Save to My Lists
Paid
Claimed

CharityTracker Reviews & Product Details - Page 4

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
Show LessShow More
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...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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

Answer a few questions to help the CharityTracker community
Have you used CharityTracker before?
Yes

Video Reviews

337 CharityTracker Reviews

4.6 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
MM
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 an amazing program that gives users the ability to track resource utilization across multiple organizations, so that clients receive the most appropriate and efficient help they need. CharityTracker also allows organizations to offer complimenting services and assistance to a single client by cross-utilization of resources. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I wish when an update occurred to a Bulletin that a message would go out that said something to the effect of "this need has been met/no longer needed" Review collected by and hosted on G2.com.

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

It allows us to understand how neighbors have been resourced in the past by other organizations. It also allows us to see habitual use of resources might point to a deeper issue that needs addressing. Review collected by and hosted on G2.com.

Joseph V.
JV
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's online access makes it easy to update and find information wherever we are. They have made it easy to customize the data we collect and are very responsive with helping us do new things and resolve any issues. The default setup got us up and running quickly and we use it every day. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

While the website works on most any device, the controls can be difficult to manipulate on a small phone screen and they do not yet have an app for that.

They are not yet compatible with medical billing for peer support. Review collected by and hosted on G2.com.

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

CharityTracker makes it easy to provide reports and statistics for sharing with funders. Review collected by and hosted on G2.com.

BG
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 believe what is most helpful about Charity Tracker, is that our agency can now easily measure client outcomes and data. Charity Tracker is excellent and very efficient with user-friendly tools. Thank you Charity Tracker for making our workdays much more efficient! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

There is nothing I dislike about Charity Tracker. Review collected by and hosted on G2.com.

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

Charity Tracker is solving a lot for us such as preventing duplicating services among our network of partners as well as ensuring data is collected accurately and easily which is beneficial to us when we need to generate a report. Review collected by and hosted on G2.com.

LP
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 flexibility of adding new questions, new formats (drop down vs. checkbox), and new forms on the front end of the database to match our call flow. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The reporting is somewhat limited. It is built on canned reporting rather than the ability of the end user to pick and choose data points to report on. The responsiveness of the reporting team is difficult as it seems they are understaffed. Review collected by and hosted on G2.com.

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

We are able to gather information more easily and we are able to modify what we capture to match our call flow. We have been able to use certain functions differently to meet our business needs. Review collected by and hosted on G2.com.

Verified User in Philanthropy
UP
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 like that I can track how much funding a family has received and keep all of their documents filed electronically (so I can access them anywhere I am even on my phone) Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Updating goals takes a very long time. It's not useful for visualizing what is happening with a family or how far they've come on their goals.

The page loads terribly slowly and makes using the goal interface something I want to avoid.

I wish I could have a log of current participants (or favorites) that I could keep on an accessible dashboard, that would also show me important alerts readily on their profile.

Using the meetings section is so time consuming that I don't use it. It would be nice if that could be directly linked to the notes area. Review collected by and hosted on G2.com.

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

Keeping information for a family or person in one interface. Review collected by and hosted on G2.com.

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

It has a user friendly interface. It's also extremely helpful with working with other agencies within the network in the community, as well as great for running reports. Charity Tracker is a vital part of our benevolence process. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I wish it was possible to have a clearer system for the week to week work with friends we served. It would be great to have something in more of a timeline look. Review collected by and hosted on G2.com.

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

We are able to track in real time what is happening in the community with the ones we serve. And, it's extremely helpful when it comes to running reports. Review collected by and hosted on G2.com.

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

For the most part the system is very straight forward. I appreciate all of the available features and it is fairly easy to navigate. This system has been a life saver for my care coordinator and makes her feel less overwhelemed with completing tasks. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

When I try to run reports, sometimes the system doesn't include the list of factors that I selected. Review collected by and hosted on G2.com.

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

My clinic covers 7 counties, so it makes it easier to keep track of all of our patients. The reports that we can generate are helpful as well--especially when I need to present them to my board and grantors. Review collected by and hosted on G2.com.

Kim R.
KR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about CharityTracker?

Our organization has been using Charity Tracker for many years to collect data from our network partners. Charity Tracker is a great database for tracking assistance information from a wide variety of organizations. With its easy-to-use platform, volunteers, staff, and leadership can search, enter, and gather assistance records easily.

Customer support has always been quick to respond and very helpful.

As the organization that covers the cost for our network partners, it is an extremely affordable option for tracking. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The reporting side of Charity Tracker isn't as robust as our organization would like. Review collected by and hosted on G2.com.

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

Our network partners are often able to work together to help provide assistance to households. Also, many organizations in our area would be unable to afford a database individually. We provide this affordable option to them as a benefit to being a working partner. Review collected by and hosted on G2.com.

Yadira G.
YG
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 am a services coordinator for Permanent Supportive Housing in Los Angeles and I use Charity Tracker multiple times a week! I appreciate how it has spaces for all demographics of my residents and how it can be adjusted for what my team needs. I especially appreciate how it gives me room to put how much time I spend with each resident. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I don't like how I have to imput every seperate resident. I wish it was able to pull from our own system/census of residents. Review collected by and hosted on G2.com.

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

It is a confidential platform where I can track my interactions with residents. Review collected by and hosted on G2.com.

TD
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 how organized it is. There is a tab for literally everything and it helps me to save time on doing paper work. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The only thing i noticed was when i was actively putting in my notes, after a while it will freeze and delete everything. So i type my notes in a word document and then i copy and paste. Im not sure if its the program or my computer, but once i get a new computer brain, i will know! Review collected by and hosted on G2.com.

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

We are now using less paper and having to file less. It also saves time. Review collected by and hosted on G2.com.