Review Distribution

• 👍

  High - rated users

  CharityEngine is a great CRM tool, for me the feature I use most often is query builder to create custom reports of specific parts and types of data. I love the functionality available in Query Builder, and since my organization has some pretty complex data structures, CE makes it really easy for me to get exactly the data I need at any given time.Sometimes when there are updates to the software, some functionalities are down temporarily, but their team always works swiftly to make sure everything is running smooth!.

• 🤔

  Average - rated users

  Query capability. Online forms. Payment processing.We can't use for generating acknowledgement letters because they won't format correctly. We didn't use initially for email communication, but they have improved that feature. It is very clunky to add or update individual records, requiring user to go in and out of many screens and remember to flag things, such as address is preferred, and remember to click a save button. Far too many steps. It doesn't help with grant management. Event management also is not good. It is difficult and time consuming to record activities (meetings, phone calls) that you have had with your donors, and then they are not exportable on reports.

• 👎

  Low - rated users

  What I like best about CharityEngine is their expertise in payment processing and sustainer management. Also, their open APIs and Reporting tools make it easy to integrate with some of the other vendor partners we work with in support of our DRTV sustainer program.Very little to say here. If I had to pick something, I would say that the more help center articles they can produce, the better - there are so many different things you can do with the product.

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