Behind Every Impactful Nonprofit Is a Strong Operational Backbone

We simplify your CRM systems and workflows, so your team can stay focused on impact, backed by service you can trust and systems that grow with you.

Versatile and Purpose-Built Professional Services for Nonprofits

Whether you’re wearing 10 hats or managing 10 departments, we adapt our services to match your systems, team, and mission stage.

Improve Your Professional Services

CRM Implementation & Configuration

Setup and customization for CRM Lite, Donation Tracker, Andar, and Community Connect
Donor segmentation, designation tracking, and campaign structure
Platform integrations with finance and online giving tools

Data Management & Reporting

Data imports and cleanup
Duplicate prevention and data accuracy checks
Custom dashboards and DB2 reporting for campaigns and board updates

Strategic CRM Support

Enhanced and strategic support packages for ongoing guidance
Report building, trend analysis, and strategic consultation
Staff training to help your team get the most from your CRM

One-Off Projects & Specialized Requests

Data pulls and complex reporting for audits or external stakeholders
Temporary project support during peak campaign periods
Hands-on help for unique configuration or migration needs

Flexible Services For Every Project

From quick data fixes to full lifecycle CRM strategy, we meet you where you are and scale support as your needs grow.

Multi-Platform Expertise: We support multiple CRM tools to match the systems you already use.
Tailored to Org Size: We work with nonprofits as small as 2 employees and nonprofits with 100+ staff.
Start-To-Finish Project Management: We handle full projects or provide specific expertise to back up your team.

Let’s Plan Your Next Project

Measurable Outcomes. Transparent Processes. Trusted Support.

We’re more than a help desk. We’re a partner who understands nonprofit fundraising, data complexity, and operational challenges.

United Ways Legacy Experience

Donor designation tracking, campaign timing, and reporting designed for your network.

We Don’t Just Fix Issues

Strategic guidance to help you plan and improve, not just patch problems.

Audit-Ready
Data

Reporting and record-keeping that makes audits simpler and faster.

Cross-Department Support

We work with IT, marketing, fundraising, and finance, not just database managers.

Nonprofits That Trust Upic’s Professional Services

From small nonprofits to large United Ways, teams across North America rely on Upic for CRM stability, campaign insights, and project execution.

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

ARE YOU READY FOR EFFICIENCY AND EXPERT SUPPORT?

Enhance Your Mission With Trusted Nonprofit Expertise.

We’ll streamline your processes, enhance reporting, and free your team to focus on driving impact.

Schedule a Free Consultation

CRM and Data Management Insights That Drive Results

Practical resources on campaign data cleanup, reporting best practices, CRM optimization tips, and strategic guidance to help nonprofits get more value from their systems.

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