Who Uses This Software?

Social Service Agencies, United Way, Churches, Non-profits, Government Agencies, Health Care, Food Banks, Food Pantries, St. Vincent de Paul, Salvation Army, Homeless Shelters, Community Action, 2-1-1


Average Ratings

470 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
    See pricing details
  • Pricing Details
    Month to month, no contracts. Save 10% with yearly commitment.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Simon Solutions
  • www.simonsolutions.com
  • Founded 2006
  • United States

About CharityTracker

Shared Client Case Database - Simple, HIPAA-compliant, cloud-based collaboration. Human Services and Social services software application for outcomes tracking & reporting, Reduce duplication, Post bulletins, Make referrals. Serving both small (1-5 users) and large agencies (5-100+) in 1,100+ cities including: United Way, Homeless Shelters, St. Vincent De Paul, Salvation Army, Churches, American Red Cross, Lutheran Social Services, Food Pantries & more. Easily work together for greater impact!


CharityTracker Features

  • Case Management
  • Certification & Licensing
  • Child Welfare Management
  • Document Management
  • Reporting & Statistics
  • Scheduling
  • Time Tracking
  • Training Management

CharityTracker Reviews Recently Reviewed!

The only thing that frustrates me are the reports. I have never received a good report from CT

Sep 29, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: That all agencies can stop duplication of services. Clients can sometimes hit multiple agencies within the same county requesting services. This is an awesome software to see which agency helped him and with how much.

Cons: Reports. The reports are too cumbersome. I have yet to get the results that I was needing in a report. I would like for the software to be more user friendly when needing reports for the agency.

Easy to use with little to no help !

Sep 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the ease of use the most about the program. I love that is allows you help those that genuinely need help

Overall: It has allowed to have the money to help those that are really in need.

I have not had to utilize customer support or handle cost,

Sep 28, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: It is easy to use and well formatted. I like how organized it is. for me this helps me to remember details better and also helps our supervisors/case manager identify patterns of behavior that could be problematic. Client personal information, notes, and diagnosis is available in one area which simplifies things. Less paper is always a good thing.

Overall: I like that it links all staff from both of our agencies and keeps a simple and organized area for client information/notes. The software could enable better communication and help track problematic patterns of behavior and/or presence of symptoms. It definitely helps me with memory since I retain information better visually.

I use the software to enter aid/food voucher info when referring clients to SP Food Bank

Sep 25, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As an agency for our local Food Bank, I enjoy the ease of pulling information for our monthly reports that we submit to the South Plains Food Bank.

Cons: What I dislike about the software is maybe the search speed when looking for the clients we serve. I'm not certain if it's the software or our internet service. This is hardly a complaint, though....petty really. Not much to dislike.

Overall: Communicating with and staying updated in our "community."

Over 40 years working in social service program

Sep 17, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The tracking of coordination of services. Being able to monitor services . Provides an opportunity for organizations to review services provided.

Cons: Program not always easy to use. Requires additional staff time. Program not integrated into our current data documentation system.

Overall: Collaborating with other service providers.

It has been an experience. at first it was confusing, but you work with it more and it becomes easie

Sep 13, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: Nice place to store things from different agencies for the same person. Nice to see everything from our agency done under each client.

Cons: Can't maneuver as easily through it to get specific things done without calling support. It's difficult to to get things sometimes.

Clients are checked in charity tracker before and after service rendered.

Sep 13, 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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Pros: Ease of use. Multiple ways to locate a client in CT, SSN, DOB,name. Able to track care in CT from Tricounty Family Ministries as well as other local agencies. Ease of updating information when client changes address or phone number.

Cons: It does not automatically know when a name is being duplicated and will allow multiple agencies to add same person multiple times. Same name with same DOB & SSN should be automatically melded with current record.

Overall: Tracking clients and services provided to clients. ( in answer to the Industry ? below: We are a charity. Our clients are the homeless to the working poor.)

CT is very user friendly. Searching & finding client name is simple& makes allowances for spelling .

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Most of the time the client name pops up at the top of the list. Not often do I have to scroll down to find the name. CT makes allowances for name spelling errors or omission of Client's full name.

Cons: Difficult to add/delete info regarding relationships. Time consuming when searching for client with very common last name as Brown or Smith.

CT is a good idea, but there needs to be periodic training for new users and refreshers for old user

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like being able to check and confirm information between agencies. It prevents duplication and client usurping

Cons: Many people in some agencies do not understand how to use the system....there are many unnecessary duplicate files

Overall: As an agency we are able to avoid duplication of services, we are also able to direct clients to the various agencies specific to their needs. We can track client usage and accountablitity of information. CT makes data input and retrieval very convenient and it is very user friendly. I do wish we could get agency refresher training on the system to avoid so many duplication of files.

I find it time consuming in my job. Some people don't put the releases in.

Sep 12, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: That it helps get more information about the clients I am working to help. That it stays updated. I wish everyone put in release of information in more often

Cons: that I have to log on each time in order to use it. It would be more simple if it kept my login information.

I utilize this software many times during the week as walk ins arrive for assistance.

Sep 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I do not necessarily have to have every blank filled out to find someone who is in the system. I can quickly find a referenced person without having to wait a lengthy time period. I can access notes pertaining to the individuals that give me insight into their past requests. I can tell if the person is consistently relying on churches.

Cons: Perhaps a place in feedback for recommendation given when not assisting...i.e., capable of working? yes/no, length of unemployment to date ___mos. , willing to attend church at this time? yes/no, receiving any counsel, if so what?

Use it to track all of our benevolence requests and grants and prepare reports

Sep 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
1 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: easy to use; search by partial names, phone numbers, and other fields; easy to prepare reports with customized content; once report is set up it can be rerun for different periods.

Cons: Our needs are basic, and we don't link to other organizations, so I can't think of any limitations that affect my use of the system.
Can't evaluate support because I never have needed to use it.
Can't evaluate Value for Money, because I don't know how much my church paid for it.

Overall: see my review

Charity Tracker is reliable and user friendly. It is a great asset to our agency.

Sep 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The software is simple and easy to use. Gives us the ability to network with other agencies and see what resources are in our communities. Able to share information with other agencies on one system. Able to better serve clients using Charity Tracker.
Charity Tracker helps us build stronger and better relationships with different agencies and organizations. Thru Charity Tracker I have discovered organizations in our community that I didn't even know existed. Now I'm able to refer my clients to different agencies in my community.

Cons: I have issues using the search feature. I'm never able to find what I'm looking for using that feature even though I know the information is out there. Need to be more specific on how to use the search option.

CharityTracker is easy to use and very user friendly!

Sep 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the ease of inputting data or adding data to an existing file. It is simple and easy to use. The software is easy for our volunteers and advocates to navigate. It is also easy for our investigators to navigate as well. It is really a great product.

I have been with CT from the beginning

Sep 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of navigation about clients and being able to get in and out when working with several clients at the same time. What is not to like about your service.

Cons: Communication with Charity Tracker when I try to get my user name installed permanently otherwise I really like your service

Easy to use and well worth the money for our organization.

Sep 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I most like the detailed reporting. This allows us to easily report to other organizations in our community.

Use this program several times a day. Most helpful when serving the public.

Sep 11, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: Ease in use, I like the fact that the program saves recent search's. The program has sufficient space for the description of either approved or denied services.

Cons: No issues with the software, users should complete a more through search before entering a new client.

It's a very useful tool in helping us make decisions in managing our benevolence funds.

Sep 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support

Pros: Ease of use of the software so our volunteers and staff are easily trained. Having up-to-date information available to us from several organizations in this area is a plus.

EXCELLENT

Sep 08, 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: 10.0/10 Not
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Pros: EASE OF USE...when in doubt...the support staff is there for support. History of customers needs is readily available, and if the hosting servicing agency lists info correctly the information is there.

Cons: Sometimes if you do not have the clients name spelled the way the initial rep. input the information ...it is very difficult to pull the client up in the system. When you then go ahead and restructure the client as a new listing it then comes up under a different means...... Right now I am trying to send this info back to you and it will not accept...stating your system is taking to long to accept.

Overall: Ease of Use. Client History available..

Ease of data entry is great

Sep 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ease of finding individuals stored in the software. The fact the software gives you the opportunity to determine if its a duplicate.

Cons: Unable to correct an entry made by a fellow agency member.

Overall: A common ground for our client's information

Charity Tracker is an easy database to use. It makes it easy to manage the information.

Sep 07, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the easy way you can correct data and also see who changed what. I also like the financial area. It is the easiest to use of the databases I have to use.

Cons: The search feature could be more specific. I also have reported that we have people that used to be uses in our agency and have since left but they are still users in the database. I feel that this could be a security issue.

Overall: It is used in our county to check the services clients receive. It helps track the needs and benefits people get. It also helps weed out the people who are abusing the system.

Charity Tracker has been a godsend for our group. We are now tracking more than ever before.

Sep 07, 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: 8.0/10 Not
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Pros: The thing I like most about this software is how easy it has made network membership management. As the network manager, this software allows me to address the needs of every agency in our network quickly and efficiently. I don't have to depend on a support team to make changes, I can do it myself. But when I have needed customer support, they have responded immediately.

Cons: The thing I like least about this software would be the individual agency out of pocket expense. Having multiple users on an account is pricey.

Overall: The software my network formerly used was outdated and we no longer had an affiliation with the network administrator. This made any needed changes or updates impossible. It finally was determined that the current site was unsecured and several of our agencies could no longer gain access to it. Subscribing to Charity Tracker has solved all these problems and opened our network up to possibilities that we really didn't know existed. We are benefiting from the online tutorials, which made the switch to a new software system less daunting. As the network administrator, I have not had to travel to the different locations to train users. They have all been able to learn from the online tutorials.

Very Informative

Sep 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy access to client needs and where they have applied for assistance. Also, we are able to network with other agencies.

C. T. is our most valuable resource for evaluating clients, finding resources, and posting needs.

Sep 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to quickly determine how clients have been using local resources to meet their needs in the past and for how long. This software helps us avoid enabling people who are already using many local resources and helps us determine who are the most needy and if the person is eligible for assistance when we receive applications for assistance.

Cons: Not all files under the same SS number are quickly merged into one file.
A search under a client's name does not always result in a find even though the person is listed under a similar name.

Overall: Our department uses this software daily to determine an applicant's needs and prior assistance helps received. It is a valuable resource to our department. It would be much more difficult to evaluate needs without this software program

This software is a great asset for our church benevolence program.

Sep 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Being able to see notes and alerts from other agencies is a wonderful tool in evaluating whether or not an applicant has had an issue or has been untruthful.

Cons: Duplications can occur with other agencies being involved. It is easily and quickly corrected when flagged.

Awesome and time saving from files and paperwork

Sep 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and name search. It allows me to get reports easily.
What I love most is the fact that we can get away from files and paperwork and it makes it easier to serve clients.

Cons: What I like least is that I am not able to pull the exact reports I want for a particular reporting without having to refer back to other sources.

Capturing case notes to track client progress

Sep 06, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Nice to be able to track my veterans online with case notes and to see when they have accessed other services within our agency.

Cons: Unable to print case notes for a specified range of time - always have to print ALL case notes. This is a waste of paper if you just want to update your file with the most recent notes.

Overall: Ease of tracking progress my clients are making on their goals; having access to their plans while in the field; able to pull up attached documents such as DD214's years later when the veteran has lost their documents

My only challenge is it does not hold my mane when I sign in.

Sep 06, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I find Charity Tracker very easy to navigate and have been able to follow the same clients for five years. I also like the privacy it affords with my clients.

Overall: Ease of navigation

Our church couldn't function without CharityTracker

Sep 06, 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: 10.0/10 Not
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Pros: Love the search options - you can find a client by SSN, name, DOB, address, or phone number. Makes finding the correct person a breeze!

Cons: Would love to be able to sort assistance based on monetary assistance versus food/clothing/household items, etc. Our benevolence committee is more interested in financial assistance given, than the above items. But, it is still very easy to sort through the assistance received by each person/family.

Overall: Charity Tracker helps our church be sure we are using our resources most effectively.

I have used this software at ease for more than 4 years and have been very pleased with it.

Sep 06, 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: 10.0/10 Not
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Pros: I like the fact that you are able to see not only the applicant that is wanting assistance history but also the history of the other family members. Also that you are able to keep notes as to what the person has told you and has told other organizations. I like the fact that you are able to alert other organizations when needed.

Cons: I don't like that i am not able to see across county lines. If someone was living in a different county and moved to our county I can't see the history from that location.

Overall: We are able to track and research info on people needing assistance

Great collaborative tool, if universal.

Sep 05, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to message/ email other organizations from within the system when a referral is needed or an outcome can be shared.

Cons: (It is NOT the developers' fault): unless this is an agency's primary database, few organizations will double-enter their findings because of the time involved in doing so. So, it is very difficult to know if someone has provided assistance.

Amazing software!

Sep 05, 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: 10.0/10 Not
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Pros: What I like most about this software is that it is very easy to use. It is also very easy to navigate once you log in.

Daily user of software and it was easy to learn from the beginning.

Sep 05, 2017
4/5
Overall
5 / 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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Pros: Tracks a variety of fields as we mainly use it for food, clothes, utilities, rent, etc.. Very easy and time efficient when inserting information and setting up new clients.

Cons: When you combine records, it copies income and relationships and shows them as unverified. Have to go in and delete the duplications. Would be great if it would prompt you to keep or discard. Many different reports but they all show the same things. Condense these into easier categories that are more user friendly.

I appreciate what Charity Tracker does for our organization.

Sep 05, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: There are so many ways to search and write reports. The reports are very important for our Board of Directors and our statistics for income.

Cons: It takes time to move around in the menus, but it's all good once you have worked with it for a while.

An excellent system to maintain information as well as networking in the community.

Sep 05, 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: 10.0/10 Not
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Pros: As a nonprofit, this is a cost effective program to maintain client information, monitor contributions, and create reports.

Overall: Maintaining records, comparing data and creating reports such as demographical details.

It is wonderful to be able to check out a client before committing to services.

Sep 05, 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: 10.0/10 Not
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Pros: Easy to navigate. I can check names and addresses on client inquiries and compare what other services may have already been offered to avoid duplication.

Cons: I really do not have any complaints on this software. I am a new user and still finding my way around.

Overall: Helps to not duplicate services.

The software is great. It meets our needs as a charity provider

Sep 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It connects us with other agencies and allows us to have a user-friendly vehicle to confirm a clients history with our organization.

Cons: It is not affordable to many of the agencies that we work with not allowing us to have an insight of the history of a client with other charitable organizations.

Very brief - need to learn more

Sep 05, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: Capturing all the information from clients using services in the community. Great for food pantrys and Holiday help.

Cons: The software only works well if all the agencies that are subscribed use it. If only one or two people in the community are adding information, it doesn't work.

Charity Tracker has helped our organization to input case management data in an organized way.

Sep 05, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: You can customize and modify the software to reflect the changing needs of your organization. Ease of use. The ability to add multiple users. The customer service support is superlative. They are always friendly, patient and supportive.

Cons: My team struggles with creating attractive reports that accurately depict our various program outcomes. the reporting component could be easier to navigate. It would also be helpful to be able to set up and track client appointments with the software.

The system is easy to use.

Sep 04, 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: One great thing is we can edit the patrons information easily. It connects with other like charity organizations in our area.

Cons: The retyping of the long names each help is given time. A way to show both commodity and other food is given with out having to go to another place.

Overall: Ease of use and ability to edit information.

the software is amazing & customer support is above anything I have ever worked with you guys r gr8

Sep 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: the reporting and being able to track the out comes of our pts' goals. being able to connect with each agency and refer back and forth so we can partner with more grants.

Cons: getting our vol to put in the information and to make sure that they have all the info in the system

Charity Tracker is so easy to use, and definitely worth the money.

Sep 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best part about Charity Tracker is that it encourages communication and cooperation between charities. Sharing information allows us to share resources and to serve our community the best we can. It also helps us to tell the difference between those who might be "gaming the system" and those who really need help. I estimate that it has already paid for itself by helping us to direct money and food to where it is needed most.

Cons: I wish it was easier to flag or mark duplicate accounts (created by user error) to have them merged.

Overall: It has already paid for itself by helping us to weed out people who are gaming the system. It helps us to track the food and money we have given out so that we can give accurate reports to the church congregation and church elders.

This site is easy to use.

Sep 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: it allows me to help more people in more ways. It connects the communities of people that are at deer reaching the needy and helps us work together for the common good of all.

Overall: It is bringing the community together to work for good for all, and everybody is doing something now are unified and helping people.

I have used this software for several months and have never had any issues.

Sep 02, 2017
5/5
Overall
5 / 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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Pros: I like the layout of the content. It is easily accessible, easy to read, and easy to find the things that I am looking for.

Overall: It serves as the application process for a ministry that I oversee.

Has met all my expectations. Wish everyone was required to use it.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Makes record keeping so much easier. Everything is in one place. No other records necessary. Requires fewer people for records. Much less storage needed.

Can't do without it!

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: This software has allowed and encouraged our city's churches to network their charity together. It has proven to be an effective tool in identifying needs, evaluating our programs, and helping to prevent fraud.

We would gladly speak to anyone interested in this software to let them know the success our group has had.

Overall: This has been a terrific tool in our outreach ministry.

Easy to use

Sep 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Great reports and variety of categories. Easy to edit and easy to train someone on it. I like being able to see alerts as well.

Cons: Having to change the date each time. Wish it would hold the date change while putting in all the services for a client.

Overall: Makes keeping track of all our services so easy

Over all experience was great.

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: The ability to check and add other outreaches. It was a great service also for larger organization.

Cons: Price, and not easily to use. The price was not budgeted for this year budget to be able pay the fee each month.

It is helpful

Sep 01, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Extremely
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Pros: It allows agencies to see what services individuals have received to avoid duplication of services..

Cons: It is not compatible with HMIS

Nice to have electronic tracking that is changeable & reviewable. Have not used Customer Support.

Sep 01, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: That it allows viewing of all cases at any time as well as notes on actions taken. Ability to track time, dollars and frequency of aid provided. Being able to lookup cases by date range. Ability to generate reports.

Cons: I've had no formal training but it seems very clunky when trying to navigate between cases recorded on the same day. When finished updating a case I always have to go back to main conference page and select referrals again and enter the date again. I'd like it to remember which date I'm working in and return me to that list of clients. Also would like a better way to view actions on a case. If you add dollars, hours, miles, etc. and multiple status changes it strings them all out and makes it difficult to identify where each discreet request for assistance begins and ends. Report writer could be more intuitive.

Overall: The electronic record-keeping is 1000 times better than using spreadsheets or keeping paper records.

It helps so much and is very easy to use! Wouldn't want to work on any other software!Love it!

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's SO EASY TO USE! I find it so helpful in our community. It tracks alot of things that we could easily miss if not used this software. It tracks SO MUCH!

Cons: When adding an existing client already on Charity Tracker and it doesn't add the work already entered!

Overall: Keeping track of my case load.

Charity Tracker is a great asset for checking on my applicants.

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: It is easy to use. The bulletins posted concerning different issues is very helpful. I can now find out how often or if ever any of my applicants have received aid from other organizations.

Overall: Tracking clients that have received aid. Seeing organizations that are new to me and what they provide.

I have had to use an extremely archaic data base for the last 10 years. CT is a pleasure to use!

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It's so easy to use! I use Charity Tracker everyday and have signed up several other agencies so we could see what each other are doing.

Cons: I would like the clients name to be bold and on top instead of the person who is entering the information.

Have used it for years - very reliable!

Sep 01, 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: 10.0/10 Not
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Pros: Easy to use, very little training necessary. This software is an invaluable too as we track assistance to our vlients.

Cons: Will be excited as we get more agencies in our network. Working on getting them established. The tool will then allow us to follow clients helped by multiple agencies. Your customer service was very helpful explaining how this can be accomplished.

Overall: An up to date look at our clients and how we have assisted them. It allows us to determine a quick response to our clients needs.

We use charity tracker to check the background of those who come for help from our food pantry.

Sep 01, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: Charity tracker helps us determine if someone is abusing the help offered by charitable organizations. If we see on charity tracker that the individual has received help from several places in the recent past that lets us know that they may be taking advantage of our offer to help.

Cons: The information on a person's relationship with others who may be scamming charities is not specific enough.

I have logged in client names and information.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: the speed at getting individuals in the system/ ability to communicate with other agencies and share needs

Overall: It is convenient and easy to explain to other users.

It took a while to get the hang of the system

Sep 01, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It provides all of the information on the client(s), and it provides information for the years end reports that we need.

Cons: It has far more potential uses than we actually need at this time. If it was tailored for each customers use and needs, then it would be simpler and complicated for non-computer users.

Overall: A great way to organize and keep track of each conference's Clients needs and how they were resolved.

I was impressed with system and it is a really good tool for assisting those in need.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to communicate with other agencies and organizations what the needs of the customers are and to get a timely response.

Cons: Some of the participants may not want to share their personal information such as social security #.

If I could rate the customer service higher than 5 stars I would! Great experience since day 1!

Sep 01, 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: 10.0/10 Not
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Pros: User friendly, customizable, easy reporting. The outcomes tab makes it so easy to set goals for clients. We are very excited to partner with Charity Tracker!

Very easy to use!!

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: Being able to find people who have used other organizations to get financial help. Making notes is easy and its nice being able to share them with other agencies. All of the options for looking someone up.

Very helpful

Sep 01, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: It is very accessible and easy to use. I like the fact that there is a one stop shop for accessing the needs.

Cons: Looks confusing at first sight. It takes a bit to look at and understand what I and supposed to be doing.

Very basic in it's utilization.

Sep 01, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Charity Tracker does a good job on addressing clients' needs and accomplishments. Charity Tracker is a good resource tool for use between the client and their agency that can quantify needs and accomplishments.

Cons: The Charity Tracker software is not very customize-able. It is not configured for agency/associate utilization for continuous improvement, institutional/personal goals identification, and agency/individual achievements. Is not configured on inter-agency needs or resource offerings.

Overall: The software can be used in statistical analysis of clients being served.

CharityTracker Review

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: ease of adding cases, keep clients from depleting the resources and prevent to an extent fraud, saves a lot of wasted resources

Cons: to many duplicate cases.

Overall, very user friendly and easy to navigate.

Sep 01, 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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Pros: User friendly and ease in creating reports. Really like the photo ID feature on the general info page for each client.

Cons: Sometimes losing an assistance record you just wrote up before saving and no way to retrieve it. Not even by hitting the back button. Would like to be able to search all assistance records by using a single keyword.

Overall: Don't need to use hard copies of written notes anymore. Very easy to navigate and finding clients when they call to see what was last written up.

Charity Tracker is a valuable way of keeping up with the assistance we have taken care of!

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We are at liberty to put what has been done & said with the client and we can keep it to our Agency only if we need too. Very private in that aspect.

Cons: There were some reports we couldn't get, but now we can. (That was a con but now is not!) Honestly I can't think of another. Thank you for such a great software!

Overall: We refer to Charity Tracker each time we have an assistance. We check on the frequency of the visits & the help in which we provide so we will know how to help.

Enlightening & Simpler than I imagined

Sep 01, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that the software is easy to use and that you have all kinds of information at the tip of your fingers. The Charity Tracker team is so friendly and easy to work with. They have answered all my questions almost instantaneously and I truly appreciate that!

Cons: The hardest part about using the software is getting people to sign up. It seems there isn't all the information needed in the program. If there were more people contributing all the help they give in the community, it would make things significantly easier.

Overall: Bonding with my community & learning more about the clients in my program.

Charity Tracker is very helpful and easy to use.

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ease of being able to look up information and being able to post when help is needed for clients that I may be working with.

Cons: That some information for other agencies may not be updated as far their contact information. I also know that that may not be something you can keep track of with so many agencies using the program.

Charity Tracker is a great tool for our agency, and easy to navigate.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: All tabs are readily available on the screen, and it is easy to find the information you are looking for. You do not have to search in different areas for common information.

Cons: The information is not always updated in the system, but that appears to be an agency issue rather than software. I have no complaints on the use of the software. It is quick , manageable, and effective.

Overall: It has enabled our agency to track resources that our clients are using, and we are able to gage the abuse of resources as well as observe critical needs.

Charity Tracker has been an extremely useful tool for our benevolence.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 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: Availablility of information from other churches. Helps us coordinate needs and help and allows us to pinpoint anyone who is scamming the community.

Cons: If you write an alert on one member of the family, it does not show up for everyone. I usually copy the alert to everyone in the family so that it is not missed when I look someone up.

Overall: Helps me coordinate how often we help someone and how much we have contributed in the past.

You get out of this what you put into it. Record keeping takes time but has tremendous value.

Sep 01, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Reports are far reaching and completely customizable both on an individual user level and a group leve.

Utilization is very versatile both for groups of users and individual users.

Cons: The software is extensive and can take time to learn. Especially for reports.

Anything off of the main section is not very intuitive.

Data entry is easy,

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is easy to input data. This program has greatly increased communications between agencies in our area.

Cons: It takes a long time to change data areas. Since I do not pull reports, I do not know how this area functions.

We use charity tracker for our emergency assistance clients. It also us to keep track of what assist

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great networking through this service with other agencies in the community. We have used ot for sevrral years and it helpsnus to keep track of our assistance

Cons: Complicated layout thatbisnt intuitive and requires training . It took me going through training with my coworkers to understand all of the features

I enjoy using charity tracker! it is the best software for a non profit to use .

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: How easy it is to use and overall the quality of the reports are awesome ! I hope to continue to use this product in the coming years. It makes our non profit so much more efficient and reduces the recordkeeping and manual reports we had to do by hand.

Good Neighbors has been using Charity Tracker for around three years. We love it!

Sep 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It provides the information we need quickly and efficiently. We have the capability to use the data base on more than one computer and this allows us to serve multiple calls at one time on busy days.

Cons: It is far superior to previous options for our agency, but it does require training to learn to use efficiently.

A great product! Easy to use and keep information at your fingertips.

Sep 01, 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: 10.0/10 Not
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Extremely
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Pros: It is easy to add a new person and include all the information you need in one place. Reports are easy to use as well. A comprehensive product that is user friendly and intuitive.

Cons: While this product is a great value for the money it still does cost money which can be a problem for small non -profit organizations.

Overall: One location with all the important information available easily.

New to the system, but seems to work appropriately for what we are trying to accomplish.

Sep 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: The system is easy to learn. We use it for our Fresh Start Market. All our volunteers can easily use it.

Cons: Sometimes when using our system it gets frozen up sometimes. And when scanning items it is a little slow.

Overall: It has allowed us to keep track of our Fresh Start Market participants.

After a few uses navigating the system is easy

Aug 31, 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: 10.0/10 Not
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Extremely
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Pros: This has helped our conference avoid duplication of services and the ability to leave a note about a case is ery helpful.

Cons: Having to create a new record for each child in the home seems unnecessary and is not a task I look forward to when setting up a new case.

It is a good program.

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that I am able to get on it anytime. I like that it has a history and relationships. I like the ease of updating the status.

Cons: I don't like that I can't toggle between people that it seems like I always have to go back to agency and then referral to get to the next person I wish I could just flip back-and-forth with the arrow channel. I wish that when I update status that those comments and notes I write could be transposed in the spot same spot as the editing spot so that at updating status is much faster than editing it.

Overall: We stay connected in our community, our counsel, and our conference.

Good way to track benevolence requests

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I like being able to look up a person by name when they come in to request financial help and see what other organizations they have also requested and/or gotten assistance from. When other orgs leave notes about the person, the legitimacy of the request, etc., that is very helpful!

Cons: I wish there were more reports I could print. I REALLY wish there were strong efforts to share this resource with other churches in our area. The more that use this, the more effective it would be.

Overall: Can access the true need of those asking for benevolence

been using for a few years, overall has helped our decision making

Aug 31, 2017
4/5
Overall
5 / 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: the ease of logging into the database; the options on each record (notes, relationships, etc). The side bar including who has been searched recently.

Cons: Not exact... when searching for someone and putting both their last/first name... search generates anyone with those two names in any combination... that is the only thing that I like least.

Overall: this software has helps us discern who truly needs assistance by their activity or not through other agencies

Too many steps to complete total entry

Aug 31, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Catagories are easy to find, even tho there are a great number of choices, very self explanatory, even for beginners

Cons: The fact that each entry, miles, hours, food, etc has to be done separately , should be able to be done all at once

I like the ability to search clients' names.

Aug 31, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The ability to search clients' names. However, we're still using paper files AND Charity Tracker, which is double duty.

Cons: Way too many options to choose from (drop down menus). People not knowing when/where to put in a dollar amount. Too many people on one system and not being on the same page regarding how to input information.

Searching for information is of ease. Navigating through the system is user friendly.

Aug 31, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I was able to figure out how to use the system without much help or without going through the tutorials. I like the goal tracking functionality and having access to all of my clients in one location.

Cons: I would like to see the goals setting function expanded more to include other core areas/ topics and expand to the sub categories.

Overall: Client data retention, client status updates, accessing client data electronically from anywhere and the ability to see what services have been utilized.

Charity Tracker allows our office to look into where/if our clients have been going to other sources

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Ability to research our clients to see if they have been utilizing other sources for assistance and for what type of assistance.

I am fairly new to the charity tracker network, but so far I love it. I love the features.

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: I love the simple way to track data, and how easy it is to enter someone. I love that it is also easy to edit people.

Cons: Needs more choices for race and maybe a disabled choice under employment. I also don't like how quickly it signs you out.

We use Charity Tracker to keep records for our Food Ministry.

Aug 31, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We are linked to other food ministries in town and CharityTracker gives us insight into people who are regular users of assistance, those who are "new" to receiving assistance, and those who may be abusing the safety net in our community.

Cons: It's a little clunky to use certain features and there are a lot of parts of it we don't use -- which occasionally make it harder to weed through and use what we do need. That also makes it a little intimidating to those we train (who often aren't especially software savvy). Generating the reports we want yearly is a less than ideal because the data we enter and want to track is a little different than what the software is probably set up for as the average user.

Overall: We keep track of our clients with Charity Tracker. Plus, we can see if people are using other churches resources who are members of the network we are in.

We have had wonderful help in getting set up and troubleshooting all our needs.

Aug 31, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It actually helps to ensure that our clients are only coming to the food pantry one time a month. And it is easy to use for any volunteer who runs it.

Cons: It is not very easy when it comes to making or running reports. We are unable to ask name, DOB of family members and this messes up our family count. However we have figured out a way around it, although it is cumbersome.

Overall: We can track the food pantry clients information in one on-line place. This is much better than the paper filing system we had been using before we got this system. The help desk has always been very helpful in trouble shooting any problem. They are great!

charity tracker is easy to use. I probably access it 3 times a week.

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: When I am entering a new name if that person is already in system I get an alert. Saves time and avoids duplication of records.

Cons: you have to switch to a different screen to enter demographic info. Would be nice if you could immediately choose to access it once basic info is entered

Charity Tracker has proven to be an absolutely invaluable tool in the Benevolence process.

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Charity Tracker is extremely easy to use, it gives the ability to get a clear 'picture' of clients needs, and makes Benevolence budgeting simple.

Cons: I've used the system for at least six years and the only con I can come up with is it allows more than one case number to be created with one set of social security numbers.

Overall: It has greatly simplified the Benevolence process at both of the churches I work with - it allows us to get a clear 'picture' of the client and their needs.

Its a good tool to have when you work in our field. We can keep track of the times they are seen.

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
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Pros: Its easy to use. It goes step by step on each screen. It lets you know when the ROI has to be renewed.

Overall: it is a tool we use to track clients that we think may not be on the up and up with us.

Easy to use. I have to log clients daily ,I need a system that's reliable. my work is safe there.

Aug 31, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Being able to research all you out come. Data is important in my line of work. All data is necessary.

Overall: Being able to have a file system I can access anywhere in the world saves me time and paper.. That's a plus in my book.

This has been a great tool for us - I love it!

Aug 30, 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: 10.0/10 Not
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Pros: I love that I can connect individuals to other individuals under the relationships section even if they live in a different household.

Cons: other agencies can change information like DOB and SSN - also wish that more agencies in our community used this

Overall: ease of record keeping

File conversion was relatively painless with excellent support in getting us up and running.

Aug 30, 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: 10.0/10 Not
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Pros: We are a non profit group run 100% by volunteers. Our pantry is client choice. We also provide additional client services on a as needed basis. Charity is easy to use with a flexible report generator. Customer support is very responsive and friendly . It helps that for most if not all Charity Tracker personnel , English is their first language.

Cons: Sometimes the initial computer response time is slow. It usually improves after processing the first few clients. Customer support is not available after 3 PM Pacific Time

Great software, especially when it comes to Bridges Out of Poverty, Getting Ahead customization.

Aug 30, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it is very easy to navigate - very intuitive. I also like that it is already customized for those doing the Getting Ahead assessments. The real icing on the cake is being able to share stats with others (also offering the workshop) and compile data for Nationwide results.

Charity Tracker is an amazing tool for our company.

Aug 30, 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: 10.0/10 Not
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Pros: I like the ease of use and the layout. I like the tabs for different sections which makes everything is easy to read and user friendly.

Cons: I would like to see the page open for a longer period of time, there are times when I am working in a file and get a call and when I am able to come back I have to log in again. I also notice with a few of us working in the program and we can get kicked off.

Overall: Tracking clients usage in ours and neighboring facilities are helpful. We can help clients better.

Overall its been an alright experience.

Aug 30, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: That you can see if people are being dishonest and going to more than one place to get food. It should stop double -dipping.

Cons: That you can't completely delete a case. We have a couple names that have been entered twice and would like to know if one can be deleted.

The software is easy to navigate and user friendly.

Aug 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like being able to see clients and the services they have received to better serve them. It helps greatly that you can make a referral for other agencies to see there is a need instead of having to make tons of phone calls to fill the need.

Overall: We made it custom to what we needed. Our administrator can change pages to be what we want/need them to be.

Venture convenient for networking

Aug 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use. Great for working with other organizations around town to ensure our money is being put to good use

occasional user

Aug 29, 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: 10.0/10 Not
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Pros: The program's functionality, ease of access, cloud record storage, easy to use, ease of producing reports, use by multiple users.

Cons: Would like to use the program to keep the Conference's financial records giving record backup and access by authorized member if the Treasurer is not available.

it is a great program and easy to follow.

Aug 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: that it connects other non-profits and we all can share info. I am able to see if other non-profits have assisted clients before I pledge a payment.

Cons: the reports that I need for the advisory board. I need a report that will break down how many clients that I assist with utility, eviction, motel stay, clothing, food during any given month.