CharityTracker Reviews

Pros

Seeing a picture of the person is really useful because it helps put a face to the name.

Cons

I'm not sure whether there's a mobile app yet but if there isn't, I'd definitely want one.

Pros

Handling our large client base is much easier with this software and it also helps us stay connected with other local partners.

Cons

At the moment, we haven't run into any issues.

Pros

Its so easy to use and the overall interface feels very user-friendly.

Cons

There isn't really anything that stands out as a downside for me.

Pros

it links charities together while also keeping my organization's data stored in one place. That combination has been really useful for managing our charity information more efficiently.

Cons

I still can't set default values on the entry screens which would save time and make data entry more consistent.

Pros

Getting to details from previous visits only takes a few clicks which makes the information really convenient to pull up when needed.

Cons

there still isn't a simple way to prevent duplicate cases from being created.

Pros

The layout is well organized and simple to manage. It's also really helpful that we're able to upload client photos.

Cons

The system still allows duplicate client records to be created when the client is already in it so that definitely needs attention. Also, the LSA reports take far too long to load.

Pros

It keeps our information stored accurately which is important for our day-to-day work.

Cons

At the same time the system feels clunky, outdated and behind the times especially since it doesn't integrate well with other database products available today.

Pros

Our agency no longer has to deal with filing cabinets and we still keep accurate information on every client.

Cons

I honestly do not have any complaints about the system. It has been very useful for the agency.

Pros

Being able to communicate with other agencies through CharityTracker has been incredibly helpful when trying to support community members in need more effectively.

Cons

The reporting feature could be a bit more powerful although it's still quite useful as it is.

Pros

It has saved our team a huge amount of time and effort. Rather than calling every organization to coordinate help for one person, we can simply check and enter everything in CharityTracker.

Cons

Generating reports can be a bit confusing.

Pros

Charity Tracker has been very customizable which has made it a strong fit for the needs of our small nonprofit that focuses on housing people who face major barriers to finding housing.

Cons

At this point, I haven't come across anything I dislike about it.

Pros

One thing that's especially useful is being able to view assistance provided by other agencies.

Cons

Havent had any issues so far.

Pros

Being able to communicate with all agencies quickly is definitely one useful part of the software.

Cons

The biggest problem is that not many agencies are actually using the program the way it was meant to be used.

Pros

Getting into the system and entering data is very simple which makes daily use comfortable.

Cons

It would be better with additional assessment modules included.

Pros

Moving around the toolbars feels very user-friendly and simple.

Cons

Nothing to point out here, the platform is very user-friendly and simple to navigate.

Pros

What really stands out is the customer support from the Charity Tracker team. They've been responsive and helpful whenever needed.

Cons

There are still some limitations when it comes to customization and getting comfortable with the reporting system takes a bit of time.

Pros

Being able to communicate with our partner agencies right away and work together in the same case file has been the biggest benefit of using Charity Tracker. It has completely changed how we refer clients and connect them with resources through our partner network.

Cons

The one area I've struggled with has been getting in touch with the network administrator. It's been hard to get answers to my questions even after leaving voicemails and sending emails without a response. I'm interested in upgrading to Charity Tracker Plus but I still haven't been able to reach the administrator about it. Since I'm also new to the organization, I haven't been able to locate our account details online either, like what we're currently paying or how long we've been members.

Pros

One of the biggest benefits is being able to quickly find community resources to refer clients to which helps us connect them with the most appropriate support available where they live. It also makes it easier to use local resources effectively so clients can get the best help possible. Another thing I appreciate is being able to view a client's previous referrals since that gives us better context and helps us decide which resource would be the best fit for them going forward.

Cons

The part I don't care for is having to work across several different platforms and software tools because it creates duplicate work for information we are already tracking in another system. We have not explored integrating CharityTracker with our other software yet but it is something we may consider later since it could end up being very helpful for our workflow.

Pros

Working with it has made it much easier for us to coordinate with other community agencies while serving people. The reports it generates have completely changed how our volunteer teams and donors stay updated on the number of people we're helping. It also gives us a clearer way to monitor who is using our services which helps us connect them with other types of support and provide assistance in a more holistic way.

Cons

I just wish more agencies in our community were using CharityTracker.

Pros

Love the Cancel button. It really takes away the fear of entering data since they know they can back out if needed. Overall the wording throughout the system is clear and the way information is presented makes it simple for users to understand what they're seeing.

Cons

The biggest gap during our move to the system was the lack of one-on-one training. I also don't like that when you submit a help request, the confirmation email only says they received it and gives a ticket number but it doesn't include the original request text. If you've sent in several requests, it becomes impossible to tell which ticket number goes with which issue.