--- 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: '2026-07-07' 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 commend the **ease of setup** in CharityTracker, streamlining client management and team communication effectively. (1 reviews) ## CharityTracker Reviews ### 1. CharityTracker **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?** 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. **What do you dislike about CharityTracker?** 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. **What problems is CharityTracker solving and how is that benefiting you?** Report cases when working with clients ### 2. Charity Tracker Offers the Best Software and Customer Service for Our Needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** 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 expemplify THE BEST in what Customer Service should offer! **What do you dislike about CharityTracker?** There is nothing I dislike about Charity Tracker! **What problems is CharityTracker solving and how is that benefiting you?** It is helping us to prevent duplication of services in the community so that we are actually servicing people in need rather than helping our clients become dependent on the community to pay their bills. ### 3. Great Way to Track Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Priscilla W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** 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. **What do you dislike about CharityTracker?** 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. **What problems is CharityTracker solving and how is that benefiting you?** Being a church, our funds for helping the community are directly related to what our members give. This means we have to be really good stewards, helping as much as we can but trying hard not to enable those who overuse the system. Having other agencies' input, helps us make good decisions of how much we can help a client. ### 4. Charity Tracker has been so helpful to this faith-based organization! **Rating:** 4.5/5.0 stars **Reviewed by:** Ruth Ann O. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** 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. **What do you dislike about CharityTracker?** 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. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker is allowing us to track clients over a longer period of time without cumbersome paperwork that we have to hold on to for multiple years. It has allowed more confidentiality within our organization. Charity Tracker also allows me to see when clients have been served and in what areas they were served. I can tailor those needs to my organization which is an outstanding feature. ### 5. CT is a great way to keep info in sync **Rating:** 3.5/5.0 stars **Reviewed by:** Crystal L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about CharityTracker?** 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. **What do you dislike about CharityTracker?** 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 **What problems is CharityTracker solving and how is that benefiting you?** It helps me with reminders and also keeping up with meeting attainable goals with my clients. ### 6. Charity Tracker is the key to accurate and effective charity in your community **Rating:** 5.0/5.0 stars **Reviewed by:** Missy H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** 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 tranfer 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. **What do you dislike about CharityTracker?** 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 intuitiove and valuable software that I have found. Our agency uses the database every day. **What problems is CharityTracker solving and how is that benefiting you?** Charity Tracker offers exceptional reporting capabilities. We use the reports to track our grant spending as well as the outcomes of our charity. ### 7. Charity Tracker is manageable, and easy to use and easy to train volunteers on. **Rating:** 5.0/5.0 stars **Reviewed by:** Shelly D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** Chairity Tracker gives us an easy community data base 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. **What do you dislike about CharityTracker?** I really do not have a downside to it. I have not had any trouble with the program. **What problems is CharityTracker solving and how is that benefiting you?** I am sorry I am not aware of any problems. The program really helps us to communicate as agencies between each other and keep client information in a central location for our county. ### 8. Easy to use, to the point! **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** The most useful thing about Charity tracker is the ability to have all your clients in once 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 print outs of them too. THe customer support is grat too, we always get a quick response. WE use Charity tracker on a daily in our organization, it has become a staple. **What do you dislike about CharityTracker?** The least helpful part of charity tracker is that I feel like some of the available tabs are just taking up sapce or sometimes aren't useful to our organization. I would love to be able to edit the tabs myself. Maybe change their ttitles. I wish that their was a way to create documents off cahrity 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 makes things with the information. **What problems is CharityTracker solving and how is that benefiting you?** We are a lot more organized because of Charity tracker. Being able to access cahrity tracker remotely has really helped when we need to get info out to other members in the organization. ### 9. One of the best ways to collaborate in a community to help people move out of poverty. **Rating:** 3.5/5.0 stars **Reviewed by:** Doug G. | Chaplain, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about CharityTracker?** 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 avialble 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. **What do you dislike about CharityTracker?** 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. **What problems is CharityTracker solving and how is that benefiting you?** It helps us share information internally as well as community wide. ### 10. Charity Tracker is a game changer for community benevolence programs **Rating:** 5.0/5.0 stars **Reviewed by:** Renee B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about CharityTracker?** CT is easy to use and it connects our local churches, who offer community benevolence, togehter. This allows us to make the most informed decissions with the resources that we have. It also cuts down on abuse and in aquerate information. We use the system daily and appreceiate 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. **What do you dislike about CharityTracker?** I am not sure how to answer this question. I have been using this system since 2010 and its met all our needs. Anytime I have an issue, the team at Simon Solutions, help me tackle and correct it immediately. **What problems is CharityTracker solving and how is that benefiting you?** I am able to utilize the reporting, which is invaluable for our accounting, tracking, and annual audit. ## 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/charitytracker-review-2394231?section=pricing&secure%5Bexpires_at%5D=2026-07-13+10%3A29%3A42+-0500&secure%5Bsession_id%5D=504d9b37-2727-46be-a988-f2ccbd8e2998&secure%5Btoken%5D=ef8e0f98f5db30588662df31123842b075c2010295d7ddcfa57fd4e5b2edf591&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 (341 reviews) - [Carepatron](https://www.g2.com/products/carepatron/reviews) - 4.5/5.0 (545 reviews) - [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews) - 4.7/5.0 (311 reviews)