CharityTracker Reviews (337)

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Reviews

CharityTracker Reviews (337)

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4.6
337 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and user-friendly interface of CharityTracker, highlighting how it simplifies client management and facilitates collaboration among agencies. Many appreciate its ability to track client outcomes and streamline communication, making their work more efficient. However, some users note that the reporting features can be confusing at times.

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Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"A great resource"
4/5
What do you like best about CharityTracker?

The tracking and reports of how we have helped, the ability to look up past cases across all 8 of our locations, how it integrates with other organizations across the city to see who has helped and how so we can better aid people, and the legal features for Release of Information. It has been something we used for many years. It is easy to use and teh customer support has been great. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

If more people in the city used Charity Tracker, we could help people more, have more accurate information about what organizations do what, catch peole who are trying to abuse the system sooner. The entrace cost and starting up can be very intimidating for new businesses. Review collected by and hosted on G2.com.

MM
Michael M.
Small-Business (50 or fewer emp.)
"Best Resource Utilization Tool"
5/5
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.

Joseph V.
JV
Joseph V.
Small-Business (50 or fewer emp.)
"Personalized records management"
5/5
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.

BG
Bianca G.
Small-Business (50 or fewer emp.)
"Charity Tracker has been an excellent tool for our agency and has made our work much more efficient."
5/5
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.

LP
Linda P.
Small-Business (50 or fewer emp.)
"The front end of the database is more advanced than the reporting aspect"
3.5/5
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.

Verified User in Philanthropy
UP
Verified User in Philanthropy
Small-Business (50 or fewer emp.)
"Helpful for tracking assistance to families, but hard to use goals."
3.5/5
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.

JB
Jon B.
Small-Business (50 or fewer emp.)
"It's a game changer"
5/5
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.

TF
Tammetrius F.
Small-Business (50 or fewer emp.)
"A Great way to organize and track information for clinics"
4.5/5
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.

Kim R.
KR
Kim R.
Small-Business (50 or fewer emp.)
"User-friendly solution to tracking assistance"
4/5
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.

Yadira G.
YG
Yadira G.
Small-Business (50 or fewer emp.)
"Great Way to Track Assisting my Residents"
5/5
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.