Diligencify vs. WealthEngine Comparison Chart

Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets. Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity. As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships. Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger.

DonorPerfect is the nonprofit platform that makes it easy to do good. In a single system, development teams can make better decisions, build meaningful connections, and boost revenue by 25% in the first year. From solicitation to stewardship, DonorPerfect is known for its simple tools that drive community impact. Any size organization can manage contacts, automate tasks, analyze trends, measure progress, and share updates—all from one reliable source, and with top-rated support. Trusted by 75,000 nonprofit professionals, DonorPerfect makes it easy to do good. From sustaining your mission to simplifying daily tasks, DonorPerfect provides an all-in-one system for fundraising success, support, and sustainability. Out of the box, DonorPerfect includes powerful features like Constant Contact email marketing, advanced custom reporting, and automated donor management, allowing nonprofits to make informed decisions and meaningful connections.

Designed specifically for nonprofit organizations and membership associations, Neon CRM is a constituent management platform that offers a comprehensive view of supporters and members, which allows you to engage more meaningfully and bring in more revenue. With Neon CRM you can easily manage fundraising campaigns, events, communications, and more, while gaining valuable insights into your organization through intuitive reporting and administrative tools. Create an enhanced and memorable generosity experience with unlimited forms and templates, popular payment methods, and personalized emails. Streamline your organization's processes by automating email marketing, workflows, volunteer management, and payment processing, so that you can spend less time on administrative tasks, and focus more on driving your mission forward.

Choose from hundreds of beautiful invoice templates to create and send custom invoices. Add a professional touch to your invoices by uploading your business logo. Add a personal touch with your own signature. Keep track of invoices on both desktop and mobile devices. Get paid instantly when using one of the supported payment gateways. Go green and avoid printing invoices on paper by emailing them directly to your customers. Creating an account is free and there is no cost for invoicing a combined total of $1000 worth of invoices every 30 days. Sign up today and start invoicing easier with Invoice Home.

Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.

Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.

Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization. By empowering teams to strategically allocate resources and accelerate high-priority initiatives, Portfolios helps organizations adapt to change and respond to shifting market demands with greater agility. It increases speed-to-value, improves responsiveness, and ensures that every strategic investment delivers measurable business impact. To support end-to-end work orchestration, Planview Portfolios provides robust, comprehensive capabilities across five key pillars that work together to drive organizational success — Strategy, Planning, Execution, Analytics & Reporting, and AI.

netTerrain is an automated and interactive visual diagraming and reporting solution that renders real-word views of your entire IT ecosystem—from data centers to networks, fiber, and cloud. netTerrain's interactive maps and reports replace scattered documentation and guesswork with clarity: cut costs, troubleshoot faster, prevent downtime, reduce field visits, and instantly find and share vital information. You get high-level overviews and details on capacity, power, security patches, work orders, and more. With actionable insights, you can now visualize and understand any element in your IT ecosystem and make the correct business decisions every time!

EZO AssetSonar is a comprehensive IT asset management platform that provides real-time visibility into your entire digital infrastructure. Track and optimize hardware, software, and license management to reduce risks, control IT spend, and improve compliance. With powerful features like software discovery, license tracking, and software normalization, EZO AssetSonar helps businesses overcome challenges such as SaaS sprawl, shadow IT, and redundant software licenses. Seamlessly integrating with leading ITSM tools like Jamf, Zendesk, Intune, and SCCM, AssetSonar simplifies workflows and ensures continuous monitoring of your technology ecosystem. Automating manual tasks and consolidating data from diverse sources enables IT teams to focus on strategic initiatives while maintaining control and compliance. Optimize your IT asset lifecycle, boost efficiency, and make smarter technology purchasing decisions with EZO AssetSonar’s powerful IT asset management capabilities.

Inspire Software is a unified strategy execution and performance platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, performance management, and employee engagement in one system, Inspire gives leaders real-time visibility and helps every employee understand how their work drives success. With Inspire, executives gain clarity on progress against strategic initiatives, managers can align teams quickly, and employees stay motivated through built-in coaching, recognition, and feedback tools. The platform streamlines alignment, accountability, and execution so strategy moves from planning to measurable impact—faster and more predictably. Key capabilities / benefits include: • Unified OKR and goal management with AI-assisted creation and alignment • Real-time dashboards to track performance and surface risks early • Engagement, feedback, and recognition embedded into daily workflows • Performance / development