Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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

Fundraising

Alumni Management Yes 
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 Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management Yes 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management No 

Product Features

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Alternatives

Alternatives

ShelbyNext Financials Reviews

ShelbyNext Financials

Shelby Systems