# CharityEngine Reviews **Vendor:** CharityEngine **Category:** [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 59 ## About CharityEngine CharityEngine is the only native all-in-one CRM built for nonprofits. CharityEngine's complete fundraising and donor management platform allows nonprofits to centralize and leverage their data to enrich donor relationships, raise more money, and increase their impact on the world. Our solution offers forms, advocacy campaigns, text-to-give, email marketing and automation, events, e-commerce, peer-to-peer fundraising, data and workflow automation, real-time personalization, and so much more. As a PCI-certified payment processor, CharityEngine allows your donors to give easily, securely, and offers best-in-class transaction rates. CharityEngine powers the good to be great. ## CharityEngine Pros & Cons **What users like:** - Users laud the **exceptional customer support** from CharityEngine, highlighting their responsiveness, knowledge, and dedication to client success. (24 reviews) - Users rave about the **helpfulness of CharityEngine staff** , highlighting their responsiveness, support, and innovative solutions. (22 reviews) - Users praise the **ease of use** with CharityEngine, highlighting seamless onboarding and efficient all-in-one functionality. (19 reviews) - Users commend the **unmatched support and comprehensive features** of CharityEngine, enhancing efficiency and user experience significantly. (13 reviews) - Users value the **all-in-one capabilities** of CharityEngine, simplifying donor management with a comprehensive CRM platform. (11 reviews) - Users appreciate the **consolidated campaign management** in CharityEngine, making donor management more efficient and effective. (8 reviews) - Donor Management (8 reviews) - Easy Setup (8 reviews) - Platform Quality (8 reviews) - Users value the **comprehensive email marketing tools** of CharityEngine, enhancing their communication and event management capabilities. (7 reviews) **What users dislike:** - Users find a **difficult learning curve** in CharityEngine due to unfamiliar terminology and complex setup processes. (8 reviews) - Users find CharityEngine **not user-friendly** , citing the unintuitive tasks and outdated design affecting overall experience. (8 reviews) - Users experience **technical issues** with CharityEngine, including frustrating support, lag, and non-intuitive tasks. (7 reviews) - Users face a **significant learning curve** with CharityEngine due to unfamiliar terminology and complex setup processes. (6 reviews) - Users face **confusing package inclusions** and challenging features in CharityEngine, complicating the overall experience. (6 reviews) - Users notice **missing features** in CharityEngine, impacting customization and functionality, though improvements are anticipated. (6 reviews) - Users find **complexity** challenging, as navigating the system requires mastering various technical skills and dealing with information overload. (5 reviews) - Limited Features (5 reviews) - Users find **complexity issues** in navigating queries and embedding forms, requiring additional skills and learning time. (4 reviews) - Insufficient Information (4 reviews) ## CharityEngine Reviews ### 1. Outstanding One-on-One Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kassandra W. | Donor Database Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about CharityEngine?** They provide a significant amount of one-on-one support throughout the implementation and ongoing use of CharityEngine. Their team offers personalized guidance, taking the time to understand our specific processes and needs, and tailoring their assistance accordingly. This hands-on approach helps ensure a smoother transition, quicker issue resolution, and greater confidence in using the system effectively. **What do you dislike about CharityEngine?** There is a wide range of customization options available within CharityEngine, to the point that it can feel overwhelming at times. While the flexibility is a major strength, allowing us to tailor the system to fit our specific needs, the sheer number of choices can make it challenging to know where to start or which approach is best. This can occasionally slow down decision-making or require additional time to fully understand and implement the most effective configurations. **What problems is CharityEngine solving and how is that benefiting you?** Having a robust, centralized database in CharityEngine that also supports event auctions is a major advantage for our team. Managing donor data, event participation, and auction activity in a single system streamlines our processes and reduces the need to juggle multiple platforms. This kind of integration not only improves efficiency but also gives us a more complete view of supporter engagement. In addition, enhanced email and text messaging features are a significant need for us. Stronger communication tools, especially improved segmentation, automation, and tracking, would help us connect with our audience more effectively, deliver more targeted messaging, and ultimately strengthen donor relationships and overall engagement. ### 2. Clean, Minimalist CRM with an Amazing Implementation Team **Rating:** 5.0/5.0 stars **Reviewed by:** Sam R. | Deputy Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2026 **What do you like best about CharityEngine?** Clean, minimalist design. Easy to navigate once you know where to look. The help articles are pretty good and the number of features right out of the box is pretty impressive. Additionally, our implementation team was AMAZING (shoutout to Michaela in particular). Implementation was smooth and the team worked on our timeline. Some of the importing from our previous CRM took quite a bit of work on our end, but Royce (tech) was incredibly helpful in getting us up and running. **What do you dislike about CharityEngine?** Not as intuitive as I would have thought. You really have to dig to find things, although I do know there is a search bar. The learning curve is also pretty steep, when you consider most of us are learning the system and changing CRMs, WHILE trying to accomplish our full time work. The Academy was also a LOT. Some of the terminology (tags, groups, badges) took a minute to wrap my head around. **What problems is CharityEngine solving and how is that benefiting you?** I'm not sure, but I know they are very responsive when you add a suggestion ### 3. Detail-Oriented Reporting Potential, But the Experience Still Feels Under Construction **Rating:** 3.0/5.0 stars **Reviewed by:** Ashley J. | Development Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2026 **What do you like best about CharityEngine?** I like that Charity Engine is very detail oriented, and has potential to provide a ton of reporting and specificity, provided that the user puts in as much information as possible. I also appreciate that our rep was always available to answer questions in a timely manner. **What do you dislike about CharityEngine?** While I appreciate the many intricate features of Charity Engine, I do think that the overall layout is not user friendly and intuitive, and it can be a really long ramp up to feel confident in the features and where to find important info. Also, some of the features could be set up at the same time rather than half set up in one section of the CRM, and then finished/tied together in another section. **What problems is CharityEngine solving and how is that benefiting you?** Charity Engine is helping us to solve the issue of having 1 CRM system track 3 organization's worth of development revenue and prospecting. Even though the system is not always the most user friendly, it is looking very promising to be able to keep track of all our information in one place and reduce human error in tracking revenue and reporting. ### 4. CharityEngine’s Powerful Customization for Tailored Dashboards and Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Natalia H. | Donor Relations and Operations Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2026 **What do you like best about CharityEngine?** CharityEngine is a robust platform with powerful customization capabilities. I appreciate how flexible the system is—especially when it comes to building tailored dashboards and detailed reports. This level of personalization makes it easier to track what matters most to our teams and adapt the system as our needs evolve. **What do you dislike about CharityEngine?** There is a significant learning curve, especially for new users. The platform’s depth and complexity mean that onboarding takes time, and the initial setup can be very time‑consuming. While the features are strong, it requires substantial effort to understand and configure everything correctly. **What problems is CharityEngine solving and how is that benefiting you?** We operate across three regions/affiliates, each previously using separate systems. CharityEngine has allowed us to consolidate those into one unified platform. We can now manage three distinct systems within one environment, create multiple dashboards for different teams, and build automations directly into our pipelines. Ultimately, it enables us to streamline processes and replace multiple tools with one centralized solution. ### 5. CharityEngine Delivered on Every Promise—Fast Migration, Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Ricci L. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about CharityEngine?** Everything! We came to Charity Engine after reviewing multiple other platforms. Our experience with our current CRM and those interviews with other platforms left us skeptical that Charity Engine could really deliver on the promises they made. Additionally, we were in a terrible time crunch with less than 60 days to negotiate a contract and then migrate from one platform to another - something that usually takes months. The Charity Engine team said they could do it, and they did! And the platform delivers on every single promise made in the demos and publicity - in fact, they deliver even more than we could have anticipated. When is the last time you heard someone say they're happy to get into work and dive into the CRM? Our experience with CharityEngine during onboarding has been overwhelmingly positive. From the outset, the CharityEngine team demonstrated a strong understanding of the complexity nonprofit organizations face when managing fundraising, donor data, and integrated campaigns. The onboarding process was thorough, well-structured, and collaborative. Our implementation team took the time to understand our organizational goals, fundraising model, and operational needs, rather than forcing a one-size-fits-all solution. They provided clear guidance, realistic timelines, and hands-on support at every stage—from data migration and system configuration to campaign setup and reporting. What stood out most was the team’s responsiveness and problem-solving mindset. Questions were addressed quickly and thoughtfully, and challenges were met with practical solutions rather than workarounds. CharityEngine’s flexibility and powerful automation tools have already streamlined workflows that previously required significant manual effort, allowing our staff to focus more on strategy and relationship-building. **What do you dislike about CharityEngine?** I haven't found anything to dislike. We're a small organization, and Charity Engine is costly for us, but it's an investment we believe will have a satisfying ROI. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine is solving the problem of fragmented systems and manual processes that make fundraising unnecessarily complex for nonprofits. Prior to CharityEngine, key functions were often spread across separate tools, requiring significant staff time to reconcile data and manage workflows. By bringing fundraising, CRM, and marketing automation into a single, integrated platform, CharityEngine has given us a clear, centralized view of our supporters and how they engage with our work over time. This has significantly reduced manual work, improved data accuracy, and allowed us to automate essential donor communications and stewardship processes. As a result, our team is spending less time managing systems and more time focused on mission-driven work, strategy, and donor relationships. CharityEngine’s flexibility and scalability have also strengthened our monthly giving program and positioned us to grow without adding operational strain. Overall, the platform has provided the infrastructure we need to fund our work more efficiently, thoughtfully, and sustainably. ### 6. Incredible Support and Value—Charity Engine Delivers **Rating:** 5.0/5.0 stars **Reviewed by:** Chase T. | President/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about CharityEngine?** So many things...I thought the price was going to be the biggest benefit but the knowledge and kindness of the customer support was incredible. Charity Engine would be hard pressed to find someone more kind and competent than Michaela Hyden who helped through all of our trainings and transitions. She is awesome! **What do you dislike about CharityEngine?** So far, I haven't found anything within Charity Engine that has been a down side. **What problems is CharityEngine solving and how is that benefiting you?** We just made the transition and Charity Engine is in the middle of all of our importing and implementing processes. They are making this much easier on our entire team than I thought would be possible. ### 7. Not Just a CRM - Truly a Partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Angela P. | VIce-President of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about CharityEngine?** Switching to Charity Engine has been one of the best decisions we've made for our organization. Charity Engine's implementation team set the tone with excellence. They were knowledgeable, thorough, and incredibly supportive throughout the onboarding process. They made what could have been an overwhelming transition feel manageable and even exciting. Charity Engine has a truly unmatched level of support. Every help request or enhancement idea we’ve submitted has been met with a genuine willingness to listen and a prompt, thoughtful response. Their team has actively partnered with us to make sure we’re getting the most out of our partnership. Their communication is excellent, whether through regular email updates, training webinars, or alerts about new features. It's clear they care about empowering their clients and keeping us informed. We also appreciated Charity Engine's commitment to innovation. They are constantly improving, evolving, and adding new capabilities that make our work more efficient and impactful. It’s rare to find a CRM that blends powerful functionality with a team that feels like an extension of your own. We couldn’t be more pleased with our experience with Charity Engine. **What do you dislike about CharityEngine?** Like any robust platform, there have been a few challenges along the way. Early on, we found it difficult to locate relevant information in the Help Center, which made troubleshooting slower than we’d hoped. However, they have significantly improved the searchability and organization of support content. Additionally, we've experienced some limitations in customizing certain forms and templates to fit our specific needs. We would also love if there were some additional features in the User Center portion of Charity Engine. These areas aren't deal-breakers, but they are worth noting. That said, Charity Engine’s willingness to listen and improve gives us confidence that continued enhancements are always on the horizon. **What problems is CharityEngine solving and how is that benefiting you?** N/A **Official Response from Meliha Zekovic:** > Thank you for sharing such a thoughtful review! We’re grateful to be your partner and glad our team and platform have supported your success. We appreciate your feedback on the Help Center and form customization options. Continued improvement in these areas is a key focus for us. ### 8. All-in-One Package That Simplifies Vendors and Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Jenna R. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about CharityEngine?** I like that it's an all-in-one package that includes newsletters, events, CRM, and fundraising. We don't have to worry about separate vendors or integrations. **What do you dislike about CharityEngine?** We didn’t fully understand what was and wasn’t included in the package we signed up for, and we ended up having to make changes after the fact. In particular, we didn’t realize that sending emails from our own domain wasn’t automatically included. We’re still waiting for this feature to be enabled, and it’s taking longer than expected. **What problems is CharityEngine solving and how is that benefiting you?** Better understanding of our donors. I particularly like the timeline feed. ### 9. A User-Friendly, All-in-One Platform That Makes My Job Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | Database Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about CharityEngine?** CharityEngine (CE) is very user-friendly and intuitive. It gives us one place to manage events, email campaigns, and SMS communications. My favorite feature is the bulk email tool—I use it every January to send year-end receipts to all donors at once, which saves so much time and reduces calls requesting copies. The query builder and built-in reports are simple to use, and each module feels thoughtfully designed. I also appreciate the CC Updater for keeping our monthly sustainers on track with their giving. The support team is excellent, with easy ticket submission, a new 1-800 number for quick help, and ongoing webinars and help articles that make learning effortless. As a Database Manager using CE daily, I’m very pleased—it’s efficient, reliable, and continues to improve with user feedback. **What do you dislike about CharityEngine?** The system can occasionally lag due to its size and complexity Some modules require additional costs for access **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine has helped us bring most of our fundraising channels together in one place—SMS, email, and newsletters—making it much easier to manage and track communications. It also helps me organize donor notes and provides automation for several key workflows we’ve implemented with their help. We now have automated series for new donors, new sustainers, and memorial gifts, all running seamlessly in the background with no extra effort from me. This automation has freed up valuable time to focus on donor relations and building stronger connections, which has directly led to more frequent and larger donations. **Official Response from Meliha Zekovic:** > Thank you for the wonderful review! We’re thrilled to hear that CharityEngine’s all-in-one platform and built-in tools are making your work easier and saving time. It’s great to know the automation and support resources are helping you focus more on donor relationships. ### 10. Charity Engine: Powerful Donor Insights That Strengthen Relationships **Rating:** 4.0/5.0 stars **Reviewed by:** Gina B. | Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about CharityEngine?** What I like best about Charity Engine is the ability to capture so much relevant information for donors. Also, being able to use that information to foster and build relationships with donors. **What do you dislike about CharityEngine?** It's not really a downside, but there is a rather large learning curve as Charity Engine uses terminology that users may not be familiar with and there is a lot to the set-up. **What problems is CharityEngine solving and how is that benefiting you?** Once the system is set-up using Charity Engine will help me get time back that I have had to spend collecting data to interact with donors. ### 11. User-Friendly Experience with Excellent Staff Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny L. | V.P. of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about CharityEngine?** It seems to be very user friendly so far as we have been training and the staff have been excellent to work with. Ease of use and customer support have been Excellent! **What do you dislike about CharityEngine?** Nothing negative so far. Only my need to learn and train on it but that is on me. **What problems is CharityEngine solving and how is that benefiting you?** It’s a much better price than our previous database, and it’s been fantastic to have a team that’s willing to work with us as a small organization. ### 12. Like Goldilocks said: "This is just right!" **Rating:** 5.0/5.0 stars **Reviewed by:** Louisa W. | Director of Programs, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about CharityEngine?** CharityEngine, in the month that I've been using it, has been such a great tool to hone in on the things I need to do my job and run an organization on lean staff. It's been the prefect fit, allowing so much customization and a consistent look across our platforms. I'm daily impressed by the quality and intuitiveness of the product, and the customer service is fabulous. Through the registration forms, we've been able to get small, episodic, donors through the door who have never given before. Next up, taking a stab at integrations! I'm excited to even have this possibility through CE. **What do you dislike about CharityEngine?** The few downsides I've found so far is the you have to hover over the icons for a longer time than seems normal to find out what that icon means. I also think the sheer amount of information available on one page can be visually overwhelming, but some of that I'm learning to tailor to what I want to see at any given time. The other thing is navigating API keys/javascript/code with embedding our donation form into a SquareSpace website. So far it's been pretty complex and code-forward to add that feature. I wish it was as easy as adding an embed link. **What problems is CharityEngine solving and how is that benefiting you?** Ease of use, consistent brand look across forms, intuitive functions, and PCI compliance that we didn't have before! **Official Response from Meliha Zekovic:** > Thank you for such a fantastic review! We’re thrilled that CharityEngine feels like the “just right” fit and that you’re already seeing new donors come through your registration forms. We appreciate your feedback on icons and form embedding. Our team is always looking for ways to simplify setup and improve usability. ### 13. Exceptional Donor Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Business Administrator **Reviewed Date:** December 02, 2025 **What do you like best about CharityEngine?** I find the staff at CharityEngine to be incredibly helpful, thorough, insightful, and knowledgeable. I really appreciate how they are always ready to jump in and solve any issues or problems we're working on, ensuring our experience is smooth. Additionally, they are very receptive to our suggestions or innovations, which they often implement into the CharityEngine platform, enhancing its functionality. I also find the query tools exceptionally valuable as they allow us to identify and work with groups of individuals effectively, whether for organizing events or conducting outreach programs. Furthermore, I am pleased with the seamless integration of CharityEngine with Microsoft tools, particularly Excel, which supports our internal reporting needs efficiently. Overall, I believe CharityEngine offers superior functionality compared to other mainstream donor applications, providing more value for less cost. **What do you dislike about CharityEngine?** CharityEngine, while being a very complete system, requires substantial time to learn due to multiple ways to access information. The initial setup was more challenging than expected because of the complexity in data mapping from the previous system. A database map would have been helpful to understand where fields from the old system transitioned into the new system. **What problems is CharityEngine solving and how is that benefiting you?** We use CharityEngine to maintain donor relationships, set up events, communicate with our donors, and plan fundraising campaigns. It helps us effectively enhance our donor engagement and provides simpler event management. **Official Response from Meliha Zekovic:** > Hi James, Thank you for such a thoughtful and detailed review. We’re thrilled to hear that our team, query tools, and Microsoft integrations have been valuable to your work, and we truly appreciate your partnership. ### 14. Exceptional Implementation and Customer Service Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Abby C. | Membership and Data Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about CharityEngine?** CharityEngine's implementation team is attentive, knowledgeable, and accurate in transferring data. The process from sales demo to implementation has been streamlined and I'm impressed with the speed at which tasks have been completed. The team provides excellent customer service at every step during the process! **What do you dislike about CharityEngine?** Getting comfortable in a new system is to be expected and I have not found anything that I don't like yet. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine is a one-stop-shop for Event Registrations, day-to-day donations (including forms), e-commerce and donor relationship management. We are thrilled to have all aspects of fundraising in one place - it makes our donor cultivation efforts more streamlined and efficient. **Official Response from Meliha Zekovic:** > Hi Abby, Thank you for the wonderful review! We’re so glad your implementation has been smooth and that our team has been able to support you throughout the transition. It’s great to hear that having everything in one place is already making your fundraising work more efficient. We’re grateful to have you in the CharityEngine community! ### 15. Incredibly Supportive Staff Made Setup Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about CharityEngine?** I really liked how available the staff were to answer questions. It was so nice not to have to Google how to do something. Since I knew nothing about setting up a donor database, they walked me through each step and procedure so I could get the information I needed. **What do you dislike about CharityEngine?** So far, the main thing is that I’m still getting used to working in different software, and that really isn’t CharityEngine’s fault. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine provides us with an affordable database that’s tailored to our needs, and it doesn’t charge us for thousands of constituents we don’t have. ### 16. (SOS hates AI) Great Customization and People, but Needs a More Intuition and Pizzazz **Rating:** 3.5/5.0 stars **Reviewed by:** kate c. | Communications Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about CharityEngine?** The customization. The people. The values. **What do you dislike about CharityEngine?** I hate that it is so white and clinical, I would love more drag and drop features. It's not as intuitive as I would like. **What problems is CharityEngine solving and how is that benefiting you?** Cleaner data, better systems, all in one solution for our org ### 17. Powerful Search and Reporting, But UI Needs An Update **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about CharityEngine?** I love the ability to do advanced searches on any dataset without having to create a query every time. I also appreciate the ability to save reports from these searches and automate their delivery. Email communication and campaign management are awesome features. The implementation team was amazing. Uzoma and Royce were extremely knowledgable, helpful and kind. Customer support services are extremely useful. I love the ability to see all my tickets in one place, historical tickets, and allow my co-workers to see all the support tickets as well. **What do you dislike about CharityEngine?** The thing I dislike the most about Charity Engine is the User Interface. I appreciate the minimalism, but the design feels outdated and a bit bland. The user experience isn't super straightforward for older folks, but still manageable to learn after a few videos. The automated workflow options could be enhanced, as well as the email communications methods. **What problems is CharityEngine solving and how is that benefiting you?** Charity Engine is helping us segment our donors and steward them in the correct direction based on this segmentation. It is also helping us improve our campaign strategy by being able to track donation sources from various campaign creatives. **Official Response from Meliha Zekovic:** > Thank you for taking the time to share your feedback! We’re thrilled to hear that our reporting features are meeting your fundraising needs. Accurate insights are so important for every fundraiser. We also appreciate your candid thoughts on the user interface. We recently launched a more modern design based on client feedback, and while we know a minimalist style isn’t everyone’s preference, we’ll continue to refine and evolve it based on user input. ### 18. Intuitive Reporting, But SFTP Delivery and Saved Connection Info Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2026 **What do you like best about CharityEngine?** I like that CharityEngine is intuitive and easy to use. When I need to update reports for password changes or make corrections, it’s easy for me to navigate and find what I’m looking for. **What do you dislike about CharityEngine?** Sometimes it seems like reports don’t always come through to our SFTP site. Also, when I need to rerun queries, it won’t let me save the SFTP connection information, so it’s a nuisance having to re-enter it every time. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine has been in place the entire time that I have been in my role and I use it for transferring data to and from our CRM. ### 19. Fast Reports and Custom Dashboards, But Lacks Key Record Areas **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about CharityEngine?** Reports run quickly. Customizable dashboards. CE tech support is very friendly and helpful. **What do you dislike about CharityEngine?** No designated area for planned gifts: annuities, wills, etc. Can't post a split-allocated gift, have to enter each allocation as a separate gift. Can't readily see the name of the entity getting the soft credit - have to click on link number or manage transaction and select the soft credit tab and vice versa for hard credits. Awkward view of education and job listings. Can't give tribute to multiple entities with single gift. Have to add names to tribute list before they can be entered on the gift transaction as a tribute. Can't join a gift with another individual without creating a household. If spouses divorce, household gifts do not follow individuals. If spouse dies and survivor remarries, household gifts do not follow deceased spouse. Lacks ability to attach document to specific records of people/organizations. For example, cannot attach pdf of appraisal, etc. to a gift-in-kind. Current product may be better suited for churches or non-higher ed charities, but CE is adding to and refining product to better support higher eds. **What problems is CharityEngine solving and how is that benefiting you?** Working on better ways to manage household gifts when spouses divorce or when one spouse is deceased. **Official Response from Meliha Zekovic:** > Thank you for your thoughtful review — we really appreciate the level of detail you shared. We’re glad to hear you’re finding value in our reporting and dashboards, and your feedback on gift allocation is incredibly helpful. We did want to note that you can attach documents directly to individual records, and we’d love to explore your other suggestions in more depth. If you’re open to it, please reach out to feedback@charityengine.net to schedule a quick feedback session with our team. ### 20. Your next CRM is Charity Engine! **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa S. | Membership Services Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about CharityEngine?** The onboarding and support provided to our team were amazing. The user interface and dashboard are flawless—exactly what we needed. The how-to guides provide clear, step-by-step instructions for everything we need. If you're on the fence about your next CRM, this is a must-have! **What do you dislike about CharityEngine?** Downsides are few and far between. Even when something hasn’t been thought of, the team takes it into consideration right away. The only challenge is that we can’t learn it all fast enough! **What problems is CharityEngine solving and how is that benefiting you?** Charity Engine is helping us correct our donor and customer giving management challenges, while also improving our forecasting, outreach to new donors, and more! **Official Response from Meliha Zekovic:** > Hi Melissa! Thank you for this incredible feedback. It means a lot to hear that onboarding, support, and the interface have been such a strong fit for your team. We’re grateful to support your donor management, forecasting, and outreach efforts! ### 21. Highly Customizable Platform That Drives Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Scott F. | Director Donor Experience and Stewardship, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2025 **What do you like best about CharityEngine?** The system is highly customizable, which has enabled us to achieve a range of segmentations and support our growth. Working with the team at Charity Engine is always a pleasure; they have been excellent partners, helping us reach and surpass important milestones that are critical to our mission. **What do you dislike about CharityEngine?** no complaints, they have been wonderful partners as we have grown and matured and anytime a minor bump is hit, a full after action and review is conducted. **What problems is CharityEngine solving and how is that benefiting you?** They have a a platform built to grow sustainers, and make it easy for donors to give and record the gift. **Official Response from Meliha Zekovic:** > Thank you so much for your thoughtful review! We’re thrilled to hear that CharityEngine’s flexibility and partnership have supported your growth and mission. It’s especially rewarding to know our sustainer-focused tools are helping you make giving easier for your donors. We truly appreciate your trust and collaboration! ### 22. New Client with CharityEngine Non-Profit CRM and their Professional Services are Outstanding! **Rating:** 4.0/5.0 stars **Reviewed by:** Lynn S. | Membership & Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about CharityEngine?** CharityEngine is unique in that it has an "in" CRM payment processor that are direct linked to your online donation forms and then feed back to the donor profiles for instant transaction updates and tracking. I love the build out of the Campaigns and Initiatives, again to really track how people are finding your website, your online forms and then following through with their donations. **What do you dislike about CharityEngine?** I would say it is a very complex system to learn. Be sure to allow yourself plenty of time for a data migration and complete conversion to this new system. Their online Help Center articles are vast and can be helpful, but again the learning curve of the interface can feel very challenging. HOWEVER, their Support Ticket process is very easy, and they respond quickly when you have an issue. Also, I would highly recommend a Professional Service agreement for at least the first year. The time spent with your Professional Service representative is invaluable! **What problems is CharityEngine solving and how is that benefiting you?** Our old online Webforms on our Website were cumbersome, clunky, and we had to do DOUBLE reconciliation and THEN data enter them into our former CRM. The in-CRM payment processing is fantastic! Time saving, accuracy is unbelievable once you set up your forms properly to code to Initiatives, Funds, etc. CharityEngine also has a very robust in-CRM E-Mail Initiative and content builder platform. It was SO comparative to our former E-Mail system, that we were able to stop that extra expense because our new CharityEngine CRM can do everything for us included with our software application! **Official Response from Meliha Zekovic:** > Thank you for such a detailed and thoughtful review! We’re thrilled that CharityEngine’s built-in payment processing and campaign tracking are creating real efficiencies for your team. We’re glad our Professional Services and Support teams have been great partners, and we’re continuously enhancing the platform’s intuitiveness to make every experience even smoother. ### 23. Many Easy-to-Use Tools in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah E. | Marketing and communications, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2026 **What do you like best about CharityEngine?** There are many different tools that are available and are easy to use. **What do you dislike about CharityEngine?** Because the system is so robust, there is a learning curve to understand the system. **What problems is CharityEngine solving and how is that benefiting you?** We have more complete donor records and a better system to reviewing data management. ### 24. From Confusion to Clarity: How This Charity Engine Transformed Our Operations” **Rating:** 5.0/5.0 stars **Reviewed by:** Fontane J. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about CharityEngine?** CharityEngine gives us an all-in-one platform that keeps everything—donor management, events, email, and reporting—under one roof. It eliminates the need to juggle multiple systems and makes our workflow much more efficient. The support team is outstanding. They take the time to walk us through the CRM, answer questions quickly, and even create custom solutions when needed. The training resources and hands-on guidance have been invaluable for our team’s success. Everything is connected: CRM, events, email marketing, and donations. Reporting tools make it easy to track performance and share results with stakeholders. Strong security and compliance features give peace of mind when handling sensitive donor data. Scalability: it grows with the organization, whether we’re running a small campaign or a large fundraising event. **What do you dislike about CharityEngine?** Like any robust CRM, there is a learning curve in the beginning because of how many features are packed into the system. Some functions take a little time to get used to, and occasional customizations may require support to implement. That said, the CharityEngine team has been responsive and helpful in guiding us through those areas, which makes the process much smoother. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine has solved the challenge of having donor, event, and communication data scattered across multiple platforms. Before, we were piecing together different tools that didn’t talk to each other, which made reporting, follow-up, and donor relationship management difficult. Now, everything is centralized. Donations, emails, event registrations, and donor history are all in one system, which saves us time, reduces errors, and gives us a complete picture of each supporter. This makes it easier to engage donors, track outcomes, and scale our fundraising efforts with confidence **Official Response from Meliha Zekovic:** > Thank you for such an inspiring review! We’re thrilled that CharityEngine has helped bring clarity and efficiency to your operations. It’s great to hear our all-in-one platform and support team are making a difference for your organization. We appreciate your note on the learning curve — with so much built in, our goal is to keep making that first experience smoother with every update. ### 25. Highly Customizable and Flexible **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about CharityEngine?** it has the ability to customize everything **What do you dislike about CharityEngine?** the process of creating role separation was very long and a little frustrating **What problems is CharityEngine solving and how is that benefiting you?** organizing our donor data, allowing us to take good notes and engage donors ### 26. The Charity Engine Team has been great to work with from implementation to maintenance. **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine V. | Donor Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about CharityEngine?** The software itself is easy to navigate; the implementation team is a huge help and wonderful to work with. Our organization is working to utilize all areas of the software. It is wonderful having all constituent interaction located in one place and not having to reply on another team member to give you information on a constituent. **What do you dislike about CharityEngine?** We haven't found anything that we dislike about Charity Engine yet. **What problems is CharityEngine solving and how is that benefiting you?** It is better at membership services and the donor pipeline is something we have never had and are benefiting from already when it comes to how our donors interact with us. **Official Response from Meliha Zekovic:** > Thank you for the wonderful review! We’re thrilled to hear your team is enjoying the platform and finding value in having all constituent interactions in one place. It’s great to know the donor pipeline and membership tools are already making a difference. We look forward to supporting you as you continue exploring all that CharityEngine offers! ### 27. Effortless Setup and Outstanding Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney R. | Gift and Finance Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about CharityEngine?** I like how simple and to the point it is. How simple it was for the training videos. The team was amazing in getting us comfortable with the system. **What do you dislike about CharityEngine?** I have not found anything as of right now. **What problems is CharityEngine solving and how is that benefiting you?** We get to see everyones donations in one place. The whole amount that have donated through their time with the organization. The reporting is simple as well and helps us see the numbers simply. **Official Response from Meliha Zekovic:** > Hi Courtney! Thank you for sharing your experience! We're so glad the setup felt simple and that the training and support team helped you get comfortable quickly. ### 28. Comprehensive All in One Nonprofit CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about CharityEngine?** Charity Engine is easy to use and helps to keep our donor data organized and usable! The customer service is next to none and I love having an all in one platform! **What do you dislike about CharityEngine?** The peer to peer platform and auction platform are not as advanced as other options out there. The queries are challenging to use and often require a lot of manual de-duping to get them to be usable. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine is our nonprofit's CRM. All of our data is housed there and we use it to track donor information to improve our fundraising. ### 29. CharityEngine Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2025 **What do you like best about CharityEngine?** CharityEngine's recent UI upgrades are impressive and it is helpful to be able to customize contact records with the information that is most valuable to your organization. I enjoy that the system is generally easy to use and that the team members are very responsive if/whenever issues are encountered! Now that there are more robust options for P2P integration, as well, this has streamlined our transaction record-keeping for larger fundraising events. **What do you dislike about CharityEngine?** Using the queries feature can sometimes be a complex process, however CharityEngine Academy and the team members are both helpful resources that can help you navigate this and determine how best to leverage queries for your purposes. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine helps us to manage mailing lists, transaction data, stewardship efforts, and more. It is essential to have accurate and easily manageable/searchable contact data for all of these purposes. **Official Response from Meliha Zekovic:** > Thank you for the thoughtful review! We’re delighted to hear you’re enjoying the new UI and the ability to tailor contact records to your organization’s needs. It’s also great to know the expanded P2P options are making event record-keeping easier. We appreciate your feedback on queries. Our team is always here to help make those workflows even smoother. ### 30. Exceptional Support and User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Madelyn G. | Development manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about CharityEngine?** The team! They're so helpful and really take the time to sit down with you and explain the works of the platform. The system is also not complicated to use **What do you dislike about CharityEngine?** I think the name for some of the functions can be dumb down or made more generic haha soemtimes it makes it hard to find things, especially if you're not a frequent user and have limited access so you don't do the trainings **What problems is CharityEngine solving and how is that benefiting you?** Our donation forms receipt, our press 1 to donate campaign, our email marketing and communications, donor management, etc. it's helping keep things all in one place **Official Response from Meliha Zekovic:** > Hi Madelyn, Thank you for the kind words. We’re so glad to hear our team and the platform have been helpful and easy to work with. We’re grateful to support your fundraising and communications all in one place! ### 31. Tracking Contacts and Donations in One Place Is a Big Win **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about CharityEngine?** Being able to track contacts and donations in one place is a big benefit. **What do you dislike about CharityEngine?** Some of the naming Convention of the fields and options are different. For example, the review page is known as the error page. It makes it hard to know what to check where when the naming conventions are different. **What problems is CharityEngine solving and how is that benefiting you?** I am supporting a non-profit. It's nice to see where donations are coming in and how to segment the audience. ### 32. Wonderful Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Carrie H. | Admin. Coord., Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about CharityEngine?** We are new and have not actually completed the onboarding process yet, but so far are super impressed with the caliber of the team we have worked with! In particular Uzo and Julie have become like family! We just absolutely love the two of them.... So super helpful, friendly and there when we need them! **What do you dislike about CharityEngine?** Really the only thing that has been a little difficult is trying to see the screenshots provided on the training modules. **What problems is CharityEngine solving and how is that benefiting you?** We are going from 5 separate systems to one, so CE will truly be a blessing for us. **Official Response from Meliha Zekovic:** > Thank you for the wonderful review! We’re thrilled to hear that your onboarding experience has been so positive and that Uzo and Julie have made such a great impression. We’ll be sure to pass along your kind words. We appreciate the note about training screenshots and will look into improving their clarity. Welcome to the CharityEngine family! ### 33. User-friendly product and great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about CharityEngine?** The interface is user-friendly, the automation will save a lot of time for our team, and features like households will help keep our data cleaner. **What do you dislike about CharityEngine?** I wish the address auto-populate feature was built-in instead of being an extra cost. **What problems is CharityEngine solving and how is that benefiting you?** It is helping us save a lot of time when it comes to pulling reports, mailing lists, tracking donor touchpoints and more. We believe in the end this will help our team bring in more revenue and operate more efficiently. **Official Response from Meliha Zekovic:** > Hi there, Thank you for the great feedback. We’re glad to hear the interface, automation, and household features are helping your team save time and keep data clean. Regarding address auto-population, it’s typically enabled with your Google Maps API key, which many nonprofits can get for free through Google. We’re grateful to support your fundraising and donor engagement! ### 34. Great Staff, Overall Positive Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Political Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about CharityEngine?** The friendly and helpful staff Ability to have all of my non-profit functions on one platform **What do you dislike about CharityEngine?** Doesn't offer all of the functionalities of competitors Technical support has been frustrating to work with at times. Some tasks aren't intuitive/require too many steps **What problems is CharityEngine solving and how is that benefiting you?** Tracking our fundraising and email campaigns all in one place **Official Response from Meliha Zekovic:** > Thank you for sharing your feedback. We’re glad to hear that our team and the all-in-one platform have been helpful for your organization. We also appreciate your honest notes about support and usability. Input like this helps us continue improving. If you'd like to provide more specific feedback, please don’t hesitate to reach out to feedback@charityengine.net. ### 35. Intuitive and User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia C. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about CharityEngine?** The platform is intuitive and user-friendly **What do you dislike about CharityEngine?** Multi-factor Too soon to tell however on first glance, the dashboard is rather basic **What problems is CharityEngine solving and how is that benefiting you?** Event management, centralized contact management platform **Official Response from Meliha Zekovic:** > Hi Nadia, Thank you for sharing your feedback. It’s great to hear the platform feels intuitive and easy to navigate. ### 36. Very Helpful Conversion Support Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2026 **What do you like best about CharityEngine?** Conversion support team was very helpful. We had to merge more than 10 data sources. **What do you dislike about CharityEngine?** Event management and the member portal could use additional features and better ease of use **What problems is CharityEngine solving and how is that benefiting you?** Consolidating, Scrubbing, and Merging more than 10 databases of information held for more than 15 years. Grant management and tracking Online Email communication merging with CE. Fundraising ### 37. Effortless Email Campaigns with CharityEngine **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about CharityEngine?** CharityEngine allows user to start email campaigns in a super quick way. **What do you dislike about CharityEngine?** I have been logged out of the browser numerous times in my short time using CharityEngine. **What problems is CharityEngine solving and how is that benefiting you?** The problem with logging in. Sometimes I have to log out and log back in a few minutes later. **Official Response from Meliha Zekovic:** > Thank you for sharing your feedback. We’re glad to hear that launching email campaigns has been quick and easy for you. We’re sorry to hear about your experience with logouts. Our team would love to take a closer look. If you’re open to it, please reach out to support@charityengine.net so we can help. We appreciate you taking the time to share your experience with us. ### 38. All-in-One CRM Solution with Powerful Customer Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about CharityEngine?** It's your one stop shop for a CRM system. It offers a six-degree type of approach to building your customer base. **What do you dislike about CharityEngine?** The system can be a little slow to operate sometimes. **What problems is CharityEngine solving and how is that benefiting you?** We were tracking data in all sorts of places and now everything lives under one roof. **Official Response from Meliha Zekovic:** > Thank you for sharing your experience. We are glad to hear CharityEngine has become your one-stop shop and helped bring all your data under one roof. We appreciate your note about speed. Performance is something we continuously monitor and work to improve, and feedback like yours helps guide that effort. ### 39. Our experience was phenomenal. From start to finish, Charity Engine was there every step of the way. **Rating:** 5.0/5.0 stars **Reviewed by:** Amy E. | Executive Assistant/Office administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about CharityEngine?** I like how helpful and knowledgeable all the staff are. **What do you dislike about CharityEngine?** I don't like to have to enter in a code upon login **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine is streamlining all of our fundraising efforts into one platform. **Official Response from Meliha Zekovic:** > Thank you for the wonderful review! We’re so glad to hear your experience with our team has been phenomenal and that CharityEngine is helping streamline your fundraising. We appreciate your note about the login code. It’s an important security measure, but we’ll keep exploring ways to make access even smoother. ### 40. Outstanding Support and Effortless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** David A. | Technical DIrector, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2025 **What do you like best about CharityEngine?** I like their customer support team and the ease of use. The integration is also easy. **What do you dislike about CharityEngine?** I cannot think of a downside of charity engine. **What problems is CharityEngine solving and how is that benefiting you?** Customer relationships and ease of using emails, website donation pages, etc. **Official Response from Meliha Zekovic:** > Hi David, Thank you for the wonderful feedback. We are so glad to hear that the platform feels easy to use and that our support team has been helpful. It’s great to know that CharityEngine is making it easier to manage donor relationships and run your emails and donation pages. We’re grateful to support your work! ### 41. One Stop Shop for Nonprofits **Rating:** 4.5/5.0 stars **Reviewed by:** Rikki H. | VP of Donor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about CharityEngine?** We were utilizing a plethora of softwares/platforms to execute our fundraising. Charity Engine puts everything in one place, which helps with donor management and offers a fuller picture of our donor. The customer support team is very responsive and helpful. **What do you dislike about CharityEngine?** Still some kinks to be worked out but having conversations with the support and experience team makes us feel like we are part of the solution. The platform does take some getting used to (not always user friendly) but with the responsive IT support team and extensive resource library make learning the system more accessible. **What problems is CharityEngine solving and how is that benefiting you?** Consolidating software platforms. Credit card expiration solutions. Both are helping our team be more efficient! ### 42. Great Output Quality, But Lacks User-Friendliness **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about CharityEngine?** The end products are clear, nicely formatted, etc. Lot's of features. The onboarding was very good. **What do you dislike about CharityEngine?** Is is not user friendly...at all. Customer Support is slow. The integration wasn't too bad, but the ease of use leaves a lot to be desired. **What problems is CharityEngine solving and how is that benefiting you?** It's keeping our donor base organized. ### 43. Solid platform, response support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about CharityEngine?** Helped us combine three tools into one: CRM, mass email, and events. Management and support are extremely helpful. Transfer from previous systems and onboarding went smoothly. **What do you dislike about CharityEngine?** To maximize the tool, managers will need to master somewhat complex query and form design skills. **What problems is CharityEngine solving and how is that benefiting you?** Integration of disparate tools for nonprofit management. **Official Response from Meliha Zekovic:** > Thank you for the wonderful feedback! We’re thrilled that CharityEngine helped you bring CRM, email, and events together in one platform and that onboarding went smoothly. We appreciate your note on queries. While they’re great for advanced needs, many users find our built-in reports and simple filters make it easy to get insights without diving into queries. Our team is always here to help! ### 44. Charity Engine Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2025 **What do you like best about CharityEngine?** This is a useful and innovative product for non-profits. Overall, I use it in an events and communications role and find those sections to help us do what we need - send newsletters, create events with tickets, rsvps, etc. The webinars and monthly product showcases are nice to attend and are pretty helpful. **What do you dislike about CharityEngine?** The help center can tend not to be so helpful - I either can't find what I need or it is outdated. The p2p is still developing and has some glitches even in the most basic form we found. The good thing is that it has the ability to hold credit cards, but has some issues with people registering for an event if they are a returning user or already in the database. We've worked with the CE team to help solve these problems and hopefully, they keep improving! **What problems is CharityEngine solving and how is that benefiting you?** The p2p functions. We use this for two major events. ### 45. Bookkeeper **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about CharityEngine?** The most helpful aspect of CharityEngine is having an all-in-one platform that manages donor relationships, fundraising, communications, and payments seamlessly eliminating the need for multiple systems and real-time reporting. The integration of payment processing directly within the platform has been especially valuable, as it simplifies reconciliation and reduces errors. **What do you dislike about CharityEngine?** The downside to using CharityEngine is not having the ability to customize payment methods. **What problems is CharityEngine solving and how is that benefiting you?** Combines CRM and payment processing in one solution with built-in payment tools make it easy to process one-time gifts, recurring donations with funds quickly deposited and easily tracked. **Official Response from Meliha Zekovic:** > Thank you for the wonderful review! We’re thrilled that CharityEngine’s all-in-one platform and built-in payment processing are simplifying your fundraising and reconciliation. We also wanted to note that we do support a variety of payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, Venmo, and DAF Pay. If you need any assistance customizing payment options, our team is happy to help at support@charityengine.net ### 46. CharityEngine is very comprehensive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about CharityEngine?** CharityEngine is very comprehensive CRM that incorporates regular donation, sustainers, event attendees, eblasts, sms, surveys, donor reports, analytics and so much more. **What do you dislike about CharityEngine?** once in a while, a feature or function in CE just stops working. But CE fixes it pretty rapidly. Not all data fields are exportable/importable sharing of P2P fundraising pages on social media should be more dynamic. When shared on social media, the image should be the same one that is on the person's P2P page **What problems is CharityEngine solving and how is that benefiting you?** the canned compare campaign report is not working well and I believe that is being fixed The starting bid really should be the starting bid, not the current Top Bid. For example, when an auctioneer says "alrighty folks the starting bid on this item is $100, who wants to start by bidding $100. Event registration e-receipts need to reflect the proper tax-deductible amount if the registrant covers the processing fee. **Official Response from Meliha Zekovic:** > Thank you for taking the time to share such thoughtful feedback! We’re glad to hear that CharityEngine’s comprehensive platform is helping you manage so many aspects of fundraising in one place. We appreciate your notes on exports, P2P sharing, and event receipts. Our team is actively reviewing these areas to ensure smoother functionality. If you’d like to discuss any of these in more detail, please reach out to feedback@charityengine.net. ### 47. CharityEngine 's payment processing is second to none! **Rating:** 5.0/5.0 stars **Reviewed by:** Dana B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CharityEngine?** What I like best about CharityEngine is their expertise in payment processing and sustainer management. Also, their open APIs and Reporting tools make it easy to integrate with some of the other vendor partners we work with in support of our DRTV sustainer program. **What do you dislike about CharityEngine?** Very little to say here. If I had to pick something, I would say that the more help center articles they can produce, the better - there are so many different things you can do with the product. **What problems is CharityEngine solving and how is that benefiting you?** I used CharityEngine at Wounded Warrior Project to drive our Direct Response Television Monthly Donor program. As the payment processing and sustainer management database of record, CharityEngine was very flexible and provided a lot of features and functionality that allowed us to integrate many different vendor partners. It made it much easier for the team to manage everything in the complicated environment we built. I now oversee Direct Response Television for EasterSeals and will use CharityEngine to build the program from the ground up. **Official Response from dave.martin@charityengine.net Martin:** > Hi, Dana, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software makes payment processing and sustainer management a breeze. I also appreciate that, for larger organizations like yours, our open APIs and reporting makes it easy to integrate with other vendor partners that you work with. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net. ### 48. Powerful tool, however its use of non-industry standard language can be its downfall. **Rating:** 3.5/5.0 stars **Reviewed by:** Sam G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2023 **What do you like best about CharityEngine?** While each of the apps have special features, they all function in similar ways, so once you get to know one app, it's easy to learn others. I also love how willing charity engine is to build out features that can make our lives easier. Staff at charity engine are attentive and always willing to help us find existing features that will serve our needs, or build out new features if those aren't what we need. **What do you dislike about CharityEngine?** I want to see records like households and affiliates built out a bit more. While records roll into household data, it can be hard to pull that data into a single line on report. Something that also can be frustrating is their use of non-industry standard language. There is a bit of a learning curve when we bring in new folks who have fundraising experience and experience with a plethora of other CRMs that all use one language while CE uses another. **What problems is CharityEngine solving and how is that benefiting you?** First and formost, charity engine traveled to our location to do an on-site training because we as a team were not on the same page in terms of what we could and couldn't do within Charity Engine. This alone was incredibly helpful because many of our frustrations within the system were born out of not knowing what all it could do. They're also building out the way affiliate organizational records talk to each other, which will allow us to see the total impact of an organization without having to look at each child org's record and adding manually. They are also working to see how we can link webforms to records so that the impact of the donation form can be seen in the attributed on the record. They have improved batch entry processes **Official Response from dave.martin@charityengine.net Martin:** > Sam, thanks for submitting this review. It’s great that we’ve been able to build out features that make your life easier. But we’d love to talk and figure out how we can improve our product in your eyes - specifically around non-industry standard language! Do you want to chat about the steps we can take? Just email our Customer Success Team at success@charityengine.net and we’ll make sure any of your concerns are addressed. ### 49. All-in-One, User Friendly Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Melissa P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about CharityEngine?** CharityEngine allows our office to keep track of donors and other contacts, manage email distribution lists and send emails, and generate very specific lists and reports in a single system. The contacts app, in particular, is very user-friendly and easy for staff who don't use CharityEngine daily to navigate and find the information they are looking for. The ability to generate custom reports and create custom dashboards allows our CharityEngine Super Users to easily compile relevant data and reports to share with our less CharityEngine familiar staff in a way that is easy for them to access and understand. Overall, CharityEngine makes it easy to streamline our work and lightens the workload of both our frequent and in-frequent CharityEngine users. **What do you dislike about CharityEngine?** Communication has been a struggle with CharityEngine, especially with regard to new features. Articles in the help center are often incomplete, confusing, unhelpful, or non-existent (though they have improved overall in the past year or two). Additionally, support staff sometimes take quite a while to reply to questions or requests for help. While most of the sections in CharityEngine are relatively user friendly, the permissions section (for administrators to give user's access to certain parts of CharityEngine) is not user-friendly and the long, list-like organization makes it hard to find the settings you are looking for. **What problems is CharityEngine solving and how is that benefiting you?** CharityEngine has enhanced our ability to send emails to specific lists and has allowed us to create tailor-made content targeted to very specific subsets of our audience, which would be very difficult without the system. CharityEngine has also helped our colleagues keep better track of potential donors and potential donation opportunities through the opportunities function. Similarly, the outlook connector function has made it easy to track emails with donors, sponsors, etc. that we want to keep a historical record of without a lot of manual work. Prior to using CharityEngine, our office had to use multiple systems to accomplish what we do solely through CharityEngine, so that has been a huge benefit. **Official Response from dave.martin@charityengine.net Martin:** > Melissa, thanks for submitting this review. It’s great that we’ve been able to streamline your work and lighten the workload of users. But we’d love to talk and figure out how we can improve our product in your eyes! As an FYI, we recently launched monthly Product Showcase webinars to make sure our customers are up-to-date on the latest features from CharityEngine (this is complimented by video tutorials of new features). In addition, we recently reorganized our Customer Service Team and are seeing much faster response times on customer service tickets. Lastly, in early 2023, we completely revamped the articles in our Help Center and launched the CharityEngine Academy - full of free courses for users to take. Regardless, we'd love to chat about the steps we can take to ensure your experience is amazing. Just email our Customer Success Team at success@charityengine.net and we’ll make sure any of your concerns are addressed. ### 50. Powerful CRM with robust payment processing and recurring donor management, and powerful APIs **Rating:** 5.0/5.0 stars **Reviewed by:** John H. | Vice President, Direct Response, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about CharityEngine?** CharityEngine's Billing Engine, which is very powerful, especially as it relates to the ongoing billing of our large file of recurring donors. They have built in tools to ensure these donors remain on file as credit cards expire or become invalid. Our retention rate on recurring donors is very high as a result. **What do you dislike about CharityEngine?** While expected with a product as robust as CharityEngine, it can take some time to train new employees on the software. With that said, though, their Client Services team is always available to help out when needed. **What problems is CharityEngine solving and how is that benefiting you?** Wounded Warrior Project's DRTV fundraising model, which drives our recurring donor growth, is complex and requires many vendors to be in sync at all times. With CharityEngine's strong reporting infrastructure and integration API, keeping these vendors coordinated around donor and transaction data is painless and efficient. **Official Response from dave.martin@charityengine.net Martin:** > Hi, John, and thank you so much for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate our robust payment processing and recurring donor management capabilities. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net. ## CharityEngine Discussions - [How much does Charity Engine cost?](https://www.g2.com/discussions/how-much-does-charity-engine-cost) - 1 comment - [What is Charity Engine software?](https://www.g2.com/discussions/what-is-charity-engine-software) - 1 comment - [View CharityEngine pricing details and edition comparison](https://www.g2.com/products/charityengine-charityengine/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+06%3A16%3A19+-0500&secure%5Bsession_id%5D=0648f239-3b39-4ace-a666-2caf60d07005&secure%5Btoken%5D=5f733cafb923da03ed1b403b96d8ad65e02379de8e9a028b8c4cf2a4b58dae9f&format=llm_user) ## CharityEngine Integrations - [Double the Donation](https://www.g2.com/products/double-the-donation/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [PayPal Payments](https://www.g2.com/products/paypal/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [WealthEngine](https://www.g2.com/products/wealthengine/reviews) ## CharityEngine Features **Administration** - Reporting - Interaction Tracking - Automation - Donor Profiles **Administration** - User Dashboard - Donor Profiles - Reporting - Templates - Customization **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Fundraising** - Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities **Donor Management** - Moves Management - Pledge Tracking - Acknowledgments & Communications **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics **Marketing** - Email Marketing - Direct Mail Tools **Interoperability** - Event Tracking - Gift Tracking - Fund Accounting **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration ## Top CharityEngine Alternatives - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (875 reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) - 4.4/5.0 (562 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 4.2/5.0 (416 reviews)