CRM Support That Lets You Engage, Fundraise, and Deliver

Total CRM Solutions helps nonprofits plan and execute on a fundraising strategy and steward donors in a meaningful way.

CRM Tools Tailored for Nonprofit Fundraising Teams

Built to reflect the real-world needs of nonprofit operations, Upic’s CRM tools help your team track, report, and manage campaigns, without adding extra complexity.

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Insightful Dashboards & Reports

Access campaign status in real time, pivot strategy mid-campaign, and visualize outcomes for boards and funders.

Workplace Campaign Management

Organize contacts, monitor progress, and engage donors across employer partnerships.

Donor Choice Payouts

Track and fulfill designations to ensure every dollar reaches the intended recipient.

Payment & Pledge Tracking

Stay ahead of receivables, liabilities, and payout schedules, all from one interface.

Affinity & Leadership Donor Insights

Easily manage key segments and engage top supporters with accurate donor history and giving trends.

Grant & Board Management

Track asks, deliverables, and board interactions without jumping across platforms.

Tech That Supports the Way You Work

From giving pages to general ledger exports, Upic’s CRM support team helps your team work smarter, not harded.

Online Giving Integration: Create branded donation pages and connect them directly to CRM Lite and Donation Tracker.
DB2 Reporting: Get out-of-the-box reports that satisfy United Way Worldwide membership requirements.
Microsoft Outlook & Mobile Integration: Work from where you are, whether that’s your inbox or your phone.
Secure & Supported: We administer, maintain, and support your CRM so you don’t need a full-time admin to stay compliant.

Contact Our Team

Because CRM Should Empower, Not Overwhelm Your Team

With over 25 years of experience combined across a diverse range of expertise.

Built for Nonprofit Teams, Not Tech Teams

Pre-configured CRM platforms to match your staffing, goals, and bandwidth.

Built for Every Size, Aligned To Your Mission

Whether you’re a team of 3 or 30, we meet you where you are and grow with you.

Strategic and Tactical Help, Not Just Troubleshooting

Get support with reporting, segmentation, fundraising strategy, not just technical issues.

Operational Clarity, Not Confusion

Our CRM support is designed to bring visibility, structure, and confidence to your donor operations.

Technology Partnerships That Last

Bill Purcell, Crossroads United Way, CEO

…Pleased we are again with the professionalism, with the hospitality, with training, with the leadership and that’s just been wonderful so that we can then do our job and live our mission…

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“…Pleased we are again with the professionalism, with the hospitality, with training, with the leadership and that’s just been wonderful so that we can then do our job and live our mission about building community because that’s what we need to do not be stuck in the nitty-gritty of every day and be frustrated…”

Bill Purcell
Crossroads United Way, CEO

Bill Purcell
Crossroads United Way, CEO

Briattany Pruitt, United Way North Carolina, CEO

To our friends at Upic, we could not do our work without you. You are truly a part of our team, and we appreciate you so much. Thank you for everything that you do.

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“To our friends at Upic, we could not do our work without you. You are truly a part of our team, and we appreciate you so much. Thank you for everything that you do.”

Brittany Pruitt Fletcher
United Way of North Carolina, CEO

Brittany Pruitt Fletcher
United Way of North Carolina, CEO

We’re in the business of helping people, help each other. And having a company like Upic that knows United Way, that breathes United Way, it is very important.

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“…We’re in the business of helping people, help each other. And having a company like Upic that knows United Way, that breathes United Way, it is very important. You don’t have to take people off your mission to worry about IT. Now you have someone in IT that knows what your mission is.”

Carlos Molina
United Way Miami, CFO

Carlos Molina
United Way Miami, CFO