CharityTracker Reviews

“easy to find information”

Pros

Moving around the different screens feels very simple and finding the information I need doesn't take much effort.

Cons

At times, the screens can be slow to load which interrupts the flow a bit.

“Doesn't require a lot of effort”

Pros

Getting things done in it takes very little effort on my side. Entering client information is simple, pulling reports is quick and the case management features make it a strong fit for nonprofits of any size.

Cons

The only issue I have is with the demographics reporting. It won't let me run one report for multiple zip codes so I have to generate a separate report for each one.

“helps us avoid duplicating services”

Pros

It helps us avoid duplicating services when clients need assistance and it also makes it easier to connect with other agencies so clients can get the support they need.

Cons

I do wish there were a better way to stop duplicate client records. We had one case today where the same person was entered in the database four different times with the same birthday and instead of updating the existing file with a new address someone had created a brand-new record each time.

“Custom reports”

Pros

Being able to share information right on the home page and tailor reports to our needs has been really valuable.

Cons

At this point, I haven't come across anything about the program that I genuinely dislike.

“Keeps logging me out”

Pros

Generating reports for enrollments and services is definitely one of the more useful parts of CharityTracker.

Cons

It keeps logging me out right in the middle of entering information into HMIS.

“feels secure..”

Pros

The step-by-step setup makes the whole process simple and it feels much more confidential overall.

Cons

Everyone on our team gets emailed at the same time about the same client.

“Clean, simple interface with adaptable screens”

Pros

A clean, simple interface combined with adaptable screens makes the software efficient to use.

Cons

I don't really have any complaints about the program.

“Affordable tool”

Pros

Using it has been really simple. I especially appreciate how easy it is to use, how well it helps connect the community and the fact that it's very affordable.

Cons

I havent faced any problems.

“impressive visibility across agencies”

Pros

It helps me see what other people have already received from different sources which is really useful.

Cons

I just wish every agency in town used it and kept their records updated properly.

“Versatile product”

Pros

It works well across multiple organizations and supports a variety of different use cases which makes it very versatile.

Cons

Searching by the specific service provided can be difficult and not as user-friendly as it should be.

“Can add notes”

Pros

Entering client services and interactions is fast and simple. I can add a note whenever I need more detail and if I skip it, the header still shows the key information clearly.

Cons

At times, the site feels a little slow when moving between sections.

“Community-wide client coordination”

Pros

Being able to reach the entire network of service organizations at once about what our clients need has been incredibly valuable.

Cons

duplicate client records can be created pretty easily if a thorough search isn't done before opening a new file.

“Uncomplicated design”

Pros

Right away, the biggest plus is how simple it is. It gives you all the information you need without feeling overly complicated or packed with unnecessary extras.

Cons

The reporting could definitely be improved. It sometimes takes a while to come back and the results are not as clear as I would like.

“Makes collaboration better”

Pros

Working across multiple entities is really useful and being able to share information between them makes collaboration much better.

Cons

Pulling data collection reports can be complex especially when trying to narrow things down to the exact information needed.

“Lets me check in with clients”

Pros

CharityTracker makes it simple to stay on top of my clients and check in with them every week.

Cons

Honestly I haven't come across any real downside to CharityTracker.

“Complete service visibility”

Pros

It's great being able to see which other services clients have already received.

Cons

The accuracy really depends on what users enter and not everyone takes the time to verify their information.

“Top-notch client tracking”

Pros

Keeping up with everything done for a client is really simple with this software.

Cons

At times, generating certain reports can still be quite difficult.

“Not complicated at all”

Pros

We find it pretty user-friendly and it's already been really helpful for seeing who has received which community resources.

Cons

I'm still new to the software and haven't spent enough time with it yet to really identify any downsides.

“All details at my fingertips”

Pros

Everything feels simple to use and the information I need is always right there at my fingertips.

Cons

We really haven't come across anything in the program that we'd want to change.

“Reliable performance”

Pros

From day one, it has done exactly what it promises. Our organization can keep track of every patient efficiently and we're able to document and apply what we did for each patient without delays.

Cons

Honestly I wouldn't change a thing. I haven't run into any problems with the software and it's simple to navigate.