it helps keep all client information, case notes, and services organized in one place. It makes it easier to track client progress, follow up on needs, and document assistance provided. It also improves communication between team members and helps ensure clients receive the support they need in a timely manner. Review collected by and hosted on G2.com.

it can feel a bit limited or slow at times when entering or searching for information. Some features also take a few extra steps, which can make documentation feel time-consuming during busy workdays. Review collected by and hosted on G2.com.

The ease of inputting the information into the software was my drawing point. So many other online databases are so cumbersome to operate. The software was so easy to set up and Customer Service worked with us to get all of the fields we needed to track for our monthly reports. My office uses this online database everyday and has shared the site with other Social Service Agencies in the area who have also joined in to help prevent duplication of our services. Whenever I had a question or a concern, Customer Support always had an answer for me within that same day, if not during the initial phone call to them. They exemplify THE BEST in what Customer Service should offer! Review collected by and hosted on G2.com.

There is nothing I dislike about Charity Tracker! Review collected by and hosted on G2.com.

Before using Charity Tracker, we had no centralized place to keep confidential information on the people in the community that we assisted. We also had no idea what other churches and agencies in the community had already assisted them. Charity Tracker helps us help those in real need. It is also extremely easy to navigate. Review collected by and hosted on G2.com.

I have not found any downside in using Charity Tracker except that not all churches and agencies in the area use it! The more agencies involved means more information provided to help us make good decisions when assisting our clients. Review collected by and hosted on G2.com.

I like that Charity Tracker would allow multiple organizations in my community to share our information on clients. I truly feel as if more non-profits and not-for-profits would use Charity Tracker, we would be able to serve more clients more efficiently and maximize the money given to all our agencies. It has truly allowed me to track clients, to see how much money we are spending in certain areas, and to provide reports to our Board. Review collected by and hosted on G2.com.

The only downside I see to using Charity Tracker (which isn't necessarily a Charity Tracker issue) is making sure all agencies truly have an ROI on file. Review collected by and hosted on G2.com.

The thing I like best about using charity tracker was the fact that I can customize goals for my clients. As a postpartum doula I need to set attainable goals with my clients. I love the fact that I am able to put in a time frame and also have the option to track progress and flag myself for the upcoming dates that we set to reach our goals. Review collected by and hosted on G2.com.

What and then I just liked about charity tracker is that it does not automatically sync a client if they have already been existing in the system. For example there were several times where I came across the same client that was previously created and added current information into an account that was not even used anymore. I would have loved for it to auto sync Review collected by and hosted on G2.com.

Charity Tracker allows nonprofits, churches, and other helping entities to connect, communicate, collaborate and leverage community resources and knowledge. Network members can utilize the platform to share information and resources, for case management and referrals, and to measure outcomes and reduce duplication of services in a community. I highly value the case management ability as well as the outcomes tracking so that the effects of charity can be measured individually and on the organizational level. It was easy to transfer our existing data to the software and the customer support, when needed, is exceptional. The Charity Tracker team is friendly and helpful and constantly looking for ways to serve our agency and community. Review collected by and hosted on G2.com.

I don't see a downside of using Charity Tracker in an agency or community. I have used many software/databases in my career. Charity Tracker is by far the most intuitive and valuable software that I have found. Our agency uses the database every day. Review collected by and hosted on G2.com.

Charity Tracker gives us an easy community database that all agencies can participate in and helps to keep track of where clients have been, their information and what assistance they have received. When we switched to Charity Tracker it was very easy compared to what we had been using. I have found it very easy to train my volunteers on. Any time there has been a problem, we have gotten quick responses to fix things. I am in Charity Tracker every day pretty much and it is simple to look up a client, pull a report or send a message to other agencies. Review collected by and hosted on G2.com.

I really do not have a downside to it. I have not had any trouble with the program. Review collected by and hosted on G2.com.

The most useful thing about Charity tracker is the ability to have all your clients in one place (the tabs are great). We kept most of our records on a Google sheet but could not generate any stats. Charity tracker makes it easy to look up stats and get printouts of them too. The customer support is great too, we always get a quick response. We use Charity tracker daily in our organization; it has become a staple. Review collected by and hosted on G2.com.

The least helpful part of Charity tracker is that I feel like some of the available tabs are just taking up space or sometimes aren't useful to our organization. I would love to be able to edit the tabs myself. Maybe change their titles. I wish there was a way to create documents off Charity tracker, where I could use the information already on there without having to refer back to it. I could work right off of it and make things with the information. Review collected by and hosted on G2.com.

I have used CT almost every day for the last 5 years. Easy to use interface with Alerts, Assistance, Documents and Notes section. Notes can be set to private to your organization or available to everyone in the network. It is pretty straightforward to use to add information, look up information or run reports. A strength of CT is the quick access to alerts to help other organizations know pertinent information about clients. Review collected by and hosted on G2.com.

A couple features that it has needed for some time is the ability to setup alerts to notify you when information is updated about individuals. Another clunky aspect is that the Outcomes section cannot be connected to the notes section in a meaningful way. This creates the necessity to update information in two different spots. One more possible improvement is better integration with other programs. Review collected by and hosted on G2.com.

CT is easy to use and it connects our local churches, who offer community benevolence, together. This allows us to make the most informed decisions with the resources that we have. It also cuts down on abuse and inaccurate information. We use the system daily and appreciate the ease of implementation and integration with our application and interview process. We also like being able to access it from our phones for the after-hours calls. Also, the reporting is great! We can run detailed reports in a matter of seconds. Review collected by and hosted on G2.com.

I am not sure how to answer this question. I have been using this system since 2010 and it's met all our needs. Anytime I have an issue, the team at Simon Solutions helps me tackle and correct it immediately. Review collected by and hosted on G2.com.