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Affordable, Cloud-Based, Case Management Software
Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.6
/5
1K
Starting from
20
/user
Per month
Value for money contenders
Functionality
4.4
/5
1K
Total features
65
7 categories
Functionality contenders
Overall Rating
4.5
/5
1K
Positive reviews
630
337
64
8
2
Overall rating contenders
Elizabeth D.
Executive Director
Nonprofit Organization Management, 1-10 employees
Review source
Transcript
Elizabeth D.: I'm Liz. I'm an executive director at a free clinic for the uninsured. I give CharityTracker...
Dan V.
Government Clerk
Government Administration, 1,001-5,000 employees
Review source
Transcript
Daniel V.: Hi, I'm Dan. I'm a clerk. I rate Charity Tracker five. For more reviews like this click on...
Bruce P.
Religious Institutions, self-employed
Used monthly for 2+ years
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Many key leaders in religious and social services were experiencing frustration in extending care to those in need in our community. We worried that some individuals were "gaming" the system; taking advantage of those who were willing to help by going to one agency after another asking for money. CharityTracker allows me to network with others involved in offering aid so that we can share information, progress reports, etc. so that the aid offered gets to the people who are really in need and helps them build bridges to a better future.
My critique of the system isn't about the software. As with any networking solution, the more you put into it the more you get out of it. I could do much more to contribute and take advantage of the tool.
Verified reviewer
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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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.
We keep up with all our clients, the number of times helped and type of help received.
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 G.
Civic & Social Organization, 1-10 employees
Used daily for 2+ years
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Tracking of those requesting assistance
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.
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.
Sewell G.
Libraries, 51-200 employees
Used daily for 6-12 months
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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.
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.
The report writing functions are a bit confusing.
Verified reviewer
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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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
That we are able to share clients with other providers to help elimante duplicatation of services.
There isn't an area to indicate that a client is a veteran.
CharityTracker has the following pricing plans:
Starting from: $20.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of CharityTracker?
Q. What languages does CharityTracker support?