Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • DonorPerfect Fundraising Growth Platform Reviews & Ratings
    2,229 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,425 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    132 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,171 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    16 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,454 Ratings
    Company Website
  • Visual Visitor Reviews & Ratings
    250 Ratings
    Company Website
  • Lofty Reviews & Ratings
    401 Ratings
    Company Website
  • BetterWorld Reviews & Ratings
    73 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    9,644 Ratings
    Company Website

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 Bloomerang CRM?

Bloomerang CRM stands out by combining simplicity, affordability, and completeness—empowering you to build stronger relationships, retain more donors, and raise more with confidence.

Media

Media

Integrations Supported

360MatchPro
Aplos
Charityproud
Constant Contact
DonorSearch
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
StratusLIVE
Tessitura
Total Community Manager
Zapier

Integrations Supported

360MatchPro
Aplos
Charityproud
Constant Contact
DonorSearch
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
StratusLIVE
Tessitura
Total Community Manager
Zapier

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

Bloomerang

Date Founded

2012

Company Location

United States

Company Website

bloomerang.com

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

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Popular Alternatives

iwave Reviews & Ratings

iwave

Kindsight

Popular Alternatives

GiveLife365 Reviews & Ratings

GiveLife365

Alphavima Technologies Inc