CharityTracker Pricing, Features, Reviews & Alternatives

CharityTracker

Affordable, Cloud-Based, Case Management Software

4.52/5 (1,009 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
Free trial
Subscription
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: Client's Case ViewCharityTracker PLUS PresentationCharityTracker screenshot: Dashboard/Bulletin BoardCharityTracker screenshot: Barcode Scanning ID'sCharityTracker screenshot: Reporting ToolsCharityTracker screenshot: Measure Outcomes

CharityTracker user reviews

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

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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Cynthia Q.

CT Occasional user

Used monthly for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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PJ B.

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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Koya H.

Amazing resource

Used daily for 2+ years
Reviewed 2021-04-08
Review Source: Capterra

I love it. It has been the best tool for saving time.

Pros
I love that it is easy to use. I love the referral feature probably the most because it allows you to request services on behalf of a client without ever having to leave the office, submit anything. it's all in front of you.

Cons
It has a ton of glitches. It goes down at least 2-3 times a day without warning right in the middle of a slammed day. Customer service sometimes is hard to get a hold of as well.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Melissa C.

Great System!

Used daily for less than 6 months
Reviewed 2019-07-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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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

Activity Dashboard
Alerts/Notifications
Contact Database
Contact Management
Reporting & Statistics

API (80 other apps)
Campaign Management (95 other apps)
Data Import/Export (98 other apps)
Donor Management (102 other apps)
Electronic Payments (82 other apps)
Event Management (145 other apps)
Membership Management (132 other apps)
Mobile Access (91 other apps)
Mobile Giving (79 other apps)
Online Giving (102 other apps)
Payment Processing (89 other apps)
Pledge Management (105 other apps)
Receipt Management (79 other apps)
Third Party Integrations (84 other apps)
Volunteer Management (119 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

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