# Page 3 | CharityTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is CharityTracker the right Patient Case Management solution for you? Explore 1059 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132388/CharityTracker/reviews --- CharityTracker 4.5 (1059) 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 March 13th, 2026 # Page 3 - Reviews of CharityTracker ## Showing most helpful reviews Showing 51-75 of 1059 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use HR Heather R. Disaster Program Coordinator Non-Profit Organization Management Used the software for: Less than 6 months ### "Navigation-friendly for a newer user. " May 5, 2025 4.0 I am a newer user. I am currently attempting to build out our assessment and am in the beginning stages of this. It seems like it is pretty easy so far. Pros I like the visual layout. As a newer user, it is easy to navigate through the information. I also like that more than one agency can have access to cases. Cons I do not like that I am unable to customize the client case numbers (if this is something I can do, I apologize). It would be nice to be able to have that feature to visually sort by disaster event. Alternatives considered [Dart](https://www.capterra.com/p/10018804/Dart/) Reason for choosing CharityTracker Because other United Way organizations use CharityTracker Review Source PM Paula M. President, Board of Directors Education Management Used the software for: 6-12 months ### "Charity Tracker works for the little guy, too!" May 8, 2025 5.0 The initial introduction to Charity Tracker was accurate, the training was thorough, and the daily use of the database is easy Pros It is easy to navigate and customizable. The database is intuitive, and I love the variety of reports it provides Cons We had to adapt it to fit the needs of our unique non-profit- there were many options we didn't need Review Source TH Tynisha H. program manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Travelers Aid of Greater Birmingham Program Manager Review " May 5, 2025 5.0 I have enjoyed using it since starting my job. Pros The organization of it all. Its simple and easy to understand. Cons I have had trouble with some of the names not coming up by last name and having to type in first name do to the spelling or uppercase letters it wont search correctly. Review Source VC VALERIA C. workforce program manager Non-Profit Organization Management Used the software for: 6-12 months ### "Charity tracker review" May 5, 2025 4.0 Pros its fine, but its not the greatest thing in the world. I prefer salesforce, but this works just fine. Cons doesnt interact with other platforms like salesforce, which we use in our building on a daily basis. Review Source CA Catherine A. Program Manager Civic & Social Organization Used the software for: 6-12 months ### "My personal experience" May 5, 2025 5.0 It has been helpful and the savings of space and resources from not having to print and store all the files is wonderful. Pros The ease of digital storage and individual accounts. Cons There could be a better way to find postings in client accounts, some kind of keyword search. Review Source CO Carolyn O. ED Non-Profit Organization Management Used the software for: 1-2 years ### "Thank you Charity Tracker" May 6, 2025 5.0 It a very useful necessity to humanitarian services. I think It should be utilized to the fullest nation wide. Pros Charity Tracker is a must have for all services to join together to best help others. Cons I am sure there is always room for improvements but i have never had an issue at all. Review Source JF Jordan F. Pantry Mananger Non-Profit Organization Management Used the software for: Less than 6 months ### "pantry managers thoughts" May 6, 2025 5.0 Overall my experience is good, I think the program is a good program. Has room for improvements but overall it works well for what we use it for. Pros I love how well organized everything is for us as a food pantry it works well with organizing the people we serve Cons I think that its very hard for me personally to make changes to specific items. I think there's always room for improvement. Review Source KA Katrinna A. President Non-Profit Organization Management Used the software for: Less than 6 months ### "Thank you Charity Tracker! " May 14, 2025 5.0 I have had an extremely positive experience. It is functional, easy to use, can add documentation, photos, and measures the data extremely effectively. Pros The ability to integrate it with our new Equip for Life Program to be able to add new clients with their information on a simple platform that can show client documentation. Cons So far, I have not had a negative experience. I do wish it had a way to track inventory management. Review Source JM Jane M. Associate Staff Non-Profit Organization Management Used the software for: 6-12 months ### "Charity Tracker Review" May 7, 2025 5.0 I haven't had a lot of opportunity to use it but found it helpful and easy to use. Pros The ability to see what other services a client has received. It is easy to use. Cons There wasn't anything that I really disliked as I found it easy to use and very informative. Review Source JE James E. Pastor Religious Institutions Used the software for: Less than 6 months ### "Positive and helpful " May 5, 2025 5.0 Overall it has been a positive and helpful resource Pros Being able to look up when someone comes for assistance Cons Using charity tracker through my mobile phone Review Source Marie Jeanne E. CEO Internet Used the software for: 6-12 months ### "Charity tracker best case management tool." August 25, 2022 4.0 Chariot tracker has allowed me to better manage cases, and better familiarize myself with clients. Pros What I liked the most about this software is its case management functionality and it is easy to use. Cons What I liked least is the fact that not all organizations use it. Alternatives considered [NewOrg](https://www.capterra.com/p/124958/NewOrg-Management-System/)[ECINS](https://www.capterra.com/p/236606/ECINS/) Reason for choosing CharityTracker I have charity tracker because it is easy to use. 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 CM Candace M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker makes networking with other organizations quick and easy. " August 22, 2017 5.0 The collaboration with other agencies assists clients better. Donor and funders like to see that partnerships happen because of this program. Pros Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained. Charity Tracker makes tracking of services for clients very easy as well. It is great to see what services the client has already received in the community. This helps to better assist the clients overall, and makes connecting them with services much more efficient. Also, Charity Tracker's tech support is fabulous. Anytime I have a question, or need help running a report, I call their help desk. Within minutes, I am in contact with a technician, and they stay on the phone until my issue/need is addressed. The value for the amount you pay can't be found with most software. Cons Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need. Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you when data is missing in a client's file. For example, if entering a new client, if you miss the DOB box, I would like to see a box pop up that says "You forgot the DOB for this client. Would like you to enter it or ignore it?" I know that sometimes it's not possible to enter ALL the information, so an ignore button would be nice. If this popped up every time you enter that client's file, it would be annoying enough that you would enter it to not have to have the box pop up anymore! 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 KL Kimberly L. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "CharityTracker is a must for any organization that needs client management. " March 9, 2022 5.0 I really appreciate above anything else, the excellent customer service that we receive. If I have an issue or question, it's answered immediately by a team that is located in the United States, who is very pleasant and helpful! Pros Because CharityTracker is an online platform, it was the perfect fit for our business model. The ease of use, and ability to allow our remote staff to work from anywhere was our first priority for we were remote prior to the pandemic. Also, when their "pro" features were launched, that made it even better. The pro version includes a text feature that allows us to communicate with all of our clients with just a push of a button. We simply type the message that we need to send, or reminders, etc.. and send it out. For our clients who have landlines, the message will be read to them. lt's really amazing. Cons In the future, I'd love to see a cleaner layout and maybe just a little bit more intuitive, but this doesn't take away from how great it is. 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 JS Jann S. Director of Operations Non-Profit Organization Management Used the software for: 1-2 years ### "Perfect Nonprofit Collaboration Platform" November 17, 2021 5.0 I really loved it. It took a bit of training and documenting, and was especially challenging to get other agencies to see the value in this type of collaboration. But I think it was a vital step forward for making local emergency financial assistance agencies, which always have limited funds compared to need, able to utilize their funds wisely. My favorite thing was that Simon Solutions gave such personalized service and worked with us on cost effective customizations that enabled us to track funding sources effectively and to keep that information private to our staff. Pros Our community's emergency assistance providers needed a way to work collaboratively when people had a disconnection bill larger than any one of us could pay. CharityTracker enabled us to see what other orgs were contributing, so that we were able to make sure that the full amount past due and reconnect fees were covered, ensuring that our collective funds would actually reconnect someone's services. Charity Tracker allowed this and helped us track other types of assistance that were provided. It also was able to be customized to meet our needs. I have moved from that role, but was excited to see that my new organization is also going to use the same citywide system to track assistance provided to people after a disaster. Cons It is really compliant, ensuring that all permissions are captured and respecting the privacy of the people served. Because of that, it was a little less flexible that our own personal system, where data sharing requirements were not necessary. Reason for choosing CharityTracker CharityTracker stands out in the field as being right-sized. It's not so comprehensive that it's overwhelming, but has plenty of features. It is also designed specifically for collaborative use and has a price point that was reasonable to our community funder. 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 JM Jill M. Community Impact Director Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker " June 19, 2019 4.0 It allows me to see how other agencies have served a client before I decide what our level of support should be. It also helps me refer clients to other agencies for assistance if I don't have what they need. As stated above, if I could gather data saying that our combined agencies are helping a specific number of clients on a monthly basis, that would be very helpful. We don't know if we (as a community) are helping 1 client six times, or six separate clients. I would love to be able to pick out duplicates so that we knew the true need in our community. Pros It is simple and connects many of the agencies in our community by allowing us to see shared data on clients in need. Cons The ability to roll up and create reports is exclusive to the administrator, and I need this same option at the user level. It would prevent duplicate reporting that I do for my own agency, and allow me to see how other agencies are using the system. My organization pays for many of the agencies in our network to participate in Charity Tracker. The intent was so that we could evaluate how the clients are being served but I do not have that capability as a user. Reason for choosing CharityTracker One agency was already using it in our community. We chose this system thinking that we could make it available to all agencies who would have the same level of usefulness as the administrator. The agencies do find it helpful, but not to the level that we hoped. The other agencies are our grantees. We provide this as a tool for them to use, but we hoped to gain data from it that is not available. 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 AS Adam S. Director of Operations Non-Profit Organization Management Used the software for: 2+ years ### "If you want to make the most out of your contribution, this software is an absolute must!" May 24, 2022 5.0 Before I make a contribution of any size, I turn to Charity Tracker to make sure that my investment is well spent, which makes this software invaluable!!! Pros The software provides a real time picture of how contributions are allocated. Their information is real, raw, and absolutely necessary, especially when considering the state of the economy and that most people are not giving out of abundance. Cons What’s not to like. The nonprofit sector, and charitable contributions at large have limited oversight, which makes them vulnerable to misappropriation. This software provides the donor with detailed, truthful information, and thereby stretching the efficiency and impact of the individual contribution. Reason for choosing CharityTracker There wasn’t a comparable platform, which is why the decision to utilize Charity Tracker was an easy one. Review Source mohamed G. video editor Graphic Design Used the software for: 1-2 years ### "my experience in charity tracker" December 13, 2022 4.0 He is really great at helping customers with accurate data identification. Pros It gives you accurate information quickly, which makes us able to detect anyone who repeats the data to take more services and use them, and help me help customers quickly. Cons The inability to quickly create reports, and also the inability to return to the tab without going back from the beginning and entering and editing the data again. Review Source CE Cathy E. Director of Integrated Community Systems Non-Profit Organization Management Used the software for: 2+ years ### "CharityTracker it GREAT for bringing your community together!!" July 3, 2019 5.0 Agencies, churches and faith-based organizations have changed the way the work together and serve the people in our community, BETTER! Pros It is easy to use, great reporting tool and affordable. It also brings the community together to serve those in the community in need in a more effective and efficient way. The Bulletin feature is very helpful in communicating what is going on in the community. Cons This software is amazing! It is easy to use, easy to train users. Any small “glitches” are always addressed immediately by the software team. Review Source Anthony P. Executive Director Individual & Family Services Used the software for: Less than 6 months ### "Immediate impact on our community and our nonprofit" November 21, 2017 5.0 (1) We now a user friendly client system that will allow us to rapidly obtain client information (2) We are able to identify clients who are using different names or visiting multiple agencies to get services. (3) All agencies in our county are now working more closely together to help clients. Pros This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to. Cons The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier. Review Source NK Nicole K. CEO Non-Profit Organization Management Used the software for: 1-2 years ### "Could not be more happy with CharityTracker" August 8, 2023 5.0 CharityTracker has made the overall effectiveness of our organization so much better. Our tracking is more clear, functional, effective, and reliable. It has also allowed us to cut down the time we spent on tracking clients and reporting to our funders. Pros Charity Tracker is intuitive, reliable, and easy to use. Cons Pulling specific data can sometimes be confusing. Reason for choosing CharityTracker Ease of use and pricing. 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.