CharityTracker

CharityTracker

Simon Solutions
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About

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user

About

The Community Operating System (CommunityOS). Whether you need a proven solution right now, or something not yet invented, we offer the most configurable software for the leaders of positive change. People do not live in silos—so we build integrated solutions. From infant care to aging services, directories of community resources to volunteer opportunities, call centers to collaborative partnerships—and from the blue skies of daily operations to the grey skies of crisis and disaster—we unify systems. Designed for community partnerships, we integrate with telephony and texting solutions, healthcare providers and workforce agencies, entire networks of 2-1-1 centers and United Ways, and coordinated disaster relief agencies. Not a silo—a system of systems.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Social Service Agencies, United Way, Churches, Non-profits, Government Agencies, Health Care, Food Banks, Food Pantries, St. Vincent de Paul, Salvation Army, Homeless Shelters, Community Action, 2-1-1

Audience

Community services, collaborative care, intake and referral, management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20.00/month/user
starts at $20 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.5 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • CharityTracker is PERFECT for keeping up with client information and the financial assistance that is provided to our clients when we help them with emergency utility and rental assistance for our impoverished or low income individuals in our community. The features and design of CharityTracker are very easy to navigate through and provide simple instruction when performing the data entry. The support team for CharityTracker is readily available and always quick to help with any CharityTracker need for support.
  • CharityTracker is easy to navigate and so customizable to the needs of the organization in tracking, collaborating and documenting.
  • Very User friendly, great group pricing, best customer service. Customer service responds quickly. We don't have to worry about the backup. Avoids duplication within agencies/churches. I would highly recommend!
  • CharityTracker is a fantastic tool to help communities work together to help the most people fairly without duplicating efforts and stopping people who are just working the system.
  • Our charity requires in-home visitations before helping. CharityTracker offers insight into client needs and circumstances (ie: abusive behavior, anger issues, dogs, etc.)
  • There are several pros to using this system. Easy to navigate. Labeled correctly. Easy to track inputted information.
  • When using the charity tracker it is a great tool for our 501(3)(c) to be able to keep all our client records at our fingertips. Navigating the database is very easy our volunteers to use.
  • The ease of accessing our clients information is reliable and we are able to view not only our data but also data from other organizations.
  • CharityTracker allows us to keep all data and documents about clients in one place. CharityTracker is easy to learn and user friendly. Information is clearly organized in the system. The ability to easily maintain relationships between the head of household and the other members of the household is another big plus as is the ability to have a separate bar code for each individual. CharityTracker is a big improvement over our previous system.
  • The charity which I co-direct has used Charity Tracker for eight years. Of course it is so helpful in spreading limited resources to know how a client has been helped by partner agencies. We have also been able to eliminate all paper trails while improving the sharing of information among our agents. We not only use the reports function for year-end numbers; we can customize a report to answer random questions.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Simon Solutions
Founded: 2006
United States
www.charitytracker.com

Company Information

Visionlink
Founded: 1991
United States
www.visionlink.org

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Categories

Church Management Supported
Healthcare Supported
Human Services Supported
Nonprofit Supported

Categories

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Church Management Features

Accounting Integration Not Supported
Attendance Tracking Supported
Child Check-In Not Supported
Email / SMS Supported
Event Management Supported
Member Directory Supported
Member Portal Supported
Multi-Site Management Supported
Online Giving Not Supported
Pledge Management Not Supported
Small Group Management Supported
Volunteer Management Not Supported

Human Services Features

Case Management Supported
Certification & Licensing Not Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Not Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Not Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Not Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Not Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Not Supported
Volunteer Management Supported

Volunteer Management Features

Attendance Management Not Supported
Calendar Management Not Supported
Event Management Not Supported
Group Management Supported
Member Directory Supported
Membership Management Supported
Recognition Management Not Supported
Registration Management Supported
Scheduling Not Supported
Self Service Portal Supported
Training Management Supported
Volunteer Profiles Supported

Integrations

Clue Not Supported
IntelliShift Not Supported
RentalMan Not Supported
Tenna Not Supported

Integrations

Clue Supported
IntelliShift Supported
RentalMan Supported
Tenna Supported
Claim Visionlink and update features and information
Claim Visionlink and update features and information