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CharityTracker Reviews & Product Details - Page 8

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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KK
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 and easy way to tap into community resources is through the Bulletin feature of Charity Tracker. It was very easy to implement and our site recieved amazing training on how it works for our clients. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I have not found anything 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 helping our site quickly tap into community aid and support through the Bulletin feature. Review collected by and hosted on G2.com.

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

Their support team is very helpful and responsive. Our agencies love that there is case management available and allows agencies to flag any clients with issues that other agencies need to be alerted of. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The price is a little steep for the amount of agencies we have using the program. Review collected by and hosted on G2.com.

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

Abuse of service and the ability to refer without having access multiple products. Review collected by and hosted on G2.com.

Verified User in Individual & Family Services
UI
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 community board the most. It's a great feature to help different users and agencies in the same program to discuss, get answers, and more. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Perhaps because I'm not an admin, there's no way for me to easily see a list of all cases that I inputted or a full list of cases from my agency. I can only search for them one by one. Review collected by and hosted on G2.com.

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

CharityTracker helps my agency track client case management and helped form the basis of how we manage our cases. For example, we created our client intake form based on the questions in CharityTracker's assessment form. Review collected by and hosted on G2.com.

Young Woon H.
YH
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 factors into different types of activities an organization does for charitable causes. There are a number of features that are helpful. The customer support is pretty stellar too. It is a central location, you also use the site a lot. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

There are some confusing features that need to be impvoed. Review collected by and hosted on G2.com.

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

being a center location where all activities come and get counted. 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?

My favorite thing about Charity Tracker is that it is used by other agencies. I can see how they are already being helped, or what services they might qualify for that they are not currently using. I can also see notes or alerts regarding a client; this can provide warnings if someone is potentially violent or otherwise unsafe. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The price is a little hefty, especially if you need more than one login. Review collected by and hosted on G2.com.

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

We use CT alongside other area agencies. I can verify eligibility and qualification data to ensure our guests are using area resources in a responsible way. Review collected by and hosted on G2.com.

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

Great place to share information to leaders in the community that are able to share to clients and individiuals in need special events or oppertunities that are catered to individuals. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

It would be helpful to be able to get an electronic signature to send out to individuals that we are requesting services in order to quicken the process of getting them the help they need. Review collected by and hosted on G2.com.

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

When resources seem to be limited, when posting there might still be further resources that someone else might know of and that communication opens up more routes of resouces. Review collected by and hosted on G2.com.

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

Charity Tracker is easy to use. I use it daily. When we need to add or change a category it is user friendly. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

It would be nice if the block that keeps track of what you are clicking on the most could have more than the 5 items it holds now. If 10 items could go in the drop down block that would be great. Review collected by and hosted on G2.com.

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

We keep track of how many people we serve daily and how we help them. It keeps track of everything so our administrator can run reports with the information we need. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
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 offers an easy way to resource and outreach all in one place. You can see a wide group of local non profits to help you to help your clients! Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing actually! I like the lay out and the options! Review collected by and hosted on G2.com.

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

Charity Tracker is like a multi tool for non profits. I am able to see what services my client has recieved, what they can get, and who they have worked with all i one place. Its like one stop shopping! It really stream lines my job and gives me more time with my client! Review collected by and hosted on G2.com.

Thomas C.
TC
Retiree
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 user-friendly interface. The logic behind the information about our clients is straightforward and easy to follow. When I was documenting it and creating our matching intake forms, the flow was readily apparent. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

Nothing I know of. It's a great tool!!! Review collected by and hosted on G2.com.

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

The reports are handy tools for documenting our aid rendered, as well as balancing our books. Review collected by and hosted on G2.com.

Trevor W.
TW
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 being able to collaborate with other local groups while still maintaining client privacy as needed. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

I may have missed it, but I would like a feature that would allow me to upload batches of volunteer info to make data entry easier Review collected by and hosted on G2.com.

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

Allows tracking of volunteers and clients, and how they tie to one another Review collected by and hosted on G2.com.