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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 SOLUTIONS

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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