CharityEngine Reviews & Product Details

CharityEngine has helped us establish a more organized foundation for fundraising and donor management. Their suite of services all within one platform helped us increase our donations by staying in a more consistent contact with donors. Nothing is more painful than having to operate from multiple systems. Their system allowed us to be more streamlined and efficient. They have been great for also events that we held. Review collected by and hosted on G2.com.

Early on we found the email templates challenging but their awesome support team was there to assist our marketing team, especially during our onboarding period. Review collected by and hosted on G2.com.

It's terrible. Don't get it. The software is not at all intuitive and the support while friendly isn't actually helpful. If you want additional training, they will charge you for it. Review collected by and hosted on G2.com.

It's not intuitive. I've used dozens of CRM systems, email marketing tools, and website builders. None of them have been as difficult to navigate as CharityEngine. It will drive you insane. If you want anything like support or branding that you thought was included in your contract, they will charge you thousands of dollars extra for it. The tool also isn't made for a global organization or one that operates like a B2B. But even if you're focused on individual donors in the US, I would NOT recommend it. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Nothing negative so far. Only my need to learn and train on it but that is on me. I am struggling with finding our contacts in certain areas, I.E. those in specific cities within a certain distance Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

So far, I haven't found anything within Charity Engine that has been a down side. Review collected by and hosted on G2.com.

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.