CharityTracker Reviews

Overall I'd say CharityTracker is the BEST software program that maintains the information organizations like ours needs. I strongly suggest and encourage other organizations to utilize CharityTracker!!

CharityTracker is PERFECT for keeping up with client information and the financial assistance that is provided to our clients when we help them with emergency utility and rental assistance for our impoverished or low income individuals in our community. The features and design of CharityTracker are very easy to navigate through and provide simple instruction when performing the data entry. The support team for CharityTracker is readily available and always quick to help with any CharityTracker need for support.

Honestly, I have no cons to write about at this time.

Love the system in spite of some challenges, makes keeping up with clients easier. When we've needed support, the team is truly goes above and beyond what is expected. Couple that with the affordability and data we're able to see from others providing services and, simply put, CharityTracker just makes us better! We love it!

Easy to use, easy start up, reliable systems (rarely down), concise in keeping data easy to reach, pricing is affordable for our non-profit and being able to communicate with other providers in the county and see how they've assisted our same clientele is of utmost importance to help us steward resources well.

Searches can be challenging, not very intuitive, some reports and inquiries can be challenging

Our church organization highly depends on the information. The more org who use it the better it is.

Great way for charitable org to get a better understand of people who are in need and pick out scammers.

Minor item, the client printout could be redesigned to use less paper.

CharityTracker used on a daily basis. They are constantly adding features. It has grown as we grow.

Growing with us, works on our terms, custom reports, great customer service and very affordable! We have recommended to other nonprofits.

On a rare occasion we have had an issue, however, their tech team has been quick to resolve it.

I would recommend CharityTracker to any small nonprofit starting out that needs a digital way to keep up with clients without breaking the bank to do it.

As a small nonprofit, CharityTracker helps us keep records without spending much of our already small budget.

The only negative or criticism I could give is that the report section could be a little more user friendly.

Charity Tracker is our "go to" data base for all of our clients and the individual services we provide in our community!

Can run reports specific to services provided, demographics, etc.
Able to write case notes to provide information regarding a client and their specific needs as well as services provided. Can also see other agencies that may be providing services for a client and can use as a referral.

Veteran status needs to have a "no" button if someone is not a veteran. Without it you are unable to tell if someone has been asked and answer is no.

Very satisfied with this product. Good value for the price. We have used it for a long time and plan to continue to use this is the foreseeable future.

It is easy to use and makes finding past information a breeze. It also provides good reporting. Easy to train others in its use.

I have no negative comments. Cannot think of any negative words to use.

Definitely would recommend for most non profits. I believe it completely serves all functions needed to run a non profit successfully.

Ease of use, organization, stability, reporting functions, and easy to create additions and edits unique to our program.

A tad outdated feeling. Hasn’t kept up with design layouts common among competitors.

I would definitely recommend this program. It has saved us hours and hours of reporting work. Works well with collaboration as well.

Great record keeping. We love the reports that we can run for our funders. Allows us to stop repeat services. Easy to use. Also love the we are able to create client account ID cards.

Goals and Measurements are not easy to use at all.

Great tool! Critical to our business! We have to have this type of system to run our business efficiently.

CharityTracker is perfect for our non-profit. It allows us to keep good records, communicate with our board members easily and manage our entire giving platform. We would really struggle without it!

I wish it had a few extra features like event management, so that we could use it for even more things.

Overall, I am very grateful for CharityTracker. We are a unique program and having a system that allows us to keep our notes updated, without spending thousands and thousands of dollars. Their support team is very quick to respond to questions or concerns. I would love to see an updated platform/UI, but otherwise it's a solid product that we have relied on through some really tough community crises'

- easily accessible
- customizable without upcharges
- super fast customer service support
- low cost
- adding document uploads has changed the game!

- slow changes and updates; looks outdated
- some customization has to be requested through support, like archiving units that are no longer in use
- reports are not self-explanatory.

Overall I will keep using Charity Tracker because it’s the best for our nonprofit usage. So easy to learn and use.

I like how easy it was to train the 25 non profit volunteers when we started using Charity Tracker. I liked the ability to print out monthly reports and track duplicate entries in our system. Our vendors like getting the reports and being able to match the amount we paid on the clients utility bills.
I liked the quick service I got from the help center when I needed a special report or adding special requirements to our system.

I don’t like the new changes in the duplication system. It hasn’t picked up duplicates when I discover some and try to run a report and they don’t show up. The set up for report are a little complicated.

My overall experience was great. I used charity tracker to track housing applications for the homeless. I was able to access.

There are several pros to using this system.
Easy to navigate.
Labeled correctly.
Easy to track inputted information.

There are no cons. I love everything about the system.

Excellent, it helps us keep track of our clients more efficiently. We are able to go into the charity tracker system and manage our clients information.

The ease of accessing our clients information is reliable and we are able to view not only our data but also data from other organizations.

Sometimes it kicks the user off. When we have multiple users on the same day, sometimes the system will kick off a user in the middle of client portal.

A true partner in community impact! With the partnership of the design team to the technical team, to the community organizations, there is truly no better way toward community transformation!

There is no way to exaggerate the helpfulness of CharityTracker! From tracking assistance in house to being able to post needs that other organizations can help with to holding people accountable for the the services they seek! CharityTracker has it all. On top of it all the personal technical support is top notch! True "customer service"!

I literally cannot think of any cons myself. I have had people who are much more "techy" than me say it could use some visual upgrades. Honestly, for me that means I would have to relearn some things. I'm good the way it is!

The Community Assistance Center (CAC) uses CharityTracker as our CRM tool. We use CharityTracker to
• store client demographic data
• keep track of all of the services a client receives
• store client documents
• record client outcomes
• make appointments
• maintain our schedule, and
• easily generate reports to support operations, grant applications, and grant reporting.

CharityTracker allows us to keep all data and documents about clients in one place. CharityTracker is easy to learn and user friendly. Information is clearly organized in the system. The ability to easily maintain relationships between the head of household and the other members of the household is another big plus as is the ability to have a separate bar code for each individual. CharityTracker is a big improvement over our previous system.

I would like the ability to write queries directly against the database for custom reporting.

We have had a great experience implementing and using Charity Tracker. From the customer service to the pricing to the user experience, it's been a win all around.

Ease of use, ability to edit a lot of functionality on our own, friendly and quick customer service, always improving the platform, fair pricing.

Would be interested in more robust program evaluation tools.

For our particular Charity, this is a great pre-visitation tool. I just wish we had found this site sooner.

Our charity requires in-home visitations before helping. CharityTracker offers insight into client needs and circumstances (ie: abusive behavior, anger issues, dogs, etc.)

There are NO cons or negative aspects to this tool that I have found.

As network administrator, I see how our partners tailor Charity Tracker to their needs. My charity uses more of the functions each year. The system is user friendly and flexible.

The charity which I co-direct has used Charity Tracker for eight years. Of course it is so helpful in spreading limited resources to know how a client has been helped by partner agencies. We have also been able to eliminate all paper trails while improving the sharing of information among our agents. We not only use the reports function for year-end numbers; we can customize a report to answer random questions.

While it is possible to scroll through history on the personal page to see when an income or expense figure was changed and by which agent, it would be helpful to have a historical snapshot of the income sources and expenses.

CharityTracker makes us able to do what we do as a church and charity organization! If it were not for this software, we would have no way of doing our benevolence funding efficiently. We utilize this in our office every single day and would be lost without it!

CharityTracker makes us able to do what we do as a church and charity organization! If it were not for this software, we would have no way of doing our benevolence funding efficiently. We utilize this in our office every single day and would be lost without it!

I really don't have any cons about this product. We use it with ease every single day.