CharityTracker

CharityTracker

Affordable, Cloud-Based, Case Management Software

4.5/5 (999 reviews)

CharityTracker Overview

What is CharityTracker?

CharityTracker is an online service that connects charitable organizations within a community, allowing them to communicate in real time & track client records.

The solution provides a web application for shared case management used to gather and report statistical data for resource development, strategic planning, measuring outcomes, reducing duplication and disaster relief.

Charity Tracker is a HIPAA-compliant, and provides cloud-based collaboration. Features include a shared client case database, outcomes tracking and reporting, post bulletins, and referrals.

CharityTracker Overview

Pricing

Starting from
$20.00/month

Pricing options

Free Trial
Subscription
Value for money

Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.


CharityTracker Features

Devices
Business size
S M L
Markets
Australia, Canada, Germany, India, United Kingdom, United States
Supported Languages
English

Screenshots

CharityTracker screenshot: Measure Outcomes
CharityTracker screenshot: Measure Outcomes CharityTracker screenshot: Reporting Tools CharityTracker screenshot: Dashboard/Bulletin Board CharityTracker screenshot: Barcode Scanning ID's CharityTracker screenshot: Client's Case View

CharityTracker Reviews

CharityTracker Reviews

Overall rating
4.5
/
5
Excellent
599

Very good
330

Average
61

Poor
7

Terrible
2

Value for Money
4.6
Features
4.4
Ease of Use
4.5
Customer Support
4.5
93% recommended this app
Cheri M.

An Awesome Resource Network

CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes.

Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment.


Brock C.

Love CharityTracker

CharityTracker has been wonderful to work with. They have great customer service and have always responded quickly.


David B.

Great Software and the Awesome Price is a BONUS

Overall experience... GREAT! Excellent tech support. The website rarely gets disrupted. Easy to use. AWESOME


Koya H.

keeps you in the loop

We use Charity tracker to keep track of what services clients that come to us are receiving in the county so that we can make sure there aren't people abusing the system. We love it!


Pj B.

Lack of training was the challenge we faced and are still dealing with nine months later.

Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.


Cheri M.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

An Awesome Resource Network

Used Daily for 2+ years
Reviewed on 10/2/2018
Review Source: Capterra

CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes.

Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment.

Pros

Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

Cons

That every agency in the whole community isnt using it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brock C.
Industry: Religious Institutions
Company size: 13-50 Employees

Love CharityTracker

Used Daily for 2+ years
Reviewed on 6/19/2019
Review Source: Capterra

CharityTracker has been wonderful to work with. They have great customer service and have always responded quickly.

Pros

We have used CharityTracker for several years. I love that we are able to share information about how we have helped people in our community as well as see how other organizations have helped too. The alerts and notes are great tools. I can't imagine running a ministry that assists approximately 40 families per week without CharityTracker.

Cons

Nothing. We love CharityTracker and would recommend it to any organization or church that is doing benevolent ministries in their community.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David B.
Industry: Nonprofit Organization Management
Company size: 13-50 Employees

Great Software and the Awesome Price is a BONUS

Used Daily for 2+ years
Reviewed on 3/17/2020
Review Source: Capterra

Overall experience... GREAT! Excellent tech support. The website rarely gets disrupted. Easy to use. AWESOME

Pros

this software is NUMBER 1 in user friendliness. That is what I like most about this software. The reporting functionality is also pretty excellent. On top of that, there's the HIPPA compliance aspect. You put all of this together, and this is probably the single most useful database for non-profits.

Cons

I don't think I dislike anything about this software. If I were to ask for one thing to be changed, it would be to be able to set reminders in the future for follow-up outside of the goals section of the database

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Koya H.
Industry: Consumer Goods
Company size: 13-50 Employees

keeps you in the loop

Used Daily for 2+ years
Reviewed on 12/3/2019
Review Source: Capterra

We use Charity tracker to keep track of what services clients that come to us are receiving in the county so that we can make sure there aren't people abusing the system. We love it!

Pros

I love using Charity Tracker. Our agency has been using this software for years and it has been a lifesaver. I love that Charity tracker allows you to see services that clients are receiving from other agencies in the network. This has helped us tremendously in keeping down the amount of persons who abuse social services in the community.

Cons

Charity tracker freezes a lot! I mean at least 4 or times in an hour of use. Some days we can't even get into the software and getting someone to assist you is almost impossible. They make you put in a request which sometimes it's a week before we get a response. Anything that needs to be updated or worked out, you have to go through this lengthy process and it's just annoying.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Pj B.
Company size: 2-10 Employees

Lack of training was the challenge we faced and are still dealing with nine months later.

Used Daily for 6-12 months
Reviewed on 8/23/2017
Review Source: Capterra

Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

Pros

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

Cons

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
9/10
Based on 999 user ratings
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CharityTracker Pricing

CharityTracker Pricing

Starting from
$20.00/month
Free Trial
Subscription
Value for money

Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.

Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.

Value for Money
4.6/5
Based on 999 user ratings
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CharityTracker Features

CharityTracker Features

API
Access Control
Activity Dashboard
Attendance Management
Automatic Notifications
Communication Management
Contact Database
Contact Management
Credit Card Processing
Custom Fields
Customizable Branding
Customizable Reporting
Data Import/Export
Electronic Payments
Email Integration
Event Management
Registration Management
Reminders
Reporting & Statistics
Third Party Integration
Features
4.4/5
Based on 999 user ratings
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Categories

Additional information for CharityTracker

Additional information for CharityTracker

Key features of CharityTracker

  • Agency directory
  • Bulletins
  • Case management
  • Comprehensive reports
  • Create & track outcomes
  • Custom case alerts
  • Dashboard
  • Digital signature capture
  • File uploads
  • HIPAA compliant
  • Member database
  • Print ID cards
  • Privacy groups
  • Real-time communication
  • Requests & referrals
  • Scanning technology
  • Services index
  • Smart search capabilities
  • User access controls

Benefits

  • Organizations can print and use ID cards, and rapidly open a case to add assistance records with a scan.

  • CharityTracker includes a listing of all agencies and their agents in a network within the agency directory.

  • Administrators can control who has access to certain cases and reports with permissions management.

  • Post area-wide bulletins for everyone in the network.

  • HIPAA compliant

  • CharityTracker FAQs

    CharityTracker FAQs

    Below are some frequently asked questions for CharityTracker.

    Q. What type of pricing plans does CharityTracker offer?

    CharityTracker offers the following pricing plans:

    Starting from: $20.00/month

    Pricing model: Subscription

    Free Trial: Available

    Month to month, no contracts. Save 10% with yearly commitment. Volume discount pricing available on 5+ users.

    Q. What are the main features of CharityTracker?

    CharityTracker offers the following features:

    • Agency directory
    • Bulletins
    • Case management
    • Comprehensive reports
    • Create & track outcomes
    • Custom case alerts
    • Dashboard
    • Digital signature capture
    • File uploads
    • HIPAA compliant
    • Member database
    • Print ID cards
    • Privacy groups
    • Real-time communication
    • Requests & referrals
    • Scanning technology
    • Services index
    • Smart search capabilities
    • User access controls

    Q. Who are the typical users of CharityTracker?

    CharityTracker has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does CharityTracker support?

    CharityTracker supports the following languages:

    English

    Q. What type of pricing plans does CharityTracker offer?

    CharityTracker has the following pricing plans:

    Subscription

    Q. Does CharityTracker support mobile devices?

    We do not have any information about what devices CharityTracker supports

    Q. What other apps does CharityTracker integrate with?

    We do not have any information about what integrations CharityTracker has

    Q. What level of support does CharityTracker offer?

    CharityTracker offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials