Who Uses CharityTracker?

Small, mid-sized and large nonprofits: human services, social services, resources centers, faith-based ministries, churches, government, schools, shelters, food pantries, food banks and others.

What Is CharityTracker?

Affordable, Cloud-Based, Human Services Case Management Software - Say "Goodbye" to your spreadsheets and home-grown databases and prove your impact with change-over-time reports and show outcomes that will make your funders happier than ever. Easy-to-use & HIPAA-compliant cloud case management software designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more. Pricing starts at just $20/mo. user

CharityTracker Details

Simon Solutions

http://www.simonsolutions.com

Founded 2006

CharityTracker Pricing Overview

CharityTracker does not have a free version but does offer a free trial. CharityTracker paid version starts at US$20,00/month.

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CharityTracker video
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Starting Price

US$20,00/month
See pricing details

Pricing Details

Month-to-month, no contracts. 10% discount w/ yearly. Volume discounts too.

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

CharityTracker Features

Human Services Software
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

CharityTracker Reviews

Showing 5 of 1 002 reviews

Overall
4,5/5
Ease of Use
4,5/5
Customer Service
4,5/5
Features
4,4/5
Value for Money
4,6/5
Cheri M.
Executive Director
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018/10/02

"An Awesome Resource Network"

Comments: 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!

  • Reviewer Source 
  • Reviewed on 2018/10/02
Cynthia Q.
Executive Director
Nonprofit Organization Management, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019/06/19

"CT Occasional user"

Comments: We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.

Pros: I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community.
Customization of the software for our own needs is also a great advantage of using CT.

Cons: As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.

  • Reviewer Source 
  • Reviewed on 2019/06/19
Pj B.
HMIS Trainer
2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2017/08/23

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2017/08/23
Melissa C.
Administrative Assistant
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/07/02

"Great System!"

Comments: We are finding that we can easily identify when people are giving us false or conflicting information. During searches or intake, we can see where someone is already in another household.

Pros: You can search and find what you're looking for easily.

Cons: I don't think I have any complaints. It's much better than Client Track.

  • Reviewer Source 
  • Reviewed on 2019/07/02
Koya H.
Intake Manager
Consumer Goods, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    1/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2019/12/03

"keeps you in the loop"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/12/03