About CharityTracker


CharityTracker is a cloud-based case management tool that helps non-profit organizations manage statistical data, referrals, collaboration and alerts. Primarily catering churches, the centralized platform allows users to track attendees and grant disbursals.

Key features of CharityTracker include agency listings, budgeting, data backup, bulletin postings and customized reporting. Its case management module allows users to assign resources, provide financial assistance to members and refer local suppliers to people in need. Further, it allows users to perform database searches on prospective members and monitor any changes in the community. Additional features offered are file uploads, digital signatures, client referrals and access control.

CharityTracker helps users reduce manual data entry through its integration with barcode scanners. It is available via monthly subscription and support is provided via phone and an online help desk.



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Supported Operating System(s):

Web browser (OS agnostic)

701 Reviews of CharityTracker

Average User Ratings

Overall

4.54 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(428)

4 stars

(229)

3 stars

(41)

2 stars

(2)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 701 reviews

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October 2018

Erin from Lake Area United Way

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

October 2018

Charity Tracker For a Network of Providers

We are attempting to address a multiple issues by implementing Charity Tracker: 1. Provide a useful tool for our non-profit, government and faith-based partners to track the assistance they are providing in our county. 2. Providing them a simple way to report on the assistance they are providing in our county. 3. Connect organizations to each other, across a network, to better serve clients with varying needs in a more holistic way. Organizations can make direct, electronic referrals to each other across the network for assistance they are not able to provide. 4. We are asking all organizations using the system to input program-level detail to ensure that the referrals that are made are "qualified leads". 5. Offering organizations a way to better goal-set and track outcomes with their clients, with multiple organizations having the ability to assist/participate in the goal-setting and outcome tracking. 6. We are seeking to understand gaps in assistance as well as reduce duplication of service. 7. We are streamlining the intake process by setting a minimum level of information that organizations must record during intake, which will also ensure that all organizations assisting a client have the information they need in order to do so. 8. We will utilize the collective data to bring more dollars into our county to help support the organizations in our county that are providing assistance.

Pros

What I like most about the software is that is easy to use, user-friendly for a variety of skill levels and intuitive. Also that the system is web-based, because that means I have access virtually anywhere.

Cons

What I like least about this software is that it can take upwards of 15 minutes or more to pull a CSV file report. Also, while I like the variety of reports available, the amount of options/combinations can make it confusing to know which information to pull and how to pull it.

August 2017

Jeralene from Duplin Christian Outreach Ministries Crisis Center

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2017

Very dependable. Help is always available for the program in a timely and professional manner.

Pros

It is easy to get input for programs that is specific for the need of our organization. The programs as administrator are easy to edit. As administrator I can edit funding sources, I can make any necessary changes by just clicking a save change button. Like the reports sub-tab where I can go and run all the reports that pertains to this agency. I can customize agency reports. Running the reports could not be easier. I can filter the reports, I can choose the fields for the agency reports. I can easily get data for demographics reports. When using search it is not complicated. It will list all possible duplicate cases if any exists. If it is a duplicate case you can merge those cases, which is an excellent tool.

Cons

I would like to be able to go back into the relationship tab and make corrections as to if it is a dependent or living together without having to go all the way back to the beginning and edit the relative out and input again. I need this feature because I have volunteers that will not always input this data. I am not sure if it's my fault or the input of area we serve as the crisis. I have not been able to change that. For instance pantries- We have 5 pantries I would like for a heading to be for each pantry with the sub heading name of pantries. I don't know how to do that. I would like for the listing of our assistance program to be revised. I am not sure if I can do it, I have not call nor asked for help with this issue. I believe rearranging things that will best give us a more accurate count. I am not sure how to get a count from the sub heading of agencies, that is confusing to me. Again I have not spoken with anyone lately about it.

August 2017

Candace from Family Service Society

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2017

Charity Tracker makes networking with other organizations quick and easy.

The collaboration with other agencies assists clients better. Donor and funders like to see that partnerships happen because of this program.

Pros

Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained.

Charity Tracker makes tracking of services for clients very easy as well. It is great to see what services the client has already received in the community. This helps to better assist the clients overall, and makes connecting them with services much more efficient.

Also, Charity Tracker's tech support is fabulous. Anytime I have a question, or need help running a report, I call their help desk. Within minutes, I am in contact with a technician, and they stay on the phone until my issue/need is addressed.

The value for the amount you pay can't be found with most software.

Cons

Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need.

Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you when data is missing in a client's file. For example, if entering a new client, if you miss the DOB box, I would like to see a box pop up that says "You forgot the DOB for this client. Would like you to enter it or ignore it?" I know that sometimes it's not possible to enter ALL the information, so an ignore button would be nice. If this popped up every time you enter that client's file, it would be annoying enough that you would enter it to not have to have the box pop up anymore!

August 2017

Lorie from The Hope Center

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

August 2017

I have found Charity Tracker to be easy to learn, very transferable and an invaluable tool.

We were a start up non-profit and the benefits are staggering. Affordable case management, easy to administrate and wonderful customer service. I have also benefited and appreciate the webinars provided. This software has helped link our faith based community. Get's us beyond denominational lines. We only have 5 paid staff. The rest is volunteer (company Size)

Pros

We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

Cons

With the number of volunteers that benefit from access to Charity Tracker, the cost of bases. Also, because of the amount of users on our network, we do end up with a lot of duplicates that go undetected. Would their be a way for a more pronounced alert to be developed that would even prevent a user from going forward until they used the search tab? Also, it is sometimes difficult to know what fields to select( or not) when running reports. I've learned most by trial and error and it seems like it is clunky. Perhaps it's just me and my inexperience but I wish the reports were more user friendly and as easy as the case management arm of Charity Tracker.

August 2017

Jennifer from Kibois Community Action Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

Wonderful, amazing, beneficial, easy to work with

Being in a Rural community - resources are often hard to find and locate. Often times in case management we run into a benefit that is not offered by any source in the community. Charity Tracker allows for communication to the community to ask for help on a case by case basis. Charity Tracker opens the lines of communication between community partners, increasing knowledge and awareness of what each community partner offers in the way of assistance. Charity tracker can be used to track individual assistance or total assistance given on a community level - offering a chance for funding opportunities, such as grant writing. Charity Tracker allows community leaders to see what services are being used the most, what services are least likely to be used and what services are still needing to be added. I can not stress enough how much this program means to our community! I was watched our community use this program from the beginning and I have watched it grow. Our United Way pays for this program in our community and it is money well spent. I support this funding effort and hope it is something we continue to achieve each year!

Pros

Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! I was fortunate to be on board when Charity Tracker was implemented in our community and still fortunate to this day to work in the same community. Charity Tracker makes it easy to get information to community members or even get information from the community. Charity Tracker allows for key community members to collaborate about new ideas. Along with new ideas - Charity Tracker allows for all community partners to track and follow assistance given. This information on an agency level or community level is valuable information allowing for discussion topics to open up about funding or bringing in other resources into our community. With Charity Tracker we are able to see what we do well as a community and where we need to improve - what needs are being met and what needs still need to be met.

Cons

Limited to service areas - all communities should have this program - would be helpful to be tied in with other Charity Tracker communities across the state.

October 2018

Donna from Friends, Inc.

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Functionality

4.0

October 2018

Being Good Stewards with CharityTracker

I was once asked to help with a married couple's back rent. They owed more than $500 and were scheduled for eviction. That was a big amount of money for our small charitable organization. A quick glance at CharityTracker revealed the couple frequently asked area agencies to pay their rent, but more importantly, they had been counseled numerous times on their excessive use of cable TV pay channels. They were defiant in their refusal to disconnect because they wanted access to all the premium channels. I rarely turn down a request for assistance, but I did for that one. Without CharityTracker, I wouldn't have known they were routinely taking advantage of other people's generosity.

Pros

CharityTracker is an excellent way for charitable organizations within a community to share information. It allows those of us trusted with donation dollars to be good stewards of other people's money. Most everyone seeking assistance is honest and forthright, but CharityTracker gives local agencies the opportunity to work as a team in stopping those who try to abuse the system.

Cons

If I could change one thing about CharityTracker it would be to only list money, material goods (clothing, food, etc.) or services with a dollar value under the heading of Assistance. Oftentimes, I'll see an applicant with a VERY LARGE number of Assists only to find out that a great many of those Assists were for prayer or spiritual tracts. Don't get me wrong -- prayer is very important and greatly needed, but I don't think it should be added to the number of times a person receives Assistance. It makes that applicant appear to be a frequent flyer, so to speak -- seeking too much help. If our goal is to make sure no one is abusing the system by duplicating funding efforts, why track prayer? Prayer is free and unending and always available in abundance. Donation dollars are what we should protect against abuse.

August 2017

Ryan from Our lady of Mercy Community Outreach Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

August 2017

Charity Tracker is very straight forward, easy to use, and fairly thorough.

We use it as our primary case management tool. It is also a major component in our reporting activities.

Pros

I like how easy it is to use. We utilize a lot of volunteers at our organization, many of which are with us one day a week or even a month. The straight forward nature of the software helps to ensure these volunteers have little difficulty using the software even if they have not accessed it recently.

I also like that it is a shared case management software so members of our organization can not only see assistance and notes entered by our organization but other local organizations as well.

Cons

I wish there were more layers and higher capabilities related to the report pulling functions. I do most of the reporting for our organization and very often I have to pull multiple reports, export them to excel, merge them into one document, and edit them to get the report I need. More detailed and higher level reporting options would make this task less cumbersome.

I also wish it was HIPPA compliant. We provide some medical services at our organization and because Charity Tracker is not appropriate for health related information we are required to do double entry. Also very often if a medical clients is accessing outreach services or vice versa you do not get the full history since some information is in Charity Tracker and some is in our medical software.

August 2017

Laura from White County Caring and Sharing, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

I cannot say enough about how helpful Charity Tracker has been to our community!

Ease of retrieval, all information available at the touch of my finger, people are able to access the information from their offices rather than calling me all the time, it is very hard to take advantage of our program now that we have Charity Tracker.

Pros

Previously, we were keeping all our assistance applications in notebooks and carting them around in a big cart from place to place so we could refer to them when clients applied for assistance. They were big and bulky and not always dependable. With Charity Tracker, everything is accessible with the touch of a finger and all involved can access it from various places at the same time. The ease and dependability of this program has revolutionized our Caring and Sharing program. I value the Notes section greatly because we can include information that we could never pull from memory down the road and it has saved us from being taken advantage of many times.

Cons

Actually, I can honestly say there is nothing that I dislike about this software. It fulfills all our needs and more. People from various organizations have visited my office to check it out.

January 2019

Jennifer from Kibois

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Tracking progress

Pros

This software is absolutely amazing!!! I have been on both sides of charity tracker as a user and as an administrator. The program allows for communities to pull together and work together on addressing issues related to poverty and homelessness. Allowing for users to connect under one safe place - sharing information with each other and tracking progress of consumers that are often a a part of multiple systems within their community. The ability to develop reports and track agencies individual contributions can help agencies better direct their funding and get a feel for how big of an impact they are making in their community. It also allows the community as whole see where money usage is highest, when it is highest and if money should be directed towards other efforts. These reports can help agencies that are grant funded to show funders what they are doing in the community and their funds impacts the community.

Cons

The biggest con I have found with this software is that not everyone that should be using this software does - or keeping individual agency information up to date on the program. That does take some man power and resources to appoint someone on a community level to keep up with this information and help agencies stay on task.

August 2017

Ashley from Operation Love Ministries

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2017

A Reliable Way to Track and Share Client Data

The ability to record data, remember our case notes, share across multiple organizations, create reports for internal and external use.

Pros

I like the functionality of what we can track, reports, and client data. This program tracks names, DOBs, household members, visits, amounts given, income and expenses, relationships, and services received. We use this data to collect demographic information on what our needs are, how we are serving these needs, and comparison to other organizations, comparison from year to year, and reconciliation with our financials. This also allows us to keep notes on clients and repeat visits to see if our programs are making a difference long-term, or if we are seeing the same people repeatedly.

Cons

Sometimes the server crashes. I would also like to see the addition of a feature that would bring up potential matches of data when things are misspelled. Right now, typos mean that a case might not come up even if there is already one created.

August 2017

Cathy from Trident United Way

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

CharityTracker is a phenomenal tool to help bring a community together.

It helped bring our community together as we serve those in need and help them move forward. We can track progress, collaborate and provide updated information to the community efficiently and effectively.

Pros

CharityTracker is very user friendly. Most people can use the software. The HELP desk and customer service are amazing and provide everything you need. It has an excellent reporting feature and the flexibility of customized reports is very helpful. The data it can provide has helped our community make many program decisions. The Bulletin Feature provides a very efficient and effective way for us to communicate community information. It can be used during a disaster to get information out to the community about where services are available. It has an incredible capacity!!!

Cons

I believe there is much more we could do with CharityTracker. It would be great to see how other communities use it and what features have been created for them.

August 2017

Elisabeth from HOTEL INC

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

We love using Charity Tracker in our community! It is easy to use & customer service is amazing!

Pros

We love Charity Tracker because it allows us to streamline the tracking of services throughout our community. It is easy to use. The standard features paired with the customer service team allow us to manipulate the program to fit our community and agency needs. We also really enjoy the photo feature paired with the ID card. This allows our clients to easily use services but not be assigned just a number. The program has also helped to reduce abuse of services and increased communication between local partner agencies.

Cons

There are very few things I dislike. However, it would be nice if we had more access to surrounding communities as we have many clients that migrate into our town from other areas across the state. See past history with other agencies outside our network would be very helpful. Also, it would wonderful to have a way to assign and track case loads to a particular case worker.

August 2017

Karen from Clover Area Assistance Center

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support