CharityTracker Reviews

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!!

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.

I am retired and not terribly computer savvy. Charity Tracker is so easy, it makes my volunteer work, which is serving hundreds of needy in my area, possible. The others in my group can easily see what I am posting, and likewise I can see their postings. The storage a retrieval of historical data is simple and is critical to our being able to offer the assistance to our clients.

Sometimes the choices in the drop-down boxes available for posting do not fit what we desire. Yet we do not advocate for additional choices. The advantages of the simplicity of having the choices there are outweigh any benefits we would gain in having additional choices.

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.

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.

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.

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.

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.

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.

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.)

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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Ease of use and agency report functionality

Does not tie in budgeting/financials features

Ease of use, notes to others, and lists of assistance offered has been critical to us in making better assistance decisions

Hard to find services specifically by service needed when we need to know what agency might offer a specific type of service.

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!

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.

Working in the education sector there is the requirement to interact with the wider community. With this software, we are able to aggregate and manage data in an efficient and EASY way. Everyone has said what a welcome sigh of relief it has been to use a piece of software that doesn't take months to get one's head around.

The ability to link accounts would be good as there is another organisation who we are very close to.

This softwear is easy to use and keeps all your information in one program. It is also easy to search for people by name or portions of names. Reports can be printed based on different criteria. You can also share with another organizations. We use it to keep up to date with those we are helping and share it with our local co-op.

The only negative was adding all the information for past years. They may be way to merge old information but we didn't have our old items in a program. Just an excel spreadsheet. Not really a con of the program just our prior way of keeping infomation.

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.

I like the functionality of the software and its ability to add sections and features or disable them as needed for the organization. The ability to report by various datasets is crucial to our processes, pulling case history by client, by household, or by service.

The software could use some work as it pertains to looking up accounts, which can be lost and duplicated when typos are present (no suggested results occur if there is a space where there shouldn't be, or a misspelled name).

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

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?

Ease of use. Search capability is great. Being able to access the data away from the office and also update it makes it great for our needs. We entered all of our case history into the program and use it exclusively for our benevolence tracking needs at church. We like it so much we have two accounts. One for our own church records and also belong to the local group.

I could see where a little more customization would help us. Customer service was able to help meet most of our needs and made some changes for us.

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.

We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

With the number of volunteers that benefit from access to Charity Tracker, the cost of bases. Also, because of the amount of users on our network, we do end up with a lot of duplicates that go undetected. Would their be a way for a more pronounced alert to be developed that would even prevent a user from going forward until they used the search tab? Also, it is sometimes difficult to know what fields to select( or not) when running reports. I've learned most by trial and error and it seems like it is clunky. Perhaps it's just me and my inexperience but I wish the reports were more user friendly and as easy as the case management arm of Charity Tracker.

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.