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.

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Supported Operating System(s):

Web browser (OS agnostic)

1,008 Reviews of CharityTracker

Average User Ratings

Overall

4.52 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(606)

606

4 stars

(333)

333

3 stars

(62)

62

2 stars

(7)

7

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1008 results

October 2018

User Profile Picture

Cheri from Jennings County United Way

Verified Reviewer

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

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!

June 2019

Cynthia from Catholic Charities Diocese of Lubbock

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

June 2019

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.

Reasons for Switching to CharityTracker

I did not feel that ETO was user friendly enough and way more expensive.

June 2021

Mendy from Dixon Area Caring Center

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2021

Great software!

Charity Tracker has been a great asset to our non profit organization. I have recommended it to other facilities with similar programs.

Pros

It is easy to track our clients recent assistance and also see what assistance they have received from nearby non profits.

Cons

Reports are hard for me to create but the customer service helped me create the ones I need that can be used over an over.

Reasons for Choosing CharityTracker

I was highly recommended to me by another non profit.

August 2017

PJ from Marion County Homeless Council

Company Size: 2-10 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

August 2017

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.

April 2021

Koya from Interfaith Emergency Services

Company Size: 11-50 employees

Industry: Consumer Goods

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2021

Amazing resource

I love it. It has been the best tool for saving time.

Pros

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. it's all in front of you.

Cons

It has a ton of glitches. It goes down at least 2-3 times a day without warning right in the middle of a slammed day. Customer service sometimes is hard to get a hold of as well.