General Features

General Features

Dashboards

Dashboards. Charts too. Get the details on your sites' users, transactions, and trends that drive your business and the project owners' ability to succeed. You're in the know and in control.

Social Media Ready

Manage “One Click Sign Up” from popular social media networks. (LinkedIn, Facebook, and Twitter). Share projects easily with a sharing bar after checkout and prominently placed on the project page. Use the "Embed" Widget to embed a project's tombstone on another website to drive free clicks to your portal.

Admin Backoffice

Intuitive navigation with the most complete set of standard features makes for managing your end-users, projects, contributors, and settings. On a single screen you can easily view statistics, trends, and monitor key portal activities. Track Transactions, Users, Activity, real-time project status. Approve or decline uploads, forms, projects, and much more.

Automation

Smart rules for project duration, minimum and maximum funding amounts, workflows, emails, and hundreds more, we have more options than anybody.

Notifications

Configure automatic transactional emails to send appropriate portal and project updates with ease. Customize your HTML emails with dynamic text and your logo/branding. Built-in messaging and update system in addition to the MailChimp marketing integration.

Mobile Ready

Whether your users use a tablet, smartphone, or PC, users will always have the ideal crowdfunding experience. Our default theme was designed from the ground up to be ready for any device using Bootstrap 3 (the latest mobile ready framework). All you need to do is add your logo and customize some text and pictures to go live on all devices.

Export Data

Export your users, project and transactions anytime so you can manage and filter your data as you need and then take action on the results.

YouTube & Vimeo integration

Embed video almost anywhere you want by cutting and pasting, videos have been proven to be highly effective in crowdfunding so we highly recommend them.

Professional Support

Our team of experts is ready to provide live support when you need us. Whether it’s technical, launch, or project management, CrowdEngine’s support teams are here to provide guidance when you need it, including on call 24/7 emergency support for any issue that persists past a predetermined amount of time.

Launch Support

CrowdEngine streamlines your portal launch by removing the learning curve normally associated with such a project. You will save time and money by utilizing our prove launch process designed to get you live as soon as possible (most clients launch in a couple weeks).


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Compliance

Compliance Engine™

- SEC & FINRA compliant
- Reg D 506(b) & 506(c), Reg A+, Reg CF ready
- Customizable Rules Engine

SEC/FINRA Proven

CrowdEngine customers have been through FINRA reviews and we're ready for your Broker-Dealer business or otherwise. We record of every activity, communication, and change made to your portal with serialized change and activity logs.

Investor Accreditation

Choose when and where you want to verify your investors accreditation and therefor ability to invest (depending on chosen regulation). We offer several methods to accredit investors using built in form, templates for download and signature, or 3rd party providers.

E-Signatures

Free Digital Signatures come integrated out of the box. We timestamp and record the IP address of our digital signatures for our integrated compliance forms. Docusign and other providers are also available. CrowdEngine lets you automate, capture, and store online documents in a variety of ways.

Identity Validation (KYC/AML)

We can recognize and verify ID cards, drivers licenses, passports in more than 190 countries for KYC/AML purposes. Investors can also skip and continue later if not prepared to do so during the investing process. ID validation uses third party services that may charge separate​ly.

Deal Screener

Optionally require Issuers to complete a submission questionnaire with questions you can customize, which you can deny or approve, which automatically gives them permission to create the offering on your Portal.

Custom Document Uploader

Require Investors to upload any custom file/document you wish that must be manually approved before an investment can be completed.

Residency Requirements

Choose to only show investments to residents of a certain state or country, require them to self certify their residency of a jurisdiction on signup, or during the investment process, or even upload a drivers license or passport.

Cool Off Periods

Require new users to wait X days before viewing or making an investment.

Anti-Money laundering (AML) Checks

You can conduct AML checks either traditionally or automatically via 3rd party services, we provide the tools you need based on your requirements.


Issuer Features

Issuer Dashboard

Investment Photo Gallery

OFAC Checks

Know Your Customer (KYC)

Anti-Money laundering (AML) Checks

Document Management

Track investor information

Investment updates


Investor Features

Investment Dashboard

Complete Investment reporting dashboard, track what investments you've made, how they are performing, related documents and earnings payments, and more ( updating Q2 2016)

Investment Profiles

Investors can have multiple investment profiles, including individual, entity and custodial profiles. Navigating and choosing your current profile is clear and easy, and confirmed prior to making any investment to avoid confusion.

Watch Lists

Investors can "watch" a project and then view it under their Investor dashboard under "Watchlist". Also, as an option, any public updates posted to the project will be sent to all followers.

Post comments / Ask Questions

Investors can post comments if allowed and ask questions for the Issuer which he may answer publicly or privately.


Admin Back Office

E-Signatures

E-Signatures come standard, with timestamp and IP address recording for every digital signature used with our built in compliance forms (residency verification, accreditation, income/net worth verification, etc.) We also support Docusign Integration for investment agreements.

Manage Accreditation

Choose when and where you want to verify your investors ability to invest on the portal. We offer several methods to accredit investors using built in features or 3rd party providers. (Self-accreditation, Uploaded accreditation, Accreditation Services)

Payment and Escrow Ready

- Online ACH/ bank payment processing
- Online escrow functionality
- Offline Payment Options

Moderator Access

Compliance officers and lawyers can easily review or supervise transaction on your portal using "moderator" access.

Project Approval Process

Require sponsors to fill out a questionnaire before they can list a deal, with approval each step of the way so you can manage compliance and quality control


Payment Options

ACH, Wire & Check Options

Crypto Payments

Online Payments

Traditional Payments ( Check & Wire)

CrowdEngine can provide the perfect solution. CrowdEngine Private Label solutions have hundreds of built in options so you can build the perfect funding portal without the technical headaches!


Overall

Multiple Fundraising Types On The Same Portal
Rewrite Any Copy, Content, Or Emails
Add Custom Fields
Add/Edit Fields, Pages And Emails In Html Or WYSIWYG Editor
Customizable, Mail-Merge, And Auto-Send Emails
Multiple Currencies
Multiple Languages And Translations
Add And Edit Project Categories
Multiple Payment Processors
Automatic Backups
Export Your Data
Api’s And Social Networks Built-In
Unlimited Campaigns

Admin Features

Dashboard
Site Dashboard With Top Site Trends
User Trends Reports
Campaign/Project Trends
User Dashboard
Contribution Dashboard
Project Dashboard
Track Your Commissions
Track Approved/Unapproved Projects
Track User Activity.
Track User Growth
Google Analytics Integration
Add/Edit Site Name
Add/Edit Site Tagline
Manage And Edit All Projects
Manage And Edit All Users
Manage And Edit All Projects
Manage And Edit All Currency
User Search
User Sort
User Email
User Sign-Up Date
View User Contributions
View User Campaigns
Update User Email
Update User Password
Edit User Bio
Update User Name
Delete User
Block User
User Bios – Rich HTML ready
User Campaigns
User Contributions
Signed-In User: User Settings
Signed-In User: Change Password
Signed-In User: Update Email
Signed-In User: Update User Name
Signed-In User: User Rewards
Signed-In User: Write Bio
Signed-In User: Sign-Up Date
Signed-In User: Delete Account
Customizable User Capture Data At Login
Allow Anonymous Donations (Site Hides Users Identity)
Single Sign On: Facebook, Twitter, LinkedIn

Design and Layout

Successful Campaign Banner
Logo Click Goes To Homepage
Browse Project Header Link
Start A Project Header Link
Search In Header
Change Language In Header (If Offering Multiple Languages)
User Login/Sign-Up In Header
Campaign Badge – Title
Campaign Badge – Campaign Creator Username
Campaign Badge – Description
Campaign Badge – Progress Bar
Campaign Badge Stats – Percentage Funded
Campaign Badge Stats – Amount Contributed
Campaign Badge Stats – Time Left
Remove “Powered By CrowdEngine” Badge
Footer: Customize All Html/CSS
Header: Customize All Html/Css
Add Your Own JavaScript
Content
Instant Update
Translation Ready
Change Only What You Need
Accepts Html
Add/Edit Pages In Html Or WYSIWYG Editor
Customizable Mail Merge
Customizable Auto-Mailer
Add/Edit Homepage Content
Add/Edit Pages
Add/Edit Terms And Conditions
Add/Edit Languages And Translations
Add/Edit Categories
Find Fully Drafted Faqs
Customize Your Site To 100% Your Specifications
Use Your Own Logo
Use Your Own Url
Remove “Powered By CrowdEngine” Footer
Add/Edit Header Html
Add/Edit Footer Html
Add/Edit Css
Add/Edit JavaScript
Add/Duplicate/Edit Themes
One-Click Theme Updates
Staff Picks Widget
Embeddable Widget
Your Own Favicon
Add/Edit Your Header Html
Add/Edit Your Footer Html

Email

Easily Add and Edit Emails To Match Your Brand
Email Admin When Campaigns Are Submitted
Edit Html Emails And Signatures
Edit User Sign-Up Welcome Email
Edit Campaign Update Email
Edit Campaign Comment Email
Edit Campaign Submission Email
Edit Campaign Approved Email
Edit Subjects Of Emails
Disable Sending Of Emails
Mail Merge – User Name
Mail Merge – Campaign Name
Auto-Email To Contributors – Campaign Ending Soon
Auto-Email To Contributors – Campaign Successful
Auto-Email To Contributors – Campaign Unsuccessful
Auto-Email To Contributors With Rewards On Successful Campaigns
Customize Reset Password Email
Email Confirmation
Thank You Page After Payment
Thank You Page: Large Facebook Share Button
Thank You Page: Large Twitter Share Button
Thank You Page: URL Link For Sharing

Pages

Add New Pages To Your Site In Html And WYSIWYG Editor
Update Header And Footer
Features – Pages
Add/Edit Any Page
Delete Page
Edit Page
Set Title
Set Subtitle
Set/Modify Links for Pages
Use As Terms Page
Hide Page
Categories
Add New Categories
Rename Categories
Reorder Categories
Delete Categories
No Maximum
Edit Categories
Add Sub Categories
Enable Multiple Categories On A Single Campaign

Campaigns

Campaign Title And Campaign Creator In Title Tag (For Seo)
Link To Campaign Creator’s Profile
Display Total Amount Raised
Display Total Contributions
Display Time Remaining
Info Bar: Campaign Style Description (All Or Nothing, Keep It All)
Info Bar: Campaign Status (Successful, Unsuccessful)
Facebook Share
Twitter Share
Url Share
About Text/Images
Never-Ending Campaigns
Updates From Campaign Creator
Campaign Contributors Emailed About Updates
Contributor List
Campaign Creator View Their Contributor’s Selected Rewards (Hidden To Others)
Campaign Creator View Their Contributor Emails (Hidden To Others)
Anonymous To Public Contributions
Enable Anonymous Comments
Campaign Creator Emailed About New Comments
Set/Remove Campaign Durations
Set Preferred Campaign Durations
YouTube Ready
Vimeo Ready
Facebook Single Sign On Ready
Twitter Single Sign On Ready
LinkedIn Single Sign On Ready
Add, Edit, Approve, And Deny Campaigns
One-Click Approve Campaigns
Hide Campaigns
Hide Campaigns Until X Donations
Release For User Editing
Project Faq Section