TD
Tyrielle D.
Small-Business (50 or fewer emp.)
"Great and organized"
4.5/5
What do you like best about CharityTracker?

I love how organized it is. There is a tab for literally everything and it helps me to save time on doing paper work. Review collected by and hosted on G2.com.

What do you dislike about CharityTracker?

The only thing i noticed was when i was actively putting in my notes, after a while it will freeze and delete everything. So i type my notes in a word document and then i copy and paste. Im not sure if its the program or my computer, but once i get a new computer brain, i will know! Review collected by and hosted on G2.com.

RW
rebecca w.
Small-Business (50 or fewer emp.)
"User friendly yet some pieces are missing to make the experience better for case management."
4/5
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.

BL
brittney l.
Small-Business (50 or fewer emp.)
"Love how easy CharityTracker is to use!"
5/5
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.

VS
Vicki S.
Small-Business (50 or fewer emp.)
"Empowered by Networking"
5/5
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.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Currently a social worker who actively uses Charity Tracker everyday!"
5/5
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.

JK
Jerrica K.
Small-Business (50 or fewer emp.)
"CharityTracker makes tracking assistance very easy."
5/5
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.

Sarah M.
SM
Sarah M.
Small-Business (50 or fewer emp.)
"Friendly, responsive staff and a good basic record-keeping platform for new nonprofits"
4/5
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.

SC
Steven C.
Small-Business (50 or fewer emp.)
"Charity Tracker has helped us to see the impact we are making in our community."
5/5
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.

KB
Katherine B.
Small-Business (50 or fewer emp.)
"Great nonprofit tool"
5/5
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.

AW
Anthony W.
Small-Business (50 or fewer emp.)
"Best experience"
4.5/5
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.