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Description
CharityEngine CRM simplifies the complicated world of online fundraising. Our nonprofit CRM makes fundraising easy. The intuitive design allows nonprofits to manage their online donations. Our CRM makes it easy to create branded online forms, secure, PCI-certified payments processing, and automated donor thank you emails. We even make it possible to set up gift matching. The latest in CRM technology for nonprofits will show your donors that you care.
Description
No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency.
PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected.
It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
Microsoft Power BI
Yes
PayPal
Yes
QuickBooks Online
Yes
Authorize.Net
Yes
Blackbaud Raiser's Edge NXT
Yes
Elation Health
No
Facebook
Yes
FedEx Ship Manager
Yes
Google Analytics
Yes
Integrations
Microsoft Outlook
Yes
Microsoft Power BI
Yes
PayPal
Yes
QuickBooks Online
Yes
Authorize.Net
No
Blackbaud Raiser's Edge NXT
No
Elation Health
Yes
Facebook
No
FedEx Ship Manager
No
Google Analytics
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CharityEngine
Founded
1999
Country
United States
Website
www.charityengine.net
Vendor Details
Company Name
PlanStreet
Founded
2017
Country
United States
Website
www.planstreet.com
Product Features
Advocacy
Advocate Management
No
Campaign Management
No
Customer Advocacy
No
Event Triggered Actions
No
Forms Management
No
Legislation Tracking
No
Petition Management
No
Political Advocacy
No
Rewards Program
No
Social Engagement
No
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
No
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
No
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
No
Self-Registration
No
Nonprofit
Accounting
No
Committee Management
No
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
No
Donor Database
No
Event Management
No
Gift Management
No
Grant Management
Yes
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
No
Receipts / Statements
Yes
Recurring Donations
No
Volunteer Management
Yes
Foster Care
Adoption Management
Yes
Automated Reminders
Yes
Available Families Database
Yes
Case Management
Yes
Checklists
Yes
Child Intake
Yes
Education Requirements Tracking
Yes
Family Portal
Yes
Foster to Adopt
Yes
Online Applications
Yes
Online Licensing Forms
Yes
Payments Tracking
Yes
Placement Management
Yes
Reporting
Yes
Respite Credits Tracking
Yes
Treatment Management
Yes
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
Yes
Self-Registration
Yes
Medical Billing
Claims Processing
Yes
Claims Scrubbing
Yes
Code & Charge Entry
Yes
Compliance Tracking
Yes
Customizable Dashboard
Yes
Dunning Management
Yes
Invoice History
Yes
Patient Eligibility Checks
Yes
Practice Management
Yes
Quotes/Estimates
Yes
Remittance Advice
Yes
Mental Health
Appointment Reminders
Yes
Appointment Scheduling
Yes
Assessment & Treatment Plans
Yes
Billing & Invoicing
Yes
Claims Management
Yes
E-Prescribing
Yes
EDI
Yes
EMR / EHR
Yes
HIPAA Compliant
Yes
Inpatient / Residential
Yes
Multi-Provider Practice
Yes
Patient Portal
Yes
Personnel Management
Yes
Progress Notes
Yes
Single Provider Practice
Yes
Patient Case Management
Activity Tracking
Yes
Assessment Notes
Yes
Billing & Invoicing
Yes
Calendar Management
Yes
Candidate Identification
Yes
Case List Management
Yes
Eligibility Verification
Yes
HIPAA Compliant
Yes
Medical History Records
Yes
Patient Records
Yes
Referral Management
Yes
Treatment Planning
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes
