CharityTracker

CharityTracker

Case management for nonprofits

4.5/5 (701 reviews)

CharityTracker Overview

CharityTracker is an online service that connects charitable organizations within a community, allowing them to communicate in real time & track client records.

The solution provides a web application for shared case management used to gather and report statistical data for resource development, strategic planning, measuring outcomes, reducing duplication and disaster relief.

Charity Tracker is a HIPAA-compliant, and provides cloud-based collaboration. Features include a shared client case database, outcomes tracking and reporting, post bulletins, and referrals.

Pricing

Starting from
$20/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

CharityTracker Reviews

Overall rating
4.5/5
94% positive reviews
428
Excellent
229
Very good
41
Average
2
Poor
1
Terrible

Charity Tracker For a Network of Providers

Used Daily for 2+ years
Reviewed on 10/2/2018
Review Source: Capterra

We are attempting to address a multiple issues by implementing Charity Tracker:
1. Provide a useful tool for our non-profit, government and faith-based partners to track the assistance they are providing in our county.
2. Providing them a simple way to report on the assistance they are providing in our county.
3. Connect organizations to each other, across a network, to better serve clients with varying needs in a more holistic way. Organizations can make direct, electronic referrals to each other across the network for assistance they are not able to provide.
4. We are asking all organizations using the system to input program-level detail to ensure that the referrals that are made are "qualified leads".
5. Offering organizations a way to better goal-set and track outcomes with their clients, with multiple organizations having the ability to assist/participate in the goal-setting and outcome tracking.
6. We are seeking to understand gaps in assistance as well as reduce duplication of service.
7. We are streamlining the intake process by setting a minimum level of information that organizations must record during intake, which will also ensure that all organizations assisting a client have the information they need in order to do so.
8. We will utilize the collective data to bring more dollars into our county to help support the organizations in our county that are providing assistance.

Pros

What I like most about the software is that is easy to use, user-friendly for a variety of skill levels and intuitive. Also that the system is web-based, because that means I have access virtually anywhere.

Cons

What I like least about this software is that it can take upwards of 15 minutes or more to pull a CSV file report. Also, while I like the variety of reports available, the amount of options/combinations can make it confusing to know which information to pull and how to pull it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Very dependable. Help is always available for the program in a timely and professional manner.

Used Daily for 2+ years
Reviewed on 8/29/2017
Review Source: Capterra

Pros

It is easy to get input for programs that is specific for the need of our organization. The programs as administrator are easy to edit. As administrator I can edit funding sources, I can make any necessary changes by just clicking a save change button. Like the reports sub-tab where I can go and run all the reports that pertains to this agency. I can customize agency reports. Running the reports could not be easier. I can filter the reports, I can choose the fields for the agency reports. I can easily get data for demographics reports. When using search it is not complicated. It will list all possible duplicate cases if any exists. If it is a duplicate case you can merge those cases, which is an excellent tool.

Cons

I would like to be able to go back into the relationship tab and make corrections as to if it is a dependent or living together without having to go all the way back to the beginning and edit the relative out and input again. I need this feature because I have volunteers that will not always input this data. I am not sure if it's my fault or the input of area we serve as the crisis. I have not been able to change that. For instance pantries- We have 5 pantries I would like for a heading to be for each pantry with the sub heading name of pantries. I don't know how to do that. I would like for the listing of our assistance program to be revised. I am not sure if I can do it, I have not call nor asked for help with this issue. I believe rearranging things that will best give us a more accurate count. I am not sure how to get a count from the sub heading of agencies, that is confusing to me. Again I have not spoken with anyone lately about it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

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

Used Daily for 2+ years
Reviewed on 8/22/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Wonderful, amazing, beneficial, easy to work with

Used Weekly for 2+ years
Reviewed on 8/22/2017
Review Source: Capterra

Being in a Rural community - resources are often hard to find and locate. Often times in case management we run into a benefit that is not offered by any source in the community. Charity Tracker allows for communication to the community to ask for help on a case by case basis. Charity Tracker opens the lines of communication between community partners, increasing knowledge and awareness of what each community partner offers in the way of assistance. Charity tracker can be used to track individual assistance or total assistance given on a community level - offering a chance for funding opportunities, such as grant writing. Charity Tracker allows community leaders to see what services are being used the most, what services are least likely to be used and what services are still needing to be added. I can not stress enough how much this program means to our community! I was watched our community use this program from the beginning and I have watched it grow. Our United Way pays for this program in our community and it is money well spent. I support this funding effort and hope it is something we continue to achieve each year!

Pros

Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! I was fortunate to be on board when Charity Tracker was implemented in our community and still fortunate to this day to work in the same community. Charity Tracker makes it easy to get information to community members or even get information from the community. Charity Tracker allows for key community members to collaborate about new ideas. Along with new ideas - Charity Tracker allows for all community partners to track and follow assistance given. This information on an agency level or community level is valuable information allowing for discussion topics to open up about funding or bringing in other resources into our community. With Charity Tracker we are able to see what we do well as a community and where we need to improve - what needs are being met and what needs still need to be met.

Cons

Limited to service areas - all communities should have this program - would be helpful to be tied in with other Charity Tracker communities across the state.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Charity Tracker makes networking with other organizations quick and easy.

Used Daily for 2+ years
Reviewed on 8/22/2017
Review Source: Capterra

The collaboration with other agencies assists clients better. Donor and funders like to see that partnerships happen because of this program.

Pros

Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained.

Charity Tracker makes tracking of services for clients very easy as well. It is great to see what services the client has already received in the community. This helps to better assist the clients overall, and makes connecting them with services much more efficient.

Also, Charity Tracker's tech support is fabulous. Anytime I have a question, or need help running a report, I call their help desk. Within minutes, I am in contact with a technician, and they stay on the phone until my issue/need is addressed.

The value for the amount you pay can't be found with most software.

Cons

Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need.

Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you when data is missing in a client's file. For example, if entering a new client, if you miss the DOB box, I would like to see a box pop up that says "You forgot the DOB for this client. Would like you to enter it or ignore it?" I know that sometimes it's not possible to enter ALL the information, so an ignore button would be nice. If this popped up every time you enter that client's file, it would be annoying enough that you would enter it to not have to have the box pop up anymore!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

CharityTracker Pricing

Starting from
$20/month
Pricing options
Free Trial
Subscription
Value for money

Month to month, no contracts. Save 10% with yearly commitment.

CharityTracker Features

  • Access Control
  • Activity Dashboard
  • Communication Management
  • Contact Database
  • Reporting & Statistics

  • API
  • Activity Tracking
  • Attendance Management
  • Automatic Reminders
  • Credit Card Processing
  • Custom Fields
  • Custom Forms
  • Customizable Branding
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Grants Management
  • Mobile Integration
  • Third Party Integration

Additional information for CharityTracker

Key features of CharityTracker

  • Agency directory
  • Bulletins
  • Case management
  • Comprehensive reports
  • Create & track outcomes
  • Custom case alerts
  • Dashboard
  • Digital signature capture
  • File uploads
  • HIPAA compliant
  • Member database
  • Print ID cards
  • Privacy groups
  • Real-time communication
  • Requests & referrals
  • Scanning technology
  • Services index
  • Smart search capabilities
  • User access controls

Benefits

  • Organizations can print and use ID cards, and rapidly open a case to add assistance records with a scan.

  • CharityTracker includes a listing of all agencies and their agents in a network within the agency directory.

  • Administrators can control who has access to certain cases and reports with permissions management.

  • Post area-wide bulletins for everyone in the network.

  • HIPAA compliant

  • CharityTracker FAQs

    Below are some frequently asked questions for CharityTracker.

    Q. What type of pricing plans does CharityTracker offer?

    CharityTracker offers the following pricing plans:

    Starting from: $20/month

    Pricing model: Subscription

    Free Trial: Available

    Month to month, no contracts. Save 10% with yearly commitment.

    Q. What are the main features of CharityTracker?

    CharityTracker offers the following features:

    • Agency directory
    • Bulletins
    • Case management
    • Comprehensive reports
    • Create & track outcomes
    • Custom case alerts
    • Dashboard
    • Digital signature capture
    • File uploads
    • HIPAA compliant
    • Member database
    • Print ID cards
    • Privacy groups
    • Real-time communication
    • Requests & referrals
    • Scanning technology
    • Services index
    • Smart search capabilities
    • User access controls

    Q. Who are the typical users of CharityTracker?

    CharityTracker has the following typical customers:

    Non Profit, Public Administrations

    Q. What languages does CharityTracker support?

    CharityTracker supports the following languages:

    English

    Q. What type of pricing plans does CharityTracker offer?

    CharityTracker has the following pricing plans:

    Subscription

    Q. Does CharityTracker support mobile devices?

    We do not have any information about what devices CharityTracker supports

    Q. What other apps does CharityTracker integrate with?

    We do not have any information about what integrations CharityTracker has

    Q. What level of support does CharityTracker offer?

    CharityTracker offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials