CharityTracker Reviews & Product Details

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.

Seller

Simon Solutions

Discussions

CharityTracker Community

Languages Supported

English

Solution Type

Best-of-Breed

Overview by

Kyle Minckler (Sales & Implementation at Simon Solutions, Inc.)

Pricing

Pricing provided by CharityTracker.

Basic

$20.00

per_user Per Month

Plus

$40.00

per_user Per Month

View More Pricing Information

Top-Rated Alternatives

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User Insights

Average based on 337 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Month

CharityTracker Integrations

(1)

Integration information sourced from real user reviews.

G2 reviews are authentic and verified.

Here's how.

Bryan L.

Small-Business (50 or fewer emp.)

10/31/2023

"We have been using CT for 15 years."

5/5

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 resources. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing that I can think at the very moment. Review collected by and hosted on G2.com.

David K.

Small-Business (50 or fewer emp.)

10/24/2023

"Great Program Great People"

5/5

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 company is extremely helpful whenever we need to make any changes, and tailor it to our needs. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Sorry, but there is nothing here to write about! Review collected by and hosted on G2.com.

Kim S.

Small-Business (50 or fewer emp.)

10/24/2023

"CT Has Made All the Difference for Our Organization"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Monika G.

Executive Director

Small-Business (50 or fewer emp.)

10/26/2023

"Being able to keep track of people is priceless!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

It takes a bit to get used to all the features Review collected by and hosted on G2.com.

terri W.

adm assistant

Small-Business (50 or fewer emp.)

10/27/2023

"it helps connect the agencies."

4/5

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 cannot go to again. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Lori S.

Small-Business (50 or fewer emp.)

10/26/2023

"Valuble Info at your Fingertips"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sara K.

Finance Assistant

Small-Business (50 or fewer emp.)

10/25/2023

"Helpful way to share information!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Religious Institutions

Small-Business (50 or fewer emp.)

10/24/2023

"Charity Tracker Really Works"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Matthew B.

Small-Business (50 or fewer emp.)

10/24/2023

"Good Data tracker for clients with easy access for all staff"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Amber K.

Small-Business (50 or fewer emp.)

10/26/2023

"It's good but could be better"

3/5

What do you like best about CharityTracker?

It's flexible with what you want to do with it so my team uses it every day. Customer service is above and beyond Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.