CharityTracker Reviews

Pros

It's simple to navigate and I've even brought several other agencies on board so we can all keep track of what one another is doing.

Cons

I'd still like to see the client's name displayed in bold and placed at the top, instead of showing the name of the person entering the information first.

Pros

Getting started with this software was very simple and it hardly took any training at all. It's been an incredibly valuable tool for keeping track of the assistance we provide to our clients.

Cons

I'll be even more excited once more agencies are fully connected to our network and we're still in the process of setting that up. Once that's in place, the system will let us track clients who receive help from multiple agencies. Your customer service team was also very helpful in explaining how we can make that happen.

Pros

It helps us figure out when someone may be abusing the support offered by charitable organizations. When we can see that a person has recently received assistance from several different places, it gives us a clearer sign that they might be taking advantage of the help we provide.

Cons

The details about a person's connections to others who may be scamming charities still aren't specific enough.

Pros

Getting individuals into the system is quick and being able to communicate with other agencies and share needs is a really valuable feature.

Cons

I haven't run into any issues.

Pros

Everything we need about our clients is in one place and it also gives us the details required for the year-end reports we have to complete.

Cons

It can do a lot more than we currently need which makes it feel a bit overwhelming. If it were customized to each customer's specific needs, it would be less complicated and more manageable for people who aren't very comfortable with computers.

Pros

Being able to communicate customer needs with other agencies and organizations and get a prompt response has been really valuable.

Cons

Some participants may be uncomfortable sharing personal details, such as their Social Security number.

Pros

Right away, it felt very user friendly and the customization options plus simple reporting have been a big help. The outcomes tab makes setting goals for clients really simple. We're genuinely excited to be partnering with CharityTracker!

Cons

No issues at all.

Pros

I appreciate being able to see people who have already worked with other organizations for financial assistance. The note-taking part is simple to use and it's really helpful that those notes can be shared with other agencies. There are also plenty of search options for looking someone up which makes the system very useful overall.

Cons

It works fine for me so I don't have any complaints.

Pros

It captures clients' needs and accomplishments clearly. It works as a solid resource between the client and the agency, helping quantify both needs and progress in a practical way.

Cons

It is not very customizable. It is not really set up for agencies or staff to use it as a tool for continuous improvement, identifying institutional or personal goals or tracking agency and individual achievements. It also does not appear to support inter-agency needs or shared resource offerings very well.

Pros

Adding cases is simple and it does a solid job of helping clients avoid draining resources too quickly while also reducing fraud to some extent. It has cut down a lot of wasted resources overall.

Cons

There are still too many duplicate cases.

Pros

Creating reports is very user friendly and the whole process feels simple. I also really appreciate the photo ID feature on each client's general info page.

Cons

An assistance record can sometimes disappear if it hasn't been saved yet and there's no way to recover it even with the back button. It would also be much better if all assistance records could be searched using a single keyword.

Pros

One thing that really works well is being able to record exactly what was done and discussed with a client and keep that information limited to our agency whenever needed. That level of privacy is a big plus for us.

Cons

At one point, there were a few reports we weren't able to pull but that has since been resolved. Other than that, I honestly can't think of any real downside. Thanks for building such a helpful software!

Pros

Using the software feels very simple and it puts all kinds of information right at your fingertips. The Charity Tracker team has also been incredibly friendly and pleasant to work with. Whenever I've had questions, they've responded almost immediately and I really appreciate that level of support.

Cons

The biggest challenge with the software is getting people to sign up. It often feels like the program doesn't include all the information that's needed. If more people were contributing the help they provide in the community, it would make the whole process much easier.

Pros

Being able to quickly look up information and post when clients need help has been really useful in my day-to-day work.

Cons

Some agencies have contact details that aren't always up to date. That said with so many organizations using the platform, I understand that's probably hard to stay on top of all the time.

Pros

Everything is laid out clearly on the screen so the tabs you need are right there and the information is simple to locate. Common details are all in one place which means there's no need to dig through different sections just to find what you need.

Cons

At times, the information in the system is not fully up to date though that seems more related to the agency than the software itself. As far as using the software goes, I really do not have any issues with it. It is fast, practical and works well.

Pros

Access to information shared by other churches has been really useful. It helps us coordinate needs and assistance better and it also makes it easier to identify people who may be scamming the community.

Cons

One thing that could work better is family alerts. When I add an alert for one family member, it does not automatically appear for the others so I usually have to copy the same alert to each person in the family to make sure it is not overlooked when I search for someone.

Pros

One of the biggest strengths is how far the reporting goes and how completely customizable it is, whether you're setting things up for a single user or for an entire group. The system is also very versatile so it works well for both team use and individual use depending on what you need.

Cons

Because the software is so extensive, there is definitely a learning curve especially when it comes to reports. Anything outside the main section can also feel less user-friendly than it should be.

Pros

Entering data is simple and this program has really improved communication between agencies in our area.

Cons

Switching between data fields can take quite a while. Since I don't run reports, I can't really speak to how that part works.