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Modern Donor Management for United Ways - CRM Lite (Upic Connect)
This session will be a live demo of CRM Lite and how it works, including:
* Overview of CRM Lite
* Campaign Dashboards and Reporting
* Donor Engagement

CRM Lite

Upic's CRM Lite (rebranded from Upic Connect) is a modern donor management system for United Ways. Built on the Salesforce platform, and targeted at United Ways with small-to-mid sized campaigns, CRM Lite allows you to replace your current donor management system with a cloud-based donor-first solution. CRM Lite is in use today by United Ways, with integrated processing end-to-end. CRM Lite is a modern, affordable donor management system that is available today.


Upic is the leading provider of Shared Services for United Ways. Operating exclusively for United Ways we understand your needs and bring a unique perspective to your organization. We can help you move faster.

Upic Solutions is a 501(c)3 non-profit service organization for United Ways.
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