BEST / user friendly database! by social worker
We developed a small social service program at our Church. We used the system for our Church members and is an incredible database …
Starting at $20 per month per user
View PricingOverview
What is CharityTracker?
CharityTracker is a CRM solution for organizations that helps users to measure real-world impact, not just data, by generating meaningful data and collaborative partnerships that can solve complex community challenges. As a HIPAA-compliant database, CharityTracker states they serve 20,000+ users…
Recent Reviews
Reviewer Pros & Cons
Clinical Social Worker
Good Shepherd Sanctuary (Individual & Family Services, 1-10 employees)
Pricing
Basic
$20
Cloud
per month per user
Plus
$40
Cloud
per month per user
Pro
$60
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://charitytracker.net/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $20 per month per user
Product Demos
CharityTracker 30-Minute Webinar
Vimeo
Product Details
- About
- Competitors
- Tech Details
- Downloadables
What is CharityTracker?
CharityTracker is a CRM solution for organizations that helps users to measure real-world impact, not just data, by generating meaningful data and collaborative partnerships that can solve complex community challenges. As a HIPAA-compliant database, CharityTracker states they serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care.
CharityTracker Features
- Supported: Cloud-based Case Management
- Supported: Manage Case Notes, Assistance, Upload Files
- Supported: Say Goodbye to Spreadsheets
- Supported: Collective Impact & Coordinate Care
- Supported: Create Custom Assessments
- Supported: Client ID Cards & Barcode Scanning
- Supported: Send Real-time Referrals
CharityTracker Screenshots
CharityTracker Video
CharityTracker - Case Management CRM/Shared Case Management Intro Video
CharityTracker Competitors
CharityTracker Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Mobile Web |
| Supported Countries | Global |
| Supported Languages | English |
CharityTracker Downloadables
CharityTracker Customer Size Distribution
| Consumers | 5% |
|---|---|
| Small Businesses (1-50 employees) | 70% |
| Mid-Size Companies (51-500 employees) | 20% |
| Enterprises (more than 500 employees) | 5% |
Comparisons
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Reviews and Ratings
(3)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
CharityTracker has been used to solve a variety of business problems pertaining to community assistance, resource allocation, and client tracking. With an easy-to-use interface, the platform assists users in identifying client needs as a whole. This helps prevent double-dipping problems and allows for better service to clients. By providing real-time updates on community issues and researching gaps in resources, users can direct assistance where it is needed most.
CharityTracker also assists with intra-office communication, reducing duplication of services and preventing abuse of charities. With features such as financial assistance tracking and client history reporting, users are able to make more informed decisions about who gets limited funds. The software also provides access to resources that might not have been known otherwise, helping clients get the services they need while making reporting simple for the user. Finally, collaboration between agencies is made easier by CharityTracker's case management feature, which allows different organizations to coordinate care without violating HIPPA regulations.
Users highly recommend conducting research and comparing different products before making a purchase decision. They also suggest attending comprehensive training sessions and utilizing the available support to maximize the benefits of CharityTracker and Tracker. Another important recommendation is to input client information consistently to ensure accurate data management and effectively monitor client progress over time. By following these suggestions, organizations can make informed decisions, optimize their usage of the software, and track the outcomes of their services more efficiently.
Reviews
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June 22, 2023
BEST / user friendly database! by social worker
Score 10 out of 10
Vetted Review
Verified User
We developed a small social service program at our Church. We used the system for our Church members and is an incredible database tracking system. As a clinical social worker, I have used my fair share of databases and this one is the best I have used. The actual system incredible and very user friendly with a lot of different helpful features, that allow you to better organize your programs. The customer service and help using it was great. I really felt that they cared about the work we do and wanted to support us in it, which was motivating.
- user friendly for administrators and users in the system
- ability to personalize/ tailor it to your needs
- helps you actually provide better services
- great features like ability to print out community membership cards
- easy upload of documents
- I truly cannot think of an area of improvement, it's a truly fantastic database with a great supportive staff to help you out the whole process from buying to using
- tracking of services provided
- easy reports run for funders
- run reports