CharityTracker Reviews & Product Details

Charity Tracker is straightforward data entry source. It does not require too much time and it helps me stay organized. One of my favorite parts of this tracker is that I am able to connect with other organizations and case managers. Through this I am able to get information about events that are going on around me and build connections. Review collected by and hosted on G2.com.

Unfortunately, as a user, I am not able to view all of my clients, unless I search for their name. This causes me to forget about some clients who I have entered in the system months ago. Another issue I have is that I am unable to delete accidental duplicate cases, only my agency can. This can become a lengthy process. Review collected by and hosted on G2.com.

I love using Charity Tracker because it allows me to check up on how often people are seeking help and where from. The best thing about Charity Tracker, in my opinion, is that we can utilize this tool to weed out the people that really do not need our help. I wish everyone that gave assistance would use this tool as we would all be helping each other. Review collected by and hosted on G2.com.

I really have found anything about Charity Tracker that I don't like or that needs to be changed. It has fully met my needs. Sometimes I find myself referring to this site daily to help with deciding if we will be able to give assistance to some of our visitors. Review collected by and hosted on G2.com.

We love that we can customize a number of features to what we need - which is vital with all the changes to funding and program data collection and reporting requirements - at no additional cost and without having to contact customer support. Highly affordable for smaller non-profits. Customer support is very responsive and actually helps to resolve the problem - it is a real human being. The system is easy to use and easy to integrate - we were able to train staff and volunteers on the system who have very little computer literacy and struggle with change, making implementation a breeze. Review collected by and hosted on G2.com.

I can't think of any downsides of Charity Tracker Review collected by and hosted on G2.com.

I was able to figure out the different aspects of the site in about 20 minutes. I use it nearly every day to see how people are being cared for from my congregation. Review collected by and hosted on G2.com.

I wish there was a place to see all of the clients from my church in one easy place. Right now I have to search for our church as a "keyword" and it doesn't seem like it's exhaustive. A few names get left off. With that said, the last 10 names I've searched are saved under "history" which is a super helpful workaround. Review collected by and hosted on G2.com.

The customer service has been excellent. I am not a super technology user, definitely just solid on basics. Using Charity Tracker has been a breeze and it is very easy to create confidential notes, access profiles, and update things as needed. I use it almost daily. I was concerned about this being yet another site to navigate in our organization but it truly has just complemented the work we do each day. Review collected by and hosted on G2.com.

Only downside is that there is a learning curve to doing different things with the site or manipulating it to give the functions and results you're looking for. Customer service has been a great help in these instances. Review collected by and hosted on G2.com.

I love using CharityTracker. It's intuitive and easy to use. I love that all my data is collected, stored, and easily accessed and processed with the reports. I can have faith that if I can't make it in, anyone on my team can work with my clients because CharityTracker is so thorough. I am extremely happy with the system. I also have to train several people a year on it and it's by far the easiest program I've ever had to train anyone on. I'm very thankful for it! Review collected by and hosted on G2.com.

NONE!!! Love it! I don't have anything that I would improve. Review collected by and hosted on G2.com.

I love the ability to customize the reporting features and its flexibility with roles and accounts. Also, it is intuitive to use. Some of our staff were technically challenged but took to this application well! We use this daily and have not had any issues with lag or latency. It has been very smooth. It is very easy to integrate into our workflow and has become a heavily relied upon tool. Review collected by and hosted on G2.com.

There was a learning curve on the admin side to set up so it functioned correctly for our users, but after the initial trial and error, we found our groove. Review collected by and hosted on G2.com.

The most helpful thing about using Charity Tracker is that it gives us the opportunity to keep track of our clients. It also allows us to share and interact with other agencies in our 2 county area so that we can better assist our clients. It is extremely easy to navigate and allows us to do our jobs efficiently. We use this system every day in our offices.

The features are easy to understand and navigate. We have seamless movement from one screen to the next as we work with our clients.

The customer support team is outstanding and responds to emails and calls immediately. Review collected by and hosted on G2.com.

I honestly have not encountered anything that I dislike about using Charity Tracker. Review collected by and hosted on G2.com.

CharityTracker is the best and most cost-effective solution for our small organization. We researched many other programs and this stands out as the best. I like that you can tailor what you track on each client.. you can create your own demographic markers and create cost tracking, etc. Review collected by and hosted on G2.com.

The reporting can be confusing. To be fair, I haven't done any training on it - just jumped right in.

And I feel like it's hard to get a big picture snapshot of where things are at - I wish there was a spreadsheet type layout of display - instead of downloading a spreadsheet. Review collected by and hosted on G2.com.

CharityTracker is a wonderful way for nonprofits in our city to share information and funding. Clients are able to get assistance at more than one resource by linking information through the database. The IT department is small enough that you can get answers and assistance quickly when an adjustment is needed or an issue arises. Review collected by and hosted on G2.com.

CharityTracker lacks some customizable options that make it difficult to track data for every grant our nonprofit administers. Review collected by and hosted on G2.com.