--- description: ¿Qué piensan los usuarios de CharityEngine? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de CharityEngine gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: CharityEngine - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software de recaudación de fondos](/directory/20047/fundraising/software) > [CharityEngine](/software/140745/charityengine) # CharityEngine Canonical: https://www.capterra.co.cr/software/140745/charityengine Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/140745/charityengine?page=2) > El CRM y software de recaudación de fondos todo en uno CharityEngine está diseñado para organizaciones benéficas y entidades sin ánimo de lucro de todos los tamaños. > > Veredicto: 33 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa CharityEngine? Pequeñas y medianas organizaciones sin ánimo de lucro y empresas que buscan herramientas de recaudación de fondos totalmente integradas y un software de gestión de donantes en tiempo real para ampliar su misión e impulsar la retención de donantes. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.2/5** | 33 Opiniones | | Facilidad de uso | 3.9/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.1/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.2/5 | Basado en las opiniones generales | | Funciones | 4.3/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: CharityEngine - **Ubicación**: Tysons, EE. UU. - **Constitución**: 1999 ## Contexto comercial - **Precio inicial**: USD 550,00 - **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000, 5 001-10 000, 10 000+ - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funciones - Acceso móvil - Alertas y notificaciones - Base de datos de miembros - CRM - Comentarios/notas - Contabilidad - Creación de informes y estadísticas - Creación de informes/análisis - Donaciones en línea - Donaciones por móvil - Donación recurrente - Gestión de antiguos alumnos - Gestión de campañas - Gestión de clientes potenciales - Gestión de compromisos de donación - Gestión de contactos - Gestión de donantes - Gestión de eventos - Gestión de formularios - Gestión de inscripción - Gestión de la comunicación - Gestión de la recaudación de fondos - Gestión de membresías - Gestión de recibos - Gestión de subvenciones - Gestión de tareas - Gestión de voluntariado - Gestión del pipeline de ventas - Informes personalizables - Integración de redes sociales - Marketing por correo electrónico - Panel de actividades - Procesamiento de pagos - Programación de citas - Seguimiento de interacciones - Third-Party Integrations ## Integraciones (en total: 28) - 250ok - Blackbaud Luminate Online - Blackbaud Raiser's Edge NXT - Bonterra DonorDrive - FCRM Insurance - FedEx Ship Manager - Google Analytics 360 - Google Forms - Google Maps - Meta for Business - Microsoft Excel - Microsoft Outlook - Microsoft Power BI - MotionSoft - NeverBounce … y 13 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de recaudación de fondos](https://www.capterra.co.cr/directory/20047/fundraising/software) ## Categorías relacionadas - [Software de recaudación de fondos](https://www.capterra.co.cr/directory/20047/fundraising/software) - [Programas de gestión de donaciones](https://www.capterra.co.cr/directory/30548/donation-management/software) - [Software para asociaciones sin ánimo de lucro](https://www.capterra.co.cr/directory/30805/nonprofit/software) - [Software CRM para ONGs](https://www.capterra.co.cr/directory/31515/nonprofit-crm/software) - [Software de seguimiento comercial](https://www.capterra.co.cr/directory/32744/sales-tracking/software) ## Alternativas 1. [DonorPerfect](https://www.capterra.co.cr/software/2698/donorperfect-fundraising-software) — 4.5/5 (1471 reviews) 2. [Donorbox](https://www.capterra.co.cr/software/156860/donorbox) — 4.8/5 (625 reviews) 3. [Neon CRM](https://www.capterra.co.cr/software/102088/neoncrm) — 4.3/5 (620 reviews) 4. [Funraise](https://www.capterra.co.cr/software/154623/funraise) — 4.5/5 (120 reviews) 5. [Bloomerang](https://www.capterra.co.cr/software/131207/bloomerang) — 4.7/5 (1287 reviews) ## Opiniones ### "New client to Charity Engine" — 5.0/5 > **Kristine** | *20 de marzo de 2026* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: Charity Engine is a good CRM that keeps all information about our constituents in one place. We are able to track and tag donations for ease of reporting. Our management team has found the system easy to navigate and find answers to most of their questions without needing another staff member to get the answer for them. The sales and support team have been responsive to all questions and concerns that I have voiced and have helped to get to an answer to everything. > > **Puntos en contra**: Still early in learning all the features of the system. The help center has come in very handy with the learning process. > > Overall experience has been good. Our account manager is good at responding and does check in to make sure everything is going well for us. ----- ### "Charity Engine, donor retention and constant improvements and new features." — 5.0/5 > **Jennifer** | *21 de marzo de 2026* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I like that we have everything we need in one CRM. It has easy to use out of the box reports, or you can use queries to deep dive to find information and data that you need. Donor Management is much easier in CE than our previous CRM, our recurring sustainers just run in the background, and with the built in Credit Card updater, we have a much higher donor retention than with our previous CRM. This feature alone is saving us money by helping us retain donors. > > **Puntos en contra**: I have not found anything that I don't like, but if we find something that we think should be implemented to make things work smoother, we reach out with feedback and they usually take our suggestion and implement it. > > My experience with CE has been a great one, they are very helpful to help you learn new processes, they have help articles that teach you things step by step and they are always available when you need them. Our implementation process was smooth, and we were walked through it step by step. I am 4 years into working with CE and learn new things that this database can do regularly. They have webinars to show you how to use the features they currently have and webinars to introduce new features that will be rolling out, these new features are usually a suggestion from the non-profits using it. I have no regrets in switching from our previous CRM to CE. ----- ### "The Good, Bad and Ugly (but overall good) aspects of Charity Engine" — 3.0/5 > **James** | *26 de junio de 2026* | Instituciones religiosas | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: 1. The staff are very helpful. When we ask them for direction on topics, we are not familiar with, or problems that we encounter they create short videos showing how to perform the tasks we're working on. Their weekly show and tell sessions are informative and there are a lot of prerecorded videos and descriptions of how to use the features of the system. 2. Overall, the system can handle not only maintaining information on donors and their interactions but also events that they have attended. 3. Overall CE is responsive to recommendations for changes to the system. There is one drawback listed below in \#3. 4. Sending and automating thank you letters for donations is wonderful once you figure out how to find and use the tokens and set up forms. There's definitely a longer learning curve but once figured out this automation is helpful. > > **Puntos en contra**: There are a couple of things to be aware of: 1 - CE (Charity Engine) will create multiple records for the same individual if the individual doesn't type in their name, address, email, and telephone number closely or exactly the same when making a donation or registering for an event. CE provides a way to merge two records together, but this is time consuming. In our previous system, all transactions were held in a queue, and we would review them before they a new constituent was created. 2 - Entering transactions in batches never seems to work the way we had hoped. We reverted to (based on CE's recommendation), to go on-line into one of our forms and individually add the transaction (which triggers the problem \#1 described above) in order to link a transaction with the event. In our previous system we created batches, selected the individual, identified the G/L code and event and everything was linked. CE just take a bit more staff time to do all this compared to our prior experience. 3 - CE staff are always improving the system functions and are to be applauded for this. CE does announce new features. Yet sometimes they make system changes on the software in production and not first in their development sandbox. We've seen changes made mid-working day to the ways queries, registrations and forms work. Most of the time the changes work but sometimes they break something else. I would want them to test more and not make changes to the live system. 4 - and this is personal preference - simple designs are always better than complicated designs. I appreciate that you can get to the same place in CE by 3 or 4 routes, but it makes it difficult to teach and learn how to do things. CE has a long list of information that can go into a person's donor record or an event record, but it can be difficult to navigate because of the different routes. It's like "all roads lead to Rome" except sometimes you can't find Rome. 5. One thing that should be stressed in all training on using CE is that if you don't have a form set up first, it ain't going to work. Intuitively I would think that you set up an event or a donor page and then attach a form to that. It's actually the opposite. As a fan of RPN (you HP calculator users know what I'm talking about) there's a little too much "Reverse Polish Notation" in the way CE works. I wouldn't change this (I like RPN) but only 5% of the population thinks in this way. Just train forms, forms, forms before anything else. 6. If you want to place your donors in specific categories ("tags" in CE) there is a marvelous multi-mention tag field that is difficult to report on. We often have to download reports with a comma separated field (singular not plural) that we then need to break out into multiple fields to find the one tag we're looking for. It's just awkward and there must be a better way. > > Operationally, Charity Engine is not as fast as I would like especially in registering guests for an event or entering in check and cash transactions. I think this is something that they can fix. And the complexity of the system often leads to difficulty getting things done. I would love it if CE worked from the perspective of a user who has a moderate or high number of transactions to process each week. Reporting is still arduous and every transaction needs to be pristine if the standard report is to be accurate (That could be on us). The queries and the fancy things you can do with them are more difficult than what we experienced with our previous vendor. Reaching out to donors or participants via email works well and we hope to get the SMS messaging working soon. The screen showing an individual donor's contribution is easy to read and provides useful information. One of their strong points are the staff that answer questions and fix bugs when you identify them. They do acknowledge your ticket quickly and keep you appraised on the status through their website. ----- ### "Flawless transition and great price for a great product\!" — 5.0/5 > **Chase** | *13 de marzo de 2026* | Instituciones religiosas | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: From the beginning, the competency, efficiency, kindness and support from Charity Engine has been amazing. The price point has saved us so much from our previous company. The weekly meetings during our onboarding were always helpful and succinct. The entire team was great and our team is now proficient in all we do with Charity Engine because of our training. > > **Puntos en contra**: Truly, I cannot think of a con. The experience has been ideal in every way. We knew in advance there would be a learning curve but the Charity Engine staff walked us through so much more than I anticipated and made it easier than I could have imagined. > > 100/100\! 5 stars out of 5 stars. The worst part of our experience was having to say goodbye to the team that helped us transition. They were amazing from start to finish\! Our new team of support is also amazing but I wish we could have kept in touch with all of them\! ----- ### "Getting There\!" — 4.0/5 > **Carrie** | *13 de marzo de 2026* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: We did a lot of research prior to signing up with Charity Engine. The reason we chose them was because of their robust capabilities. We felt the had the most options in respect to our needs. > > **Puntos en contra**: Time to get fully up and running. It's been a bit of a process. Some delays did occur causing us to be behind our projected "go live" date. > > All in all, despite some speed-bumps, our experience (especially with \[sensitive content hidden\] , in the last few months) has been favorable. In my heart and soul, I truly believe that any issues we encountered previously were as a result of "growing pains" on the part of Charity Engine over the last year. Things are on track now and I am positive that Charity Engine is going to be exactly what we were hoping for in the near future. ----- Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/140745/charityengine?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/software/140745/charityengine) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados