See a detailed breakdown of our key features

Address checker

Consolidated 360 donor view

In-depth account insights

Granular contact preferences

Custom forms & fields

Add organisation types

Set donor touchpoints

Merge accounts

Detailed account search criteria

Recency/Frequence Model (RFM)

Set fund dimensions

Create bespoke donation items, projects or funds

Set custom pricing rules

Donation statements

Edit donation allocations

Access key payment information

Full pledge management

Card payment integration 

Payment integration - Direct debit

Cash & cheque payment integration

Agency income payment integration

Create lists across a number of entities

Connect lists to tasks

Connect lists to email services

List auto-refresh

Downloads via Excel and CSV formats

Permissions set on each list

List connection health screen

Create & share list folders

Send emails from within Engage

Create unique, branded PDF templates

Send SMS messages

Configure print queues

Group print batches automatically

Set automated triggers

Set custom privacy statements

Upload shared assets

Dedicated outboxes 

Advanced financial reporting

Direct Debit management

Submit Gift aid claims

Submit and approve refunds

Manage Pay in and Deposits

Direct Debit reporting

Sage & Xero converter

Storage of all transaction data

Power BI reporting across key entities

Create custom power BI reports

Set bookmarks for key reports

Custom income analysis report

Estimated future regular giving

Comparative analytics

Pin visuals to your dashboard

Set granular permissions for sharing

Create custom import templates

Import multiple entity types

Utilise pre-defined templates

Intelligent data import matching

Web integration

Create transforms 

Data verification resolve screen

Connect both CSV and JSON 

Advanced custom validation 

Create new tasks

Link tasks to data types

Task assignment and sharing with team

Create bulk tasks from lists

Search all tasks in a single view

Prioritise tasks based on importance

Add notes to tasks 

Set user roles

Apply permissions to roles 

Dedicated admin management

Deactivate users

Block users from future registration

Stripe

Opayo

Bambora

Worldpay

GoCardless

Smart Debit

Mailchimp

Sendgrid

Loqate

Fetchify

3CX

BACS Direct Debit (UK)

WorldLine

Square Terminal