--- title: "CharityTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CharityTracker the right Human Services solution for you? Explore 1062 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/132388/CharityTracker/reviews/" page_type: "reviews" language: "en" --- CharityTracker 4.5 (1062) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 20th, 2026 # Reviews of CharityTracker Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “This insight allows us to see clear connections between the care provided and each client’s progress toward self-reliance. When setting goals, we can use this data to evaluate the effectiveness of our programs and make informed adjustments as needed.“ February 19, 2026 TK Tim K DrafterUtilities, 501 - 1,000 employeesUsed the software for: I used a free trial. “Charity Tracker comes with some serious operational limitations, such as, the lack of custom reports that can be generated.“ July 8, 2026 CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “It’s a daily privilege to represent a tool that plays such a vital role in the collective success of our community’s helping programs. Because I’ve seen firsthand the benefits of using this platform, I’m genuinely passionate about demonstrating its value to other agencies and churches.“ February 19, 2026 SB Shayna B Residence DirectorNon-Profit Organization Management, 51 - 200 employeesUsed the software for: 6-12 months. “CharityTracker does not offer all features, such automating workflows and flagging incomplete tasks.“ May 28, 2026 CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “What I appreciate most about CharityTracker is how it has helped our county’s agencies move beyond simple resource distribution to achieving measurable impact.“ February 19, 2026 GH Greg H Worship and Outreach PastorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “I’m thinking of having generic ROIs printed for the individuals to complete on the spot and adding to CT later. If I fail to enter information on a client - which I have - it doesn’t work well.“ May 19, 2025 SG Sherri G Executive DirectorIndividual & Family Services, 2 - 10 employeesUsed the software for: 1-2 years. “We love using Charity Tracker—it streamlines distributions, simplifies case management, and enables us to post needs or surplus items to share with other agencies and churches.“ May 16, 2025 AC Amy C Support Services ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 6-12 months. “It is very hard to keep files organized as there is no place for open/closed files and we have had to get creative to make it function properly and effectively for us.“ May 5, 2025 ## Showing most helpful reviews Showing 1-25 of 1062 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Cheri M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "An Awesome Resource Network" October 2, 2018 5.0 CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes. Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment. Pros 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. Cons That every agency in the whole community isnt using it! Review Source CD Charity D. Social worker Education Management Used the software for: 6-12 months ### "It was Worth it!" May 9, 2025 4.0 It have been pleasant considering the software I used last year. It was easy to navigate and support was readily available, if needed. Pros The software was user friendly and easy to navigate. It presented with features that could be useful in different environments/systems. Cons I would've like to hide or remove features that weren't feasible for the information needed. Also, an option to run a few generic reports for monthly data would have been useful without having to customize or filter, Reason for choosing CharityTracker CT was ready to use and didn't require endless meetings to scrap my brain empty. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) The program was dysfunctional, pricey, and not structured well at all. Review Source CV Candyce V. Program Director Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker Review" May 6, 2025 3.0 I have used CT for the past five years with different nonprofits. Pros The options on reporting are great, just need a little more ease on the custom reporting. Cons I need to way to log groups and not just individuals to be able to track and report. Review Source JS Jennifer S. Family Navigator Hospital & Health Care Used the software for: 6-12 months ### "Try Charity Tracker today!" May 6, 2025 5.0 I have absolutely loved it, honestly don’t really have anything negative to say about the product. Pros I love the ability to run all of the different reports. There are so many that you can run and it is essential to our business. Cons I’d love to see an option for the ability to show all of your cases listed by enrollment date or alphabetically. That would make it a lot easier to see what/who our cases are. Alternatives considered [Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing CharityTracker It provided everything that we were looking for. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We wanted the ability to track more accurately what we were providing for our clients. Review Source MT Melissa T. Director of Operations Individual & Family Services Used the software for: 1-2 years ### "User Friendly" May 15, 2025 5.0 Overall I would recommend Charity Tracker to other organizations as it was easy to implement and is very user friendly. Pros I find Charity Tracker very easy to navigate, which makes training new employees and volunteers much easier. Cons There are some custom fields we have created and I cannot get those fields to pull with details on any reports. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed a secure environment for our client data Review Source MD Monica D. VP of Mission Integration Non-Profit Organization Management Used the software for: 6-12 months ### "Love the customization! " May 5, 2025 5.0 Overall very pleased; didn't feel pushed by the demo staff and reasonable costs for all of the customizable opportunity with this platform Pros Love the multi-agencies for our program sites nationwide. Truly appreciate the reporting functions and are able to customize for our exact model. Cons The implementation took some time as we came from a very different platform. While it's lovely to be so customizable, it does take a good bit of onboarding time to begin with staff Switched from [WordPress](https://www.capterra.com/p/131687/WordPress/) Needed multi-agencies ability to view as admin and more customization Review Source JF Jason F. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Outstanding Program" May 5, 2025 5.0 This is the first case management program we have used for our non-profit and it fits everything we need. Been very impressed with everything from the system to the customer service. Pros I love the ease of how to use it and the ability to make our own. It is incredibly user friendly. Also love how prompt customer service is. Cons No issues so far! We have been thrilled with our experience, and I would highly recommend. First time in a long time I have had a product and have no complaints. Alternatives considered [CharityEngine](https://www.capterra.com/p/140745/CharityEngine/) Reason for choosing CharityTracker Great price and fit everything we needed and were looking for. Review Source CD Chloe D. Operations and Development Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Charity Tracker Review First 72+" May 6, 2025 4.0 Overall, switching to Charity Tracker has been really helpful for our staff, and for me to conduct reports in a clear way. Pros Really great for data tracking purposes and to run reports. Able to track so many different clients at once. Cons Still having a hard time measuring goals over time, especially when our coaches are not the most tech savvy. We've been logging everything as an assistance record instead, to track clients meeting goals. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) It was really difficult to use in terms of data collection and tracking reports. Review Source LL Laura L. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Fun Times with CharityTracker" May 21, 2025 4.0 It has been good and has provided a central database but we will not be able to use it long term for disaster case management Pros It is easy to navigate and look up client information. Also love that we can have as many users on it as we need since we have a lot of volunteers that help with different aspects. Cons It cannot support some of the files we need to upload as they seem to be too large. Also, we cannot separate storms or regions. Everyone has access to all of the client information. Alternatives considered [CommunityOS](https://www.capterra.com/p/79207/CommunityOS/) Reason for choosing CharityTracker cost of the product and ability to have shared users Review Source AA Angela A. Program Director Non-Profit Organization Management Used the software for: 1-2 years ### "Overall good " May 7, 2025 4.0 We love it. Would love an easier way to print entire case note section. Pros It is easy to use and stores our data indefinitly, along with the case notes Cons You have to remember not to share your notes with other agencies every single time. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) previous management switched before I started Review Source SK Shelley K. Program Administrator Non-Profit Organization Management Used the software for: 6-12 months ### "Amazing system " May 5, 2025 5.0 The only feature I wish it had is a company-wide monthly spending summary displayed on the front page. Pros CharityTracker is very intuitive and easy to navigate, even for staff with limited tech experience. I especially appreciated how efficiently it tracks client visits, services provided. The database simplifies reporting, and its expandability opens up exciting possibilities for features we haven’t even begun to use yet. Cons the only thing I wish it had, was a company wide monthly spending tally on the front page. Review Source KS Karla S. Evangelization Assistant Religious Institutions Used the software for: 6-12 months ### "Evangelization Assistant" May 5, 2025 5.0 Pros This is a very efficient way to be able to serve our church and allow us to serve many, not just the same people all the time. Cons The only con is not all resourse's utilize it in my county. Review Source SA Susan A. Family Case Coordinator Individual & Family Services Used the software for: 6-12 months ### "Charity Tracker Review" May 5, 2025 4.0 Very positive and easy to use. I like that we can upload documents as it allows us to keep pretty much paper free. Pros Easy to access and edit. I like that I can add categories and item lines to help us track the assistance that we provide both monetarily and in our efforts/services. Cons Paying per user. We are a small agency with limited moneys and as a result we have limited who can document in charity tracker. Review Source EG Emily G. Certified Peer Support Specialist Non-Profit Organization Management Used the software for: 6-12 months ### "Charity Tracker Is The Best Thing Since Sliced Bread" May 5, 2025 5.0 When I first logged in to Charity Tracker, I was a little overwhelmed, even though I had taken the class. However, after continuing to explore the platform, my experience would be rated a 9 out of 10!! Pros The Bulletin Board! It's such a great way to receive resources and community events in our Low Country area!! Cons I'm not really sure I can say there's anything I like "least" with Charity Tracker. Everything about Charity Tracker is pretty awesome to say the least! Review Source GH Greg H. Worship and Outreach Pastor Non-Profit Organization Management Used the software for: 1-2 years ### "Valuable Untapped Resource" May 19, 2025 4.0 It is a very useful tool for those of us charged with working with indigent individuals but it has been so poorly adopted by area charities that it makes the work frustrating. Pros CharityTracker provides me with information on indigent individuals in the Glasgow/Barren County KY area who have been helped in the past. Cons 1) The poor use by area churches and agencies that this was designed to benefit. 2) The ROI (Release of Information) is unhandy. I’m thinking of having generic ROIs printed for the individuals to complete on the spot and adding to CT later. 3) If I fail to enter information on a client - which I have - it doesn’t work well. It’s only as good as the user willing to use it. Review Source PY Pat Y. Secretary Religious Institutions Used the software for: 6-12 months ### "Good management tool" May 6, 2025 4.0 Helpful tool for customizing donations for the people who have applied. Easy to use. Pros Information available for clients. Especially other relationships so I can adjust the food and essentials to fit the people. Cons I really don't have any cons once I became familiar with how it's organized. Review Source BL Bianca L. Family support specialist Legal Services Used the software for: Less than 6 months ### "Charity Tracker Intern Review " May 10, 2025 5.0 Pros The easiness of moving around from page to page Cons Not the most appealing color scheme and all of the fonts are pretty much the same I would change that if anything. Review Source AB Andrea B. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "Great Customer Service" May 7, 2025 5.0 Overall experience was pleasant. \[sensitive content hidden\] was great to work with. He listened and never overpromised. Was honest in their capability Pros CharityTracker is incredibly easy to use and very user-friendly. The layout is intuitive, which made onboarding smooth for our team. Their customer service is also top-notch—responsive, helpful, and genuinely invested in our success. It's a great tool for nonprofits looking to streamline their data tracking and collaboration. Cons There were no notable concerns or challenges observed during our interactions. Review Source EO Emilee O. Care Manager Medical Practice Used the software for: 6-12 months ### "Helpful way to help my patients!" May 13, 2025 5.0 Very helpful, easy to use, easy to log in. I'm sure more communities would benefit from using it! Pros It's easy to find out what then needs are in our area and it's very easy to post what my patients needs for other entities to help me find resources to help my patients. Cons It'd be nice if there is a way to find out if the need has been met or if it's still pending. Review Source JR Jennifer R. case manager Human Resources Used the software for: 2+ years ### "Charity Tracker" July 24, 2019 5.0 Pros Availability and ease of use. Very user friendly and allows agencies to communicate with each other - improving the overall life's of individuals in the community that benefit from multiple agencies and organizations that provide a service to help those in need or less fortunate. Cons For our particular agency: some of the activities in Charity Tracker are duplicate to what we have to do for our own charts - it is difficult sometimes to keep track of 'two sets of charts' is what it feels like sometimes - we don't always get to use Charity Tracker to its fullest extent and haven't quit figured out how to fully integrate Charity tracker into our every day routine while working with clients. Review Source LS Lorie S. Director of Compassion Ministries Religious Institutions Used the software for: 2+ years ### "I have found Charity Tracker to be easy to learn, very transferable and an invaluable tool." August 22, 2017 4.0 We were a start up non-profit and the benefits are staggering. Affordable case management, easy to administrate and wonderful customer service. I have also benefited and appreciate the webinars provided. This software has helped link our faith based community. Get's us beyond denominational lines. We only have 5 paid staff. The rest is volunteer (company Size) Pros 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. Cons 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. Review Source DB Donna B. Treasurer Non-Profit Organization Management Used the software for: 2+ years ### "Being Good Stewards with CharityTracker" October 2, 2018 4.0 I was once asked to help with a married couple's back rent. They owed more than $500 and were scheduled for eviction. That was a big amount of money for our small charitable organization. A quick glance at CharityTracker revealed the couple frequently asked area agencies to pay their rent, but more importantly, they had been counseled numerous times on their excessive use of cable TV pay channels. They were defiant in their refusal to disconnect because they wanted access to all the premium channels. I rarely turn down a request for assistance, but I did for that one. Without CharityTracker, I wouldn't have known they were routinely taking advantage of other people's generosity. Pros 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. Cons 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. Review Source RV Ryan V. Director of Outreach and Education Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker is very straight forward, easy to use, and fairly thorough. " August 22, 2017 4.0 We use it as our primary case management tool. It is also a major component in our reporting activities. Pros 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. Cons 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. Review Source KS Kristine S. Counselor Mental Health Care Used the software for: 6-12 months ### "Review of CT" July 2, 2019 4.0 Pros 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. Cons 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. Review Source RF Rickie F. Intake Specialist Civic & Social Organization Used the software for: 1-2 years ### "Intake Specialist " May 20, 2024 5.0 I use this platform to create profiles for new incoming residential clientele. It was very streamlined and easy to use. Editing and adding new information with ease Pros Very easy platform for creating, recording and tracking vital information for clientele. Cons I had no difficulties or any thoughts that could be considered a con. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.