CharityTracker Reviews

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.

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!

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.

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.

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 is user friendly and intuitive. They software allows us to serve our clients and provide referrals effectively and with integrity.

While intuitive, it is not the easiest to create reports. Though customer service is there to help and they are very quick to respond, being able to create new reports that is complex would be easier if the reporting section was as intuitive as the service portion. I would also like to see better options with the goal setting and outcomes feature.

It makes it very easy to track everything that you do with a client and you can share it with others in the network or keep it completely private.

It is not always easy to get the exact type of reports that you need for various things. The information is all in the system but it is not always easy to get it out.

CT does a good job of asking the right questions to capture relevant data for a social services or counseling client. The reporting system does well presenting progress. Has capability to customize to agency needs of services.

Not intuitive. Requires learning much about the software to make it work. Runs slow for my usage.

We are a small rural organization and data management and outcome tracking is new to our work. Charity Tracker+ is so easy to use! The interface is clean and elegant, you can customize the heck out of it, and, importantly, it provides the data we need at three mouse clicks. This is saving HOURS every month consolidating information contained in spreadsheets. We love it!

The only downside is that this is designed for multiple organizations and we are currently a network of one. So we have had to adapt in order to track what we need to track. Even with that said, it is still the best platform I have ever used.

I am the United Way campaign director for my district. We use Charity Tracker as a way to keep up with donations and needs.

It is sometimes difficult to disseminate through all of the data and ensure that I am seeing the right stuff.

Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained. Charity Tracker makes tracking of services for clients very easy as well. It is great...

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Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need. Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you...

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CharityTracker is an excellent way for charitable organizations within a community to share information. It allows those of us trusted with donation dollars to be good stewards of other people's money. Most everyone seeking assistance is honest and forthright, but CharityTracker gives local agencies the opportunity to work as a team in stopping those who try to abuse the system.

If I could change one thing about CharityTracker it would be to only list money, material goods (clothing, food, etc.) or services with a dollar value under the heading of Assistance. Oftentimes, I'll see an applicant with a VERY LARGE number of Assists only to find out that a great many of those Assists were for prayer or spiritual tracts. Don't get me wrong -- prayer is very important and greatly...

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It is simple and connects many of the agencies in our community by allowing us to see shared data on clients in need.

The ability to roll up and create reports is exclusive to the administrator, and I need this same option at the user level. It would prevent duplicate reporting that I do for my own agency, and allow me to see how other agencies are using the system. My organization pays for many of the agencies in our network to participate in Charity Tracker. The intent was so that we could evaluate how the clients are being served but I do not have that capability as a user.

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.

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.

We love Charity Tracker because it allows us to streamline the tracking of services throughout our community. It is easy to use. The standard features paired with the customer service team allow us to manipulate the program to fit our community and agency needs. We also really enjoy the photo feature paired with the ID card. This allows our clients to easily use services but not be assigned just a number. The program has also helped to reduce abuse of services and increased communication between local partner agencies.

There are very few things I dislike. However, it would be nice if we had more access to surrounding communities as we have many clients that migrate into our town from other areas across the state. See past history with other agencies outside our network would be very helpful. Also, it would wonderful to have a way to assign and track case loads to a particular case worker.

It's easy to navigate. I can pull up clients easily as well as see how much we've given them and when. It's also easy to edit client information, especially since addresses change so much with the people I work with.

I would love to be able to link accounts so that I can keep up with family members who come in separately, but live in the same address. Because resources in my area don't connect with each other, but I know people have used them I would love to have a place to keep up with where and how much they've used from other resources. (This is information we track with our application for assistance applications). When it comes to tracking client income, more options would be helpful, even if it's the option of a drop down box to add that information.

There isn't much I don't like about Charity Tracker, I wish the outcomes tab was more user friendly because I would love to track my client's outcomes. Also, we should be able to change the date of assessments to reflect the date the assessment was completed. Case Managers don't always have the time to submit the assessments the same day they were completed.

Assessments. Please allow for us to enter the same date the assessment was completed, sometimes that means back dating the system

It is a comprehensive way to track all services provided to a client across organizations in our area. The system is user friendly and easy to learn through the training. The reports help pull various information needed for grants, Board presentations, and other reporting needs.

The reports function is not nearly as user friendly as the rest of the software. Also (and this is essentially just the nature of the beast), having so many users from so many organizations use the same database does mean that there is not nearly as much consistency in entering information as would be ideal. (For example, some people put notes in the notes tab, while others put it in alerts, and still others include notes in the assistance section.)

Before using Charity Tracker, our agency used a simple database to track our funding and client information. Coordination with some other agencies was not possible. Now we can work with another non-profit and know that we are able to be better stewards of our charitable funding. Having accurate, timely information makes all the difference. Charity Tracker is easy to use, and the search capability and variety of reports available really help us analyze our data.

We required a weekly report that was not available within the current software. Fortunately, the development team at Charity Tracker created this customized report for us.

Thank you so much, Barb - We're so honored to serve you!!

I like being able to see a clearer picture of client info- such as who helped, for what, and when (for instance - the client received assistance 6 months ago on rental, now back for assistance with electric - Charity Tracker provides a visual as to what other agencies have assisted, and also when assistance was not given. This is a positive snapshot that I can use to help determine where to go next. The versatility provides opportunities for better client assistance.

The Charity Tracker software for "SEARCH ENGINE' is cumbersome to actually search for clients with common names and is prone to allow duplicates to be added constantly. Sometimes confidentiality can become a concern when it come to clients personal info.

If you have enough information you can find any of our clients. It's much easier with DOB, if that has been entered correctly.

Your program brings up a clients with DOB or Name;however , if the name must be exactly the same as entered with lower and upper case. If a mistake is made using a lower case instead of upper case I may have to search through several pages of similar names. I wish it was programmed so that either case was pulled up to the top of the list. Also it would be helpful if it could bring up similar spellings. People often change spellings of names today;again, this has to be exact for no match at all.

The functionality is so easy. Its always up-to-date. System manipulation makes me efficient and keeps my funders happy. I love being able to generate reports right on the screen. It really does help me do my job that much better.

The only thing I don't like about the system is the search feature is so matter of fact. I wish it had a built in smart system like google.

Having it available 24/7 and having it available on phones as well as computer. Being able to track clients across conferences boundaries. Being able to make notes for the next time a client calls. Being able to see what client other volunteers are helping. Getting reports on what we have done during a month for bulletin notices (letting our donors know where there money is going).

I would like more explanation about the meaning of fields in the report. For example there is field that is called Total Assistance but it isn't the total of the dollars spent so what is it?

This software allows our organization the ability to keep track of who is receiving services and why they are returning for additional support. We are focusing on breaking the cycle of dependency and this is the most affordable, accurate tool we have run across to help aid in this goal. Worth every penny we spend and then some. Everytime I need help or have a question, their staff is available and extremely friendly. I'm not looking for any other product at this time or in the near future because I truly feel we have found the best tool available.

No cons were added to this review

Charity Tracker is very user friendly. I am the CT Administrator for our Network. I love training our members on the basics and having them share with me other ways they have found to use the database for their specific needs. The reports are awesome and so useful in reporting back to the agencies how their resources are being used. We are eventually looking to expand into other features.

Cant think of anything I am displeased with. Regret more people are not inputting their info.