Edit

UH

Verified User in Higher Education

Mid-Market (51-1000 emp.)

10/28/2025

"Fast Reports and Custom Dashboards, But Lacks Key Record Areas"

2.5/5

What do you like best about CharityEngine?

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

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. Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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.

MS

Melissa S.

Membership Services Manager

Small-Business (50 or fewer emp.)

11/6/2025

"Your next CRM is Charity Engine!"

5/5

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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!

SF

Scott F.

Director Donor Experience and Stewardship

Mid-Market (51-1000 emp.)

11/6/2025

"Highly Customizable Platform That Drives Growth"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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!

LS

Lynn S.

Membership & Marketing Coordinator

Small-Business (50 or fewer emp.)

7/17/2025

"New Client with CharityEngine Non-Profit CRM and their Professional Services are Outstanding!"

4/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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.

SE

Sarah E.

Marketing and communications

Small-Business (50 or fewer emp.)

2/10/2026

"Many Easy-to-Use Tools in One Place"

4/5

What do you like best about CharityEngine?

There are many different tools that are available and are easy to use. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

Because the system is so robust, there is a learning curve to understand the system. Review collected by and hosted on G2.com.

FJ

Fontane J.

Chief Operations Officer

Small-Business (50 or fewer emp.)

9/17/2025

"From Confusion to Clarity: How This Charity Engine Transformed Our Operations”"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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.

AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/1/2026

"Highly Customizable and Flexible"

4/5

What do you like best about CharityEngine?

it has the ability to customize everything Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

the process of creating role separation was very long and a little frustrating Review collected by and hosted on G2.com.

KV

Kristine V.

Donor Operations Manager

Small-Business (50 or fewer emp.)

9/25/2025

"The Charity Engine Team has been great to work with from implementation to maintenance."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

We haven't found anything that we dislike about Charity Engine yet. Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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!

CR

Courtney R.

Gift and Finance Coordinator

Small-Business (50 or fewer emp.)

11/19/2025

"Effortless Setup and Outstanding Support Team"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

I have not found anything as of right now. Review collected by and hosted on G2.com.

Response from Meliha Zekovic of CharityEngine

edit

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.

UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/11/2025

"Comprehensive All in One Nonprofit CRM"

3.5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.