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Description
Created with the needs of United Ways in mind, Donation Tracker is an effective CRM software that aids in the efficient management of fundraising campaigns at a low cost. It boasts features such as integration capabilities with Constant Contact and a financial interface compatible with QuickBooks. Originally developed by Cascade Data Solutions, it was acquired by Upic Solutions in 2020, uniting their expertise in the non-profit sector along with a shared customer base within the United Way community. This merger has allowed the two organizations to leverage their strengths and enhance the quality of donor engagement software tailored for United Ways. By combining their resources, they are now strategically equipped to boost charitable contributions and enhance the impact on local communities. This collaboration not only aims to improve operational efficiency but also to foster stronger relationships between donors and the organizations they support.
Description
The cornerstone of your new residence is grounded in the Common Data Model for Nonprofits (CDM), a transformative force in nonprofit technology. Envision it as a shared dialect tailored for the nonprofit sector; when paired with the Dataverse, which serves as the data conduit within Microsoft Cloud for Nonprofit, it allows organizations to operate within a cohesive environment where every aspect of their operations on the CDM can seamlessly communicate, eliminating data silos. By integrating various data sources from throughout the organization, the cloud empowers nonprofits to harness the full potential of their data, thereby enhancing mission effectiveness. This cloud service designed specifically for nonprofits expedites the realization of value by leveraging the capabilities of Microsoft Azure, Microsoft Power Platform, Microsoft 365, Microsoft Dynamics 365, and LinkedIn. All these elements are unified by the CDM, constructed on a foundation of security and compliance. Furthermore, this integrated approach not only streamlines processes but also fosters collaboration and innovation within the nonprofit landscape.
API Access
Has API
API Access
Has API
Integrations
LinkedIn
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power Platform
Integrations
LinkedIn
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power Platform
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Upic Solutions
Founded
2001
Country
United States
Website
upicsolutions.org/shared-products/donation-tracker/
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
missioncrm.ca
Product Features
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
Product 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
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
