the functions we have on our account.

CONS

Unfortunately, we are not able to pull solid reports from the software which significantly impacts our ability to share statistics and overall impact. Also, there is a pretty high jump in cost from one user to the next in regards to having multiple users at the same time. It is understandable, but not the best fit for our program's needs.

User Profile

Leslie

Verified reviewer

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Great for social workers

We use this software daily and for several ways such as case management and client demographic reporting

PROS

I like that others agencies I work closely with can be in my agency network and that I can keep notes and assistance private or share with others

CONS

Once a user is created with an email address, another account with that email address cannot be created.

Reason for choosing CharityTracker

They were offering amazing prices and it fit all our needs.