Creditech Solutions

CharityMaster

4 / 5 7 reviews

Who Uses This Software?

Smaller organizations that want software that has everything they need for a low one-time price.


Average Ratings

7 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $675.00/one-time
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Business Hours

Vendor Details

  • Creditech Solutions
  • www.charitymaster.com
  • Founded 2001
  • Canada

About CharityMaster

Full of the features that more expensive packages offer but at a lower price. Track every detail from the moment an item or service is donated, to the day all the thank yous have been sent. Produces bid sheets, auction catalogue, solicitation and thank you letters and tax receipts. CharityMaster helps the auction committee with display planning and sales reconciliations. CharityMaster's donor management, volunteer and event management features will greatly simplify the running of your events.


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CharityMaster Features

  • Attendee Management
  • Badge Management
  • Catering Management
  • Client / Customer Management
  • Conferences / Seminars
  • Conventions
  • Exhibit / Vendor Management
  • Guest List Management
  • Lead Retrieval
  • Meetings
  • Registration Management
  • Room Block Management
  • Social Promotion
  • Space / Room Setup
  • Sponsorship Management
  • Surveys & Feedback
  • Ticketing
  • Trade Shows
  • Travel Management
  • Weddings / Parties
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Compliance Management
  • Donor Management
  • General Ledger
  • Partnership Accounting
  • Purchasing & Receiving
  • Application Management
  • Association Membership
  • Automatic Renewals
  • Club Membership
  • Committee Management
  • Dues Management
  • Email Marketing
  • Event Management
  • Gym Membership
  • Jobs Board
  • Member Database
  • Member Directory
  • Member Portal
  • Nonprofit Membership
  • Payment Processing
  • Website Management
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management
  • Attendance Management
  • Calendar Management
  • Event Management
  • Group Management
  • Member Directory
  • Membership Management
  • Recognition Management
  • Registration Management
  • Scheduling
  • Self Service Portal
  • Training Management
  • Volunteer Profiles

CharityMaster Reviews Recently Reviewed!

Charity Master interface to QuickBooks is brilliant. Thrilled to be the first on the hosted version!

Nov 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Charity Master (CM) is a key donor management tool. Having the ability to generate tax receipts, manage fundraising events, and enter/track donations all in one place is critical. Quickly targeting specific donor types and sending email blasts saves administration costs, and maximizes donations.

As the leader of the implementation (on the customer side), and being the first to try the hosted version of the CM to QuickBooks (QB) interface via Summit Hosting, I wasn't sure where to set my expectations. However, working with Bill Jensen (Creditech Solutions Inc.) has been an absolute pleasure. Not only has he been receptive to all of our needs, but his extensive knowledge in both software's enabled him to provide expert advice on how to strategically setup the Company files. I would rate his level of customer service nothing short of excellent.

Above and beyond the built in functionality of CM, Bill has also made multiple improvements to meet our specific needs through customization. He is always willing to listen, and will try and best address the needs of his clients.

Last, not having to worry about company backups, having the latest software updates installed, and having the desktop version installed locally to access the company files makes hosting both applications a no brainer!

We are very pleased with the adoption of CM, integration with QB, and moving to the hosted environment and would highly recommend this solution to other Charities.

Cons: When we first went live with QuickBooks in Novel Aspect's hosted environment (Jan 2017) we found that there was a slight delay in the response time when entering transactions in QuickBooks. Though the delay was very small, it was not something we were used to compared to the desktop version.

In March of 2017 myownasp.com bought Novel Aspect, both powered by Summit Hosting. After the acquisition, I am pleased to report that there is absolutely NO delay at all. Both Charity Master and QuickBooks response time is instant.

No other dislikes to report.

Overall: Thoroughly explained in the Pro's section of the review.

A Big Step UP!

Jul 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Our previous database (based on Access) was disorganized and unwieldy. Charity Master is a road map into an intelligently designed system - a more efficient, robust vehicle that is cost-effective and comprehensive. Since installing Charity Master two years ago, I'm still learning all this database provides! Bill is accessible and responsive to our specific needs for our non-profit organization. He has provided countless hours of support, and customization which has greatly enhanced our experience using Charity Master. Thank you, thank you, thank you!

Cons: Not linked to online registration, data has to be manually inputted. I realize though this would increase the cost significantly to have this option available.

Bang for the Buck!

Mar 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Charity Master is a flexible, cost efficient solution for small to moderately sized not-for-profits. The modules allow you to get what you need. Support goes beyond the program itself, making it easy to install and maintain. My favorite little 'plus' is the automatic formatting of postal codes!

CharityMaster is a very efficient and cost-effective multi-purpose tool for any charitable groups

Feb 23, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Comments: My charitable group has been using CharityMaster for about 3 years, mostly to manage our membership database and to handle donations. It has a very simple user interface, easy for anyone to learn to use - even a person with little computer knowledge! It has proven most effective at handling our membership database and donations including annual Canadian tax receipts. It also has a robust reporting system allowing reports to be extensively filtered and customized. It has many other features which we have made little use of so far (such as events and volunteers). It is extremely cost-effective with very reasonable yearly support costs. The developer is a pleasure to work with and is quick to resolve any issues as well as providing specialized solutions for our unique needs. Initial install and setup of the program was a breeze and the developer helped us to easily convert the data from our old program. The software does not require any specialized equipment on which to run and can be installed on most typical home computers. When we were searching for a new system we reviewed a number of other offerings and found CharityMaster to be be far ahead of its competitors in terms of cost and features. I would not hesitate to recommend this system to any charity or not-for-profit organization.

Parent Volunteer

Feb 23, 2017
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Functionality is much better now that the software is web based . Would be helpful to have a hosted solution so that multiple users can access the database

Vendor Response

by Creditech Solutions on July 06, 2017

CharityMaster is not a web based application. This organization stores their data on a server and each user accesses the server over the internet using VPN. CharityMaster now offers a hosted solution where the hosting provider also hosts QuickBooks.

Charity Master Survey(NS)

Feb 23, 2017
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It meets our needs, able to add donors quickly to database.

Cons: Some error messages; problems resulting at critical time when software is most required.

Overall: Used CM since 2013; it meets our needs when it is working at full capacity. However, often have experienced errors which prevented me from doing my job. Our needs are simple and require only basic software to do the job. Alerted Customer support representative about our needs and he tries to comply with a fix, or do a rebuild in some cases. I am using it presently with ease.

Recommendations to other buyers: Maintain software and consult regularly with clients as to their changing needs

CharityMaster is ideal for a Charity to contact donors, volunteers, and interested parties.

Feb 21, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Customer service by the vendor.

Cons: Not much.

Overall: We have been using CharityMaster for about 3 years, It was fairly easy to install and convert our old poorly designed data.
It has good communications capabilities for mailings, e-mailings and followup tracking.
We track out donations and generate thank you letters.
We get many reports from CharityMaster enabling us to maintain and use our information effectively.
It has good volunteer information.
The vendor customer service to us is outstanding.

Recommendations to other buyers: Best value we could find. We have been very pleased with our decision.