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Melissa P.

Small-Business (50 or fewer emp.)

3/2/2023

"All-in-One, User Friendly Platform"

3.5/5

What do you like best about CharityEngine?

CharityEngine allows our office to keep track of donors and other contacts, manage email distribution lists and send emails, and generate very specific lists and reports in a single system. The contacts app, in particular, is very user-friendly and easy for staff who don't use CharityEngine daily to navigate and find the information they are looking for. The ability to generate custom reports and create custom dashboards allows our CharityEngine Super Users to easily compile relevant data and reports to share with our less CharityEngine familiar staff in a way that is easy for them to access and understand. Overall, CharityEngine makes it easy to streamline our work and lightens the workload of both our frequent and in-frequent CharityEngine users. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

Communication has been a struggle with CharityEngine, especially with regard to new features. Articles in the help center are often incomplete, confusing, unhelpful, or non-existent (though they have improved overall in the past year or two). Additionally, support staff sometimes take quite a while to reply to questions or requests for help. While most of the sections in CharityEngine are relatively user friendly, the permissions section (for administrators to give user's access to certain parts of CharityEngine) is not user-friendly and the long, list-like organization makes it hard to find the settings you are looking for. Review collected by and hosted on G2.com.

What problems is CharityEngine solving and how is that benefiting you?

CharityEngine has enhanced our ability to send emails to specific lists and has allowed us to create tailor-made content targeted to very specific subsets of our audience, which would be very difficult without the system. CharityEngine has also helped our colleagues keep better track of potential donors and potential donation opportunities through the opportunities function. Similarly, the outlook connector function has made it easy to track emails with donors, sponsors, etc. that we want to keep a historical record of without a lot of manual work. Prior to using CharityEngine, our office had to use multiple systems to accomplish what we do solely through CharityEngine, so that has been a huge benefit. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Melissa, thanks for submitting this review. It’s great that we’ve been able to streamline your work and lighten the workload of users. But we’d love to talk and figure out how we can improve our product in your eyes! As an FYI, we recently launched monthly Product Showcase webinars to make sure our customers are up-to-date on the latest features from CharityEngine (this is complimented by video tutorials of new features). In addition, we recently reorganized our Customer Service Team and are seeing much faster response times on customer service tickets. Lastly, in early 2023, we completely revamped the articles in our Help Center and launched the CharityEngine Academy - full of free courses for users to take.

Regardless, we'd love to chat about the steps we can take to ensure your experience is amazing. Just email our Customer Success Team at success@charityengine.net and we’ll make sure any of your concerns are addressed.

JH

John H.

Vice President, Direct Response

Non-Profit Organization Management

Mid-Market (51-1000 emp.)

3/17/2023

"Powerful CRM with robust payment processing and recurring donor management, and powerful APIs"

5/5

What do you like best about CharityEngine?

CharityEngine's Billing Engine, which is very powerful, especially as it relates to the ongoing billing of our large file of recurring donors. They have built in tools to ensure these donors remain on file as credit cards expire or become invalid. Our retention rate on recurring donors is very high as a result. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

While expected with a product as robust as CharityEngine, it can take some time to train new employees on the software. With that said, though, their Client Services team is always available to help out when needed. Review collected by and hosted on G2.com.

What problems is CharityEngine solving and how is that benefiting you?

Wounded Warrior Project's DRTV fundraising model, which drives our recurring donor growth, is complex and requires many vendors to be in sync at all times. With CharityEngine's strong reporting infrastructure and integration API, keeping these vendors coordinated around donor and transaction data is painless and efficient. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, John, and thank you so much for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate our robust payment processing and recurring donor management capabilities. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

SD

Sara D.

Small-Business (50 or fewer emp.)

2/14/2023

"High Powered, Low Cost"

4/5

What do you like best about CharityEngine?

Provides an all-in-one system that doesn't require piecing together different elements from multiple different vendors. It's a one-stop shop that has some very powerful tools. What makes that even more impressive is that their pricing structure is very reasonable. When we were in the market for a new CRM system, pricing was very important to us as a nonprofit organization. Their costs were significantly lower than other vendors we looked at who offered less functionality. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

The system can be buggy. Support tends to be good about fixing the bugs, but not always about communicating when the fix will be implemented. It would be nice to get some follow-up from Support with an exact release date of the fix. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, Sara, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software is high-powered and low-cost. That's a great combination. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

AL

Aimee L.

Small-Business (50 or fewer emp.)

2/6/2023

"All-in-one platform to streamline data and efficiency"

4/5

What do you like best about CharityEngine?

It’s ideal to have an all-in-one platform with elements that connect: contact management (including visibility between a contact and their employer), donations, email management, web forms, event management and advocacy. We can create almost any kind of data report you can think of with some practice, and those with more experience can build reports for those with almost no database experience to do reporting, analytics, choose a segmented audience for an email, etc. They have a lot of out-of-the-box solutions for basic web form building. They were also very hands-on during implementation to thoroughly assess our data that came from several different sources. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

While I love that they’re constantly looking for how to improve the system, it sometimes comes to the detriment of communication back to users about what has changed and how it can benefit us (or even communication internally on when features are available). There’s been some slow growth in that area. Customer support is great, but can sometimes take a while to get a resolution. While they have extensive documentation in their help center, it’s a little cumbersome to navigate if you’re trying to find something very specific, and I’m sure it’s hard for them to keep it up-to-date due to new features. Webform building is challenging if you want to modify elements outside of their out-of-the-box solutions; if you have experience with HTML, that may not be an issue for you. Review collected by and hosted on G2.com.

What problems is CharityEngine solving and how is that benefiting you?

Prior to CharityEngine, we had several separate platforms for different tasks, so switching to CharityEngine has helped streamline subscription costs and efficiency, resolved disconnected data, and helped my colleagues to all be using the same platform. Examples of connections we were never able to identify previously: a contact who took advocacy action is also a donor, or that their employer is part of our alliance, or that someone who attended an event is now reading our emails and what they’re clicking on. We can also do advanced segmentation for email campaigns based on any element to tailor our marketing communications. I also like the systems in place to automatically manage emails (suppress bad emails, allow options for contacts to manage their email preferences, etc.) Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, Aimee, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software connects the various fundraising activities in a single platform allowing for streamlined data and staff efficiency. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

CG

Crystal G.

Small-Business (50 or fewer emp.)

4/4/2023

"Would Recommend"

4.5/5

What do you like best about CharityEngine?

I love the functionality of CE. CE has been very useful to me as a start-up a non-profit organization to have multiple tools at my fingertips. I am appreciative of the ways that I can almost completely run my business through the backend of CE. We are scheduled to launch in the Fall of 2023, but we knew that getting all of our backend items secured would help us tremendously. I couldn't be more grateful for the ways that CE has given me the tools I need to succeed. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

CE does require a bit of tech knowledge or experience. I come from a zero-tech-experience background, which has made understanding things a bit more challenging on the forefront. There are some items that I wish were ready "out of the box", and I had to learn the hard way why things weren't appearing as I thought that I had set them up.

CE does offer training and a great implementation team/program. I just felt like there was something missing and I wasn't fully understanding all the aspects of CE as I was "released" from my implementation program. Would have loved to have a deeper training offered so I understood WHY I was doing the things I was. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, Crystal, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software makes it easier for you to run your business and gives you the tools you need to succeed. Regarding post-launch training, we recently soft-launched the CharityEngine Academy including three courses for organizations newer to the platform - and we'll be adding many new courses this year. Visit https://academy.charityengine.net to learn more! And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

See how CharityEngine improved

RH

Rion H.

Operations Manager

Small-Business (50 or fewer emp.)

2/1/2023

"All in one business solution for nonprofit business."

5/5

What do you like best about CharityEngine?

CharityEngine is user-friendly, comes with full support, and allows all your business needs to be maintained and tracked in one location. It is truly a one-stop shop and more than just a management program. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

As a user for almost three years, I have yet to find anything I do not like about CharityEngine. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, Rion, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software is user-friendly, comes with full support, and is a one-stop shop for running your fundraising activities. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

JN

Joel N.

Director of Membership

Small-Business (50 or fewer emp.)

3/3/2023

"Charity Engine"

4.5/5

What do you like best about CharityEngine?

Easy, intuitive and very dynamic. It can perform all we need and tracks all our important data. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

Charity Engine does not store or catalogue historical data. That would be very helpful. Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Hi, Joel, and thank you for taking the time to submit a review for CharityEngine. We’re flattered by your kind words! We love that you appreciate that our software is easy, intuitive, and very dynamic. And don’t forget that when you have thoughts or ideas to share, we’re all ears! You can always reach us at success@charityengine.net.

JM

Jessica M.

Mid-Market (51-1000 emp.)

3/14/2023

"CMS is okay, be prepared to do a lot of re-learning"

3.5/5

What do you like best about CharityEngine?

Flexible layout of dashboards and quick links Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

Not industry-standard language, overwhelming to use at first Review collected by and hosted on G2.com.

Response from dave.martin@charityengine.net Martin of CharityEngine

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Jessica, thanks for submitting this review. It’s great that enjoy the flexible layout of dashboards and quick links. But we’d love to talk and figure out how we can improve our product in your eyes - specifically around non-industry standard language! Do you want to chat about the steps we can take? Just email our Customer Success Team at success@charityengine.net and we’ll make sure any of your concerns are addressed.

KH

Kristen H.

Research & Education Manager

Small-Business (50 or fewer emp.)

12/9/2021

"Very Customizable, Somewhat Complicated"

3/5

What do you like best about CharityEngine?

CE can do almost anything. It's helpful to have so many functions from web pages to donations to contact management all in one place. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

It can be a challenging system to learn. It's helpful to have some html knowledge, although not necessary. It's not as intuitive as I would like it to be, and support can take a while at times (it's good support, they just seem to be low-staffed). Review collected by and hosted on G2.com.

AP

Andrew P.

Chief of Development

Small-Business (50 or fewer emp.)

10/7/2021

"Great software and great team"

4.5/5

What do you like best about CharityEngine?

My organization needs a software that can provide a lot of data and CharityEngine delivers. Review collected by and hosted on G2.com.

What do you dislike about CharityEngine?

The software offers alot, and can take some time to really understand the tools and how to use them to maximum effect. Review collected by and hosted on G2.com.