An easy-to-use, HIPAA-compliant database designed for organizations to record & report their interactions with clients, set & measure goals, perform assessments, and make referrals — helping you positively transform people’s lives and their communities.REQUEST DEMOFREE TRIAL
CharityTracker was easy to learn and use. It has helped us track clients who attempt to duplicate services at multiple agencies. It has also been extremely useful as a database for our benevolence activities. The short time it takes to enter client information is well worth the effort.
Paperwork time is definitely cut in half, at least! The software is so user friendly that I have cut my paperwork time in half, at least! The networking with other agencies has definitely enabled us to ensure we do not duplicate services and helped increase capacity. The reporting feature is customizable and extremely professional looking. I do not have to create my own for board meetings, etc.
The customer support is amazing and the program itself is very intuitive. I highly recommend it! It is easy to use and the customer support is outstanding. The concept is unique: allowing serving agencies to track their service AND to communicate with other serving agencies to prevent duplication and allow better wrap-around service.
I want you to know that Charity Tracker has transformed our office! We have completely given up our paper files and rely totally on CT. Thank you so much for getting such a user friendly, comprehensive system up and running. We love it!"
Great for non-profit collaboration! The content allows us to more thoroughly assess the needs of clients and make referrals when needed. It has allowed users to work together with available resources in meeting the needs of people in our community. We realized during Hurricane Katrina long term recovery efforts that duplication of services could not be easily identified. We worked with Simon Solutions reps in developing this program, relaying what we needed to be able to see in a shared environment. They built the program and have continually improved it, making a world of difference, allowing better evaluations and more needs being met.
We have found Oasis Insight so user-friendly and intuitive. At one our meal sites, there is a volunteer who has severe arthritis which limits some of his mobility, but he really wanted to help. When the tablet is in barcode scan mode, he can easily scan people's cards and hit the green button to confirm. Now he runs the whole check in process!
This is an excellent way to prevent us from duplication of benefits to people. People are much less likely to abuse the system with this software in use. As an agency we are able to avoid duplication of services, we are also able to direct clients to the various agencies specific to their needs. We can track client usage and accountability of information. CT makes data input and retrieval very convenient, and it is very user-friendly.