CharityTracker

Vorteile

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

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

Pulling specific data can sometimes be confusing.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

User-friendly, customizable, excellent value

Nachteile

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

Vorteile

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!

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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 .

Vorteile

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

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

Es muy facil de instalar y sencillo de usar,la capacidad de modificar el software y personalizarlo a tu gusto es grandiosa.

Nachteile

Podria ser mas economico en cuanto a agregar funciones al software

Vorteile

Dans l'intention de rendre service à des personnes surtout les services de déménagement ce logiciel est conçu pour gérer les situations de ce genre de façon plus efficace.

Nachteile

Dans son domaine précis il n'y a pas d'inconvénients qui est constaté à ce logiciel.

Vorteile

Real time reporting is one of the best feature

Nachteile

Customer support is not good. Need to improve customer service

Vorteile

Very simple and easy to use. A lot of customization for anybody’s needs.

Nachteile

They probably charge a lot more for this product. It is so good.

Vorteile

This software is easy to learn. As someone who likes to dable in PRN jobs, it’s a plus to have a program I can jump into right away and understand. It streamlines the case management process and decreases the amount of paper I need to keep track of. Very helpful if you have large caseloads to keep track of.

Nachteile

Currently have not experienced any cons with the program.

Vorteile

molto intuitiva la prima utilizzazione anche se non pagamento

Nachteile

non molto sviluppata la prima utilizzazione non pagamento

Vorteile

Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! I was fortunate to be on board when Charity Tracker was implemented in our community and still fortunate to this day to work in the same community. Charity Tracker makes it easy to get information to community members or even get information from the community. Charity Tracker allows for key community members to collaborate about new ideas. Along with new ideas - Charity Tracker allows for all community partners to track and follow assistance given. This information on an agency level or community level is valuable information allowing for discussion topics to open up about funding or bringing in other resources into our community. With Charity Tracker we are able to see what we do well as a community and where we need to improve - what needs are being met and what needs still need to be met.

Nachteile

Limited to service areas - all communities should have this program - would be helpful to be tied in with other Charity Tracker communities across the state.

Vorteile

It is easy to get input for programs that is specific for the need of our organization. The programs as administrator are easy to edit. As administrator I can edit funding sources, I can make any necessary changes by just clicking a save change button. Like the reports sub-tab where I can go and run all the reports that pertains to this agency. I can customize agency reports. Running the reports could not be easier. I can filter the reports, I can choose the fields for the agency reports. I can easily get data for demographics reports. When using search it is not complicated. It will list all possible duplicate cases if any exists. If it is a duplicate case you can merge those cases, which is an excellent tool.

Nachteile

I would like to be able to go back into the relationship tab and make corrections as to if it is a dependent or living together without having to go all the way back to the beginning and edit the relative out and input again. I need this feature because I have volunteers that will not always input this data. I am not sure if it's my fault or the input of area we serve as the crisis. I have not been able to change that. For instance pantries- We have 5 pantries I would like for a heading to be for each pantry with the sub heading name of pantries. I don't know how to do that. I would like for the listing of our assistance program to be revised. I am not sure if I can do it, I have not call nor asked for help with this issue. I believe rearranging things that will best give us a more accurate count. I am not sure how to get a count from the sub heading of agencies, that is confusing to me. Again I have not spoken with anyone lately about it.

Vorteile

We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

Nachteile

With the number of volunteers that benefit from access to Charity Tracker, the cost of bases. Also, because of the amount of users on our network, we do end up with a lot of duplicates that go undetected. Would their be a way for a more pronounced alert to be developed that would even prevent a user from going forward until they used the search tab? Also, it is sometimes difficult to know what fields to select( or not) when running reports. I've learned most by trial and error and it seems like it is clunky. Perhaps it's just me and my inexperience but I wish the reports were more user friendly and as easy as the case management arm of Charity Tracker.

Vorteile

What I like most about the software is that is easy to use, user-friendly for a variety of skill levels and intuitive. Also that the system is web-based, because that means I have access virtually anywhere.

Nachteile

What I like least about this software is that it can take upwards of 15 minutes or more to pull a CSV file report. Also, while I like the variety of reports available, the amount of options/combinations can make it confusing to know which information to pull and how to pull it.

Vorteile

CharityTracker is an excellent way for charitable organizations within a community to share information. It allows those of us trusted with donation dollars to be good stewards of other people's money. Most everyone seeking assistance is honest and forthright, but CharityTracker gives local agencies the opportunity to work as a team in stopping those who try to abuse the system.

Nachteile

If I could change one thing about CharityTracker it would be to only list money, material goods (clothing, food, etc.) or services with a dollar value under the heading of Assistance. Oftentimes, I'll see an applicant with a VERY LARGE number of Assists only to find out that a great many of those Assists were for prayer or spiritual tracts. Don't get me wrong -- prayer is very important and greatly needed, but I don't think it should be added to the number of times a person receives Assistance. It makes that applicant appear to be a frequent flyer, so to speak -- seeking too much help. If our goal is to make sure no one is abusing the system by duplicating funding efforts, why track prayer? Prayer is free and unending and always available in abundance. Donation dollars are what we should protect against abuse.

Vorteile

I love that it is easy to use. I love the referral feature probably the most because it allows you to request services on behalf of a client without ever having to leave the office, submit anything. it's all in front of you.

Nachteile

It has a ton of glitches. It goes down at least 2-3 times a day without warning right in the middle of a slammed day. Customer service sometimes is hard to get a hold of as well.

Vorteile

I like how easy it is to use. We utilize a lot of volunteers at our organization, many of which are with us one day a week or even a month. The straight forward nature of the software helps to ensure these volunteers have little difficulty using the software even if they have not accessed it recently.

I also like that it is a shared case management software so members of our organization can not only see assistance and notes entered by our organization but other local organizations as well.

Nachteile

I wish there were more layers and higher capabilities related to the report pulling functions. I do most of the reporting for our organization and very often I have to pull multiple reports, export them to excel, merge them into one document, and edit them to get the report I need. More detailed and higher level reporting options would make this task less cumbersome.

I also wish it was HIPPA compliant. We provide some medical services at our organization and because Charity Tracker is not appropriate for health related information we are required to do double entry. Also very often if a medical clients is accessing outreach services or vice versa you do not get the full history since some information is in Charity Tracker and some is in our medical software.

Vorteile

We have used CharityTracker for several years. I love that we are able to share information about how we have helped people in our community as well as see how other organizations have helped too. The alerts and notes are great tools. I can't imagine running a ministry that assists approximately 40 families per week without CharityTracker.

Nachteile

Nothing. We love CharityTracker and would recommend it to any organization or church that is doing benevolent ministries in their community.

Vorteile

I like that all of the buttons are easily identified and large enough to see to access different parts of a client's file.
I like that you can link profiles together so we can keep track of multiple people who use our services who are connected or identify potential problem people linked to a client.
I like how the client's identifying information is easy to read as soon as you look at their profile.

Nachteile

I don't like the way the Release of Information feature is set up. I wish it was a fill in form that we could input who the ROI is filled out to, so that if someone calls into the front desk they know whether they can confidentially speak with that person or not versus having to pull the physical file and call back. It would be nice to be able to either fill out a form format or scan in our ROI form. The one CT uses isn't appropriate for our clientele and business.
I also don't like that there can be SO many options/fields under the different tabs. I know that has to do with the way our office person helped set it up, but it would be nice for the CT person to offer some advice regarding what information needs to be put in and deleting unnecessary fields that take up space.
I also wish that when you type a name in the search field and previous search entry pops up that you could arrow down to it and just press enter once to have it search instead of having the press enter twice.

Vorteile

Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

Nachteile

That every agency in the whole community isnt using it!

Vorteile

User friendly! Customer service is awesome-quick response. Multiple users is a must for our area. We don't have to worry about back up or maintenance.

Nachteile

Some applications do not apply to us - may not ever use some of those features.

Vorteile

It gives you accurate information quickly, which makes us able to detect anyone who repeats the data to take more services and use them, and help me help customers quickly.

Nachteile

The inability to quickly create reports, and also the inability to return to the tab without going back from the beginning and entering and editing the data again.

Vorteile

CharityTracker is very user friendly. Most people can use the software. The HELP desk and customer service are amazing and provide everything you need. It has an excellent reporting feature and the flexibility of customized reports is very helpful. The data it can provide has helped our community make many program decisions. The Bulletin Feature provides a very efficient and effective way for us to communicate community information. It can be used during a disaster to get information out to the community about where services are available. It has an incredible capacity!!!

Nachteile

I believe there is much more we could do with CharityTracker. It would be great to see how other communities use it and what features have been created for them.

Vorteile

This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to.

Nachteile

The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier.

Vorteile

with a user-friendly interface and easily accessible features. Additionally, it offers detailed reporting and analytics that can help nonprofit organizations track their progress and make data-driven decisions.

Nachteile

just the design should be a bit more cool , thats all

Vorteile

Previously, we were keeping all our assistance applications in notebooks and carting them around in a big cart from place to place so we could refer to them when clients applied for assistance. They were big and bulky and not always dependable. With Charity Tracker, everything is accessible with the touch of a finger and all involved can access it from various places at the same time. The ease and dependability of this program has revolutionized our Caring and Sharing program. I value the Notes section greatly because we can include information that we could never pull from memory down the road and it has saved us from being taken advantage of many times.

Nachteile

Actually, I can honestly say there is nothing that I dislike about this software. It fulfills all our needs and more. People from various organizations have visited my office to check it out.

Vorteile

-the ability to update/change/customize the software at-will
-the responsive staff whenever I have questions
-the ability to run my own reports and pull-data quickly without having to interact with a support person.

Nachteile

What bothers me the most is that it is not fully HMIS integrated​ into the HMIS software that our county uses. It is vastly easier and more intuitive than HMIS and I wish we could use this instead of doing double entry on some cases.

Vorteile

Charity tracker is easy to use and easy to teach to our volunteers who have limited computer experience. We have not only used it as our in-house client data base but are administrating a Network in our community with several other non-profits. It has made it so much easier to share information with other agencies about clients and immediate needs.

Nachteile

We would like for other agencies in our area to join our network and use this software, however, the current software some are using for this purpose is either written or endorsed by a parent company for their use. Using Charity Tracker would require them to double enter their records.

Vorteile

This tool allows me to work towards the goal of our organization - moving individuals and families from dependency to self-sufficiency. A simply glance on charity tracker allows me to see the depth of their dependency on other local organizations and then move ahead with setting goals and finding solutions.

Nachteile

The software is amazing - but only as good as the number of organizations that use it. In our community, we need to see more "direct service providers" using this tool. There is no way to know of the services they are receiving throughout the community unless those organizations participate by sharing their information in this incredible tool.