# CharityTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CharityTracker the right Human Services solution for you? Explore 1060 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 (1060) 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 SB Shayna B Residence DirectorNon-Profit Organization Management, 51 - 200 employeesUsed the software for: 6-12 months. “CharityTracker does not offer all features, such automating workflows and flagging incomplete tasks.“ May 28, 2026 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 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 CL Cathy L Program DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “What I appreciate most about CharityTracker is how it has helped our county’s agencies move beyond simple resource distribution to achieving measurable impact.“ February 19, 2026 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 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 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 ## Showing most helpful reviews Showing 1-25 of 1060 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 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 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 CL Cathy L. Program Director Non-Profit Organization Management Used the software for: 2+ years ### "Transforming Community Support Into Measurable Success" February 19, 2026 5.0 My overall experience with has been incredibly positive. 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. CharityTracker makes it easier to measure real impact, helping organizations see the tangible results of their efforts and strengthen the support they provide to those in need. Pros What I appreciate most about is how it has helped our county’s agencies move beyond simple resource distribution to achieving measurable impact. The Outcomes Assessment tool, in particular, gives us the ability to track how clients are influenced by the services and resources they receive. 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. Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs. Cons The biggest challenge with hasn’t been the platform itself, but encouraging agencies and churches to understand the value of consistent data entry. Although the system is HIPAA-compliant and designed to support data-informed decision-making, some partners hesitate because they feel they lack the staff time for input. In reality, CharityTracker’s features can actually streamline their processes and save time once integrated into daily operations. I would also love to see the introduction of “Sister Networks” across counties, since many organizations serve the same clients beyond our borders. Broader data sharing would strengthen collaboration and could help populate \[sensitive content hidden\] for all of North Alabama, moving us closer to a unified, statewide community resource. Review Source Response from Simon Solutions February 20, 2026 Thank you so much for taking the time to leave such a thoughtful review! We are truly grateful to work alongside communities that are committed to measuring impact and using data to strengthen collaboration and client outcomes. You make a great point about consistent data entry being one of the hardest parts of any shared system, especially for agencies and churches with limited staff capacity. We appreciate you highlighting both that challenge and the long-term value CharityTracker can bring once it becomes part of everyday workflows. Your ideas around cross-county collaboration and broader data sharing are also really appreciated. Feedback like yours directly shapes how we think about the future of the platform. Thank you again for your partnership and for the meaningful work you do every day to support your community! 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 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 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 MM Margaux M. Human Services Director Government Administration Used the software for: 6-12 months ### "Great bang for your buck with the bonus of great tech support! " May 5, 2025 5.0 Overall, it does what I need it to and the price is excellent. My overall experience has been great! Pros The responsive and helpful staff. Every question I have asked has been answered in a timely manner by cheerful staff. Cons The user interface is a little clunky. It seems a little outdated and could use a refresh. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing CharityTracker Price and functionality. for an affordable price, Charity Tracker did everything I needed it to. Review Source SB Suzanne B. Home Visitor Non-Profit Organization Management Used the software for: 6-12 months ### "Tracking the tracker" May 7, 2025 4.0 It has been a wonderful way to track the goods and services we distribute. Pros The customization that is possible. We are able to continuously change the parameters based on what we need to keep track of. Cons I'm not sure that there is anything I dislike. The longer I use it, the more I like it. Review Source RP ROSALYN P. Administrative Assistant Non-Profit Organization Management Used the software for: 1-2 years ### "Rosalyn Powell experience with Charity Tracker." May 5, 2025 5.0 My overall experience has been on a scale of 1-10 ill give it a 9. Pros It helps keeping up with data and client information. Charity Tracker also helps keep up with the amount of funding we spend and our funding sources. Cons The server is a bit slow when putting in client information. 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 JC Jean C. Church Office Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Kitchen Essentials" May 5, 2025 4.0 Weekly clients are sent to us to make boxes of kitchen items for those in need. I get an email to advise of client. Pros Easy access to client information when someone calls for a pick up. I can see how many in the family and who else has appointments for the client. Cons Unable to review specific list of who is scheduled each week so I can’t be sure we didn’t miss someone who shows up for a box of items. Review Source PM Paula M. President, Board of Directors Education Management Used the software for: 6-12 months ### "Charity Tracker works for the little guy, too!" May 8, 2025 5.0 The initial introduction to Charity Tracker was accurate, the training was thorough, and the daily use of the database is easy Pros It is easy to navigate and customizable. The database is intuitive, and I love the variety of reports it provides Cons We had to adapt it to fit the needs of our unique non-profit- there were many options we didn't need 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 CO Carolyn O. ED Non-Profit Organization Management Used the software for: 1-2 years ### "Thank you Charity Tracker" May 6, 2025 5.0 It a very useful necessity to humanitarian services. I think It should be utilized to the fullest nation wide. Pros Charity Tracker is a must have for all services to join together to best help others. Cons I am sure there is always room for improvements but i have never had an issue at all. Review Source KA Katrinna A. President Non-Profit Organization Management Used the software for: Less than 6 months ### "Thank you Charity Tracker! " May 14, 2025 5.0 I have had an extremely positive experience. It is functional, easy to use, can add documentation, photos, and measures the data extremely effectively. Pros 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. Cons So far, I have not had a negative experience. I do wish it had a way to track inventory management. Review Source JE James E. Pastor Religious Institutions Used the software for: Less than 6 months ### "Positive and helpful " May 5, 2025 5.0 Overall it has been a positive and helpful resource Pros Being able to look up when someone comes for assistance Cons Using charity tracker through my mobile phone 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 Anthony P. Executive Director Individual & Family Services Used the software for: Less than 6 months ### "Immediate impact on our community and our nonprofit" November 21, 2017 5.0 (1) We now a user friendly client system that will allow us to rapidly obtain client information (2) We are able to identify clients who are using different names or visiting multiple agencies to get services. (3) All agencies in our county are now working more closely together to help clients. Pros This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to. Cons The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.