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ease
features
design
support

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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

Since its inception in 1987 as a provider of technological solutions, Zobrio has consistently distinguished itself from countless tech firms by exceeding expectations and delivering tangible results. This commitment to excellence has fueled our expansion in both customer base and organizational size. Currently, Zobrio remains dedicated to these founding principles, leveraging industry insights, technological prowess, and strategic business approaches to develop tailored solutions for local governments, nonprofits, and conventional enterprises. With government entities facing unparalleled financial and regulatory challenges, Zobrio offers specialized solutions that equip them to tackle these obstacles while implementing top-tier financial and IT systems. Meanwhile, nonprofit organizations are experiencing heightened scrutiny, and Zobrio's offerings help streamline operations, ensuring financial transparency and effective management that allows them to concentrate on fulfilling their missions. As we look to the future, our unwavering dedication to innovation and client satisfaction will continue to guide our efforts in addressing the evolving needs of all sectors we serve.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Zobrio

Country

United States

Website

zobrio.com

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

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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