Who Uses This Software?

Small, mid-sized and large nonprofits: human services, social services, resources centers, faith-based ministries, churches, government, schools, shelters, food pantries, food banks and others.

Average Ratings

997 reviews
  • Overall 4.5/5
  • Ease of Use 4.5/5
  • Customer Service 4.5/5
  • Features 4.4/5
  • Value for Money 4.6/5

Product Details

  • Starting Price US$20.00/month
    See pricing details
  • Pricing Details Month-to-month, no contracts. 10% discount w/ yearly. Volume discounts too.
  • Free Version No
  • Free Trial Yes, get a free trial
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Simon Solutions
  • http://www.simonsolutions.com
  • Founded 2006

About CharityTracker

Affordable, Cloud-Based, Human Services Case Management Software - Say "Goodbye" to your spreadsheets and home-grown databases and prove your impact with change-over-time reports and show outcomes that will make your funders happier than ever. Easy-to-use & HIPAA-compliant cloud case management software designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more. Pricing starts at just $20/mo. user

CharityTracker Features

  • Case Management
  • Certification & Licensing
  • Child Welfare Management
  • Document Management
  • Reporting & Statistics
  • Scheduling
  • Time Tracking
  • Training Management
  • Case Notes
  • Client Management
  • Document Management
  • Forms Management
  • Goal Setting / Tracking
  • Program Management
  • Referral Management
  • Reporting & Statistics
  • Scheduling
  • Volunteer Management

CharityTracker Most Helpful Reviews

An Awesome Resource Network

Reviewed on 02/10/2018
Cheri M.
Executive Director
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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!

Love CharityTracker

Reviewed on 19/06/2019
Brock C.
Discipleship & Missions Pastor
Religious Institutions, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: CharityTracker has been wonderful to work with. They have great customer service and have always responded quickly.

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

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

keeps you in the loop

Reviewed on 03/12/2019
Koya H.
Intake Manager
Consumer Goods, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4/5
Ease of Use
3/5
Features & Functionality
1/5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: We use Charity tracker to keep track of what services clients that come to us are receiving in the county so that we can make sure there aren't people abusing the system. We love it!

Pros: I love using Charity Tracker. Our agency has been using this software for years and it has been a lifesaver. I love that Charity tracker allows you to see services that clients are receiving from other agencies in the network. This has helped us tremendously in keeping down the amount of persons who abuse social services in the community.

Cons: Charity tracker freezes a lot! I mean at least 4 or times in an hour of use. Some days we can't even get into the software and getting someone to assist you is almost impossible. They make you put in a request which sometimes it's a week before we get a response. Anything that needs to be updated or worked out, you have to go through this lengthy process and it's just annoying.

Fundraising Fudamental

Reviewed on 05/12/2019
Monte C.
CEO
Civic & Social Organization, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
4/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: My organization uses this software to find potential donors.

Pros: Easily monitor grant funders for nonprofits by keeping track of donations and manage the number of donors for yearly fundraising.

Cons: Does not help with grant writing but it does monitor the number of grants you write and keeps track of contribution dollars.

Lack of training was the challenge we faced and are still dealing with nine months later.

Reviewed on 23/08/2017
Pj B.
HMIS Trainer
2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
3/5
Overall
3/5
Ease of Use
3/5
Features & Functionality
5/5
Customer Support
3/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

Pros: Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

Cons: The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

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