CharityTracker Erfahrungen

I like that this software keeps me connected with other non-profit organizations. When an organization posts, I am immediately notified, and vice versa. When I have information or a family who needs immediate help, Charity Tracker is where I go to first! It is an invaluable resource and tool!

I have experienced a difficult time posting a flyer that is 2 sided - my operational knowledge level may not be up to par - but that may something that should be looked at in a future update of the software.

We are a small rural organization and data management and outcome tracking is new to our work. Charity Tracker+ is so easy to use! The interface is clean and elegant, you can customize the heck out of it, and, importantly, it provides the data we need at three mouse clicks. This is saving HOURS every month consolidating information contained in spreadsheets. We love it!

The only downside is that this is designed for multiple organizations and we are currently a network of one. So we have had to adapt in order to track what we need to track. Even with that said, it is still the best platform I have ever used.

I am the United Way campaign director for my district. We use Charity Tracker as a way to keep up with donations and needs.

It is sometimes difficult to disseminate through all of the data and ensure that I am seeing the right stuff.

I liked the idea of it. I like that it was a web based program.

Didn't really have enough info and enough users updating the info. The search was sometimes hard to navigate.

This software has made communication between nonprofits in our community easy and seamless. The ability to broadcast messages and post available services allows us to meet each others' needs and rely on up-to-date information for client referrals.

When dealing with sensitive client information and multiple databases, the requirement to get client consent to post data to CharityTracker makes it a significant barrier for use by our organization. We either will have many clients opt out or we will not be able to upload much of the important, yet sensitive, client information that would allow us to use the tool to track client outcomes.

Being in a non-profit, Charity Tracker is hard to beat in networking with other non-profits. It helps us not over duplicate services and refer to others that prove things we do not.

I haven't experienced any cons with this software. Their may be cons when other organizations post things that can be taken care of easily within the organization.

Charity Tracker was the tool our community needed as we coordinated efforts among agencies and non-profit organizations. It allows ease of communication and coordination of resources.

I have not run into anything in the software yet that I do not like.

Charity Tracker is very easy to use yet does not lack in functionality. It is robust for use with multiple organizations with different purposes and yet maintains a simplicity that makes it accessible. The reporting structure particularly is useful.

There really isn't anything I do not like.

It is easy to get input for programs that is specific for the need of our organization. The programs as administrator are easy to edit. As administrator I can edit funding sources, I can make any necessary changes by just clicking a save change button. Like the reports sub-tab where I can go and run all the reports that pertains to this agency. I can customize agency reports. Running the reports could not be easier. I can filter the reports, I can choose the fields for the agency reports. I can easily get data for demographics reports. When using search it is not complicated. It will list all possible duplicate cases if any exists. If it is a duplicate case you can merge those cases, which is an excellent tool.

I would like to be able to go back into the relationship tab and make corrections as to if it is a dependent or living together without having to go all the way back to the beginning and edit the relative out and input again. I need this feature because I have volunteers that will not always input this data. I am not sure if it's my fault or the input of area we serve as the crisis. I have not been able to change that. For instance pantries- We have 5 pantries I would like for a heading to be for each pantry with the sub heading name of pantries. I don't know how to do that. I would like for the listing of our assistance program to be revised. I am not sure if I can do it, I have not call nor asked for help with this issue. I believe rearranging things that will best give us a more accurate count. I am not sure how to get a count from the sub heading of agencies, that is confusing to me. Again I have not spoken with anyone lately about it.

I love that it is easy to use. I love the referral feature probably the most because it allows you to request services on behalf of a client without ever having to leave the office, submit anything. it's all in front of you.

It has a ton of glitches. It goes down at least 2-3 times a day without warning right in the middle of a slammed day. Customer service sometimes is hard to get a hold of as well.

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.

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

Before using Charity Tracker, our agency used a simple database to track our funding and client information. Coordination with some other agencies was not possible. Now we can work with another non-profit and know that we are able to be better stewards of our charitable funding. Having accurate, timely information makes all the difference. Charity Tracker is easy to use, and the search capability and variety of reports available really help us analyze our data.

We required a weekly report that was not available within the current software. Fortunately, the development team at Charity Tracker created this customized report for us.

I am retired and not terribly computer savvy. Charity Tracker is so easy, it makes my volunteer work, which is serving hundreds of needy in my area, possible. The others in my group can easily see what I am posting, and likewise I can see their postings. The storage a retrieval of historical data is simple and is critical to our being able to offer the assistance to our clients.

Sometimes the choices in the drop-down boxes available for posting do not fit what we desire. Yet we do not advocate for additional choices. The advantages of the simplicity of having the choices there are outweigh any benefits we would gain in having additional choices.

It is easy to track our clients recent assistance and also see what assistance they have received from nearby non profits.

Reports are hard for me to create but the customer service helped me create the ones I need that can be used over an over.

We like that it is easy to use and is pretty straight forward on entering information. It is very user friendly and as a non-profit it is very affordable. The Outcomes section is a great easy way for us to track our clients success. We love that we are able to print it out so that they can have a reminder at home of what goals they are working on. We also love that we can choose what information we can keep private to our agency. We also love that we could personalize assistance records to fit our needs.

Reports are sometimes inconsistent which is difficult when you are trying to get accurate information to use when applying for grants.

The ease to customize to our agency needs and ease to use. Extremely supportive staff and tech people. Knowledgable. Able to adapt and make changes as our agency needs and services have grown. Affordable. Ability to network with other local service providers has strengthened our partnerships and ability to recognize clients with multiple needs.

The reports are not as adaptable, changeable, or as flexible as needed when making statistical reports for multiple funders all requesting different information. Not all networked agencies are as professional as others and not always confident they are confidential or nonjudgemental with clients. Would be nice to select which members in a network see all of our information, while limit what some others can see. Feel the need to protect those seeking help from judgement .

If you have enough information you can find any of our clients. It's much easier with DOB, if that has been entered correctly.

Your program brings up a clients with DOB or Name;however , if the name must be exactly the same as entered with lower and upper case. If a mistake is made using a lower case instead of upper case I may have to search through several pages of similar names. I wish it was programmed so that either case was pulled up to the top of the list.
Also it would be helpful if it could bring up similar spellings. People often change spellings of names today;again, this has to be exact for no match at all.

this software is NUMBER 1 in user friendliness. That is what I like most about this software. The reporting functionality is also pretty excellent. On top of that, there's the HIPPA compliance aspect. You put all of this together, and this is probably the single most useful database for non-profits.

I don't think I dislike anything about this software. If I were to ask for one thing to be changed, it would be to be able to set reminders in the future for follow-up outside of the goals section of the database