What Is CharityEngine?
CharityEngine’s all-in-one CRM software solution offers 360° donor management with integration and automation right out of the box. As a certified payment processor, CharityEngine is the tool you need for your donors to give easily and securely. Our solution offers forms, campaigns, email marketing and automation, events, peer-to-peer fundraising, data and workflow automation, and real-time personalization. CharityEngine partners with you and powers your mission to change the world.
Who Uses CharityEngine?
CharityEngine's all-in-one nonprofit CRM software is the ideal solution for mid- to large-size nonprofits looking to increase their fundraising with state-of-the-art technology.
Where can CharityEngine be deployed?
Cloud, SaaS, Web-based
About the vendor
- Located in Tysons, U.S.
- Founded in 1999
- Phone Support
Canada, United States
About the vendor
- Located in Tysons, U.S.
- Founded in 1999
- Phone Support
Canada, United States
CharityEngine videos and images
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Features of CharityEngine
- Activity Dashboard
- Alumni Management Software
- Appointment Scheduling Software
- CRM Software
- Campaign Management Software
- Contact Database
- Contact Management Software
- Contribution Tracking
- Customer Database
- Customizable Reports
- Dashboard Software
- Donation Tracking
- Donor Management
- Email Management Software
- Email Marketing Software
- Event Management Software
- File Management
- For Nonprofits
- Fundraising Management
- Grant Management Software
- Interaction Tracking
- Membership Management Software
- Mobile Access
- Online Giving
- Payment Processing Software
- Performance Metrics
- Pledge Management
- Receipt Management
- Recurring Giving
- Social Media Integration
- Task Management Software
- Third Party Integrations
- Workflow Management Software
Alternatives to CharityEngine
Reviews of CharityEngine
Power behind your reporting
CharityEngine is a great CRM tool, for me the feature I use most often is query builder to create custom reports of specific parts and types of data. I love the functionality available in Query Builder, and since my organization has some pretty complex data structures, CE makes it really easy for me to get exactly the data I need at any given time.
Sometimes when there are updates to the software, some functionalities are down temporarily, but their team always works swiftly to make sure everything is running smooth!
Highly-Customizable, Powerful & Accessible, Best Price
We use Charity Engine for on and offline monthly/quarterly/annual recurring donations and all online donation forms. We have a different CRM for sending email to our 250,000+subscribers and to host our actions to legislators and corporations. And another CRM for our direct mail constituents. Some at the organization argue that we should have one CRM to do all this--but I never expect that out of a company.
Charity Engine clearly specializes in online donations and recurring donations, including an advance fraud suite that prevents the fraudulent testing of credit cards on their system (and fees associated).
Monthly processing and all the management of credit card updating, both automatic and personal updates, are a breeze.
And Charity Engine has made it clear that the data is ALWAYS ours. (Other companies we have worked with said they have the right to withhold credit card information of recurring donors, if you ever try to move off their system.)
You can do pretty much anything with either the front-end or back-end design of Charity Engine forms. This power and flexibility are exactly what our medium to large non-profit needs as we are testing and improving our online fundraising. The user interface is intuitive and user-friendly. I am not a developer and over the years I’ve learned how to navigate most things within the system, it is complex, but well organized. And if you are not technical or don’t have the time, Charity Engine will connect you with a developer. I appreciate how we have the capability to add code to our forms and templates. This has enabled us to better track conversions, ecommerce, Google Analytics, and Facebook website verification. The donation data is all there, you can query on anything and export it into excel to analyze. Note: We added custom hidden fields to help with tracking donations from third party sites and other CRMs. Sustainer charging is very simple within Charity Engine. The amount of work required once you have someone set up in it is minimal. The help files are actually helpful, and are clearly written to walk you through things you need to do.
We cannot use the “standard donation form” to meet our fundraising needs. We have custom forms and once you make custom forms, if they break, Charity Engine support (often) can’t fix. You need to go to a developer. Good news is forms don’t break often. Not a system flaw—rather warning to the user, because the tool is so powerful and hands on, you do have the ability to do almost anything, including break the forms. More than once I have wanted to test something new, so I tinkered with the forms and broke something else. Always create copies of forms and test them out before changing in a live environment. Sometimes, the Charity Engine staff seem to have limited experience with, or solutions for, integrating CE with other platforms. For example, we spent months trying to get Google Tag Manager to work correctly on Charity Engine forms so we could run a functional Facebook Ad campaign. Another example, we had a comma issue with our forms that makes $1,000+ transactions register as $1 in Google Analytics. We had to work with independent contractors to resolve both of these issues, even though we imagine they are issues all Charity Engine clients must face. The system can be a little buggy, so you have to pay attention to things—especially patterns. Example: every now and then the amount a donor has entered into specific form changes on its own after they hit the submit button, but because it can’t be consistently reproduced, there’s nothing they can do about it.
Design seems tailored more to mass mailers than high dollar cultivators
Comments: I was brought in to the organization after they had spent 9 months trying to transition to Charity Engine. I found that the data transfer from our old system was not done correctly and it took a lot of time to get that sorted out. It isn't intuitive, and is over complicated. It is hard to find what you are looking for in the navigation.
Query capability. Online forms. Payment processing.
We can't use for generating acknowledgement letters because they won't format correctly. We didn't use initially for email communication, but they have improved that feature. It is very clunky to add or update individual records, requiring user to go in and out of many screens and remember to flag things, such as address is preferred, and remember to click a save button. Far too many steps. It doesn't help with grant management. Event management also is not good. It is difficult and time consuming to record activities (meetings, phone calls) that you have had with your donors, and then they are not exportable on reports.
2 years ago
Margie, thank you for your feedback. It looks like we missed on training here. Many of the issues you've cited, such as properly formatted acknowledgement letters or recording and reporting on activities are core capabilities and we're going to make sure we get you up and running. Better knowledge around how to navigate the platform may also help lead to less clicks to get what you need. I believe our team has already reached out to you for additional help and training and hopefully you are already on a path to a better experience. Thank you for your partnership and for letting CharityEngine be part of the wonderful work you are doing at Center for Education Reform.
Not just Donor Management
Comments: The system not only solves some of the most complex donor management system needs, but in some cases it's working for my association customers to manage membership needs as well. As for associations that have a donor arm, which is where we've done a lot of work, this system is easy to integrate as needed but is a real 360 degree view while also having top notch web forms, marketing automation and other critical items that are huge money and time savers for nonprofits
For a multi-tenant system, I'm really surprised at the extensibility of the system. Without "customizing" everything, it's really flexible and configurable to meet a lot of different business rules that are unique to my customers. Their data model and ability to query and layer queries is really impressive compared to similar systems in the market.
Hard to say, I think it may be somewhat difficult to set up if you aren't trained on it like my team is as an integration and implementation firm. We work with many similar systems in the market though and I'd say comparatively, it's easier to set up than most other member and donor management systems. I wish it had some additional functionality like the Association Management Systems (AMS) market has around testing, certification and things like that, we could have consolidated down to fewer systems in the stack for our customers who we implemented it for, but that's not what we bought it for. I'm super pleased with what's there.
Connect, Customize and Collaborate
The tool is feature rich. I find new options that will improve our productivity just about every week. One of my favorite features is their robust import tool. They make is so easy to bring data into the system.
Charity Engine offers a wide variety of features, but some have not been developed to the level of sophistication we need. The good news is they have an excellent process for submitting and reviewing enhancement requests and so far, all our requests have been submitted for future development.
10 months ago
Thank you for your insightful review. We appreciate you sharing your experience with us.