CharityTracker is the easiest way for organizations to collaborate, reduce fraud, and focus their resources on people with real needs. Because it is easy to learn and use, agencies have no problem keeping track of who is getting help in the community.
Easily search for an existing case (1), or add a new case (2). Take a look at recently viewed cases (3) or keep track of past searches (4). Keep everyone informed across your network with bulletins (5).
Cases
Every person you help is recorded in CharityTracker as a case (1). Within each case you can view all past assistance records (2) and keep track of who's who in relationship to each case (3).
You and everyone else who views each case can attach notes (4), or alerts (5) that give a heads up to any other agents.
Reports
All the information you enter into CharityTracker can be used to filter and generate reports.
We carefully listened and collaborated with our clients to make CharityTracker's reporting feature comprehensive, flexible and simple. If you can record it, you can report it.
