--- title: CharityTracker Reviews meta_title: 'CharityTracker Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 337 reviews by the users' company size, role or industry to find out how CharityTracker works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 337 scale: '5' date_modified: '2026-07-17' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # CharityTracker Reviews **Vendor:** Simon Solutions **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.6/5.0 **Total Reviews:** 337 ## About CharityTracker CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities. ## CharityTracker Pros & Cons **What users like:** - Users find the **ease of setup** in CharityTracker essential for organizing client information and enhancing team communication. (1 reviews) ## CharityTracker Reviews ### 1. We have been using CT for 15 years. **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about CharityTracker?** The ability to internally streamline our work amongst our staff to provide the best support for guests who come to our organization for help. Along with this being able to share the work done with our guests who may visit other organizations and vice versa has saved our organization both time, money and resourcees. **What do you dislike about CharityTracker?** Nothing that I can think at the very moment. **What problems is CharityTracker solving and how is that benefiting you?** It is eliminated the duplication of services and struggle to communicate with other staff on case management. ### 2. Great Program Great People **Rating:** 5.0/5.0 stars **Reviewed by:** David K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** The software allows us to keep track of everything we do with our clients. Charity Tracker is very user-friendly, and we find that even our senior caseworkers have no problem navigating the program. The comapny is extremly helpful whenever we need to make any changes, and tailor it to our needs. **What do you dislike about CharityTracker?** Sorry, but there is nothing here to write about! **What problems is CharityTracker solving and how is that benefiting you?** Keeping tabs of all our interactions with our clients, all in one place. Having the ability to produce reports based on various categories. ### 3. CT Has Made All the Difference for Our Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Kim S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Easy to navigate. You can customize to fit your organization's needs. Customer support is fast and helpful. Our entire team accesses it daily. **What do you dislike about CharityTracker?** The only feature I would like to see added is the ability to convert report data to graphs and/or charts. **What problems is CharityTracker solving and how is that benefiting you?** We are able to track case activity easily via Notes. All client documents are uploaded to the system so anyone on the team can access them. Client assistance and funding source can be tracked. Great source for global demographic data. ### 4. Being able to keep track of people is priceless! **Rating:** 5.0/5.0 stars **Reviewed by:** Monika G. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** We are using it for our own organization to know who came to get resources from us. It is easy to use and so helpful for us to have things in one place. **What do you dislike about CharityTracker?** It takes a bit to get used to all the features **What problems is CharityTracker solving and how is that benefiting you?** We needed a platform where we could enter all the data of our community members and see the services they have received. We are currently working on creating a growth model in it to help people move forward. ### 5. it helps connect the agencies. **Rating:** 4.0/5.0 stars **Reviewed by:** terri W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2023 **What do you like best about CharityTracker?** it is a good way for me to help the client because I am connected to other agencies .I can refer them to places they haven't been and save time by filtering out the ones they can not go to again. **What do you dislike about CharityTracker?** The search is a problem .I put in a name nothing comes up so I created a new case and then a duplicate notice comes up. This is a big waste of time and energy **What problems is CharityTracker solving and how is that benefiting you?** The biggest problem is people who are trying to manipulate the system. ie. I have had people come in trying to get me to pay a bill that has already been paid. If I didn't have this tool I would not know that. ### 6. Valuble Info at your Fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Lori S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** The most helpful thing about Charity Tracker is how simple it is to use to find necessary information for our agency. The customer support that I have received has always been easy to reach and helpful. **What do you dislike about CharityTracker?** It is still a great product; however, it would be very helpful if there was a space for aliases. This would probably help prevent duplication. **What problems is CharityTracker solving and how is that benefiting you?** It helps us determine the amount in which a particular person has used or benefitted from resources for assistance. ### 7. Helpful way to share information! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** Charity Tracker has been so useful for our organization! It easily allows sharing of useful information to help us make informed decisions. **What do you dislike about CharityTracker?** There are many features in Charity Tracker and I know I'm only using a small portion of them. **What problems is CharityTracker solving and how is that benefiting you?** When people in our community request assistance, we have a way to review and see the assistance they have already received from other organizations. It allows us to monitor abuse of the system and best use our funds available. ### 8. Charity Tracker Really Works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Charity Tracker is helpful in that I can look up a client who comes to us in need of assistance to verify the information that the client is telling me or providing to me. Charity Tracker is very easy to use. Just log in and look up the client's name, look at the assistance section and the notes. We only use it when a client comes to our office, which may be only a few times per month. **What do you dislike about CharityTracker?** The only downside is if the client has moved and the person(s) entering the information hasn't had time to update the file. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker helps in cutting down our time in verifying the pertinent information for each client. ### 9. Good Data tracker for clients with easy access for all staff **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** It is very straightforward, with an appearance, layout and format that are all easy to take in visually to find what you need, even for someone like myself who doesn't use the system every day. **What do you dislike about CharityTracker?** Sometimes a search or a click can take a few moments to give me the results or page I am looking for as the system searches a database or pulls up information. **What problems is CharityTracker solving and how is that benefiting you?** Consolodating client paperwork and information into one easily accessible system. ### 10. Its good but could be better **Rating:** 3.0/5.0 stars **Reviewed by:** Amber K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** Its flexible with what you want to do with it so my team uses it every day. Customer service is above and beyond **What do you dislike about CharityTracker?** Its ability to run reports is not as simple as it seems or easy to customize so integration isn't 5 stars.. We would also like to integrate some of our Microsoft Forms surveys directly into the platform but that is not an option. **What problems is CharityTracker solving and how is that benefiting you?** We use it for our case management and record keeping ### 11. user Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I love how user friendly it is. Even if you have not had proper training if you just play around you can figure out most of the things you need to know. **What do you dislike about CharityTracker?** The reports. I think I am still trying to figure out the filters and how to come up with the exact report I want. **What problems is CharityTracker solving and how is that benefiting you?** It helps me keep track of case managment and where I may have left off with each client. ### 12. Awesome way to connect organizations for the betterment of our clients **Rating:** 4.5/5.0 stars **Reviewed by:** Tamara D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** What I like best is that I can see what assistance and interaction other organizations have had with our clients. I use the system daily and it was easy to learn. **What do you dislike about CharityTracker?** I wish there were catagories for document uploads and a way of showing only specific docuemnt names. **What problems is CharityTracker solving and how is that benefiting you?** It takes a community to meet the crisis needs of our clients. In this way we can be transparent with eachother and communicate clearly. ### 13. Great Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** We us Charity Tracker for our benevolence cases and this is a fabulous resource. Not only does it show our notes for people but the program will give us alerts. **What do you dislike about CharityTracker?** I don't like the fact that it will not give us resources to use or to give to people. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker allows us to see what other agency have donated or helped with for people and this helps us not to over help. ### 14. Excellent Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Dreama C. | Program Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2023 **What do you like best about CharityTracker?** I like the fact that I can add sections to CT that fits the need of our organization. I also like that customer service is so quick with their responses. And always seem so eager to help. **What do you dislike about CharityTracker?** I do wish some of the built in questions could be deleted if they are not needed for our organization. **What problems is CharityTracker solving and how is that benefiting you?** CT allows our organization to keep up with our participants data all in one place ### 15. I very much struggle pulling information from the report sections **Rating:** 2.5/5.0 stars **Reviewed by:** John F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I find if very easy to input information into Charity Track and it's super helpful for keeping track of all kinds of data. **What do you dislike about CharityTracker?** Pulling the information out of Charity Tracker in the reports section is very difficult for myself and my coworkers. The information feels inconsistant and does the reflect the accurate number. \ **What problems is CharityTracker solving and how is that benefiting you?** Making it easy to keep track of an individuals students assitance being provided to them. ### 16. Lot of bang for your money! **Rating:** 5.0/5.0 stars **Reviewed by:** Tammy D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Uploading documents is easy and great for reviewing previous transactions. We use in county and great for other agencies to see what everyone is doing in order not to double pay something. Support is great and quick response! **What do you dislike about CharityTracker?** nothing that I can really think of - anything we have found that didn't work for us they have helped us find a way to fix **What problems is CharityTracker solving and how is that benefiting you?** tracking assistance, notes and documents ### 17. Good tool for community collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Joe D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Allows me to keep track of relationships and how we can best serve our neighbors. It is easy to use. Multiple agencies can work together easily. **What do you dislike about CharityTracker?** The extra paperwork required discourages volunteers from using it. **What problems is CharityTracker solving and how is that benefiting you?** Helping us be good stewards of church funds by investing in people who need assistance in ways that are helpful and involve other community partners. It shows that we're not in this alone. ### 18. So Much Bang for the Buck **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I love that I can customize fields to suit my program. Tracking information/demographics for the annual Point in Time survey (that all communities are required to provide to HUD) is quick and easy since I've added the fields! **What do you dislike about CharityTracker?** The one minor downside that I've noticed is that it's time-consuming to re-order demographics. **What problems is CharityTracker solving and how is that benefiting you?** Maintaining accurate data and being able to pull various demographic reports really benefits our organization ### 19. Outstanding Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Charity Tracker has allowed to eliminate the cumbersome excel spreadsheets. Their support is very knowledgeable and very timely. They have helped me with numerous custom reports and bend over backwards to make sure we get the most out of the software. Kiddos to the entire team! **What do you dislike about CharityTracker?** Been using for 8 months and have no negative feedback **What problems is CharityTracker solving and how is that benefiting you?** Allows us to manage over 2000 people smoothly and accurately. ### 20. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I like the ease of the website. The storage supports a lot of information. The customer support is spot on. They is a fast return on questions and concerns. I use this website daily and love the ease they provide. the intergration is very user friendly. I love the implemention of the features and the customization per organization. **What do you dislike about CharityTracker?** I wish ther was a faster way to run a report. Also less options to narrow down a search. **What problems is CharityTracker solving and how is that benefiting you?** It holds all of my files neatly and removes the bulk of paperworkwork on hand. I also love the easy search features and the reports functino. ### 21. Wonderful Customer Service, Excellent System **Rating:** 4.0/5.0 stars **Reviewed by:** Anna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Everything in one spot! Easy to navigate for the most part. And the customer service is the very best. I feel like I hardly ever have to wait in order to get my questions answered. **What do you dislike about CharityTracker?** I would love only one system. Currently we have to use another system for creating and booking appointments. **What problems is CharityTracker solving and how is that benefiting you?** It allows us to run data on so many different data points! ### 22. So glad we got involved with Charity Tracker! **Rating:** 5.0/5.0 stars **Reviewed by:** Kris K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** The most helpful and easy way to tap into community resources is through the Bulletin feature of Charity Tracker. It was very easy to implement and our site recieved amazing training on how it works for our clients. **What do you dislike about CharityTracker?** I have not found anything I dislike about Charity Tracker. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker is helping our site quickly tap into community aid and support through the Bulletin feature. ### 23. Great For Our Community **Rating:** 3.5/5.0 stars **Reviewed by:** Oriana M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Their support team is very helpful and responsive. Our agencies love that there is case management available and allows agencies to flag any clients with issues that other agencies need to be alerted of. **What do you dislike about CharityTracker?** The price is a little steep for the amount of agencies we have using the program. **What problems is CharityTracker solving and how is that benefiting you?** Abuse of service and the ability to refer without having access multiple products. ### 24. CharityTracker Review from IWC Agency **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about CharityTracker?** I like the community board the most. It's a great feature to help different users and agencies in the same program to discuss, get answers, and more. **What do you dislike about CharityTracker?** Perhaps because I'm not an admin, there's no way for me to easily see a list of all cases that I inputted or a full list of cases from my agency. I can only search for them one by one. **What problems is CharityTracker solving and how is that benefiting you?** CharityTracker helps my agency track client case management and helped form the basis of how we manage our cases. For example, we created our client intake form based on the questions in CharityTracker's assessment form. ### 25. One place solution for keepin track of all the activities **Rating:** 0.0/5.0 stars **Reviewed by:** Young Woon H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** It factors into different types of activities an organization does for charitable causes. There are a number of features that are helpful. The customer support is pretty stellar too. It is a central location, you also use the site a lot. **What do you dislike about CharityTracker?** There are some confusing features that need to be impvoed. **What problems is CharityTracker solving and how is that benefiting you?** being a center location where all activities come and get counted. ### 26. So helpful - everything we need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** My favorite thing about Charity Tracker is that it is used by other agencies. I can see how they are already being helped, or what services they might qualify for that they are not currently using. I can also see notes or alerts regarding a client; this can provide warnings if someone is potentially violent or otherwise unsafe. **What do you dislike about CharityTracker?** The price is a little hefty, especially if you need more than one login. **What problems is CharityTracker solving and how is that benefiting you?** We use CT alongside other area agencies. I can verify eligibility and qualification data to ensure our guests are using area resources in a responsible way. ### 27. A web of community resources for those offering services or in need. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about CharityTracker?** Great place to share information to leaders in the community that are able to share to clients and individiuals in need special events or oppertunities that are catered to individuals. **What do you dislike about CharityTracker?** It would be helpful to be able to get an electronic signature to send out to individuals that we are requesting services in order to quicken the process of getting them the help they need. **What problems is CharityTracker solving and how is that benefiting you?** When resources seem to be limited, when posting there might still be further resources that someone else might know of and that communication opens up more routes of resouces. ### 28. It’s good to have a program that helps keep track of what we do. **Rating:** 4.5/5.0 stars **Reviewed by:** Chris H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** Charity Tracker is easy to use. I use it daily. When we need to add or change a category it is user friendly. **What do you dislike about CharityTracker?** It would be nice if the block that keeps track of what you are clicking on the most could have more than the 5 items it holds now. If 10 items could go in the drop down block that would be great. **What problems is CharityTracker solving and how is that benefiting you?** We keep track of how many people we serve daily and how we help them. It keeps track of everything so our administrator can run reports with the information we need. ### 29. Best Friend for every non profit **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** Charity Tracker offers an easy way to resource and outreach all in one place. You can see a wide group of local non profits to help you to help your clients! **What do you dislike about CharityTracker?** Nothing actually! I like the lay out and the options! **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker is like a multi tool for non profits. I am able to see what services my client has recieved, what they can get, and who they have worked with all i one place. Its like one stop shopping! It really stream lines my job and gives me more time with my client! ### 30. Although we had no choice but to use it, it's really a very good product **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas C. | Retiree, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** The user-friendly interface. The logic behind the information about our clients is straightforward and easy to follow. When I was documenting it and creating our matching intake forms, the flow was readily apparent. **What do you dislike about CharityTracker?** Nothing I know of. It's a great tool!!! **What problems is CharityTracker solving and how is that benefiting you?** The reports are handy tools for documenting our aid rendered, as well as balancing our books. ### 31. Super simple and collaborative tracking! **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I like being able to collaborate with other local groups while still maintaining client privacy as needed. **What do you dislike about CharityTracker?** I may have missed it, but I would like a feature that would allow me to upload batches of volunteer info to make data entry easier **What problems is CharityTracker solving and how is that benefiting you?** Allows tracking of volunteers and clients, and how they tie to one another ### 32. Good for servicing clients without duplication. **Rating:** 5.0/5.0 stars **Reviewed by:** Rose R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about CharityTracker?** It shows what kind of services have been done, therefore, know how best to assist clients. **What do you dislike about CharityTracker?** It would be helpful if other users updated members of the household and an addresses. **What problems is CharityTracker solving and how is that benefiting you?** It aids in being able to give the best service to a client that has not already received the same assistance. ### 33. CharityTracker has been a game changer for our small non-profit! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Using CharityTracker has been wonderful. The customer service during set up and throughout my time using the system has made everything easier! I can easily store a great deal of information in a very organized and accessible way. I appreciate being able to access all the information I have on my clients in one place. **What do you dislike about CharityTracker?** I hope they develop an app soon, so I can use the system on my phone. **What problems is CharityTracker solving and how is that benefiting you?** CharityTracker has consolidated all my client information, so I can access biographical information, assistance information, and more all in one place. ### 34. Charity Tracker is easy to use and a straight forward site. **Rating:** 4.0/5.0 stars **Reviewed by:** Bre W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I like charity tracker because it is super easy to use. Every tab is easy to open and everything is self explanatory. **What do you dislike about CharityTracker?** The only thing that I can say I dislike is that sometimes if it is a duplicate case you won't know. **What problems is CharityTracker solving and how is that benefiting you?** Adding each financial option for the different grants we work with. ### 35. Information At Your Fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** NaKeima G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I enjoy being able to find new clients or potential clients by DOB and phone numbers; it is very easy to use. **What do you dislike about CharityTracker?** The downside is when people have a few profiles and trying to figure out which one to use. **What problems is CharityTracker solving and how is that benefiting you?** Being able to keep an accurate track of the services received by clients. ### 36. An excellent way to track our effectiveness in the community. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about CharityTracker?** I have enjoyed the way Charity Tracker has been able to keep up with our growing list of clients. It is fairly easy to use and makes the history of our clients available to all who need to see what we have been involved in. An excellent platform! **What do you dislike about CharityTracker?** I have not found any part of CT to be ineffective. **What problems is CharityTracker solving and how is that benefiting you?** We are tracking volunteer hours and the history of our time with each client that we serve as volunteers. ### 37. Easy to use interface **Rating:** 3.5/5.0 stars **Reviewed by:** Summer L. | Birth Doula, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** It is very user friendly and has all of the information sorted the way I need it to be **What do you dislike about CharityTracker?** Sometimes I think there is too much information listed on some screens and wish I could choose what could be omitted for easy reading. **What problems is CharityTracker solving and how is that benefiting you?** I haven't had any problems with CharityTracker ### 38. Charity Tracker for the Small Non-Profit **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** Great database system easy to use for smaller non-profits. Very cost efficient and easy to use. **What do you dislike about CharityTracker?** The only thing I would like improved is better assessments included in the program. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker is allowing us to track assistance and programing recieved for clients served in an affordable way. ### 39. It makes our job so much more effective when we are able to know the truth about a client. **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2023 **What do you like best about CharityTracker?** The easy to use program is great if you find what you need **What do you dislike about CharityTracker?** Sometimes it is hard to find out about a clint if information is not in the system **What problems is CharityTracker solving and how is that benefiting you?** its good to know what services a client has recivevd before they come to us ### 40. Charity Tracker is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Christie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Using the charity tracker system has helped our agency capture much needed data for grants and reporting in an efficient and effective manner. **What do you dislike about CharityTracker?** There are no downside about this system. **What problems is CharityTracker solving and how is that benefiting you?** Charity tracker allows for ease of use in real time reporting and capturing our impact at a glance. ### 41. Uncomplicated data entry and Great reports capability **Rating:** 5.0/5.0 stars **Reviewed by:** Niki S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Charity Tracker is easy to use, utilizing very basic data entry skills. It gives us plenty of options to run several reports for specific data. **What do you dislike about CharityTracker?** The only downside to Charity Tracker is that we cannot get other non-profits in our area to use it! If we would all link together, we can keep track of clients easily. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker helps us keep up with the various services and expenses for each client and allows us to type in as many notes as needed for each. ### 42. Saves my day at Times! **Rating:** 4.5/5.0 stars **Reviewed by:** Vince B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CharityTracker?** The ease of use is astounding! Simply put, it doesn't take a rocket scentist to use this platform! **What do you dislike about CharityTracker?** Every blue moon the server slows down but that rarely happens! **What problems is CharityTracker solving and how is that benefiting you?** Keeping up with the housed/unhoused clients and ensuring the agencey's resources are going to the right individuals. ### 43. Charity Tracker makes documentation and running reports easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Donna L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about CharityTracker?** Charity Tracker is a great platform for working with people through our non profit agency. The Getting Ahead feature is very useful. Charity Tracker is easy to use and run reports. It is a wonderful platform to hold guest linformation. **What do you dislike about CharityTracker?** The only downside I have seen is if I walk away from writing a note it may log me out and not save the note. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker makes running reports easy by keeping data and information in one spot. . ### 44. Charity Tracker is a Great Software for Local Non-Profits! **Rating:** 4.5/5.0 stars **Reviewed by:** Ally C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about CharityTracker?** Charity Tracker makes it easy to input information and view assistance records. **What do you dislike about CharityTracker?** The onlydownside to using CT is that new volunteers have to attend a training session off-site. **What problems is CharityTracker solving and how is that benefiting you?** It solves the issue of record keeping because everything we need is right within CT. ### 45. Efficient and Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2023 **What do you like best about CharityTracker?** Unlimited Service. I can always call and talk to a person or they will call me back the same day. **What do you dislike about CharityTracker?** Not knowing how to set the reports that I need. **What problems is CharityTracker solving and how is that benefiting you?** Outcomes of volume, distribution and hours ### 46. Thankful for CharityTracker **Rating:** 4.5/5.0 stars **Reviewed by:** Michaela G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I like that the system provides various types of services; I can track a variety of different things; the system is user-friendly and affordable. **What do you dislike about CharityTracker?** I don't have any specific dislikes about CharityTracker at this time. **What problems is CharityTracker solving and how is that benefiting you?** Providing a space for casenots, case files, and tracking data. ### 47. A very efficient and comprehensive CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Alex H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** It allows the logging of client and case data in a very streamlined way compared to tools such as Salesforce. **What do you dislike about CharityTracker?** Categorical names could be a bit more descriptive. **What problems is CharityTracker solving and how is that benefiting you?** It allows our organization to accurately track clients and reference data from previous quarters and years. ### 48. Stats are Vital **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about CharityTracker?** The ease of pulling targeted stats is appreciated. As a non-profit we apply for many grants and always seek ways to hone our offerings to our demographic being able to pull accurate numbers instead of just guessing is vital for what we do. Charity Tracker has made pulling reports easy. **What do you dislike about CharityTracker?** The inability to send intraoffice referrals. Our nom-profit offers a pleathroa of services and there are times it would be wonderful to be able to refer a client from one program to another within the same organization. This would help us be able to track handoffs more effeciantly. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker is allowing us to pin point how to help our clients reach their full potential. ### 49. Amazing resource to find collaborative assistance **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about CharityTracker?** I love that I can search other support partners, request resources, help with those needing resources in one location. **What do you dislike about CharityTracker?** Nothing at all. I love Charity Tracker and haven't found a negative yet. **What problems is CharityTracker solving and how is that benefiting you?** Finding potential students for our workforce development program. ### 50. Review from case manager. **Rating:** 5.0/5.0 stars **Reviewed by:** Clatoria F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** I like being able to comminucate with the partners on here for good communication. **What do you dislike about CharityTracker?** I do not like that some of the partners do not use the app. **What problems is CharityTracker solving and how is that benefiting you?** It is keeping the lines of communication open among all the various partners serve. ## CharityTracker Discussions - [Is there a volume discount?](https://www.g2.com/discussions/is-there-a-volume-discount) - 2 comments, 1 upvote - [What customer support is offered?](https://www.g2.com/discussions/what-customer-support-is-offered) - 1 comment, 1 upvote - [Are there additional fees or start-up costs?](https://www.g2.com/discussions/are-there-additional-fees-or-start-up-costs) - 1 comment, 1 upvote - [Can I import my existing data?](https://www.g2.com/discussions/can-i-import-my-existing-data) - 1 comment, 1 upvote - [Is CharityTracker web-based/hosted in the cloud?](https://www.g2.com/discussions/is-charitytracker-web-based-hosted-in-the-cloud) - 1 comment, 1 upvote - [View CharityTracker pricing details and edition comparison](https://www.g2.com/products/charitytracker/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-28+22%3A01%3A35+-0500&secure%5Bsession_id%5D=fe92097e-b4c7-4d2d-ac60-ec6e1c001e1d&secure%5Btoken%5D=0a690566d39497eb2a5d4e16ec59a1d802db105ca504545db7ebc2c09f880010&format=llm_user) ## CharityTracker Features **Data Collection** - Patient Data Aggregation - Patient Case Management - Patient Data Management - Patient Case Management - Clinical Communication and Collaboration - Patient Case Management - Utilization Management - Patient Case Management **Platform Basics** - Reporting - Interoperability - Performance **Case Management** - Client Intake - Outcome Measurement - Form Builder **Platform Additional Functionality** - Mobility - Messaging **Platform Data** - Dashboard - Alerts and Notifications ## Top CharityTracker Alternatives - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (342 reviews) - [Carepatron](https://www.g2.com/products/carepatron/reviews) - 4.5/5.0 (548 reviews) - [Casebook](https://www.g2.com/products/casebook/reviews) - 4.3/5.0 (72 reviews)