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CharityTracker Reviews & Product Details - Page 7

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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Tamara D.
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?

What I like best is that I can see what assistance and interaction other organizations have had with our clients. I use the system daily and it was easy to learn. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I wish there were catagories for document uploads and a way of showing only specific docuemnt names. Review collected by and hosted on G2.com.

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

It takes a community to meet the crisis needs of our clients. In this way we can be transparent with eachother and communicate clearly. Review collected by and hosted on G2.com.

MB
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 us Charity Tracker for our benevolence cases and this is a fabulous resource. Not only does it show our notes for people but the program will give us alerts. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I don't like the fact that it will not give us resources to use or to give to people. Review collected by and hosted on G2.com.

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

Charity Tracker allows us to see what other agency have donated or helped with for people and this helps us not to over help. Review collected by and hosted on G2.com.

Dreama C.
DC
Program Director
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 the fact that I can add sections to CT that fits the need of our organization. I also like that customer service is so quick with their responses. And always seem so eager to help. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I do wish some of the built in questions could be deleted if they are not needed for our organization. Review collected by and hosted on G2.com.

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

CT allows our organization to keep up with our participants data all in one place Review collected by and hosted on G2.com.

JF
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 find if very easy to input information into Charity Track and it's super helpful for keeping track of all kinds of data. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Pulling the information out of Charity Tracker in the reports section is very difficult for myself and my coworkers. The information feels inconsistant and does the reflect the accurate number. \ Review collected by and hosted on G2.com.

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

Making it easy to keep track of an individuals students assitance being provided to them. Review collected by and hosted on G2.com.

Tammy D.
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?

Uploading documents is easy and great for reviewing previous transactions. We use in county and great for other agencies to see what everyone is doing in order not to double pay something. Support is great and quick response! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

nothing that I can really think of - anything we have found that didn't work for us they have helped us find a way to fix Review collected by and hosted on G2.com.

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

tracking assistance, notes and documents Review collected by and hosted on G2.com.

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

Allows me to keep track of relationships and how we can best serve our neighbors. It is easy to use. Multiple agencies can work together easily. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The extra paperwork required discourages volunteers from using it. Review collected by and hosted on G2.com.

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

Helping us be good stewards of church funds by investing in people who need assistance in ways that are helpful and involve other community partners. It shows that we're not in this alone. Review collected by and hosted on G2.com.

SS
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 that I can customize fields to suit my program. Tracking information/demographics for the annual Point in Time survey (that all communities are required to provide to HUD) is quick and easy since I've added the fields! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The one minor downside that I've noticed is that it's time-consuming to re-order demographics. Review collected by and hosted on G2.com.

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

Maintaining accurate data and being able to pull various demographic reports really benefits our organization Review collected by and hosted on G2.com.

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

Charity Tracker has allowed to eliminate the cumbersome excel spreadsheets. Their support is very knowledgeable and very timely. They have helped me with numerous custom reports and bend over backwards to make sure we get the most out of the software. Kiddos to the entire team! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Been using for 8 months and have no negative feedback Review collected by and hosted on G2.com.

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

Allows us to manage over 2000 people smoothly and accurately. 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?

I like the ease of the website. The storage supports a lot of information. The customer support is spot on. They is a fast return on questions and concerns. I use this website daily and love the ease they provide. the intergration is very user friendly. I love the implemention of the features and the customization per organization. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I wish ther was a faster way to run a report. Also less options to narrow down a search. Review collected by and hosted on G2.com.

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

It holds all of my files neatly and removes the bulk of paperworkwork on hand. I also love the easy search features and the reports functino. Review collected by and hosted on G2.com.

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

Everything in one spot! Easy to navigate for the most part. And the customer service is the very best. I feel like I hardly ever have to wait in order to get my questions answered. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I would love only one system. Currently we have to use another system for creating and booking appointments. Review collected by and hosted on G2.com.

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

It allows us to run data on so many different data points! Review collected by and hosted on G2.com.