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What is WealthEngine?

The WealthEngine Platform distinguishes itself within the market by offering unmatched wealth intelligence and advanced prospect research tools. By leveraging this platform, you gain critical insights that facilitate the identification, understanding, and efficient connection with high-net-worth prospects. With WealthEngine 9, you will achieve an exceptional comprehension of your prospects, donors, and clients through its cutting-edge features, which harness machine learning to sift through an impressive half a trillion data points. This meticulous analysis generates 250 million pre-scored profiles, updated over 5 million times weekly, that provide extensive insights into an individual's potential engagement, financial status, and propensity to support your organization, all available through an API. By employing insights from the innovative donor pyramid and wealth modeler, you can pinpoint your most promising prospects and growth opportunities while effectively categorizing your contacts. Furthermore, you can refine your outreach strategy by tailoring communications based on diverse criteria such as net worth, giving potential, historical donation behaviors, investible assets, and spending habits, all seamlessly integrated within your CRM system. This holistic methodology not only optimizes your engagement initiatives but also significantly boosts the likelihood of fruitful interactions, ensuring that your organization can maximize its impact and reach.

What is Blackbaud CRM?

Blackbaud CRM™ provides an advanced customer relationship management solution specifically designed for large and enterprise-scale nonprofit organizations. This system combines exceptional expertise in the nonprofit arena with cutting-edge fundraising and CRM technology, as well as integrated analytics, multichannel marketing, and data mining services, all focused on enhancing the relationships that larger nonprofits cultivate with their supporters. By tapping into Blackbaud’s extensive fundraising acumen, this all-encompassing CRM solution empowers organizations to significantly boost their fundraising initiatives. It effectively tackles various communication and fundraising obstacles through a cohesive strategy that encompasses online donations, peer-to-peer fundraising, multichannel marketing, database segmentation, and optimal web design. Blackbaud CRM’s integrated prospect research tool, ResearchPoint™, helps eliminate uncertainties by revealing essential insights into wealth potential and philanthropic giving trends, ultimately propelling your mission with assurance. Additionally, this array of tools equips nonprofits with the flexibility to navigate evolving circumstances while fostering strong, productive connections with their donors, ensuring sustainable growth and impact over time.

Media

Media

Integrations Supported

Active Directory
Activepieces
AlmaShines
Boundless Fundraising
CallHub
Charityproud
Chief
ClickBid
DATABASICS Time & Expense
Eventgroove
Extempore
Flint
Mazaal AI
PairSoft
Rosterfy
SkyStem ART
StatusGator
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

Active Directory
Activepieces
AlmaShines
Boundless Fundraising
CallHub
Charityproud
Chief
ClickBid
DATABASICS Time & Expense
Eventgroove
Extempore
Flint
Mazaal AI
PairSoft
Rosterfy
SkyStem ART
StatusGator
StratusLIVE
Tessitura
Total Community Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

Blackbaud

Date Founded

1999

Company Location

United States

Company Website

www.blackbaud.com/products/blackbaud-crm

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management

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

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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

Grant Management

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

Nonprofit

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

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