CharityEngine Reviews & Product Details

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.

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. Review collected by and hosted on G2.com.

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. 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.

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. Review collected by and hosted on G2.com.

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. 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. Review collected by and hosted on G2.com.