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CharityTracker Reviews & Product Details - Page 5

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

Easy for individuals to utlize. Get for large networks to refer cilent to each other. Customer Support is quick to respond. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Missing basic case managment features and customitation. Does not have a case manager dash board to allow for easy viewing of a case managers cases. Assessments is not user friendly and difficult to understand. Appointment feature does not connect to calendar. Rerferals in the system are sent to all agents for the orgaination with no way to customize that. Pulling some reports can be cumbersome. Review collected by and hosted on G2.com.

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

Case management software that links local nonprofits together. Review collected by and hosted on G2.com.

BL
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 use CharityTracker all day every day and I really like how easy it is to use and how easy it is to run reports and share notes with teammates. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

When doing reports I dislike having to individually click on items and wish I could click on Asstiance/categories I want to run reports on as a whole. Review collected by and hosted on G2.com.

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

The Tracker helps our team to be able to look up and help clients whether it's their or a teammate's client. And because of that, we are able to help clients more quickly. Review collected by and hosted on G2.com.

VS
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 is so empowering to know that there is a network of people working together to meet the needs of those we serve. I have often recieved replies within minutes. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing really to dislike, but it took a while to gain an understanding of all the site has to offer, beyond just posting bulletins. There is now training for that. I have been visited twice by Aly, who has helped me to uderstand many of the "hidden features". Review collected by and hosted on G2.com.

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

Helping us connct our clients with resources that we are not able to provide. Review collected by and hosted on G2.com.

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

What I find the most helpful about Charity Tracker is having all of the client's infomation all in one area. The biggest tool of using a software like this to serve the community is how it bring multiple organizations together to cater to the needs of every individual. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

So far I have not struggled while using Charity Tracker, all the trainings given always solve any questions I may have! Review collected by and hosted on G2.com.

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

The main hurdle organizations seems to face is the lack of communication within Social Worker, many of us have multiple clients at once and we tend to forget all the agencies that offer support for the community. Charity Tracker makes it easier for I, as a social worker to find agencies in a specific area for a specfic problem. Review collected by and hosted on G2.com.

JK
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 much easier and simpler than other programs we have used for tracking our assistance. I am able to pull reports quickly. I also love that I can upload multiple assistances at once to save time. I use this program everyday for two different agencies I am a part of. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

So far, I have not run into any issues with CharityTracker. Review collected by and hosted on G2.com.

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

Anything I have run into with CharityTracker, their team has been able to fix immediately. They are very quick and efficient in responding. Review collected by and hosted on G2.com.

Sarah M.
SM
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 staff are so friendly and helpful. If I send an email and something is wrong with the system or I need a customization, they respond within 24 hours. I deal with the same person or group of people each time, it's not like calling larger companies where you get a ticket number. They know exactly who I am and are attentive. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

It's best for entry - level social services organizations. Review collected by and hosted on G2.com.

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

We are part of a coalition and we are now interconnected with the other agencies Review collected by and hosted on G2.com.

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

Customize goals; we are abled to create customized goals for our participants based on the requirements of funders. Customer support has been great in helping us create customized releases based on needs of specific funders. The interface is simple and easy to follow. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Calander will not export and share with google calander. We hope this feature comes in the future Review collected by and hosted on G2.com.

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

We are now able to track goals that each of our funders are looking for. Reports quickly allow us to see where we are in supporting our participants. Review collected by and hosted on G2.com.

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

Love how easy to pull reports, the customization for our agency and the pricing plans that allows us to fit it in our budget. Its easy to learn and integrated well into our intake. We can use it as we complete intakes live, on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Sometimes there are data elements that we have difficulty retrieving. However, we have great support from CharityTracker to solve our issues. Review collected by and hosted on G2.com.

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

Charity Tracker helps us to track ellibility for programs, confidentially file documents and complete reports for various grants. Review collected by and hosted on G2.com.

AW
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 keeps a great log for all the I fomstion in clients. It's very simple to use and it also allows you to set preferences to extrapolate data that's needed versus having to go through old records. Also allows the printing of case reports. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

You can only enter a household of 9 while makes it hard with large families. Also you have to save to add more slots tor the budget. Review collected by and hosted on G2.com.

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

Recording the proper demographics and showing the best become and expenditures of the clients Review collected by and hosted on G2.com.

Bryan L.
BL
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 ability to internally streamline our work amongst our staff to provide the best support for guests who come to our organization for help.

Along with this being able to share the work done with our guests who may visit other organizations and vice versa has saved our organization both time, money and resourcees. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing that I can think at the very moment. Review collected by and hosted on G2.com.

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

It is eliminated the duplication of services and struggle to communicate with other staff on case management. Review collected by and hosted on G2.com.