CharityTracker Reviews

“Excellent for group communication and reports

Pros

The bulletin feature made communicating with a large group really simple. It is also helpful that our agency can edit its own entries and the customizable reports are very useful.

Cons

We had to keep re-uploading the same Release of Information forms every time we added a new family member. The service description box also does not have any formatting options, so we had to create our own strict rules for how to write entries.

“A really great & simple product

Pros

This is a really great product, it is easy to use, super helpful and I have not had a single issue, everything works smoothly and is very user-friendly. Amazing, amazing!

Cons

It can be a little slow sometimes but other than that, I don't have any complaints. It is a great and very helpful product overall.

“Love the flexible data tracking

Pros

We love the flexibility in what data we can track. We have even managed to track some pretty unusual information with it. The platform is also very user-friendly.

Cons

The price for individual user licenses is a bit high. It would be really helpful if a single license could be shared by at least two people.

“Easy to find client details

Pros

It is easy to find my way around and look up client details. I also love that we can have as many users as we need which is perfect since we have a lot of volunteers helping with different tasks.

Cons

We cannot upload some of our files because they seem to be too large for the system. Another issue is that we cannot separate clients by specific storms or regions, every user has access to all client information.

“Valuable for tracking aid

Pros

CharityTracker gives me information on individuals in need within the Glasgow/Barren County KY area who have received help before.

Cons

The main issue is that many local churches and agencies do not use the platform as intended. The Release of Information process is also quite cumbersome. So I am considering just having generic paper forms for people to fill out on the spot and then uploading them later. The system also depends entirely on consistent data entry so if I forget to log something, it does not work well. In short it is only as effective as the user makes it.

“Monitors and fairly distributes aid

Pros

It helps us monitor how resources are given to individuals and families, which prevents giving duplicate aid and makes sure help is distributed fairly.

Cons

Finding a clients name can be tricky if it's spelled differently in the system and not all the possible spelling variations show up as suggestions.

“very easy to navigate

Pros

I find this tool very easy to navigate which makes training new staff and volunteers a much simpler process.

Cons

We have created several custom fields but I cannot get them to show up with their details on any of the reports I run.

“provides great connection with other programs

Pros

The ability to connect it with our new Equip for Life Program is great. We can also add new clients with their information on a simple platform that also stores their documents.

Cons

My experience has been completely positive so far. My only suggestion would be to add a feature for tracking inventory management.

“Simple to identify community needs

Pros

It is simple to identify the needs in our community and I can easily post my patients needs so other organizations can help me find the right resources for them.

Cons

I think it would be helpful to have a way to check if a client's request has been fulfilled or if it is still waiting for assistance.

“saves us time and is easy to use

Pros

Moving from one section to another is pretty easy with this tool which eventually saves me a lot of time.

Cons

The color scheme is not the most attractive and I noticed all the fonts look very similar.

“Excellent support and promising features

Pros

Working with the technical support team is a great experience whenever we need customizations. They always respond quickly and provide clear answers to our questions. We also really like the referral feature and are excited to see the positive impact it will have in our community.

Cons

Right now a staff member cannot be an administrator for more than one agency. This creates a problem if that person is away as referrals might not get processed. So we are hoping for more flexible supervision settings in the future for staff who manage multiple networks.

“User friendly with helpful features

Pros

The software was user-friendly and easy to navigate, with features that would be helpful for us in many different settings.

Cons

I wish I could have hidden or removed features we did not need for our work. It also would have been useful to have a few standard, pre-set reports for monthly data instead of always having to build them from scratch.

“pretty easy to navigate and customize

Pros

It is easy to find my way around and customize. The database is also user friendly and I really like the wide range of reports it can generate.

Cons

We had to adjust the system to fit our specific non-profit's needs and there were a lot of features we ended up not using.

“A huge plus for customization

Pros

The level of customization is a huge plus. We can constantly adjust what we are tracking based on our current needs.

Cons

I cannot think of anything I dislike. The more I use it, the more it grows on me.

“A simple and essential interface

Pros

CharityTracker interface is simple and includes all the essential tools we need for managing cases.

Cons

Everything about it is good but as we know, nothing is perfect. So similar is the case with this tool. There is a need for improvement in a few areas.

“packed with valuable client insights

Pros

I love being able to see what other services a client has received. The system is also very easy to use.

Cons

Nothing that I dislike as the platform was easy to use and provided a lot of useful information.

“Incredibly simple and user friendly

Pros

It is incredibly simple and user-friendly. The user friendly layout made it easy for our team to get started. Their customer service is also excellent as they are responsive, helpful and truly care about our success. Overall it is a fantastic tool for any nonprofit wanting to streamline how they track data and collaborate.

Cons

We did not run into any major problems or difficulties while using the system.

“Simple to use for case notes

Pros

It is simple to use and stores our data and case notes permanently.

Cons

The system doesn't remember our preference for the 'share with other agencies' option, so we have to manually uncheck it each time, which often leads to mistakes.

“ideal but limited reporting options

Pros

The reporting options are great but I wish creating a custom report was a little more basic.

Cons

I need a way to log activities for entire groups, not just individuals so I can properly track and report on them.

“provides very specific and customizable reports

Pros

We can run very specific reports to monitor exactly what we need to, which is a feature I really like. The customization is also extremely helpful.

Cons

We have run into a few system glitches. For instance, we were scanning client barcodes to track attendance and meals but when we went to run the report, we found that none of the data from the last couple of months had saved, even though we followed the instructions.