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Description

A cohesive suite of data and software solutions designed specifically for Democratic and Progressive organizations is now available. This system offers a range of tools for fundraising, communication, advocacy, customer relationship management, and compliance reporting, all seamlessly integrated with smart data and services. It provides an all-encompassing platform that enhances relationship-building, improves communication, increases fundraising efforts, mobilizes supporters, and fosters organizational growth to drive progressive change. More than a thousand organizations rely on BlueUtopia to assist them in their efforts to connect, raise funds, and achieve victory. Our mission focuses on transforming the execution of social and political campaigns, aiming for a substantial edge through enhanced operational effectiveness. By delivering robust, user-friendly, and cost-effective technology and data solutions, we aspire to empower Democratic and Progressive campaigns at every level, ensuring they are equipped to create a lasting impact. Through our innovative approach, we envision a future where progressive movements can thrive and inspire change more effectively than ever before.

Description

VISION is a highly adaptable CRM and Management Information System designed to facilitate the operation of your business effectively. Serving as a comprehensive data hub, it integrates quality management, project management, and financial management seamlessly in real-time, all on a single screen. This robust Custom CRM and Management Information System consolidates all your business data and controls within one centralized platform. The modules and dashboards of VISION can be tailored to meet the specific needs of your organization, allowing for efficient management of customer contacts, supplier relations, and sales planning. Additionally, you can synchronize emails with Outlook, monitor your email marketing efforts, and generate quotes and invoices effortlessly. Furthermore, VISION empowers you to oversee large-scale projects and manage distinctive quality systems throughout the entire organization, ensuring streamlined operations and enhanced productivity. Ultimately, with VISION, businesses can achieve a higher level of control and insight into their operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Blue Utopia

Founded

2004

Country

United States

Website

www.blueutopia.com

Vendor Details

Company Name

PSP

Founded

2008

Country

United Kingdom

Website

www.visioncrmsystems.com

Product Features

Advocacy

Advocate Management No 
Campaign Management No 
Customer Advocacy No 
Event Triggered Actions No 
Forms Management No 
Legislation Tracking No 
Petition Management No 
Political Advocacy No 
Rewards Program No 
Social Engagement No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management No 
Grant Management No 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements No 
Recurring Donations Yes 
Volunteer Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys Yes 
Drip Campaigns No 
Dynamic Content Yes 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management No 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Fundraising

Alumni Management No 
Auction Management No 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management No 
Gift Matching Management No 
Grant Management No 
Membership Management No 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Political Campaign

Campaign Analysis No 
Conservative No 
Contact Management Yes 
Contribution Tracking Yes 
Demographic Data Yes 
Donor Targeting Yes 
Email Marketing Yes 
Event Calendar Yes 
Fundraising Management Yes 
Mapping No 
Non-Partisan No 
Online Payment Processing Yes 
Progressive No 
Staff Management No 
Volunteer Management No 
Voter Database Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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