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About

Simplify the complex world of online fundraising with the CharityEngine all-in-one CRM. Fundraising becomes seamless with our nonprofit CRM The intuitive design helps nonprofits manage their online donations. We make it easy to put up branded online forms with secure, PCI-certified payment processing, create automated donor thank you emails and even set up gift matching. Show your donors you care with the latest in nonprofit CRM technology.

About

No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your clientโ€™s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. Weโ€™re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofit and Charitable organizations

Audience

Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$100/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CharityEngine
Founded: 1999
United States
www.charityengine.net

Company Information

PlanStreet
Founded: 2017
United States
www.planstreet.com

Alternatives

Alternatives

NewOrg

NewOrg

NewOrg Management System
Charityproud

Charityproud

Alboddo Technology
CharityTracker

CharityTracker

Simon Solutions
Foothold

Foothold

Foothold Technology
InfoFlo

InfoFlo

InfoFlo Solutions Inc
FAMCare Human Services

FAMCare Human Services

Global Vision Technologies

Categories

Categories

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management Features

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management Features

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Foster Care Features

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Medical Billing Features

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Mental Health Features

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management Features

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Integrations

Microsoft Outlook
Microsoft Power BI
PayPal
QuickBooks Online
360MatchPro
Authorize.Net
Blackbaud Raiser's Edge NXT
Facebook
FedEx Ship Manager
Fiserv Engagement Advantage
Google Drive
Google Maps
Microsoft Dynamics SL
Microsoft Excel
Microsoft Teams
OpenText Content Management (Extended ECM)
QuickBooks Online Advanced
Symantec Asset Management Suite
UPS Ready
X (Twitter)

Integrations

Microsoft Outlook
Microsoft Power BI
PayPal
QuickBooks Online
360MatchPro
Authorize.Net
Blackbaud Raiser's Edge NXT
Facebook
FedEx Ship Manager
Fiserv Engagement Advantage
Google Drive
Google Maps
Microsoft Dynamics SL
Microsoft Excel
Microsoft Teams
OpenText Content Management (Extended ECM)
QuickBooks Online Advanced
Symantec Asset Management Suite
UPS Ready
X (Twitter)
Claim CharityEngine and update features and information
Claim CharityEngine and update features and information
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Claim PlanStreet and update features and information