Video Reviews
Next Step Ministries
337 CharityTracker Reviews
Overall Review Sentiment for CharityTracker
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The software allows us to keep track of everything we do with our clients.
Charity Tracker is very user-friendly, and we find that even our senior caseworkers have no problem navigating the program.
The comapny is extremly helpful whenever we need to make any changes, and tailor it to our needs. Review collected by and hosted on G2.com.
Sorry, but there is nothing here to write about! Review collected by and hosted on G2.com.
Easy to navigate. You can customize to fit your organization's needs. Customer support is fast and helpful. Our entire team accesses it daily. Review collected by and hosted on G2.com.
The only feature I would like to see added is the ability to convert report data to graphs and/or charts. Review collected by and hosted on G2.com.
We are using it for our own organization to know who came to get resources from us. It is easy to use and so helpful for us to have things in one place. Review collected by and hosted on G2.com.
It takes a bit to get used to all the features Review collected by and hosted on G2.com.
it is a good way for me to help the client because I am connected to other agencies .I can refer them to places they haven't been and save time by filtering out the ones they can not go to again. Review collected by and hosted on G2.com.
The search is a problem .I put in a name nothing comes up so I created a new case and then a duplicate notice comes up. This is a big waste of time and energy Review collected by and hosted on G2.com.
The most helpful thing about Charity Tracker is how simple it is to use to find necessary information for our agency. The customer support that I have received has always been easy to reach and helpful. Review collected by and hosted on G2.com.
It is still a great product; however, it would be very helpful if there was a space for aliases. This would probably help prevent duplication. Review collected by and hosted on G2.com.
Charity Tracker has been so useful for our organization! It easily allows sharing of useful information to help us make informed decisions. Review collected by and hosted on G2.com.
There are many features in Charity Tracker and I know I'm only using a small portion of them. Review collected by and hosted on G2.com.
Charity Tracker is helpful in that I can look up a client who comes to us in need of assistance to verify the information that the client is telling me or providing to me. Charity Tracker is very easy to use. Just log in and look up the client's name, look at the assistance section and the notes. We only use it when a client comes to our office, which may be only a few times per month. Review collected by and hosted on G2.com.
The only downside is if the client has moved and the person(s) entering the information hasn't had time to update the file. Review collected by and hosted on G2.com.
It is very straightforward, with an appearance, layout and format that are all easy to take in visually to find what you need, even for someone like myself who doesn't use the system every day. Review collected by and hosted on G2.com.
Sometimes a search or a click can take a few moments to give me the results or page I am looking for as the system searches a database or pulls up information. Review collected by and hosted on G2.com.
Its flexible with what you want to do with it so my team uses it every day.
Customer service is above and beyond Review collected by and hosted on G2.com.
Its ability to run reports is not as simple as it seems or easy to customize so integration isn't 5 stars.. We would also like to integrate some of our Microsoft Forms surveys directly into the platform but that is not an option. Review collected by and hosted on G2.com.
I love how user friendly it is. Even if you have not had proper training if you just play around you can figure out most of the things you need to know. Review collected by and hosted on G2.com.
The reports. I think I am still trying to figure out the filters and how to come up with the exact report I want. Review collected by and hosted on G2.com.
