CharityTracker Reviews

Pros

It's simple to use and it doesn't take much effort to get used to it.

Cons

Searching for a name can fail if the capitalization doesn't match exactly even when the person is already in the system.

Pros

Running reports is refreshingly simple and the customer service team is very well-trained and polite.

Cons

My only complaint is that we didn't have this years ago because it would have helped us stay organized much sooner.

Pros

One of the best parts is the automatic email alert whenever someone creates a bulletin. That makes a huge difference in how quickly people respond to a client's needs. Without CharityTracker, we would spend days calling different agencies and organizations trying to locate resources. With it, a client's need is usually addressed within just a couple of hours.

Cons

Honestly I don't have any complaints about CharityTracker. It's very user-friendly and does an excellent job of encouraging cooperation between agencies. It has created a support network that was extremely hard to navigate before our county started using it.

Pros

Having it shared across agencies in the same city has been incredibly valuable for our region. It gives each organization a way to track who they're serving and how they've supported clients, while still keeping private conversation notes hidden from other agencies. At the same time, we can choose to show the assistance we've provided which helps partner agencies verify that support and coordinate with us when needed. The recent cases and recent searches sidebar is also really useful because it makes it quick to pull up the people we're working with that day and add notes without wasting time. Another feature I appreciate is the duplicate warning and if duplicate records do come up, merging them is simple.

Cons

I honestly haven't run into anything that has caused real problems in the way we use it. Saving an entry usually takes around five seconds though that may just be because our office Wi-Fi gets overloaded. If I had to point out one thing, it would be nice to show more cases in the recent cases sidebar. On busy days, each of us may work with up to 20 people and right now we can only view the last 10 we interacted with.

Pros

CharityTracker has become essential for our organization in managing the clients we support. The interface is clean and simple which allows our team to work quickly, accurately and efficiently when serving people. Its reporting features are especially powerful and give us a much better picture of our clients, helping us plan smarter ways to support our community going forward. The ability to pull demographic information so fast has been a huge advantage especially when we need solid data to support fundraising efforts for our nonprofit.

Cons

we'd still like to see a different licensing model something more flexible that would make it simpler to add users at our agency and pay for them individually or on a monthly basis.

Pros

Running services through one funding organization while supporting multiple church access points has been much more manageable with CharityTracker. The functionality it offers helps us keep our database current and accurate which would be very difficult otherwise. Since we can also access our local network, it gives us a way to connect clients with other service providers when needed.

Cons

A number of our agents are connected to churches that are also part of our network so anyone serving in roles at two agencies has to use separate logins. That can cause confusion when login details get mixed up although it's still preferable to having records overlap or get combined incorrectly.

Pros

Its been a positive experience overall and the features cover what I need well. The advanced search is especially useful since there are times when a birth date is the only information available to look someone up. The Special Monthly Meal Report is another feature I really appreciate because it gives me the exact numbers I need when reporting to the food bank. On top of that, customer service has consistently been very good whenever I've needed help.

Cons

The biggest downside is the speed. It runs too slowly and really needs to be faster. I'd also like the option to delete duplicate accounts.

Pros

Having everything on a single screen makes a big difference. I can quickly keep up with the services we've been providing to our clients and all of the information is right there in one place whenever I need it.

Cons

There really isn't anything about the program itself that I dislike. My only frustration is that not enough agencies in my area use it. When more agencies were on the platform, we could track the services clients were receiving not just from our agency but from other providers too.

Pros

One of the best things about CharityTracker is how it helps bring our community together to better support clients. Referrals are much simpler to make now which has been a huge advantage for the people receiving services. It also lets us see which other organizations they're connected with so we get a clearer picture of their overall situation. On top of that, CharityTracker's customer service has been fantastic. They're always pleasant to work with and incredibly helpful whenever we need support.

Cons

There have been a few times when the server has gone down and the system can get pretty slow in the afternoon when a lot of users are on at once.

Pros

It gives me one place to check for local events and training classes in my area. I really enjoy being able to see different ways I can contribute to my community and find opportunities to help.

Cons

Would be better to have follow-up updates on items posted for needy individuals or families so people can know whether that person ended up receiving what they needed.

Pros

Charity Tracker's biggest strength is how flexible it is. We can customize the reports and data entry fields to capture exactly the information we need for both internal reporting and the reports we send to clients.

Cons

One ongoing frustration is the sidebar only displaying the last 10 clients served. Since we usually help more than 10 people each time the clothing closet and food pantry are open, that limitation adds another 10 to 15 minutes of paperwork to every reporting session.

Pros

Its an excellent tool for linking people in the community with resources that are already available. It helps cut down on duplicated services and makes it easier to spot patterns in what individuals across the community are needing. With that information, we can work together to solve problems and troubleshoot the areas that need more support. It also helps us respond proactively and equip people in the community with the skills they need to become more self-reliant.

Cons

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

Pros

The searchable database of local organizations helps us connect with groups in our community and locate the services our patients need. The bulletin board has also been really useful. We can post a specific need and someone from another organization can respond and offer help. It has been a very helpful tool for supporting and strengthening our community.

Cons

We have only been using Charity Tracker for a few months and at this point we have not run into any issues.

Pros

The way relationships are connected works really well and it's also helpful that comments are stored in order from the newest to the oldest.

Cons

Updating and adding outcomes feels more complicated than it should be and it ends up taking a lot of time. As a Case Manager, there isn't always enough time in the day to work through all those steps. I also wish the assessment tab were separate from the Programs tab.

Pros

Having all of our organizations connected and able to communicate with just the click of a button has been really valuable.

Cons

My only concern is that I never seem to see updates on whether people actually received the assistance. It may be that I'm not looking in the right place for those updates. I've submitted this type of request a few times already and haven't seen any help come through yet for the people in need but I still think it's a good first step toward building awareness and at least creates a way for us to communicate and keep track of those who need support.

Pros

Having everything in one place is what I enjoy most about it. I can view other community providers and the services they offer, search for constituents and see their history of service use and post or respond to events and service requests without leaving the platform.

Cons

The biggest challenge is that it doesn't seem to be used consistently. Quite a few clients have told me they received services before but when I check CharityTracker, there's no record of it. I've also helped people who use community services regularly yet their file often doesn't show a valid ROI. On top of that, when issues are reported to management, whether it's a problem with the site or a client misusing services, there's usually little to no follow-up.

Pros

Using it across several departments has been really convenient. With both volunteers and staff in the system, being able to control what each department can and can't see is a big plus. The customer service has also been excellent. Another thing that works really well is being able to access the database from multiple locations, as long as there's Wi-Fi and a computer, all of our information is right there when we need it.

Cons

The reporting options are excellent but figuring out how to use them has taken some trial and error. It would be much better if there were a built-in help button that linked directly to the right help page, ideally with a video walkthrough for each feature.

Pros

multiple users can access it and it lets you view what resources other organizations have already provided to clients.

Cons

Navigating it can be pretty confusing because there are so many different tabs. The way it's structured can also get expensive if volunteers are handling data entry. On top of that, the case management side isn't very useful since every organization tracks different metrics which makes querying the data difficult.

Pros

It has helped our organization make more informed decisions about the assistance we provide. It also keeps us connected with other groups and ministries and gives us a broader view of the needs and available services in our community.

Cons

Looking up a service can sometimes be a bit challenging and it's also pretty easy to create duplicate files so users need to be extra careful when working in that area.

Pros

Having all of my clients' information stored in one place is really convenient and keeps everything organized.

Cons

Tracking the assistance provided feels a bit tedious. I wish there were an option to select multiple categories at once, like a checklist, instead of entering each one individually.