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.

Working with everyone at ESX has been a great experience.

There was no user manual, update releases, or knowledge database for admins of the system to reference.

I wish I had gone with them from the get go because the extra cost was WELL worth it compared to the nightmare that was Timberlake. But you get what you pay for.

LCA is not a company; it is a professional organization. That has made this review form difficult to complete becasue many of the questions do not relate to us.

The guy is so smart and helps makes recommendations to us, great to talk to, really knowledgable.

Customizing certificates and course development/cloning is limited.

The system performs very well and while there is a bit of a learning curve has performed very well for us.

Their CS team did not instill confidence in our team that our issues were taken seriously or that the problems were being addressed.

This software was budget friendly for our non-profit association. We were informed that all of our needs and wants for the system were doable.

Customer Service is superior. The company will work with any idea or project we want to undertake to help make it happen.

The part of ESX tht is most important to me is the support  given by the team. There has not been a time that I have asked for help that ESX was not there to help.

Flexible, intuitive, and adaptable to any work flow.

All their staff are responsive and genuinely care about getting the system running to meet your needs and expectations. Transfer from the old system and implementation was smooth.

The Committee module allowed for multiple committees and roles within them. It was easy to see what members had paid their dues in a certain date range.

Highest recommendation so far for a website AMS. Great team, very reliable, very smart, very helpful.

The LCA website is interactive; our members are able to join or renew their membership and register for events.

Depending on urgency, timeliness and budget constraints, the ESX team is able to recommend multiple options for incorporating new requirements.

System performs wonderfully. Customization of ANYTHING is possible.

But if you forgot something then its an assumption on both sides and that can lead to errors. But  thats understandable.

Expansive different options and great customer support.

Able to set up a rather complex process that is unique to my company. The staff is helpful *whenever* needed - even when I ask the same question a couple times.

And because there is more than one way to navigate the system, users are able to work comfortably in their own independent processes and flows.

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

xCatalyst, by ESX, is a nonprofit software tool designed for organizations of scaling sizes and in various specialties. Associations, corporations, national organizations, higher education programs, philanthropic organizations, faith-based ministries, international organizations, and others can customize the solution to suit their needs.


Key functionalities of xCatalyst include fund accounting, donor management, nonprofit marketing and outreach, grant management, event planning, volunteer management, association and membership management, and fundraising. Users can control their websites to benefit member utilization. Discussion forums, photo/video galleries, online calendars, new and blog tools, and online polls are available features. Foundations can also set up online stores to sell product and accept donations. A membership portal is available for online enrollment and renewals, payment processing, and committee management.


xCatalyst is browser-agnostic. The solution can be accessed remotely via both desktops and mobile devices. It is available for a monthly subscription and offers support via phone and email.



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