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.

The support team is knowledgeable, responsive and dedicated to our success.

In many situations , I waited 2 months to get a response!!! usually it's weeks. I have complained many times, but the response was that we can pay for faster response time.

I also find there are some traditionally standard BO operations that can't be done, which frustrates me. I don't think the system should dictate how we do business.

We also like the ability to clone donation forms (non-complex ones) ourselves, to customize them for specific purposes.

Plus, it's on the Salesforce platform which means it's secure, fast, and reliable, as well as scalable and configurable.

Love that we can customize almost anything to meet our unique needs. Ease of reporting, either using pre-made reports that come built in, or by customizing our own for specific details.

That staff person should learn as much about the software as they can to troubleshoot minor problems in-house so you won't need their support system for small things.

Patron manager makes for easy training. We have a new staff every summer, mostly college age people and it's got to be something that is straightforward, simple, and easy to retrain and reteach.

It's the most robust integrated crm/ticketing solution for businesses below a certain sales threshold; the best of a bad lot.

Their customer service and online help is world class, and keeps getting better each year with additional webinars and added content.

Overall Patronmanager is a good product for the price. Great for mid-size organizations.

Truly an integrated CRM system that allows us to see what our members and non-members are doing.

PatronManager is a comprehensive CRM that lacks the ease of use that comparable programs have.

Overall this is a great program. The CRM aspect is important and of course useful, but the most impactful part of the program for our organization is reporting.

There are some nice features that makes some set ups easy and quick.

Any customizations bring hidden fees. The software is only marginally accessible for blind users.

Plus, it is stored by a major corporation on highly secure systems. All in all, the system delivers incredible features and the price is great.

This is an excellent, robust ticketing system that lets us run our entire company in Salesforce, the world's leading CRM. All our data are in one place.

They are extremely helpful and knowledgeable. They are great teachers.

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

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

PatronManager’s event ticketing and CRM software allows organizations to manage every aspect of their shows with a single solution. Built entirely on Salesforce, PatronManager (a solution of Leap Event Technology) offers features for fundraising management, robust box office, dynamic reporting tools, and client community. Powering a notable roster of theatres, operas, museums, dance companies, and more, PatronManager is the standout ticketing and CRM solution for arts organizations.

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