Last Updated
Overview
CharityEngine provides an all-in-one non-profit CRM that centralizes donor data and fundraising tools. While its broad feature set may take time to explore, dedicated onboarding and templated donation forms speed setup. Robust automation and reporting further support data-driven fundraising. All in all, it streamlines donor management.
Overall Rating
Based on 20 users reviews
4.3
Rating Distribution
Positive
85%
Neutral
15%
Negative
0%
Starting Price
Custom
CharityEngine Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is CharityEngine?
CharityEngine is an all-in-one non-profit Customer Relationship Management (CRM) and fundraising platform for growing and enterprise non-profits. It centralizes donor profiles and donation history to reduce data silos, offers custom donation forms and templated galleries to speed campaign setup, and provides advanced marketing automation for targeted outreach and faster analysis. Its ‘SustainerIQ’ technology recovers failed donations, and in-house payment processing simplifies support.
CharityEngine Pricing
The software offers the following packages, all with custom pricing:
- The Fundraising Platform
- Events and Volunteers
- Membership + Advocacy
- SustainerIQ
- Engagement Suite
- Digital Fundraising
- Enterprise CRM
Disclaimer: The pricing is subject to change.
CharityEngine Integrations
The platform integrates with several third-party applications and systems, such as:
- QuickBooks
- Mailchimp software
- Eventbrite
- Salesforce
- Zapier software
- Sage
Who Is CharityEngine For?
CharityEngine is well-suited for non-profits across various sectors, including:
- Children’s welfare
- Animal rescue
- Resources for differently abled individuals
- Youth programs
- Research initiatives
Is CharityEngine Right For You?
If your non-profit struggles with siloed donor data, multiple vendors, or low sustainer retention, CharityEngine centralizes fundraising tools and donor records, uses SustainerIQ to recover failed donations, and offers in-house payment processing plus reports to measure impact and reduce vendor overhead. Its onboarding and fraud-protection focus supports secure, faster implementation for growing and enterprise non-profits. CharityEngine also uses bank-level encryption, secure tokens, and role-based access to keep donor data safe, along with maintaining SOC 2 compliance.
Still doubtful if CharityEngine software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CharityEngine Features
Reporting And Analytics Capabilities
CharityEngine features advanced reporting with dozens of off-the-shelf reports and customizable queries using SQL and Boolean logic. Enterprise-level Microsoft Power BI dashboards provide data-driven insights for non-profits, helping guide decisions and track donor trends effectively.
Email Marketing Automation
With this feature, the platform provides validated recipient lists, customizable templates, and A/B testing. Automated workflows respond to donor behavior in real time. Dashboards offer clear insights, subtly improving engagement and optimizing email campaign performance for non-profits.
Major Gift Management
The software tracks donor prospects, opportunities, and engagement while managing files and activities in one place. Automated workflows support identification, solicitation, and stewardship, and reporting tools provide actionable insights, helping non-profits strengthen major donor relationships effectively.
Case Management And Tracking
The platform centralizes case management, tracking tasks, activities, and progress in one location. Automated status updates and built-in reporting provide actionable insights, helping non-profits streamline communication, measure outcomes, and improve support for donors and clients.
Pros And Cons of CharityEngine
Pros
Donor data is centralized for complete visibility
Core fundraising tools are combined in one platform
Real-time insights boost donor engagement effectively
Cons
Some updates shut down functionalities temporarily
Updating individual records can be clunky
CharityEngine Reviews
Total 20 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars45%
3
Stars15%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“amazing rollout!”
Pros
Clean and minimal overall with a solid range of features available right away. Once you get familiar with where things live getting around the system becomes manageable and the help articles are actually quite useful. Our onboarding team was great, special shoutout to them! They kept everything moving on our schedule and that made a big difference. Moving data over from our previous CRM did take a fair amount of effort on our side but the tech team was incredibly supportive and helped us get fully up and running.
Cons
It wasn't as user friendly as I expected at first. A lot of things take some digging to locate even though the search bar does help. Since most of us were trying to learn a new CRM while still handling our regular full-time workload it was a bit difficult to get figure out. The Academy also felt like a lot to take in and some of the terminology (like tags, groups, badges) wasn't immediately clear and took some time to understand.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Customization and values shine”
Pros
One of the best parts is the level of customization along with the people behind it and the values the company represents.
Cons
I really dislike how white and clinical the interface feels and I'd love to see more drag and drop features. It also isn't as user friendly as I want it to be.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
7
Small Business, 11-50 employees
“All in one donor tracking”
Pros
Keeping contacts and donations together in one system is a major advantage.
Cons
A few of the field and option names are inconsistent. For instance the review page is labeled as the error page which makes it confusing to know where to look and what to check.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of CharityEngine price plans are available?
The software offers multiple packages with custom pricing, including The Fundraising Platform, Events and Volunteers, Membership + Advocacy, SustainerIQ, Engagement Suite, Digital Fundraising, and Enterprise CRM. Contact us to request a personalized CharityEngine cost quote based on your institution's requirements.
What other apps does CharityEngine integrate with?
The platform integrates with several third-party applications and systems, such as QuickBooks, Mailchimp, Eventbrite, Salesforce, Zapier, and Sage.
What level of support does CharityEngine offer?
The platform provides support via online ticketing, chat, FAQs, help center, and an academy.
Does CharityEngine offer an API?
Yes, CharityEngine offers APIs.
Does CharityEngine have a mobile app?
Yes, CharityEngine offers a mobile app for both Android and iOS users.
What language does CharityEngine support?
The software supports multiple languages, including English and French.
Who are the typical users of CharityEngine?
CharityEngine is ideal for non-profits across sectors such as children’s welfare, animal rescue, resources for differently-abled individuals, youth programs, and research initiatives.