Case Studies
Learn why our charity partners chose Engage
Innovative technology
Care and collaboration
Accessible for all
Includes:
Donation Management
Effortlessly manage every donation for maximised impact
Reporting & Analytics
Comprehensive data reporting & analytics for enhanced strategic planning
Financials
Streamline your Charity’s financial management with ease
Everything in Standard (see below)
Get all features mentioned in Standard package
Everything in Essential +
Multi-currency
Provide multiple donation options in donors’ preferred currencies
Sponsorships
Streamline the management of thousands of donor-to-beneficiary relationships
Analytics
Unlock actionable insights to drive smarter decisions
Starting from
Price exc. VAT
Everything in Growth +
Feedback Projects
Track and update donors on one-off mini projects from start to finish
Advanced Import
Replace manual data entry with automated data workflow
Call Centre
Fully integrated inbound and outbound call centre management
Account Management
Effortless donor account management for stronger relationships
Onboarding is the process of setting up the Engage CRM to meet your specific needs and preferences. It includes data cleansing, data migration, configuring the system, training and more. We have different onboarding packages based on your budget. Contact us for more details.
Our pricing is based on your annual income, and we review it each year to ensure it remains affordable as your organisation grows. As we regularly add new features, you'll continue to receive increasing value to support your charity's development.
Donor management
Essential
Growth
Comprehensive
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)
Donations
Essential
Growth
Comprehensive
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
Reporting
Essential
Growth
Comprehensive
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
Communications
Essential
Growth
Comprehensive
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
Finance
Essential
Growth
Comprehensive
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
Analytics
Essential
Growth
Comprehensive
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
Data Import
Essential
Growth
Comprehensive
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
Task management
Essential
Growth
Comprehensive
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
Roles & permissions
Essential
Growth
Comprehensive
Set user roles
Apply permissions to roles
Dedicated admin management
Deactivate users
Block users from future registration
Integrations
Essential
Growth
Comprehensive
Stripe
Opayo
Bambora
Worldpay
GoCardless
Smart Debit
Mailchimp
Sendgrid
Loqate
Fetchify
3CX
BACS Direct Debit (UK)
WorldLine
Square Terminal
Sponsorships
Essential
Growth
Comprehensive
Accommodate multiple sponsorship schemes
Customisable beneficiary information
Donor to beneficiary synchronisation
Fixed term vs Open sponsorships
Auto-generated PDF packs and reports
Track donations and fund balances
Generate transfer lists
Add sponsorships components
Extensive sponsorship reporting
Transfer and end sponsorships
Feedback projects
Essential
Growth
Comprehensive
Create multiple feedback schemes
Auto-generated PDF packs and reports
Final report approval checker
Customisable feedback info
Bulk instruction mechanism
Log of all events in project lifecycle
Automated allocation from the website
Call centre
Essential
Growth
Comprehensive
Manage inbound and outbound
Custom dialler for agents
Team management
Shift management
Track call durations
Income vs target tracker
Create custom campaigns
Integrated with Engage lists
Scheduled Giving
Essential
Growth
Comprehensive
Create custom scheduled giving campaigns
Custom payment dates and amounts
Set campaign date lengths
Create custom splits (x1.5, x2, x3 etc)
Dedicated Website
Essential
Growth
Comprehensive
Dedicated Umbraco CMS
Full integration with the Engage CRM
Multi-donation checkout
Unique block creator
Hosted on the N3O infrastructure
Regular updates on Umbraco platform
Single donations
Regular & Scheduled donations
Utilise multiple payment gateways
Integrated Crowdfunding (upcoming)
Essential
Growth
Comprehensive
Create custom fundraising pages
Direct integration and settling in Engage CRM
Donation items linked to Engage CRM
Customise fundraising page look and feel
Dedicated donation basket
Upsell option
Administration contribution
Ability to link teams and fundraisers
Donor portal (upcoming)
Essential
Growth
Comprehensive
Donors provided a custom platform
Review donation history
Allow donors to make custom donations
Set up regular giving plans
Review sponsorship and feedback projects
Create crowdfunding pages
Utilise a zakah calculator
Add/edit gift aid preferences
Update contact preferences
Donation widgets (upcoming)
Essential
Growth
Comprehensive
Dedicated form builder
Set custom price points
Donation items synced from Engage CRM
Upsell option
Additional admin fund selector
Multi-basket checkout feature
Add logo and custom colour schemes
Real-time integration in the Engage CRM
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”For the Muslim charity sector in particular, Engage is innovative, with customer service and after-care that’s spot-on and responsive. It’s refreshing to see an organisation like N3O continuously looking to improve, always self-reflecting and striving to get better.
I’d much rather partner with a company like that than one stuck in the same ways for years.”
Onboarding costs depend on factors such as data migration, data quality, integrations required, and additional features chosen. After an initial discussion, we’ll provide a tailored quote.
Core functionality updates are included in your monthly plan at no additional cost. However, if we develop entirely new features (e.g., call centre), there may be an additional charge, communicated in advance.
We regularly develop new features and have a public roadmap for charities to view and contribute to. Custom functionality may be considered for an additional fee, but approval depends on priority and feasibility.
Yes, support is included at no extra cost. Our customer support team is available from 9 AM to 5 PM, Monday to Friday, for assistance with bug fixes and reasonable requests.
For organisations with an income below £250,000, support is available via email only.
Our default billing cycle is monthly via direct debit. However, you can opt to pay annually upfront, which offers a 5% discount on the yearly price.
Yes, our minimum term is 1 year, with automatic renewal at the end of each term.
Need help picking a plan? You can always test our features for free or book a personalised demo.
Get in touch for a demo focused on your charity's needs or begin a free trial today.