CharityTracker Pricing, Features, Reviews & Comparison of Alternatives

CharityTracker

Affordable, Cloud-Based, Case Management Software

4.52/5 (998 reviews)

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.

Pricing

Starting from
$20/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Germany, India, United Kingdom

Supported languages

English
CharityTracker screenshot: Measure OutcomesCharityTracker PLUS PresentationCharityTracker screenshot: Reporting ToolsCharityTracker screenshot: Dashboard/Bulletin BoardCharityTracker screenshot: Barcode Scanning ID'sCharityTracker screenshot: Client's Case View

CharityTracker reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.5
  4.5
Cheri Massey

An Awesome Resource Network

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Brock Cummins

Love CharityTracker

Used daily for 2+ years
Reviewed 2019-06-19
Review Source: Capterra

CharityTracker has been wonderful to work with. They have great customer service and have always responded quickly.

Pros
We have used CharityTracker for several years. I love that we are able to share information about how we have helped people in our community as well as see how other organizations have helped too. The alerts and notes are great tools. I can't imagine running a ministry that assists approximately 40 families per week without CharityTracker.

Cons
Nothing. We love CharityTracker and would recommend it to any organization or church that is doing benevolent ministries in their community.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Angela Tate

Charity Tracker

Used weekly for 2+ years
Reviewed 2020-02-11
Review Source: Capterra

This software helps us use our charity monies for people with actual needs and helps weed out those who abuse the system

Pros
I like the connecting of local charities to help those in our area with their needs. It helps prevent so much abuse of charity organizations by habitual takers who have not interest in bettering themselves and just want others to pay their bills.

Cons
This software functions very well. From my prospective there are no negatives with the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Koya Harris

keeps you in the loop

Used daily for 2+ years
Reviewed 2019-12-03
Review Source: Capterra

We use Charity tracker to keep track of what services clients that come to us are receiving in the county so that we can make sure there aren't people abusing the system. We love it!

Pros
I love using Charity Tracker. Our agency has been using this software for years and it has been a lifesaver. I love that Charity tracker allows you to see services that clients are receiving from other agencies in the network. This has helped us tremendously in keeping down the amount of persons who abuse social services in the community.

Cons
Charity tracker freezes a lot! I mean at least 4 or times in an hour of use. Some days we can't even get into the software and getting someone to assist you is almost impossible. They make you put in a request which sometimes it's a week before we get a response. Anything that needs to be updated or worked out, you have to go through this lengthy process and it's just annoying.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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PJ Bopp

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

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 7/10

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CharityTracker pricing

Starting from
$20/month
Pricing options
Free trial
Subscription
View Pricing Plans

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

CharityTracker features

Access Control
Activity Dashboard
Automatic Notifications
Communication Management
Contact Database
Contact Management
Reporting & Statistics

API (52 other apps)
Attendance Management (51 other apps)
Credit Card Processing (44 other apps)
Custom Fields (49 other apps)
Customizable Branding (48 other apps)
Customizable Reporting (49 other apps)
Data Import/Export (56 other apps)
Electronic Payments (57 other apps)
Email Integration (39 other apps)
Event Management (46 other apps)
Registration Management (41 other apps)
Reminders (39 other apps)
Third Party Integration (49 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for CharityTracker

Key features of CharityTracker

  • Agency directory
  • Bulletins
  • Case management
  • Comprehensive reports
  • Create & perform assessments
  • 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
View All Features

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