CharityTracker is a cloud-based case management tool that helps non-profit organizations manage statistical data, referrals, collaboration and alerts. Primarily catering churches, the centralized platform allows users to track attendees and grant disbursals.
Key features of CharityTracker include agency listings, budgeting, data backup, bulletin postings and customized reporting. Its case management module allows users to assign resources, provide financial assistance to members and refer local suppliers to people in need. Further, it allows users to perform database searches on prospective members and monitor any changes in the community. Additional features offered are file uploads, digital signatures, client referrals and access control.
CharityTracker helps users reduce manual data entry through its integration with barcode scanners. It is available via monthly subscription and support is provided via phone and an online help desk.
Cheri M. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
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.
That every agency in the whole community isnt using it!
Cynthia Q. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 13-50 Mitarbeiter
We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.
I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community.
Customization of the software for our own needs is also a great advantage of using CT.
As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.
Pj B. Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
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.
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.
David B. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 13-50 Mitarbeiter
Overall experience... GREAT! Excellent tech support. The website rarely gets disrupted. Easy to use. AWESOME
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
Melissa C. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 2-10 Mitarbeiter
We are finding that we can easily identify when people are giving us false or conflicting information. During searches or intake, we can see where someone is already in another household.
You can search and find what you're looking for easily.
I don't think I have any complaints. It's much better than Client Track.