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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Nonprofit and Charitable organizations

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Version Not Supported
Free Trial Not Supported

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

Pros & Cons from Real Users

Pros

  • The software has wide variety of tools in helping NGOs pave their way to their goals. Changes can be easily made and searching for donors is made easier than ever.

Cons

  • Customer service should be improved as customer relationship management have been more important than ever. Especially to retain customers and searching time can be improved.

Pros & Cons from Real Users

Pros

  • Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision.
  • Amazing features and user-friendly software. It is easy to navigate. Support service is always available.

Cons

  • New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation.
  • Not till now. I had some problems in understanding the new software but their team was supportive.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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

Advocacy Supported
Fundraising Supported
Grant Management Supported
Nonprofit Supported
Public Affairs Supported

Categories

Donation Management Features

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

Grant Management Features

Compliance Management Supported
Contract Management Supported
Grant Application Management Supported
Grant Award Tracking Supported
Grant Opportunity Search Not Supported
Self-Registration Not Supported

Fundraising Features

Alumni Management Not Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Not Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Not Supported
Recurring Giving Supported
Volunteer Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Not Supported
Donor Database Not Supported
Event Management Not Supported
Gift Management Not Supported
Grant Management Supported
In-Kind Donations Not Supported
Matching Donations Not Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Not Supported
Receipts / Statements Supported
Recurring Donations Not Supported
Volunteer Management Supported

Grant Management Features

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

Foster Care Features

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

Medical Billing Features

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

Mental Health Features

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

Patient Case Management Features

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

Social Work Case Management Features

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

Integrations

Microsoft Outlook Supported
Microsoft Power BI Supported
PayPal Supported
QuickBooks Online Supported
Authorize.Net Supported
Blackbaud Raiser's Edge NXT Supported
Elation Health Not Supported
Facebook Supported
FedEx Ship Manager Supported
Google Analytics Supported
Google Maps Supported
Microsoft Dynamics SL Supported
Microsoft Teams Not Supported
OpenText Content Management (Extended ECM) Not Supported
QuickBooks Online Advanced Supported
Stripe Not Supported
Symantec Asset Management Suite Supported
Typeform Supported
UPS Ready Supported
X (Twitter) Supported

Integrations

Microsoft Outlook Supported
Microsoft Power BI Supported
PayPal Supported
QuickBooks Online Supported
Authorize.Net Not Supported
Blackbaud Raiser's Edge NXT Not Supported
Elation Health Supported
Facebook Not Supported
FedEx Ship Manager Not Supported
Google Analytics Not Supported
Google Maps Not Supported
Microsoft Dynamics SL Not Supported
Microsoft Teams Supported
OpenText Content Management (Extended ECM) Supported
QuickBooks Online Advanced Not Supported
Stripe Supported
Symantec Asset Management Suite Not Supported
Typeform Not Supported
UPS Ready Not Supported
X (Twitter) Not Supported
Claim CharityEngine and update features and information
Claim CharityEngine and update features and information
Claim PlanStreet and update features and information
Claim PlanStreet and update features and information