CharityTracker vs dealcloser

RATING:

4.5

(1042)

CharityTracker has 1042 reviews and a rating of 4.52 / 5 stars vs dealcloser which has 15 reviews and a rating of 4.8 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.5 (1042)
4.8 (15)
Ease-of-Use
4.5 / 5
4.5 / 5
Value for Money
4.5 / 5
4.5 / 5
Customer Support
4.5 / 5
5 / 5
Functionality
4.5 / 5
4.5 / 5
Last Review Written
February 15, 2024
April 8, 2022
Pros/Cons
  • Pros

  • CharityTracker is user friendly and intuitive. They software allows us to serve our clients and provide referrals effectively and with integrity.
  • This gives you quick demographic information and fast data that can be useful—a friendly resource to connect you to local grassroots work.
  • Cons

  • After I add a few more cases, the software will keep logging me out again. This has been very frustrating.
  • What I dislike about this software is that when their is duplicate accounts it was a difficult process it combine the accounts.
Read all user reviews
  • Pros

  • Its easy to use, the closing books/minute books look amazing and its easy to send them out to the clients. The signing from our clients is easy and straightforward for them to use as well.
  • The ease of obtaining the signatures of clients, the ease of uploading documents, the ease of accessing the documents.
  • Cons

  • There is currently no certificate of electronic signature, although I understand it is in the works.
  • There is no tracking system to indicate when you notified parties that they have documents to sign and thereafter you need to set up a separate limitation in Outlook or your own diary.
Read all user reviews
Pricing Range
$
$
$
$
$
$
$
$
$
$
Explore product images
FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

N/A
N/A
Advisor Recommendations

Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.

N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos