All CharityTracker Reviews
1-25 of 1,035 Reviews
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Dan
1,001 - 5,000 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed August 2022
CharityTracker Review
Lee
Verified reviewer
Libraries, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Best Practice Decision
-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.
CONSWhat 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.
Debbi
Verified reviewer
Non-Profit Organization Management, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
A tool for moving clients towards self-sufficiency
As mentioned above, my organization is not a direct service provider. Therefore, we do not actually input information into Charity Tracker - because we are not providing any rent, utilities, food, etc to our clients. However, it is an extremely important tool for us to use as we assess the level of crisis that our clients are in when they come to us.
PROSThis tool allows me to work towards the goal of our organization - moving individuals and families from dependency to self-sufficiency. A simply glance on charity tracker allows me to see the depth of their dependency on other local organizations and then move ahead with setting goals and finding solutions.
CONSThe software is amazing - but only as good as the number of organizations that use it. In our community, we need to see more "direct service providers" using this tool. There is no way to know of the services they are receiving throughout the community unless those organizations participate by sharing their information in this incredible tool.
Veronica
Individual & Family Services, 11-50 employees
Used daily for more than 2 years
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.
PROSI think the software is pretty user friendly and for the most part, self-explanatory for the functions we have on our account.
CONSUnfortunately, 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.
Leslie
Verified reviewer
Non-Profit Organization Management, 2-10 employees
Used daily for more than 2 years
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
PROSI 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
CONSOnce 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.
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed October 2018
Gets the job done :)
We are easily able to track the last time guests came in as well as what addresses they are coming from, which is the most important thing for us. It works for what we need it for which is why we continue to use it :)
PROSIt is overall simple to use and organizes the information in a way that makes sense when you need to go back to it.
CONSIt feels a bit dated, but I can't say in what ways it needs to be updated either.
Anonymous
11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed June 2019
Great Software for Community Service
CharityTracker has been a great tool for my team of service term volunteers. We use it along with hundreds of other agencies in our community and it makes providing services that help people become self sufficient easier for both the agency and the clients.
PROSCharityTracker is user friendly and intuitive. They software allows us to serve our clients and provide referrals effectively and with integrity.
CONSWhile intuitive, it is not the easiest to create reports. Though customer service is there to help and they are very quick to respond, being able to create new reports that is complex would be easier if the reporting section was as intuitive as the service portion. I would also like to see better options with the goal setting and outcomes feature.
Erinn
Verified reviewer
Non-Profit Organization Management, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2018
Communities Need Charity Tracker
Makes for stronger community partnerships and more viable collaborations.
PROSAllows higher level of collaboration and data sharing among community organizations that help the most vulnerable. Allows us to see a bigger picture of our client situations (relationships, demographics, and history) Excellent program for tracking detailed information about services rendered to community members--a true blessing to small organizations.
CONSInitial reticence on part of smaller churches and organizations to take the time to learn and use the software. Age of their volunteers/staff is usually a big factor.
Bruce
Verified reviewer
Religious Institutions, 1 employee
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2018
Helping those who help others
Many key leaders in religious and social services were experiencing frustration in extending care to those in need in our community. We worried that some individuals were "gaming" the system; taking advantage of those who were willing to help by going to one agency after another asking for money. CharityTracker allows me to network with others involved in offering aid so that we can share information, progress reports, etc. so that the aid offered gets to the people who are really in need and helps them build bridges to a better future.
CONSMy critique of the system isn't about the software. As with any networking solution, the more you put into it the more you get out of it. I could do much more to contribute and take advantage of the tool.
Racquel
Verified reviewer
Non-Profit Organization Management, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed July 2019
Stay connected with Charity Tracker !
I like that this software keeps me connected with other non-profit organizations. When an organization posts, I am immediately notified, and vice versa. When I have information or a family who needs immediate help, Charity Tracker is where I go to first! It is an invaluable resource and tool!
CONSI have experienced a difficult time posting a flyer that is 2 sided - my operational knowledge level may not be up to par - but that may something that should be looked at in a future update of the software.
Katie Spencer
Verified reviewer
Individual & Family Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2018
Where Have You Been All My Life
Outstanding. I can't rate them highly enough.
PROSWe are a small rural organization and data management and outcome tracking is new to our work. Charity Tracker+ is so easy to use! The interface is clean and elegant, you can customize the heck out of it, and, importantly, it provides the data we need at three mouse clicks. This is saving HOURS every month consolidating information contained in spreadsheets. We love it!
CONSThe only downside is that this is designed for multiple organizations and we are currently a network of one. So we have had to adapt in order to track what we need to track. Even with that said, it is still the best platform I have ever used.
Candace
Non-Profit Organization Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSCharity 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.
CONSAlthough 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!
Lorie
Religious Institutions, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed 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)
PROSWe 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.
CONSWith 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.
Brock
Religious Institutions, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Love CharityTracker
CharityTracker has been wonderful to work with. They have great customer service and have always responded quickly.
PROSWe have used CharityTracker for several years. I love that we are able to share information about how we have helped people in our community as well as see how other organizations have helped too. The alerts and notes are great tools. I can't imagine running a ministry that assists approximately 40 families per week without CharityTracker.
CONSNothing. We love CharityTracker and would recommend it to any organization or church that is doing benevolent ministries in their community.
Reason for choosing CharityTracker
The number one reason we chose CharityTracker was to be able to share information with other benevolent ministries in our community. The second reason was to keep accurate records of our ministry in an easy to access format. Before CharityTracker we kept our own information internally, but we had no idea what the other ministries were doing. CharityTracker not only opened the door for communication with other organizations, but it also made tracking our ministry more effective.
Laura
Religious Institutions, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSPreviously, 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.
CONSActually, 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.
Cathy
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSCharityTracker 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!!!
CONSI 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.
Loretta
Religious Institutions, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT