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.

Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

Good value for the price for not for profit organizations. It does everything that we need it to do.

This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

You can not export to excel. You cannot delete mistakes.

Great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

It's a good way to track donors and volunteers and the exported reports are pretty good.

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

With Sumac, we got the perfect solution  excellent customer service and an easy-to-use product at an affordable price.

The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

It has always been because of my lack of knowledge of it's capabilities.

SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice.

Like that you could manage contacts, take payment and sync with accounting software.

The website integration is great and easy to use.

We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered  almost everything on our wish list (and much more).

It is sometimes difficult to load the software onto Mac computers.

Sumac and its staff have been really supportive and so responsive to our specific needs and even our suggestions for improving the software.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.

But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help.

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.

For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness.

US Dollar

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. 



LongDescription

Case Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Referral Tracking

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Attendance Management

Communication Management

Customizable Fields

Collaboration Tools

Member Database

Scheduling

Data Import/Export

Assessment Management

Multi-Location

Contact Management

Role-Based Permissions

Forms Management

Child Welfare Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Administrative Reporting

Program Management

Alerts/Escalation

Real Time Reporting

Referral Management

Goal Setting/Tracking

Member Communication

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Customizable Forms

Appointment Management

Records Management

Client Management

Document Management

Search/Filter

For Religious Organizations

Calendar Management

Workflow Management

Treatment Planning

Patient Records Management

SMS Messaging

Patient Intake

Graphical Data Presentation

Progress Notes

Case List Management

Bed Management

Team Notes

Clinical Assessment Tool

Membership Management

Fundraising Management

Volunteer Management

Donor Management

Web browser (OS agnostic)

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

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CharityTracker

In Person

Live Online

Webinars

Documentation

Videos

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!



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