What users are saying about
9 Ratings
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Score 8.6 out of 100
3 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

Netsuite SuiteSuccess

We used Netsuite [SuiteSuccess] for lots of things1. Inventory2. Email trigger on shipment3. Reporting
sandeep singh | TrustRadius Reviewer

WealthEngine

WealthEngine is well-suited for development professionals to use in their donor moves management planning, as well as to look up donor profiles of new donors, to analyze giving potential. I have also used it when a piece of mail is returned to see if I can find an updated address.
Lori Riegel | TrustRadius Reviewer

Pros

Netsuite SuiteSuccess

  • Our highly-customized approval routing for expense reports creates ease and flexibility for our accounting department.
  • Using the non-profit features, we are now able to track donations at both the household and individual levels. Having the option to run donor reports on a single person or on the whole household has cut down lots of hours that was spent on manual data manipulation.
  • With financial segmentation, we can easily track expenses by location, department, and grants.
Anonymous | TrustRadius Reviewer

WealthEngine

  • WealthEngine has very detailed data to support its scoring for each donor. Some other similar tools don't provide this.
  • WealthEngine has a connection with Salesforce that is very helpful. It allows us to run reports on donors right in Salesforce and be able to run mass reports and save the data into each person's contact.
  • WealthEngine also has great prospecting tools. This is not something we have used in its full capacity but hope to this year!
Edward Phillips | TrustRadius Reviewer

Cons

Netsuite SuiteSuccess

  • It does NOT have a fully-functional CRM. We cannot readily see donor data in on easy place.
  • The layout of the budget doesn't lock column and row headers, so you cannot see the cell you're entering budget values.
  • There are too many challenges to note. We have tried working with their support team, and they were unable to fix the many, many problems we were having. It was that interaction that helped solidify the decision to find a different CRM and Accounting solution(s).
Anonymous | TrustRadius Reviewer

WealthEngine

  • Does not show which nonprofits donor has contributed to.
  • Does not always have complete contact info.
Lori Riegel | TrustRadius Reviewer

Support Rating

Netsuite SuiteSuccess

No score
No answers yet
No answers on this topic

WealthEngine

WealthEngine 9.0
Based on 2 answers
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.
Lori Riegel | TrustRadius Reviewer

Alternatives Considered

Netsuite SuiteSuccess

We used Salesforce as CRM we feel Salesforce is more flexible as CRM system
sandeep singh | TrustRadius Reviewer

WealthEngine

I did not look into any other options. I've always known WealthEngine to be the best so they were my first and only choice.
Edward Phillips | TrustRadius Reviewer

Return on Investment

Netsuite SuiteSuccess

  • We have been able to produce accurate and powerful data that's resulted in new grants being awarded.
  • We are able to see Customer and Donor involvement in one system now, resulting in greater understanding of depth of relationships across the organization.
  • We cut annual and monthly costs by implementing NetSuite and rolling our Donor relations CRM, client relations CRM, Accounting, and Expense reporting into one system.
Anonymous | TrustRadius Reviewer

WealthEngine

  • WealthEngine was able to provide wealth information for all of our event attendees and allowed us to know which guests to target with more direct touch points at the event.
  • WealthEngine has allowed us to better asks for funds based on the donors' giving capacity, ultimately providing more money for our mission.
Edward Phillips | TrustRadius Reviewer

Pricing Details

Netsuite SuiteSuccess

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

WealthEngine

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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