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.

“Great for organizing food pantry info

Pros

As a food pantry, I love how well it helps us organize information about the people we serve.

Cons

Personally I find it difficult to make changes to certain specific items and yes there is always room for improvement in any system.

“organizes aid around family needs

Pros

Having client information ready is important, especially details about family relationships, this helps me give the right food and supplies to each household. The good thing is that CharityTracker exactly does this.

Cons

Once I got familiar with the organization of the platform, I did not have any complaints.

“Excellent tracker and reporting tools

Pros

The Assistance Tracker and the reporting tools are excellent. The bulletin board is also a great way for different agencies to share information and communicate.

Cons

We still cannot update Release of Information forms through the kiosk and managing all those ROIs manually is very time-consuming. But I wish there were a simpler, automated way to handle it.

“Great for tracking many clients

Pros

It is really great for tracking data and running reports. We are able to monitor a huge number of clients all at once.

Cons

Well we are still struggling to measure client goals over time especially since some of our coaches are not very tech-savvy. For now, we are logging everything as an assistance record to track when clients meet their objectives.

“A must have for joint services

Pros

CharityTracker is a must-have tool for different services to join forces and provide the best possible help to people.

Cons

I am sure there is always room for improvement but I personally have never had a single issue with it.

“Love the wide report selection

Pros

I love that I can run so many different kinds of reports. The wide selection is essential for our work.

Cons

Nothing much but I would love an option to view all our cases sorted by enrollment date or in alphabetical order, that would make it much easier to get an overview of who we are helping.

“Works exactly as it should!

Pros

It works exactly as it should and is fairly user friendly, both for using it myself and for teaching others. Also it is easy for our system admin to modify and add new categories.

Cons

I find the reports awkward to modify and customize. I'd also like to be able to limit which agencies receive specific alerts.

“Perfect for multi agency setup

Pros

We love the multi-agency setup for our program sites across the country. The reporting functions are also great and we can customize them to fit our exact operational model.

Cons

The implementation process took a while since we switched from a very different platform. While the customizability is great, it does require a significant amount of onboarding time for staff at the beginning.

“A really nice visual layout

Pros

The visual layout is really nice. As a new user, I find it easy to find my way around and I like that multiple agencies can access the same cases.

Cons

I wish I could customize client case numbers to sort them visually by disaster event. If this is already possible, my apologies for missing it.

“Limited reports and scattered information

Pros

Having access to a family's contact information and details is great. When they call, I can help them from the churchs side, not just through Love INC.

Cons

The reports do not easily show the information our church needs. Plus it would be great to have all a family's details like ages, genders, a main contact number and allergies in one spot instead of spread across different tabs.

“offers quick access to client schedules

Pros

When someone calls to schedule a pickup, I can quickly pull up their client information. Also I can see how many people are in their family and what other appointments they have.

Cons

My main issue is that I cannot pull a specific list of who is scheduled each week, so it is hard to be sure we dont accidentally miss someone who comes for a pickup.

“Love the detailed household tracking

Pros

I love how much detail I can store for each person in a household and the ability to move members between households. The ROI system is also very useful.

Cons

If I spell a clients name wrong, they won't show up in the search results. The reporting feature also feels pretty clunky. Another big concern is that we cannot make private versions of profiles created by other agencies. Many clients refuse to sign an ROI and do not want their information visible but we cannot do anything about profiles other agencies have made public.

“So responsive and helpful staff

Pros

The staff is so responsive and helpful, every question I have asked has been answered quickly by someone who is always cheerful.

Cons

To me the user interface feels a bit clunky and outdated. I mean it could really use a modern refresh.

“Helpful for looking up client history

Pros

It is so helpful being able to look up a persons history as soon as they come in to ask for assistance.

Cons

Using it on my mobile phone is not the best experience.

“Simple and easy to understand

Pros

I love how everything is organized. The system is also simple and easy to understand.

Cons

Well I have had trouble searching for some names by last name. If the spelling or capitalization is off, I have to type the first name instead because the search doesn't work correctly.

“lacks core case management features

Pros

Working with the customer support team has been amazing. They are very helpful as I learn to navigate Charity Tracker.

Cons

I would not call it a true case management system because you cannot filter to show just open or closed files. There is also no direct way to assign cases to specific staff members. We have had to create fake files for our staff and link them to clients, which is an extra step. Also supervisory notes get buried in the general case notes instead of having their own dedicated space. Plus being able to upload multiple documents at once would be a huge help too!

“very efficient for church system

Pros

This is a very efficient system that helps our church serve many different people, not just the same few individuals all the time.

Cons

One and only downside is that not all the resources in my county use the platform.

“A simply amazing bulletin board!

Pros

The Bulletin Board is simply amazing. Also it is a wonderful way to get updates on resources and community events here in the Low Country area.

Cons

I am not really sure what I like least about it. To be honest, I think everything about it is pretty awesome!

“Customizable and very organized platform

Pros

I really value how we can customize the platform for our specific needs and the layout is very clear and organized. Also the tech support team has been quick to respond and very helpful.

Cons

The system can be a bit slow to load sometimes which really interrupts our workflow when we are busy.

“provides simple digital storage for clients

Pros

Digital storage is simple and I like that each client has their own individual account.

Cons

I think it would be helpful to have a better search function like a keyword search to find specific postings in client accounts.

“Great for data and funding management

Pros

It is great for managing our data and client information. Charity Tracker also helps us track how much funding we spend and where it comes from.

Cons

The server tends to run a bit slow whenever we are entering new client information.

“Incredibly useful for grant writing

Pros

Having accurate demographic information for our clients is incredibly useful especially for grant writing. I also love how Charity Tracker adapts to what we need. The automatic prompt for a release of information when we open a new case is also a great feature. Plus customer support is always quick and responsive. And though we do not use the networking part much but it seems really beneficial. For us it is a fantastic tool to track our internal work with our own community.

Cons

My least favorite thing is how complicated it is to add assistance for a large group. Our clients attend workshops together and every other week I have to add each person to the workshop one at a time, which gets frustrating.

“Easy to use and incredibly user friendly

Pros

I love how easy it is to use and the ability to create our own custom elements. Overall it is incredibly user-friendly and the customer service is also always very prompt.

Cons

We have not had any issues at all. Our experience has been the best and I'd highly recommend it. Overall it's been a long time since I have used a product with zero complaints.

“offers a simpler centralized reporting database

Pros

Having a centralized database makes reporting so much simpler and gives us room to grow and it is exciting to know there are so many features we have not even tried yet.

Cons

There is nothing about it that I particularly dislike, it handles everything we need it to do.

“Easy to access and edit information

Pros

It is easy to access and edit information. I also really like that I can add my own categories and item lines to track the assistance we provide, whether it's financial help or our services.

Cons

The per-user cost is a challenge for us. We are a small agency with a tight budget, so we have had to limit how many staff members can access and document in CharityTracker.

“A good tool for checking assistance

Pros

CharityTracker is a good tool as it allows us to check with other agencies to see what assistance has already been provided. Also the platform is pretty easy to navigate.

Cons

My issue is not with the tool itself but with other agencies that do not keep their information updated in the system.

“Very user friendly for any staff

Pros

It is very user friendly and easy to find your way around. Even staff who are not very tech-savvy can use it with ease. I am especially impressed with how efficiently it tracks client visits and services. Plus the database makes reporting simple and its expandability means there are exciting features we have not even started using yet.

Cons

One and only feature I wish it had was a company-wide monthly spending total displayed right on the main dashboard.

“Gets the basic job done

Pros

It is fine for what it is but it is not the best tool I've used. I personally prefer Salesforce but this one gets the job done.

Cons

It does not connect with other platforms we use daily like Salesforce which would be really helpful.

“Works well for intake specialists

Pros

Charity Tracker platform is the best is so many different ways. Like with it, it is very easy for create, record and track important information for clients.

Cons

No difficulties or issues are faced by me that I would consider as a drawback.

“Justifies the cost

Pros

I really liked that there were no onboarding fees and that I could collaborate with other organizations.

Cons

It took me some time to learn the interface and overall it did not quite fit my needs, although it might work well for another organization.