CharityTracker

Pros

Charity Tracker helps us manage donations and beneficiaries with ease, improving our transparency, and streamlining our charity operations. It's a valuable tool.

Cons

Charity Tracker may lack advanced reporting features, and its user interface could benefit from some enhancements, making it less user-friendly for those looking for robust data analysis and a more modern design.

Pros

What I liked the most about this software is its case management functionality and it is easy to use.

Cons

What I liked least is the fact that not all organizations use it.

Alternatives Considered

Reasons for Switching to CharityTracker

Pros

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

Cons

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

Pros

Very easy platform for creating, recording and tracking vital information for clientele.

Cons

I had no difficulties or any thoughts that could be considered a con.

Pros

Great customer service! I would recommend for anyone looking for a nice easu system.

Cons

No cons kust a super easy to run system that you’ll love

Pros

Charity Tracker is intuitive, reliable, and easy to use.

Cons

Pulling specific data can sometimes be confusing.

Pros

Ability to pull Charity Tracker up and document while speaking with a client and not worry about the system crashing.

Cons

So far I have no complaints Charity Tracker has been great for our company

Pros

I use the app when I am making donations to learn about charities I am unfamiliar with

Cons

I do not have any thing that I have found to dislike

Pros

I liked that there was no onboarding fees and that I could collaborate with other organizations

Cons

the interface took a while to learn and just didn't overall suite my needs, but might for another organization.

Pros

User-friendly, customizable, excellent value

Cons

Sometimes a customized feature is an extra cost, although I feel that is to be expected.

Pros

It is VERY user friendly on various levels. I am a social worker with over 10 years of experience and have never encountered a better data base system. Really fantastic!

Cons

The scheduling of appts was a bit confusing, but overall okay.

Pros

CharityTracker provides a centralized location to track all client information and assistance provided. The software's case management feature is particularly useful in tracking assistance over time. The reports generated by CharityTracker are customizable and provide valuable insights into the services provided.

Cons

CharityTracker's user interface is not very intuitive. The software can be difficult to navigate, and some features may require additional training to fully utilize. Also, the software's mobile app is not as robust as the web application.

Pros

Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained.

Charity Tracker makes tracking of services for clients very easy as well. It is great to see what services the client has already received in the community. This helps to better assist the clients overall, and makes connecting them with services much more efficient.

Also, Charity Tracker's tech support is fabulous. Anytime I have a question, or need help running a report, I call their help desk. Within minutes, I am in contact with a technician, and they stay on the phone until my issue/need is addressed.

The value for the amount you pay can't be found with most software.

Cons

Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need.

Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you when data is missing in a client's file. For example, if entering a new client, if you miss the DOB box, I would like to see a box pop up that says "You forgot the DOB for this client. Would like you to enter it or ignore it?" I know that sometimes it's not possible to enter ALL the information, so an ignore button would be nice. If this popped up every time you enter that client's file, it would be annoying enough that you would enter it to not have to have the box pop up anymore!

Pros

Because CharityTracker is an online platform, it was the perfect fit for our business model. The ease of use, and ability to allow our remote staff to work from anywhere was our first priority for we were remote prior to the pandemic. Also, when their "pro" features were launched, that made it even better. The pro version includes a text feature that allows us to communicate with all of our clients with just a push of a button. We simply type the message that we need to send, or reminders, etc.. and send it out. For our clients who have landlines, the message will be read to them. lt's really amazing.

Cons

In the future, I'd love to see a cleaner layout and maybe just a little bit more intuitive, but this doesn't take away from how great it is.

Pros

Our community's emergency assistance providers needed a way to work collaboratively when people had a disconnection bill larger than any one of us could pay. CharityTracker enabled us to see what other orgs were contributing, so that we were able to make sure that the full amount past due and reconnect fees were covered, ensuring that our collective funds would actually reconnect someone's services. Charity Tracker allowed this and helped us track other types of assistance that were provided. It also was able to be customized to meet our needs. I have moved from that role, but was excited to see that my new organization is also going to use the same citywide system to track assistance provided to people after a disaster.

Cons

It is really compliant, ensuring that all permissions are captured and respecting the privacy of the people served. Because of that, it was a little less flexible that our own personal system, where data sharing requirements were not necessary.

Pros

It is simple and connects many of the agencies in our community by allowing us to see shared data on clients in need.

Cons

The ability to roll up and create reports is exclusive to the administrator, and I need this same option at the user level. It would prevent duplicate reporting that I do for my own agency, and allow me to see how other agencies are using the system. My organization pays for many of the agencies in our network to participate in Charity Tracker. The intent was so that we could evaluate how the clients are being served but I do not have that capability as a user.

Pros

The software provides a real time picture of how contributions are allocated. Their information is real, raw, and absolutely necessary, especially when considering the state of the economy and that most people are not giving out of abundance.

Cons

What’s not to like. The nonprofit sector, and charitable contributions at large have limited oversight, which makes them vulnerable to misappropriation. This software provides the donor with detailed, truthful information, and thereby stretching the efficiency and impact of the individual contribution.

Pros

Before using Charity Tracker, our agency used a simple database to track our funding and client information. Coordination with some other agencies was not possible. Now we can work with another non-profit and know that we are able to be better stewards of our charitable funding. Having accurate, timely information makes all the difference. Charity Tracker is easy to use, and the search capability and variety of reports available really help us analyze our data.

Cons

We required a weekly report that was not available within the current software. Fortunately, the development team at Charity Tracker created this customized report for us.

Pros

I am retired and not terribly computer savvy. Charity Tracker is so easy, it makes my volunteer work, which is serving hundreds of needy in my area, possible. The others in my group can easily see what I am posting, and likewise I can see their postings. The storage a retrieval of historical data is simple and is critical to our being able to offer the assistance to our clients.

Cons

Sometimes the choices in the drop-down boxes available for posting do not fit what we desire. Yet we do not advocate for additional choices. The advantages of the simplicity of having the choices there are outweigh any benefits we would gain in having additional choices.

Pros

That we are able to share clients with other providers to help elimante duplicatation of services.

Cons

There isn't an area to indicate that a client is a veteran.

Pros

It is easy to track our clients recent assistance and also see what assistance they have received from nearby non profits.

Cons

Reports are hard for me to create but the customer service helped me create the ones I need that can be used over an over.

Pros

We like that it is easy to use and is pretty straight forward on entering information. It is very user friendly and as a non-profit it is very affordable. The Outcomes section is a great easy way for us to track our clients success. We love that we are able to print it out so that they can have a reminder at home of what goals they are working on. We also love that we can choose what information we can keep private to our agency. We also love that we could personalize assistance records to fit our needs.

Cons

Reports are sometimes inconsistent which is difficult when you are trying to get accurate information to use when applying for grants.

Pros

The ease to customize to our agency needs and ease to use. Extremely supportive staff and tech people. Knowledgable. Able to adapt and make changes as our agency needs and services have grown. Affordable. Ability to network with other local service providers has strengthened our partnerships and ability to recognize clients with multiple needs.

Cons

The reports are not as adaptable, changeable, or as flexible as needed when making statistical reports for multiple funders all requesting different information. Not all networked agencies are as professional as others and not always confident they are confidential or nonjudgemental with clients. Would be nice to select which members in a network see all of our information, while limit what some others can see. Feel the need to protect those seeking help from judgement .

Pros

If you have enough information you can find any of our clients. It's much easier with DOB, if that has been entered correctly.

Cons

Your program brings up a clients with DOB or Name;however , if the name must be exactly the same as entered with lower and upper case. If a mistake is made using a lower case instead of upper case I may have to search through several pages of similar names. I wish it was programmed so that either case was pulled up to the top of the list.
Also it would be helpful if it could bring up similar spellings. People often change spellings of names today;again, this has to be exact for no match at all.

Pros

Everything! Couldn't ask for better quality service from Simon Solutions.

Cons

Over the past several years we have suggested small changes and the changes were made. So I don't have any complaints. But I wish we could get everyone in Transylvania County on board. If all agencies were also inputting data into Charity Tracker we could get better statistics about gaps in services. I think the price is a barrier for some of the smaller non profits.