Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
LinkedIn
No
Microsoft 365
No
Microsoft Azure
No
Microsoft Dynamics 365
No
Microsoft Power Platform
No
Integrations
LinkedIn
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
Microsoft Power Platform
Yes
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
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
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
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
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No