CharityEngine vs. Classy

CharityEngine has the POTENTIAL to be a good CRM, but both unresponsiveness to the more complex problems go unresolved for months at a time. Employee turnover is huge, which is likely because upper management is doing nothing to solve the internal problems. I would NOT recommend this CRM at this point. While CharityEngine does allow reasonably robust storage and querying of data if you plan to send emails through your CRM, look elsewhere. CharityEngine's framework is clunky and counter-intuitive, in addition to frequently just not working at all.

Incentivized

Well suited for organizations with large fundraising programs or many recurring donors, especially those who have the staffing to devote to reporting and fundraising data analysis. Variety of payment options is good for mobile-first or younger audiences who may be taking more frequent advantage of payment methods like Venmo and Apple Pay. Most useful if it is used in tandem as an event registration/event hosting platform (Classy Event Registration or Classy Live) as attendee data and fundraising is kept in a single place. Less appropriate for smaller organizations, or folks that will not be doing crowdfunding/peer-to-peer/events. There are other platforms that do standard donation pages well that have fewer bells and whistles but are accordingly cheaper.

Incentivized

• Allows users to create unique queries to generate targeted data.
• Allows the entry of addresses from all around the world, not just US addresses.

Incentivized

• The Classy platform is easy to use, both for the staff and our volunteer fundraisers
• It's easy to build a great looking fundraising page
• Classy support (particularly chat and phone) are attentive and responsive. Every one there is smart and nice!

Incentivized

• Campaigns lack customization options which can be limiting- while you can add code to make some changes, there is a basic framework that you can't always override.
• Slow to roll out some donor payment options like Venmo.
• Not inexpensive price point and on an annual contract, so the software is definitely an investment.

Incentivized

There are a lot of frustrating things about the general usage of CharityEngine. It syncs with a nine-digit zip code database, but doesn't automatically populate exportable fields with this data - it must be manually requested for each record. Buttons that allow a user to quickly move to a specific area of the data in a customer record frequently stop working after updates; are found by users and reported, and then take a month or longer to be fixed. A clunky and counter-intuitive "creative" database frequently fails completely and is always slow.

Incentivized

VERY easy to use, but lacks flexibility. But very easy to learn and master, even for someone with technical skills. They offer live chat which is a great help for on-demand support. At higher call volumes, you may wait 10 minutes, but I’ve never waited for more than that and the support if 90% of the time very helpful.

Incentivized

Classy's team was very helpful as we transitioned over, and helped us get everything set up quite easily. The few times we've had issues or questions, their online chat feature has been a quick way to get answers. On Giving Tuesday last year, the site went down, but Classy was quick with communication to its clients and had the problem resolved in about an hour. I know that if we have any problems or questions, the company and its team will be responsive and helpful. That makes a difference to me and our small team. We don't have time to troubleshoot or stay on hold for a long time waiting for support.

Incentivized

I have not used any other platforms like Classy. Given I came into this organization after Classy was already chosen, I was pleased with how easy it was to learn the platform and how user-friendly the entire thing is. Although I haven't used any other platforms like it, I would highly recommend it.

• CharityEngine has allowed our organization to grow in the past few years, but it has not kept up with industry trends and avoids making changes and updates requested by users.
• Our overall business objectives cannot be met with CharityEngine alone. We must export data and use other applications to generate the data we need.

Incentivized

• This has been nothing but positive. We use the basic version so there is no fee associated with it other than a percentage of each transaction. So everything that comes in is added revenue where the only investment is staff time, but there is no monetary investment.

Incentivized