About CharityTracker

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:

US$20,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of CharityTracker

  • 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

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, Germany, United Kingdom, Ireland, India, New Zealand, United States, South Africa

    Supported Languages

    English

    Pricing starting from:

    US$20,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    CharityTracker Software - Client's Case View
    CharityTracker Software - Dashboard/Bulletin Board
    CharityTracker Software - Barcode Scanning ID's
    CharityTracker Software - Reporting Tools
    CharityTracker Software - Measure Outcomes
    View 6 more
    CharityTracker video CharityTracker Software - Client's Case View CharityTracker Software - Dashboard/Bulletin Board CharityTracker Software - Barcode Scanning ID's CharityTracker Software - Reporting Tools CharityTracker Software - Measure Outcomes

    Features

    Total features of CharityTracker: 48

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Reporting
    • Administrative Reporting
    • Alerts / Escalation
    • Alerts/Notifications
    • Appointment Management
    • Assessment Management
    • Attendance Management
    • Case Management
    • Case Notes
    • Child Welfare Management
    • Client Management
    • Collaboration Tools
    • Communication Management
    • Contact Database
    • Contact Management
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Data Import/Export
    • Document Management
    • Document Storage
    • Electronic Signature
    • Email Alerts
    • For Nonprofits
    • Forms Management
    • Goal Setting / Tracking
    • HIPAA Compliant
    • Member Communication
    • Member Database
    • Multi-Location
    • Program Management
    • Progress Reports
    • Progress Tracking
    • Real Time Reporting
    • Records Management
    • Referral Management
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • SSL Security
    • Scheduling
    • Search/Filter

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    Reviews

    Overall rating

    4,5 /5
    (1 013)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,5/5
    Customer Support
    4,5/5

    Already have CharityTracker?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 1 013
    Cheri M.
    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

    An Awesome Resource Network

    Reviewed on 2018/10/02

    CharityTracker is a shared database of client assistance, its a way to communitycate with other...

    CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes.

    Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment.

    Pros

    Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

    Cons

    That every agency in the whole community isnt using it!

    Cynthia Q.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

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

    CT Occasional user

    Reviewed on 2019/06/19

    We extract monthly information from CT to keep track of the number of clients we are seeing on a...

    We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.

    Pros

    I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community.
    Customization of the software for our own needs is also a great advantage of using CT.

    Cons

    As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.

    Jann S.
    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.

    Pj B.
    Overall rating
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Lack of training was the challenge we faced and are still dealing with nine months later.

    Reviewed on 2017/08/23

    Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As...

    Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

    Pros

    Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

    Cons

    The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

    Melissa C.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Great System!

    Reviewed on 2019/07/02

    We are finding that we can easily identify when people are giving us false or conflicting informatio...

    We are finding that we can easily identify when people are giving us false or conflicting information. During searches or intake, we can see where someone is already in another household.

    Pros

    You can search and find what you're looking for easily.

    Cons

    I don't think I have any complaints. It's much better than Client Track.

    Showing 5 reviews of 1 013 Read all reviews

    CharityTracker FAQs

    Below are some frequently asked questions for CharityTracker.

    CharityTracker offers the following pricing plans:

    Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.

    CharityTracker has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    CharityTracker supports the following languages:

    English

    CharityTracker supports the following devices:

    We do not have any information about what integrations CharityTracker has

    CharityTracker offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for CharityTracker.