What users are saying about
9 Ratings
1 Rating
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Score 4 out of 100
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Attribute Ratings

  • WealthEngine is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

4.0

CharityEngine

40%
1 Rating
9.0

WealthEngine

90%
4 Ratings

Usability

4.0

CharityEngine

40%
1 Rating

WealthEngine

N/A
0 Ratings

Support Rating

CharityEngine

N/A
0 Ratings
9.0

WealthEngine

90%
2 Ratings

Likelihood to Recommend

CharityEngine

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.
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WealthEngine

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.
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Pros

CharityEngine

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

  • Donor contact info
  • Confirm donor identity
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Cons

CharityEngine

No answers on this topic

WealthEngine

  • WealthEngine is expensive for most nonprofits when looking at how to spend their money.
  • WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
  • WealthEngine can have glitches and does not work at times which is very frustrating.
  • I would also like for WealthEngine to have better mobile service or an app.
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Pricing Details

CharityEngine

Starting Price

Editions & Modules

CharityEngine editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    All plans include unlimited system users, unlimited online forms, and unlimited ticket support. For more information, see our website.

    WealthEngine

    Starting Price

    Editions & Modules

    WealthEngine editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      CharityEngine

      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.
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      WealthEngine

      No answers on this topic

      Support Rating

      CharityEngine

      No answers on this topic

      WealthEngine

      The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.
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      Alternatives Considered

      CharityEngine

      No answers on this topic

      WealthEngine

      WealthEngine provides the same quality of data at a more affordable price point.
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      Return on Investment

      CharityEngine

      • 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.
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      WealthEngine

      • Depth of data
      • Portfolio expansion
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      Screenshots

      Add comparison