CharityTracker

4.5 (1,045)
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Affordable, Cloud-Based, Case Management Software

Overall rating

4.5 /5
(1,045)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support
4.5/5

93%
recommended this app
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1045 Reviews

Sewell
Overall rating
  • Industry: Libraries
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

First electronic record user

Reviewed on 2018/10/02

I have saved time and energy keeping all my records in one system. It allows others in my group to...

I have saved time and energy keeping all my records in one system. It allows others in my group to work cooperatively on the same case and communicate with each other.

Pros

I was a bit intimidated of using a system like Charity Tracker. I am older an my skills computer aren't always the best. I have been out of the field for a number of years and thought that would pose problems with record keeping as well. Was I surprised ar how simple Charity Tracker was to use. I viewed the videos on the web site and was able to start using the system immediately. I had a few questions and they answered them quickly. I have had no problems using the intuitive system after day 3.

Cons

The report writing functions are a bit confusing.

Verified Reviewer
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A great resource for our Food Pantry

Reviewed on 2018/10/02

I was hesitant to change from our previous system because that was all I knew. This software gives...

I was hesitant to change from our previous system because that was all I knew. This software gives us the ability and flexibility to do much much more than our old system.

Pros

We keep up with all our clients, the number of times helped and type of help received.

Cons

I appreciate the ability to do reports, however I have to be careful to make sure I’m in my agency and not the county as a whole when pulling them. It can make a huge difference and big mistake on my part!

Donna
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

I use it almost daily to check the level of assistance received by people asking for help from...

Reviewed on 2017/08/22

Tracking of those requesting assistance

Tracking of those requesting assistance

Pros

That I can find out if someone is already in the system. I like that searches I've already submitted appear when I type them in again. I like that it notifies me of possible duplicates. I've not had to use customer support so I think that means it works well for my needs.

Cons

That it is cost prohibitive for most people and most area churches are not aware of the software. I know people receive other assistance but it's not in the system because others don't use it because they can't afford it or don't know about it. I wish the verify and print ROI was in one step not two.

Verified Reviewer
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Miami County Charity Tracker

Reviewed on 2018/10/08

1. Our providers are using the software for case management for homelessness
2. Clients whose needs...

1. Our providers are using the software for case management for homelessness
2. Clients whose needs are not being met by the intake provider now can give resources to other providers
3. Our Life Cycle - free bikes can now be tracked by those in need of transportation for work, probation or Four County appointments

Pros

That we are able to share clients with other providers to help elimante duplicatation of services.

Cons

There isn't an area to indicate that a client is a veteran.

Verified Reviewer
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Does almost everything you could hope for

Reviewed on 2019/01/15

Pros

It makes it very easy to track everything that you do with a client and you can share it with others in the network or keep it completely private.

Cons

It is not always easy to get the exact type of reports that you need for various things. The information is all in the system but it is not always easy to get it out.

Verified Reviewer
Overall rating
  • Industry: Religious Institutions
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

All Help Organizations Need Charity Tracker

Reviewed on 2018/10/02

So much easier to assess needs and situations with notes and entries.

So much easier to assess needs and situations with notes and entries.

Pros

Ease of use, notes to others, and lists of assistance offered has been critical to us in making better assistance decisions

Cons

Hard to find services specifically by service needed when we need to know what agency might offer a specific type of service.

Verified Reviewer
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

An easy and beneficial asset to our organisation

Reviewed on 2018/08/04

Pros

Working in the education sector there is the requirement to interact with the wider community. With this software, we are able to aggregate and manage data in an efficient and EASY way. Everyone has said what a welcome sigh of relief it has been to use a piece of software that doesn't take months to get one's head around.

Cons

The ability to link accounts would be good as there is another organisation who we are very close to.

Phil
Phil
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Tracking Services

Reviewed on 2019/07/01

I use CT to keep current on client interactions and keep records available for court. REally wish...

I use CT to keep current on client interactions and keep records available for court. REally wish it had more robust capability to build in questionaires and tools easily for myself and other counselors.

Pros

CT does a good job of asking the right questions to capture relevant data for a social services or counseling client. The reporting system does well presenting progress. Has capability to customize to agency needs of services.

Cons

Not intuitive. Requires learning much about the software to make it work. Runs slow for my usage.

Verified Reviewer
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product for church's and non-profit organizations

Reviewed on 2018/07/24

One location for all of our information. Easy to print reports.

One location for all of our information. Easy to print reports.

Pros

This softwear is easy to use and keeps all your information in one program. It is also easy to search for people by name or portions of names. Reports can be printed based on different criteria. You can also share with another organizations. We use it to keep up to date with those we are helping and share it with our local co-op.

Cons

The only negative was adding all the information for past years. They may be way to merge old information but we didn't have our old items in a program. Just an excel spreadsheet. Not really a con of the program just our prior way of keeping infomation.

Verified Reviewer
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Three year user

Reviewed on 2018/10/02

Pros

Ease of use and agency report functionality

Cons

Does not tie in budgeting/financials features

Lorie
Overall rating
  • Industry: Religious Institutions
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I have found Charity Tracker to be easy to learn, very transferable and an invaluable tool.

Reviewed on 2017/08/22

We were a start up non-profit and the benefits are staggering. Affordable case management, easy...

We were a start up non-profit and the benefits are staggering. Affordable case management, easy to administrate and wonderful customer service. I have also benefited and appreciate the webinars provided. This software has helped link our faith based community. Get's us beyond denominational lines. We only have 5 paid staff. The rest is volunteer (company Size)

Pros

We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

Cons

With the number of volunteers that benefit from access to Charity Tracker, the cost of bases. Also, because of the amount of users on our network, we do end up with a lot of duplicates that go undetected. Would their be a way for a more pronounced alert to be developed that would even prevent a user from going forward until they used the search tab? Also, it is sometimes difficult to know what fields to select( or not) when running reports. I've learned most by trial and error and it seems like it is clunky. Perhaps it's just me and my inexperience but I wish the reports were more user friendly and as easy as the case management arm of Charity Tracker.

Donna
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Being Good Stewards with CharityTracker

Reviewed on 2018/10/02

I was once asked to help with a married couple's back rent. They owed more than $500 and were...

I was once asked to help with a married couple's back rent. They owed more than $500 and were scheduled for eviction. That was a big amount of money for our small charitable organization. A quick glance at CharityTracker revealed the couple frequently asked area agencies to pay their rent, but more importantly, they had been counseled numerous times on their excessive use of cable TV pay channels. They were defiant in their refusal to disconnect because they wanted access to all the premium channels. I rarely turn down a request for assistance, but I did for that one. Without CharityTracker, I wouldn't have known they were routinely taking advantage of other people's generosity.

Pros

CharityTracker is an excellent way for charitable organizations within a community to share information. It allows those of us trusted with donation dollars to be good stewards of other people's money. Most everyone seeking assistance is honest and forthright, but CharityTracker gives local agencies the opportunity to work as a team in stopping those who try to abuse the system.

Cons

If I could change one thing about CharityTracker it would be to only list money, material goods (clothing, food, etc.) or services with a dollar value under the heading of Assistance. Oftentimes, I'll see an applicant with a VERY LARGE number of Assists only to find out that a great many of those Assists were for prayer or spiritual tracts. Don't get me wrong -- prayer is very important and greatly needed, but I don't think it should be added to the number of times a person receives Assistance. It makes that applicant appear to be a frequent flyer, so to speak -- seeking too much help. If our goal is to make sure no one is abusing the system by duplicating funding efforts, why track prayer? Prayer is free and unending and always available in abundance. Donation dollars are what we should protect against abuse.

Jill
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Charity Tracker

Reviewed on 2019/06/19

It allows me to see how other agencies have served a client before I decide what our level of...

It allows me to see how other agencies have served a client before I decide what our level of support should be. It also helps me refer clients to other agencies for assistance if I don't have what they need. As stated above, if I could gather data saying that our combined agencies are helping a specific number of clients on a monthly basis, that would be very helpful. We don't know if we (as a community) are helping 1 client six times, or six separate clients. I would love to be able to pick out duplicates so that we knew the true need in our community.

Pros

It is simple and connects many of the agencies in our community by allowing us to see shared data on clients in need.

Cons

The ability to roll up and create reports is exclusive to the administrator, and I need this same option at the user level. It would prevent duplicate reporting that I do for my own agency, and allow me to see how other agencies are using the system. My organization pays for many of the agencies in our network to participate in Charity Tracker. The intent was so that we could evaluate how the clients are being served but I do not have that capability as a user.

Jann
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Perfect Nonprofit Collaboration Platform

Reviewed on 2021/11/17

I really loved it. It took a bit of training and documenting, and was especially challenging to get...

I really loved it. It took a bit of training and documenting, and was especially challenging to get other agencies to see the value in this type of collaboration. But I think it was a vital step forward for making local emergency financial assistance agencies, which always have limited funds compared to need, able to utilize their funds wisely. My favorite thing was that Simon Solutions gave such personalized service and worked with us on cost effective customizations that enabled us to track funding sources effectively and to keep that information private to our staff.

Pros

Our community's emergency assistance providers needed a way to work collaboratively when people had a disconnection bill larger than any one of us could pay. CharityTracker enabled us to see what other orgs were contributing, so that we were able to make sure that the full amount past due and reconnect fees were covered, ensuring that our collective funds would actually reconnect someone's services. Charity Tracker allowed this and helped us track other types of assistance that were provided. It also was able to be customized to meet our needs. I have moved from that role, but was excited to see that my new organization is also going to use the same citywide system to track assistance provided to people after a disaster.

Cons

It is really compliant, ensuring that all permissions are captured and respecting the privacy of the people served. Because of that, it was a little less flexible that our own personal system, where data sharing requirements were not necessary.

Elisabeth
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

We love using Charity Tracker in our community! It is easy to use & customer service is...

Reviewed on 2017/08/28

Pros

We love Charity Tracker because it allows us to streamline the tracking of services throughout our community. It is easy to use. The standard features paired with the customer service team allow us to manipulate the program to fit our community and agency needs. We also really enjoy the photo feature paired with the ID card. This allows our clients to easily use services but not be assigned just a number. The program has also helped to reduce abuse of services and increased communication between local partner agencies.

Cons

There are very few things I dislike. However, it would be nice if we had more access to surrounding communities as we have many clients that migrate into our town from other areas across the state. See past history with other agencies outside our network would be very helpful. Also, it would wonderful to have a way to assign and track case loads to a particular case worker.

Heather
Overall rating
  • Industry: Religious Institutions
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Overall, it's an easy program to use and allows me to track most of what I need to track.

Reviewed on 2017/08/22

It's a great paperless way to keep up with information and I can pull reports for church administrat...

It's a great paperless way to keep up with information and I can pull reports for church administration when needed. It helps when creating the budget at start of every year.

Pros

It's easy to navigate. I can pull up clients easily as well as see how much we've given them and when. It's also easy to edit client information, especially since addresses change so much with the people I work with.

Cons

I would love to be able to link accounts so that I can keep up with family members who come in separately, but live in the same address. Because resources in my area don't connect with each other, but I know people have used them I would love to have a place to keep up with where and how much they've used from other resources. (This is information we track with our application for assistance applications). When it comes to tracking client income, more options would be helpful, even if it's the option of a drop down box to add that information.

Elaine
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Volunteer Use Extremely Helpful

Reviewed on 2019/07/23

Pros

I am retired and not terribly computer savvy. Charity Tracker is so easy, it makes my volunteer work, which is serving hundreds of needy in my area, possible. The others in my group can easily see what I am posting, and likewise I can see their postings. The storage a retrieval of historical data is simple and is critical to our being able to offer the assistance to our clients.

Cons

Sometimes the choices in the drop-down boxes available for posting do not fit what we desire. Yet we do not advocate for additional choices. The advantages of the simplicity of having the choices there are outweigh any benefits we would gain in having additional choices.

Deborah
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

CharityTracker Review

Reviewed on 2018/10/02

Great! We are glad to have switched to it and continue to find out new ways to maximize our...

Great! We are glad to have switched to it and continue to find out new ways to maximize our experience with it.

Pros

It is a comprehensive way to track all services provided to a client across organizations in our area. The system is user friendly and easy to learn through the training. The reports help pull various information needed for grants, Board presentations, and other reporting needs.

Cons

The reports function is not nearly as user friendly as the rest of the software. Also (and this is essentially just the nature of the beast), having so many users from so many organizations use the same database does mean that there is not nearly as much consistency in entering information as would be ideal. (For example, some people put notes in the notes tab, while others put it in alerts, and still others include notes in the assistance section.)

Andrea
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Choice for Integrated Data Management

Reviewed on 2017/08/23

We use this software to share data with other organizations about our client usage, to get...

We use this software to share data with other organizations about our client usage, to get information regarding needs in our communities and how we are meeting them, to track case notes, visits, and client household data. We then use this client demographic information and tracking to report to our donors, board members, and community about the services we are providing.

Pros

I like the functionality of the software and its ability to add sections and features or disable them as needed for the organization. The ability to report by various datasets is crucial to our processes, pulling case history by client, by household, or by service.

Cons

The software could use some work as it pertains to looking up accounts, which can be lost and duplicated when typos are present (no suggested results occur if there is a space where there shouldn't be, or a misspelled name).

Barb
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A Product that Does What it Says!

Reviewed on 2022/03/04

Pros

Before using Charity Tracker, our agency used a simple database to track our funding and client information. Coordination with some other agencies was not possible. Now we can work with another non-profit and know that we are able to be better stewards of our charitable funding. Having accurate, timely information makes all the difference. Charity Tracker is easy to use, and the search capability and variety of reports available really help us analyze our data.

Cons

We required a weekly report that was not available within the current software. Fortunately, the development team at Charity Tracker created this customized report for us.

Response from Simon Solutions

Thank you so much, Barb - We're so honored to serve you!!

Debra
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Data Entry

Reviewed on 2019/07/02

There are some days I seem to spend much more time searching for a client than necessary.

There are some days I seem to spend much more time searching for a client than necessary.

Pros

If you have enough information you can find any of our clients. It's much easier with DOB, if that has been entered correctly.

Cons

Your program brings up a clients with DOB or Name;however , if the name must be exactly the same as entered with lower and upper case. If a mistake is made using a lower case instead of upper case I may have to search through several pages of similar names. I wish it was programmed so that either case was pulled up to the top of the list.
Also it would be helpful if it could bring up similar spellings. People often change spellings of names today;again, this has to be exact for no match at all.

Warren
Overall rating
  • Industry: Religious Institutions
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We really like the software. It is easy to use and understand.

Reviewed on 2017/08/22

The ability to track our benevolence help we provide to the community. We need to keep accurate...

The ability to track our benevolence help we provide to the community. We need to keep accurate records of who we help and how we helped them in order to be good stewards of the funds we have available.

Pros

Ease of use. Search capability is great. Being able to access the data away from the office and also update it makes it great for our needs. We entered all of our case history into the program and use it exclusively for our benevolence tracking needs at church. We like it so much we have two accounts. One for our own church records and also belong to the local group.

Cons

I could see where a little more customization would help us. Customer service was able to help meet most of our needs and made some changes for us.

Bridget
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The site seems to be up almost all of the time. I haven't run into any software glitches.

Reviewed on 2017/08/22

More information about the clients that are asking for help as well as the clients we have helped.

More information about the clients that are asking for help as well as the clients we have helped.

Pros

Having it available 24/7 and having it available on phones as well as computer. Being able to track clients across conferences boundaries. Being able to make notes for the next time a client calls. Being able to see what client other volunteers are helping. Getting reports on what we have done during a month for bulletin notices (letting our donors know where there money is going).

Cons

I would like more explanation about the meaning of fields in the report. For example there is field that is called Total Assistance but it isn't the total of the dollars spent so what is it?

Leslie
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The most affordable, accurate tool we have ever had!

Reviewed on 2017/08/22

Great reporting capability, easy to use instructions, online access from anywhere

Great reporting capability, easy to use instructions, online access from anywhere

Pros

This software allows our organization the ability to keep track of who is receiving services and why they are returning for additional support. We are focusing on breaking the cycle of dependency and this is the most affordable, accurate tool we have run across to help aid in this goal. Worth every penny we spend and then some. Everytime I need help or have a question, their staff is available and extremely friendly. I'm not looking for any other product at this time or in the near future because I truly feel we have found the best tool available.

Nancy
Overall rating
  • Industry: Religious Institutions
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Database for Our needs

Reviewed on 2019/07/09

CT is extremely useful in sharing information from church to church. Helps us keep track of what...

CT is extremely useful in sharing information from church to church. Helps us keep track of what agencies are doing to assist and community.

Pros

Charity Tracker is very user friendly. I am the CT Administrator for our Network. I love training our members on the basics and having them share with me other ways they have found to use the database for their specific needs. The reports are awesome and so useful in reporting back to the agencies how their resources are being used. We are eventually looking to expand into other features.

Cons

Cant think of anything I am displeased with. Regret more people are not inputting their info.