CharityEngine Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The system can occasionally lag due to its size and complexity

Some modules require additional costs for access Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Getting comfortable in a new system is to be expected and I have not found anything that I don't like yet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Reports run quickly. Customizable dashboards. CE tech support is very friendly and helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.