CharityTracker
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4.6 out of 5 stars
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CharityTracker Reviews & Product Details - Page 10

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CharityTracker Overview

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What is 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 Details
Product Website
Discussions
Languages Supported
English
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Product Description

CharityTracker is a web-based, collaboration software. It tracks clients and cases. Users can manage and run reports easily.

How do you position yourself against your competitors?

Easiest-to-use and customizable.
Cost-effective, affordable & free trial.
No set-up fees, hidden costs or start-up fees.
No long-term contract or commitments.
Responsive, free customer support at no additional cost.

Seller Details
Seller
Simon Solutions
Company Website
Year Founded
2006
HQ Location
Florence, AL
Twitter
@SimonSolutions
107 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Description

Simon Solutions is a technology vendor specializing in software and consulting services aimed at enhancing business operations. With a focus on providing innovative solutions, the company supports organizations in optimizing their processes and improving efficiency. For more information, visit their website at [simonsolutions.com](https://www.simonsolutions.com/).

Kyle M.
KM
Overview Provided by:
Kyle Minckler
Sales & Implementation at Simon Solutions, Inc.

Recent CharityTracker Reviews

Rehab A.
RA
Rehab A.Small-Business (50 or fewer emp.)
4.5 out of 5
"CharityTracker"
Trustworthy , Realible, orgnazied. Ease of Implementation
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Christian A.
CA
Christian A.Small-Business (50 or fewer emp.)
5.0 out of 5
"Very user friendly"
I like that you can search and find any entries no matter from how long ago.
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BG
Bianca G.Small-Business (50 or fewer emp.)
5.0 out of 5
"Charity Tracker has been an excellent tool for our agency and has made our work much more efficient."
I believe what is most helpful about Charity Tracker, is that our agency can now easily measure client outcomes and data. Charity Tracker is excell...
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CharityTracker Pricing

Basic
$20.00
1 Users Per Month
Plus
$40.00
1 User Per Month
Pro
$60.00
1 User Per Month
See all 3 CharityTracker pricing levels
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CharityTracker Media

CharityTracker Demo - Client's Case View
Client's Case View
CharityTracker Demo - Outcomes Goals Section
Outcomes Goals Section
CharityTracker Demo - Run Reports that Show Impact Over Time
Run Reports that Show Impact Over Time
CharityTracker Demo - Assistance Outputs Reports
Assistance Outputs Reports
CharityTracker Demo - Create Custom Assessments
Create Custom Assessments
Play CharityTracker Video
Play CharityTracker Video
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Video Reviews

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337 CharityTracker Reviews

4.6 out of 5
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337 CharityTracker Reviews
4.6 out of 5
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CharityTracker Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CharityTrackerQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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VB
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

The ease of use is astounding! Simply put, it doesn't take a rocket scentist to use this platform! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Every blue moon the server slows down but that rarely happens! Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Keeping up with the housed/unhoused clients and ensuring the agencey's resources are going to the right individuals. Review collected by and hosted on G2.com.

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Donna L.
DL
Small-Business(50 or fewer emp.)
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What do you like best about CharityTracker?

Charity Tracker is a great platform for working with people through our non profit agency. The Getting Ahead feature is very useful. Charity Tracker is easy to use and run reports. It is a wonderful platform to hold guest linformation. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The only downside I have seen is if I walk away from writing a note it may log me out and not save the note. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Charity Tracker makes running reports easy by keeping data and information in one spot. . Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
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Incentivized Review
What do you like best about CharityTracker?

Charity Tracker makes it easy to input information and view assistance records. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The onlydownside to using CT is that new volunteers have to attend a training session off-site. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

It solves the issue of record keeping because everything we need is right within CT. Review collected by and hosted on G2.com.

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KH
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

Unlimited Service. I can always call and talk to a person or they will call me back the same day. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Not knowing how to set the reports that I need. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Outcomes of volume, distribution and hours Review collected by and hosted on G2.com.

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Michaela G.
MG
Small-Business(50 or fewer emp.)
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What do you like best about CharityTracker?

I like that the system provides various types of services; I can track a variety of different things; the system is user-friendly and affordable. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I don't have any specific dislikes about CharityTracker at this time. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Providing a space for casenots, case files, and tracking data. Review collected by and hosted on G2.com.

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Alex H.
AH
Small-Business(50 or fewer emp.)
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What do you like best about CharityTracker?

It allows the logging of client and case data in a very streamlined way compared to tools such as Salesforce. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Categorical names could be a bit more descriptive. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

It allows our organization to accurately track clients and reference data from previous quarters and years. Review collected by and hosted on G2.com.

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Verified User in Human Resources
UH
Small-Business(50 or fewer emp.)
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What do you like best about CharityTracker?

The ease of pulling targeted stats is appreciated. As a non-profit we apply for many grants and always seek ways to hone our offerings to our demographic being able to pull accurate numbers instead of just guessing is vital for what we do. Charity Tracker has made pulling reports easy. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The inability to send intraoffice referrals. Our nom-profit offers a pleathroa of services and there are times it would be wonderful to be able to refer a client from one program to another within the same organization. This would help us be able to track handoffs more effeciantly. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Charity Tracker is allowing us to pin point how to help our clients reach their full potential. Review collected by and hosted on G2.com.

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Theresa B.
TB
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

I love that I can search other support partners, request resources, help with those needing resources in one location. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing at all. I love Charity Tracker and haven't found a negative yet. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

Finding potential students for our workforce development program. Review collected by and hosted on G2.com.

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CF
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

I like being able to comminucate with the partners on here for good communication. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I do not like that some of the partners do not use the app. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

It is keeping the lines of communication open among all the various partners serve. Review collected by and hosted on G2.com.

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Christian A.
CA
Small-Business(50 or fewer emp.)
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(Original )Information
What do you like best about CharityTracker?

I like that you can search and find any entries no matter from how long ago. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I don't have any negative comments about it. Review collected by and hosted on G2.com.

What problems is CharityTracker solving and how is that benefiting you?

It helps us monitor our clients and get statistics so we don't need to keep a paper trail. Review collected by and hosted on G2.com.

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