CharityTracker Reviews

Pros

I found it to be very user friendly and it's simple to manage and update the information I need.

Cons

I just wish the reporting side were a bit more user-friendly to use.

Pros

Getting started with this tool was simple and I needed very little guidance from someone with experience to use it well.

Cons

Would be nice if it offered more visual option boxes instead of relying so much on text.

Pros

It is very easy to manage. It's a really helpful tool for keeping important client information organized and I can run reports in just a few clicks.

Cons

At this point, I really haven't come across many downsides.

Pros

Customer support stands out. Whenever I send an email, I usually hear back within just a few hours and they often already have a fix, correction or update ready. It also costs a lot less than other case management software options I've looked at. Another big plus is how much I can adjust on my own without having to reach out for help every time I want to customize something. The team and the product both feel very accessible.

Cons

The reporting side of the software is not very user-friendly. It takes more training than expected and I would need a full webinar to really learn how to use that part well.

Pros

it has been really helpful because it gives us a consistent way to collect program data across the country and clearly show the progress of the investigators.

Cons

Working out an average score for the group and then comparing individual scores against that group average isn't very simple. I'd also like to see more options for customizing reports.

Pros

CharityTracker has been surprisingly versatile for us. It does an excellent job at what it was originally designed to do but we're currently using it for three different purposes and it has continued to hold up well for all of them. The customer service has been outstanding too. They respond to our questions, make changes when they're able to, add future requests to their list when they can't do them right away and, best of all, they show us how to make adjustments ourselves.

Cons

There really isn't much to complain about. That said we do ask CharityTracker to cover three separate areas for us, Emergency Assistance, Victim Services and Volunteer Management with hour tracking. We're basically expecting it to function like three specialized systems in one so naturally there are times when certain features we ask for just aren't possible. That feels completely reasonable given how much we're asking it to handle. Even in those situations, the customer support team has still been fantastic.

Pros

Across our network, this software has made it possible for organizations to coordinate better when serving people in crisis while also keeping a solid record of the help they provide. The reporting tools are especially valuable because the filters let agencies pull a high volume of reports quickly, showing things like total financial assistance, recipient counts by category such as single mothers, families, race, location, service dates and more. That kind of data is incredibly useful when preparing grant applications. On top of that, support has been consistently outstanding. Whether through instant chat or a kind voice on the phone, help is always available and it's obvious they truly care about serving their users well. Customer service is clearly at the heart of what they do and this team genuinely cares about communities and people facing urgent needs. They make us feel supported even prayed for. I absolutely adore Charity Tracker and recommend it every chance I get. We all benefit when agencies work together in a more efficient and compassionate way.

Cons

Honestly there isn't anything I dislike about Charity Tracker itself. My only frustration is that more agencies choose not to use it based on reasons they've made up that simply aren't true.

Pros

It has helped our community connect, collaborate and make better use of the resources we already have. It's made our funding and service decisions much more intentional because we can clearly identify what local agencies already offer. Communication between agencies has also improved a lot and that ultimately leads to better support for the people we serve.

Cons

I'd really love to see a mobile app. It would also be helpful if the platform included sponsorship and fundraising features.

Pros

Using it has helped us understand our local community much better. It has also strengthened our relationships with nonprofit partners in the area and we've seen many individuals receive timely support for urgent needs thanks to this connected resource.

Cons

I would change how attachments work in bulletins or announcements on CharityTracker. I wish there were an option to preview an attachment first instead of having it download straight to my personal computer.

Pros

Having a clear view of how someone is moving through our community while looking for help has been extremely valuable. We can tell which people are already using the system and making progress and which ones still need more support. That visibility helps us make better referrals and connect them with the right assistance sooner.

Cons

More local training would really help our organizations understand how to use the tool more effectively and get the most value from it.

Pros

Getting new staff up to speed with it has been very simple. Once they learn the basics, they're usually able to pick up the rest on their own without much help.

Cons

You can't view information for nearby agencies if they belong to a different CharityTracker group. It would also help to be able to scan a file directly into an assistance record or note.

Pros

What really stands out is how different agencies working with the same family can add notes to the file. That shared information helps everyone stay on the same page and makes it more likely the family gets the best support possible.

Cons

The system does not alert users when another agency is entering the same client so duplicate files can end up being created multiple times in the system.

Pros

One of the most useful parts is being able to spot clients who return over and over and may be taking advantage of a facility's willingness to help. When I enter a name, anyone with that same name shows up right away which makes it much easier to catch when a client has been using different names.

Cons

It becomes less useful when it isn't updated on a regular basis.

Pros

It's really useful being able to see what other organizations have previously done for clients.

Cons

Sometimes searches don't bring up results under the name a client gives. It would be much better to have a searchable field for nicknames or aliases.

Pros

Being web-based is a big advantage and it does a really good job of tracking services along with the number of clients served.

Cons

Not being able to clear multiple saved reports at the same time is frustrating.

Pros

Its great how detailed the system is and how much information it lets us store.

Cons

The reports could still use some improvement.

Pros

Keeping track of the clients we serve is much more manageable now than it was with the database we used before.

Cons

Creating reports still takes more effort than I'd prefer.

Pros

Getting information from other agencies about a client's history of receiving charitable assistance is really important for us. We want to offer help where it's needed but avoid creating dependency or enabling the wrong patterns.

Cons

Looking up a person by name brings back too many results and a lot of them aren't relevant at all.

Pros

The reporting feature is really helpful for keeping track of numbers for grant-related needs and the support team has been excellent whenever we've needed help.

Cons

One limitation in the reporting settings is that you can't choose just one category section by itself, you have to manually select every category you want included in the report.

Pros

Being able to share client information with other agencies has been a really useful feature.

Cons

I'd love to see more agencies in the area making use of this valuable service.