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CharityTracker Reviews & Product Details - Page 2

CharityTracker Overview

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
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
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:
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
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.
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 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

Official Downloads

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Video Reviews

337 CharityTracker Reviews

4.6 out of 5
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337 CharityTracker Reviews
4.6 out of 5
337 CharityTracker Reviews
4.6 out of 5

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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AT
School Lunchroom Help
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

I love using Charity Tracker because it allows me to check up on how often people are seeking help and where from. The best thing about Charity Tracker, in my opinion, is that we can utilize this tool to weed out the people that really do not need our help. I wish everyone that gave assistance would use this tool as we would all be helping each other. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I really have found anything about Charity Tracker that I don't like or that needs to be changed. It has fully met my needs. Sometimes I find myself referring to this site daily to help with deciding if we will be able to give assistance to some of our visitors. Review collected by and hosted on G2.com.

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

Charity Trackernia helping us be able to decide who really needs assistance and who is just "milking the system". Review collected by and hosted on G2.com.

MO
Senior Director of Fund Development
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

We love that we can customize a number of features to what we need - which is vital with all the changes to funding and program data collection and reporting requirements - at no additional cost and without having to contact customer support. Highly affordable for smaller non-profits. Customer support is very responsive and actually helps to resolve the problem - it is a real human being. The sytem is easy to use and easy to integrate - we were able to train staff and volunteers on the system who have very little computer literacy and struggle with change, making implementation a breeze. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I can't think of any downsides of Charity Tracker Review collected by and hosted on G2.com.

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

It allows us to collect all of our agency data in one location and have the aggregate numbers for multiple programs at our fingertips Review collected by and hosted on G2.com.

Luke S.
LS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

I was able to figure out the different aspets of the site in about 20 minutes. I use it nearly every day to see how people are being cared for from my congregation. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I wish there was a place to see all of the clients from my church in one easy place. RIght now I have to search for our church as a "keyword" and it doesn't seem like it's exhuastive. A few names get left off. With that said, the last 10 names I've searched as saved under "history" which is a super heplful work around. Review collected by and hosted on G2.com.

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

It's tracking the information I need to know about how people from my congreation are interacting with the care professionals of one need. I am also giving inforamtion about my follow up with the same people. Review collected by and hosted on G2.com.

Stacey B.
SB
Clinical Therapist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

The customer service has been excellent. I am not a super technology user, definitely just solid on basics. Using Charity Tracker has been a breeze and it is very easy to create confidential notes, access profiles, and update things as needed. I use it almost daily. I was concerned about this being yet another site to navigate in our organization but it truly has just complemented the work we do each day. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Only downside is that there is a learning curve to doing different things with the site or manipulating it to give the functions and results you're looking for. Customer service has been a great help in these instances. Review collected by and hosted on G2.com.

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

It's is providing a HIPAA compliant and confidential space to keep records for clients and track outcomes and services for the organization. Review collected by and hosted on G2.com.

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

I love using CharityTracker. It's intuitive and easy to use. I love that all my data is collected, stored, and easily accessed and processed with the reports. I can have faith that if I can't make it in, anyone on my team can work with my clients because CharityTracker is so thurough. I am extrememly happy with the system. I also have to train several people a year on it and it's by far the easiest program I've ever had to train anyone on. I'm very thankful for it! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

NONE!!! Love it! I don't have anything that I would improve. Review collected by and hosted on G2.com.

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

The intake process takes me through all my relevant questions step by step. I don't even need to remember what to ask because they are just blanks infront of me. Review collected by and hosted on G2.com.

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

i love the ability to customize the reporting features and its flexibility with roles and accounts. Also it is intuitive to use . Some of our staff were technichally challenged but took to this application well! we use this daily and have not had any issues with lag orlatency.. it has been very smooth.

it is every easy to integrate into our workflow and has become a heavily relied upon tool. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

there was a learning curve on the adminb side to setup so it functioned correctly for oyur users... but after the initial trial and error we found our groove. Review collected by and hosted on G2.com.

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

we have 4 feild agents and this allows them to have a centralized network to document reporting goal planning and record time with clients. Review collected by and hosted on G2.com.

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

The most helpful thing about using Charity Tracker is that it gives us the opportunity to keep track of our clients. It also allows us to share and interact with other agencies in our 2 county area so that we can better assist our clients. It is extremely easy to navigate and allows us to do our jobs efficiently. We use this system every day in our offices.

The features are easy to understand and navigate. We have seamless movement from one screen to the next as we work with our clients.

The customer support team is outstanding and responds to emails and calls immediately. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I honestly have not encountered anything that I dislike about using Charity Tracker. Review collected by and hosted on G2.com.

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

We have not had any problems with Charity Tracker. Review collected by and hosted on G2.com.

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

CharityTracker is the best and most cost-effective solution for our small organization. We researched many other programs and this stands out as the best. I like that you can tailer what you track on each client.. you can create your own demographic markers and create cost tracking, etc. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The reporting can be confusing. To be fair, I haven't done any trainging on it - just jumped right in.

And I feel like it's hard to get a big picture snapshot of where things are at - I wish there was a spreadsheet type layout of display - instead of downloading a spreadsheet. Review collected by and hosted on G2.com.

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

We were using loads of spreadsheets it was a nightmare. This is much better; it ties in cost tracking & helps us standardize. Review collected by and hosted on G2.com.

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

CharityTracker is a wonderful way for nonprofits in our city to share information and funding. Clients are able to get assistance at more than one resource by linking information through the database. The IT department is small enough that you can get answers and assistance quickly when an adjustment is needed or an issue arises. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

ChairtyTracker lacks some customizable options that make it difficult to track data for every grant our nonprofit adminsters. Review collected by and hosted on G2.com.

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

Data and client management for the agency. We don't have a need for mulitple databases.

Connection with other agencies using the database. Allows agencies to see a pattern of assistance and make accurate referrals. It also allows funders a vehicle for sharing funds without fear of duplication. Review collected by and hosted on G2.com.

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

Using the Charity Tracker system allows for fluid communication among all of its users. To follow resources an individual or family receives to either allow for additional assistance or to prevent duplication. The system allows you to pretty much enter as many demographics as one can enter, which is great for analytics. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Getting participating organizations to enter their data in a timely manner. Review collected by and hosted on G2.com.

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

It allows multiple agencies to work in the application at the same time in real-time.

It would be nice if Charity Tracker (and maybe they do) had a way to specifically see what organizations have done within a certain time frame, or to follow inclement weather assistance, or a particular service, etc. Review collected by and hosted on G2.com.