A Powerful Non-Profit Donor Engagement Solution

Upic's CRM Lite is a powerful donor relationship management system that gives your United Way team CRM software including campaign insights, pledge and payment reporting, and the marketing tools it needs to thrive. Dashboards are readily available with easy access providing real-time information into campaigns and all the details you need to fundraise successfully.

Helping United Ways Increase Community Impact

Powered by Salesforce.org Non-Profit Success Pack® (NPSP) which is in use by over 47,000 non-profits. CRM Lite's intuitive cloud-based interface adds United Way specific features such as donor designations and payouts, along with training and support. Its extensive integration with Microsoft Outlook and a full-featured mobile app puts powerful donor engagement and donor CRM tools in your non-profit team’s hands.

Upic Solutions Work Together
United Way Shared Products

CRM for Superior Donor Management

CRM Lite for United Ways is administered by Upic Solutions, so when you need expert support, we are a phone call away. You will get peace of mind on security management, help desk support and platform updates.

Integrated Online Giving

Integrated Online Giving powered by Salesforce.org Elevate® that allows you to create giving pages for various causes and campaigns. You can create campaigns where donors can easily donate online. Giving can be one-time or recurring. And it all integrates with CRM Lite – the leading CRM for United Ways!

Happy volunteer looking at donation box
Upic features and benefits

Wealth Engine

The industry's most accurate wealth intelligence is now delivered to you right in CRM Lite! Get a 360 view of your prospects including Wealth, Demographic, Real Estate, Contact & Giving insights resulting in improved engagement, and more successful fundraising.

CRM Lite - Features and Benefits:

Upic's CRM Lite donor engagement solution can help you be more strategic with information at your fingertips. United Ways say it saves them time, improves campaign management, and donor relations.

Insightful dashboards, reports, and live analytics

Real-time access to campaign status, ability to take action or change strategy mid-campaign

Workplace campaign management and engagement

Save time with campaign management and communicate easily with your contacts

Online Giving powered by Salesforce Elevate

Create workplace or individual campaigns where donors can easily donate through online giving pages.

Payment tracking

Instant information at your fingertips on payment status

Donor choice payout

Ensure donor preferences are followed with payments to the right organizations

Leadership tracking

Provides leadership donor information in an instant for easy reference

Affinity group tracking

Access affinity group donor engagement and fundraising, enabling both ‘big picture’ and group snapshots of all interactions

General ledger reporting

Save time with access to your transactions including pledges, payments, balances, and payout liabilities all in one place

Board management

Enhance board member relationships with accurate information on giving and engagement

Grant management

Easy to track the “Ask,” receipt, and deliverables of Grants

DB2 reporting

Simple to generate “out-of-the-box" DB2 reporting to fulfill United Way Worldwide annual membership requirements

The Upic team can help you

Discover how Upic can help your United Way.

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