CharityTracker Reviews

“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.

“Great resource for charity info

Pros

I use the app when making donations to get insights about charities I am not familiar with and it serves me well.

Cons

I like everything about Charity Tracker and have no dislikes.

“Gets the job done

Pros

Charity Tracker assists me in managing donations and beneficiaries easily by improving our transparency and optimizing our charity operations. Its truly a valuable tool.

Cons

Charity Tracker may be missing some advanced reporting features and its user interface can also be improved a bit more. Because for now it is something that makes it less user-friendly for those seeking in-depth data analysis and a more modern look.

“Happy with CharityTracker

Pros

I find Charity Tracker to be adaptive, dependable and easy to use.

Cons

Sometimes retrieving specific data can be a bit difficult.

“Easy note tracking

Pros

I can easily access Charity Tracker to document while talking with a client without having to worry about the system crashing.

Cons

So far I have no complaints. Charity Tracker has been excellent for our organization.

“Love the product and the team

Pros

Charity Tracker is user friendly, customizable and offers excellent value.

Cons

Well customizing a feature comes with an extra cost which is not too bad as I think that is expected.

“social worker approved!

Pros

It is very user-friendly at various levels. As a social worker with over 10 years of experience, I have not come across a better database system. Its truly impressive!

Cons

Appointment scheduling was a bit confusing but overall it was manageable.

“Case management made simple

Pros

CharityTracker software is simple to learn. As someone who enjoys taking on PRN jobs, it is a big advantage to have a program I can quickly dive into and understand. It streamlines the case management process and reduces the amount of paperwork I need to manage. It's incredibly helpful for handling large caseloads.

Cons

At this point I have not faced any sort of trouble with the program.

“CharityTracker is good but has room to grow

Pros

One of the standout features of Charity Tracker to me is the real-time reporting.

Cons

Charity Tracker customer is not the best. There is definitely room for improvement in their service.

“Easy and secure

Pros

Very easy to use mainly for beginners and genuinely user friendly.

Cons

It is very simple and basic but I feel like it could definitely benefit from having a more professional appearance.

“Makes managing charity work easy

Pros

CharityTracker offers a centralized platform where I can keep track of all client information and the assistance provided. I find the case management feature especially helpful for monitoring support over time. The reports generated by CharityTracker are customizable and offer valuable insights into the services we've delivered.

Cons

The user interface of CharityTracker is not very easy. Also I find the software can be difficult to navigate and some features might require additional training to fully use. Additionally, the mobile app is not as robust as the web application.