Wer nutzt diese 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.

Durchschnittliche Bewertung

705 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5


  • Startpreis $20/Monat
  • Preisinformationen Month-to-month, no contracts. 10% discount w/ yearly. Volume discounts too.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja, Kostenlose Testversion
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

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

Über 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 Funktionen

  • Berichterstattung und Statistik
  • Dokumentenmanagement
  • Empfehlungs-Management
  • Fall-Aufzeichnungen
  • Formularverwaltung
  • Freiwilligen-Management
  • Kundenmanagement
  • Programm-Management
  • Terminplanung
  • Zielsetzung / Nachverfolgung
  • Berichterstattung und Statistik
  • Dokumentenmanagement
  • Fall-Management
  • Kinder-Wohlfahrts-Management
  • Terminplanung
  • Trainingsmanagement
  • Zeitverfolgung
  • Zertifizierung und Lizenzierung

Die hilfreichsten Reviews für CharityTracker

Charity Tracker For a Network of Providers

Mit Google übersetzen Bewertet am 2.10.2018
Erin M.
Community Impact Manager
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5 / 5
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
5 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We are attempting to address a multiple issues by implementing Charity Tracker:
1. Provide a useful tool for our non-profit, government and faith-based partners to track the assistance they are providing in our county.
2. Providing them a simple way to report on the assistance they are providing in our county.
3. Connect organizations to each other, across a network, to better serve clients with varying needs in a more holistic way. Organizations can make direct, electronic referrals to each other across the network for assistance they are not able to provide.
4. We are asking all organizations using the system to input program-level detail to ensure that the referrals that are made are "qualified leads".
5. Offering organizations a way to better goal-set and track outcomes with their clients, with multiple organizations having the ability to assist/participate in the goal-setting and outcome tracking.
6. We are seeking to understand gaps in assistance as well as reduce duplication of service.
7. We are streamlining the intake process by setting a minimum level of information that organizations must record during intake, which will also ensure that all organizations assisting a client have the information they need in order to do so.
8. We will utilize the collective data to bring more dollars into our county to help support the organizations in our county that are providing assistance.

Vorteile: What I like most about the software is that is easy to use, user-friendly for a variety of skill levels and intuitive. Also that the system is web-based, because that means I have access virtually anywhere.

Nachteile: What I like least about this software is that it can take upwards of 15 minutes or more to pull a CSV file report. Also, while I like the variety of reports available, the amount of options/combinations can make it confusing to know which information to pull and how to pull it.

Very dependable. Help is always available for the program in a timely and professional manner.

Mit Google übersetzen Bewertet am 29.8.2017
Jeralene M.
Executive Director
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5 / 5
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5

Vorteile: 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.

Nachteile: 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.

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