# CharityTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CharityTracker the right Church Management solution for you? Explore 1059 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132388/CharityTracker/reviews --- CharityTracker 4.5 (1059) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CharityTracker Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “This insight allows us to see clear connections between the care provided and each client’s progress toward self-reliance. When setting goals, we can use this data to evaluate the effectiveness of our programs and make informed adjustments as needed.“ February 19, 2026 GH Greg H Worship and Outreach PastorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “I’m thinking of having generic ROIs printed for the individuals to complete on the spot and adding to CT later. If I fail to enter information on a client - which I have - it doesn’t work well.“ May 19, 2025 SG Sherri G Executive DirectorIndividual & Family Services, 2 - 10 employeesUsed the software for: 1-2 years. “We love using Charity Tracker—it streamlines distributions, simplifies case management, and enables us to post needs or surplus items to share with other agencies and churches.“ May 16, 2025 AC Amy C Support Services ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 6-12 months. “It is very hard to keep files organized as there is no place for open/closed files and we have had to get creative to make it function properly and effectively for us.“ May 5, 2025 KA Katrinna A PresidentNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “The ability to integrate it with our new Equip for Life Program to be able to add new clients with their information on a simple platform that can show client documentation.“ May 14, 2025 MT Melissa T Director of OperationsIndividual & Family Services, 2 - 10 employeesUsed the software for: 1-2 years. “There are some custom fields we have created and I cannot get those fields to pull with details on any reports.“ May 15, 2025 CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “It’s a daily privilege to represent a tool that plays such a vital role in the collective success of our community’s helping programs. Because I’ve seen firsthand the benefits of using this platform, I’m genuinely passionate about demonstrating its value to other agencies and churches.“ February 19, 2026 TH Tynisha H program managerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “I have had trouble with some of the names not coming up by last name and having to type in first name do to the spelling or uppercase letters it wont search correctly.“ May 5, 2025 ## Showing most helpful reviews Showing 1-25 of 1059 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Cheri M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "An Awesome Resource Network" October 2, 2018 5.0 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. Pros 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. Cons That every agency in the whole community isnt using it! Review Source CD Charity D. Social worker Education Management Used the software for: 6-12 months ### "It was Worth it!" May 9, 2025 4.0 It have been pleasant considering the software I used last year. It was easy to navigate and support was readily available, if needed. Pros The software was user friendly and easy to navigate. It presented with features that could be useful in different environments/systems. Cons I would've like to hide or remove features that weren't feasible for the information needed. Also, an option to run a few generic reports for monthly data would have been useful without having to customize or filter, Reason for choosing CharityTracker CT was ready to use and didn't require endless meetings to scrap my brain empty. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) The program was dysfunctional, pricey, and not structured well at all. Review Source CV Candyce V. Program Director Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker Review" May 6, 2025 3.0 I have used CT for the past five years with different nonprofits. Pros The options on reporting are great, just need a little more ease on the custom reporting. Cons I need to way to log groups and not just individuals to be able to track and report. Review Source JS Jennifer S. Family Navigator Hospital & Health Care Used the software for: 6-12 months ### "Try Charity Tracker today!" May 6, 2025 5.0 I have absolutely loved it, honestly don’t really have anything negative to say about the product. Pros I love the ability to run all of the different reports. There are so many that you can run and it is essential to our business. Cons I’d love to see an option for the ability to show all of your cases listed by enrollment date or alphabetically. That would make it a lot easier to see what/who our cases are. Alternatives considered [Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing CharityTracker It provided everything that we were looking for. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We wanted the ability to track more accurately what we were providing for our clients. Review Source MT Melissa T. Director of Operations Individual & Family Services Used the software for: 1-2 years ### "User Friendly" May 15, 2025 5.0 Overall I would recommend Charity Tracker to other organizations as it was easy to implement and is very user friendly. Pros I find Charity Tracker very easy to navigate, which makes training new employees and volunteers much easier. Cons There are some custom fields we have created and I cannot get those fields to pull with details on any reports. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed a secure environment for our client data Review Source MD Monica D. VP of Mission Integration Non-Profit Organization Management Used the software for: 6-12 months ### "Love the customization! " May 5, 2025 5.0 Overall very pleased; didn't feel pushed by the demo staff and reasonable costs for all of the customizable opportunity with this platform Pros Love the multi-agencies for our program sites nationwide. Truly appreciate the reporting functions and are able to customize for our exact model. Cons The implementation took some time as we came from a very different platform. While it's lovely to be so customizable, it does take a good bit of onboarding time to begin with staff Switched from [WordPress](https://www.capterra.com/p/131687/WordPress/) Needed multi-agencies ability to view as admin and more customization Review Source JF Jason F. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Outstanding Program" May 5, 2025 5.0 This is the first case management program we have used for our non-profit and it fits everything we need. Been very impressed with everything from the system to the customer service. Pros I love the ease of how to use it and the ability to make our own. It is incredibly user friendly. Also love how prompt customer service is. Cons No issues so far! We have been thrilled with our experience, and I would highly recommend. First time in a long time I have had a product and have no complaints. Alternatives considered [CharityEngine](https://www.capterra.com/p/140745/CharityEngine/) Reason for choosing CharityTracker Great price and fit everything we needed and were looking for. Review Source CD Chloe D. Operations and Development Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Charity Tracker Review First 72+" May 6, 2025 4.0 Overall, switching to Charity Tracker has been really helpful for our staff, and for me to conduct reports in a clear way. Pros Really great for data tracking purposes and to run reports. Able to track so many different clients at once. Cons Still having a hard time measuring goals over time, especially when our coaches are not the most tech savvy. We've been logging everything as an assistance record instead, to track clients meeting goals. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) It was really difficult to use in terms of data collection and tracking reports. Review Source AA Angela A. Program Director Non-Profit Organization Management Used the software for: 1-2 years ### "Overall good " May 7, 2025 4.0 We love it. Would love an easier way to print entire case note section. Pros It is easy to use and stores our data indefinitly, along with the case notes Cons You have to remember not to share your notes with other agencies every single time. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) previous management switched before I started Review Source LL Laura L. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Fun Times with CharityTracker" May 21, 2025 4.0 It has been good and has provided a central database but we will not be able to use it long term for disaster case management Pros It is easy to navigate and look up client information. Also love that we can have as many users on it as we need since we have a lot of volunteers that help with different aspects. Cons It cannot support some of the files we need to upload as they seem to be too large. Also, we cannot separate storms or regions. Everyone has access to all of the client information. Alternatives considered [CommunityOS](https://www.capterra.com/p/79207/CommunityOS/) Reason for choosing CharityTracker cost of the product and ability to have shared users Review Source CH Cathy H. Reverend Religious Institutions Used the software for: 6-12 months ### "New Covenant CharityTracker review" May 27, 2025 5.0 We are still learning, but it has proven to be a good investment. The help we received when setting it all up was very valuable. Pros The flexibility on what data we can track. We have been able to even track some "unusual" data. It is user friendly. Cons The cost of individual licenses. It would be beneficial to be able to have at least 2 people per license. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing CharityTracker The overall ability to interface with other organizations, and it was bit more cost effective. Review Source KS Karla S. Evangelization Assistant Religious Institutions Used the software for: 6-12 months ### "Evangelization Assistant" May 5, 2025 5.0 Pros This is a very efficient way to be able to serve our church and allow us to serve many, not just the same people all the time. Cons The only con is not all resourse's utilize it in my county. Review Source SA Susan A. Family Case Coordinator Individual & Family Services Used the software for: 6-12 months ### "Charity Tracker Review" May 5, 2025 4.0 Very positive and easy to use. I like that we can upload documents as it allows us to keep pretty much paper free. Pros Easy to access and edit. I like that I can add categories and item lines to help us track the assistance that we provide both monetarily and in our efforts/services. Cons Paying per user. We are a small agency with limited moneys and as a result we have limited who can document in charity tracker. Review Source MC Merlin C. Head chef Alternative Medicine Used the software for: Less than 6 months ### "Great product" June 12, 2025 5.0 Great experience would recommend to anyone and no issues yet which is amazing and puts my mind at ease Pros Really great product, easy to use and really helpful, no issues at all and all at your ease! Amazing Cons Sometimes lags a bit but other than that there was no downsides again overall a great and helpful product. Review Source PY Pat Y. Secretary Religious Institutions Used the software for: 6-12 months ### "Good management tool" May 6, 2025 4.0 Helpful tool for customizing donations for the people who have applied. Easy to use. Pros Information available for clients. Especially other relationships so I can adjust the food and essentials to fit the people. Cons I really don't have any cons once I became familiar with how it's organized. Review Source BL Bianca L. Family support specialist Legal Services Used the software for: Less than 6 months ### "Charity Tracker Intern Review " May 10, 2025 5.0 Pros The easiness of moving around from page to page Cons Not the most appealing color scheme and all of the fonts are pretty much the same I would change that if anything. Review Source AB Andrea B. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "Great Customer Service" May 7, 2025 5.0 Overall experience was pleasant. \[sensitive content hidden\] was great to work with. He listened and never overpromised. Was honest in their capability Pros is incredibly easy to use and very user-friendly. The layout is intuitive, which made onboarding smooth for our team. Their customer service is also top-notch—responsive, helpful, and genuinely invested in our success. It's a great tool for nonprofits looking to streamline their data tracking and collaboration. Cons There were no notable concerns or challenges observed during our interactions. Review Source EO Emilee O. Care Manager Medical Practice Used the software for: 6-12 months ### "Helpful way to help my patients!" May 13, 2025 5.0 Very helpful, easy to use, easy to log in. I'm sure more communities would benefit from using it! Pros It's easy to find out what then needs are in our area and it's very easy to post what my patients needs for other entities to help me find resources to help my patients. Cons It'd be nice if there is a way to find out if the need has been met or if it's still pending. Review Source RF Rickie F. Intake Specialist Civic & Social Organization Used the software for: 1-2 years ### "Intake Specialist " May 20, 2024 5.0 I use this platform to create profiles for new incoming residential clientele. It was very streamlined and easy to use. Editing and adding new information with ease Pros Very easy platform for creating, recording and tracking vital information for clientele. Cons I had no difficulties or any thoughts that could be considered a con. Review Source JM Jeralene M. Executive Director Used the software for: 2+ years ### "Very dependable. Help is always available for the program in a timely and professional manner." August 29, 2017 5.0 Pros 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. Cons 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. Review Source EM Erin M. Community Impact Manager Non-Profit Organization Management Used the software for: 2+ years ### "Charity Tracker For a Network of Providers" October 2, 2018 4.0 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. Pros 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. Cons 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. Review Source KH Koya H. Social Services Manager Consumer Goods Used the software for: 2+ years ### "Amazing resource" April 8, 2021 5.0 I love it. It has been the best tool for saving time. Pros 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. Cons 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. Review Source BC Brock C. Discipleship & Missions Pastor Religious Institutions Used the software for: 2+ years ### "Love CharityTracker" June 19, 2019 5.0 has been wonderful to work with. They have great customer service and have always responded quickly. Pros We have used 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. Cons Nothing. We love and would recommend it to any organization or church that is doing benevolent ministries in their community. Reason for choosing CharityTracker The number one reason we chose was to be able to share information with other benevolent ministries in our community. The second reason was to keep accurate records of our ministry in an easy to access format. Before CharityTracker we kept our own information internally, but we had no idea what the other ministries were doing. CharityTracker not only opened the door for communication with other organizations, but it also made tracking our ministry more effective. Review Source ED Eva D. Benevolence Coordinator Religious Institutions Used the software for: 2+ years ### "Best System !" August 30, 2021 5.0 As administrator of Charity Tracker we have had a great response from our area agencies about this program. We use it on a daily basis! Simon Solutions is quick to respond to any concerns or issues that we have. They are willing to look at suggestions. Pros User friendly! Customer service is awesome-quick response. Multiple users is a must for our area. We don't have to worry about back up or maintenance. Cons Some applications do not apply to us - may not ever use some of those features. Reason for choosing CharityTracker After researching Charity Tracker we looked no further. It had everything that we needed in a program and we didn't have to worry about maintenance on the program or back-ups- they did all of that. Review Source BF Barb F. Secretary/Treasurer Non-Profit Organization Management Used the software for: 2+ years ### "A Product that Does What it Says!" March 4, 2022 5.0 Pros 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. Cons 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. Review Source Response from Simon Solutions March 10, 2022 Thank you so much, Barb - We're so honored to serve you!! Talk to a Capterra advisor for free and get results within 15 minutes.