CharityTracker

Affordable, Cloud-Based, Case Management Software

4,5 /5 (1006 reviews) Write a Review!

CharityTracker Overview

What is 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.

CharityTracker Overview

Pricing

Starting from
US$20,00/month

Pricing options

Free Trial
Subscription
Value for money

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


CharityTracker Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India, Germany
Supported Languages
English

Media

Client's Case View
Dashboard/Bulletin Board
Barcode Scanning ID's
Reporting Tools
Measure Outcomes
CharityTracker screenshot: Client's Case View CharityTracker screenshot: Dashboard/Bulletin Board CharityTracker screenshot: Barcode Scanning ID's CharityTracker screenshot: Reporting Tools CharityTracker screenshot: Measure Outcomes

CharityTracker Reviews

CharityTracker Reviews

Overall rating
4,5
/
5
Excellent
602

Very good
333

Average
62

Poor
7

Terrible
2

Value for Money
4,6
Features
4,4
Ease of Use
4,5
Customer Support
4,5
93% recommended this app
Cheri M.

An Awesome Resource Network

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.


Cynthia Q.

CT Occasional user

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.


Janice C.

Charity Tracker is wonderful.

In general, it is very helpful and it allows you to reach many places at once without looking up emails for individual organizations. I found it very helpful.


Pj B.

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

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.


Dwana H.

Charity Tracker is a gift

I personally think it is a wonderful idea and I liked the barcode that you could scan now that helped with less time show people how to use the computer site.


Cheri M.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

An Awesome Resource Network

Used Daily for 2+ years
Reviewed on 2018/10/02
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cynthia Q.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

CT Occasional user

Used Monthly for 2+ years
Reviewed on 2019/06/19
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Janice C.
Industry: Nonprofit Organization Management
Company size: 501-1 000 Employees

Charity Tracker is wonderful.

Used Weekly for 1+ year
Reviewed on 2020/10/13
Review Source: Capterra

In general, it is very helpful and it allows you to reach many places at once without looking up emails for individual organizations. I found it very helpful.

Pros

I really like that you can reach many organizations at one time. You can even attach a flyer to your notice. They can also respond back to you very quickly. It is very convenient.

Cons

It is difficult at times to maneuver around options that are available to you at times. You have to really explore everything.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Pj B.
Company size: 2-10 Employees

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

Used Daily for 6-12 months
Reviewed on 2017/08/23
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Dwana H.
Industry: Law Practice
Company size: 501-1 000 Employees

Charity Tracker is a gift

Used Daily for 1-5 months
Reviewed on 2020/08/25
Review Source: Capterra

I personally think it is a wonderful idea and I liked the barcode that you could scan now that helped with less time show people how to use the computer site.

Pros

It made the donation site my company situp go so smooth and easy. They want to help assist people in paying their bills. So, with Charity Tracker when you go to the site to donate you can open up the new case where the individual is listed and then go the service and make a donation. They have everyone listed who need assistance.

Cons

Well, a lot of the employees who didn't work in the office and couldn't use a computer very well had a problem with going from a new case to clicking on to the add a service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9/10
Based on 1 006 user ratings
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CharityTracker Pricing

CharityTracker Pricing

Starting from
US$20,00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
4,6/5
Based on 1 006 user ratings
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CharityTracker Features

CharityTracker Features

API
Access Control
Activity Dashboard
Attendance Management
Automatic Notifications
Campaign Management
Communication Management
Contact Database
Contact Management
Credit Card Processing
Custom Fields
Customizable Branding
Customizable Reporting
Data Import/Export
Electronic Payments
Event Management
Registration Management
Reporting & Statistics
Third Party Integration
Volunteer Management
Features
4,4/5
Based on 1 006 user ratings
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Categories

Additional information for CharityTracker

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

    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: US$20,00/month

    Pricing model: Subscription

    Free Trial: Available

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

    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:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    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:

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