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What is Zobrio Cash Management?

Founded in 1987, Zobrio has set itself apart from numerous technology companies by not only meeting but often surpassing client expectations through the delivery of impactful results. This steadfast commitment to excellence has been a driving force behind our growth in both clientele and organizational capacity. Presently, Zobrio is devoted to upholding these foundational principles by utilizing deep industry knowledge, advanced technology, and strategic business methodologies to create customized solutions for local governments, nonprofits, and traditional businesses. As governmental organizations grapple with unprecedented financial and regulatory hurdles, Zobrio provides expert solutions designed to empower them in overcoming these challenges while implementing superior financial and IT systems. In addition, as nonprofit organizations face increased scrutiny, Zobrio’s services streamline their operations, ensuring financial transparency and effective management, enabling them to devote more energy to their core missions. Looking ahead, our relentless pursuit of innovation and commitment to customer satisfaction will remain pivotal as we adapt to the changing demands of the diverse sectors we support, ensuring that we remain a valuable partner in their success. Through ongoing collaboration and a focus on tailored approaches, we aim to foster long-lasting relationships with those we serve.

What is Donation Tracker?

Designed specifically for the needs of United Ways, Donation Tracker serves as a cost-effective CRM solution that streamlines the management of fundraising initiatives. It features seamless integration with Constant Contact and a financial interface compatible with QuickBooks, enhancing its functionality. Originally developed by Cascade Data Solutions, the software was acquired by Upic Solutions in 2020, merging their expertise and customer bases within the United Way network. This collaboration has strengthened their collective capabilities, allowing them to improve donor engagement software specifically for United Ways. By pooling their resources, they are well-positioned to increase charitable donations and make a more significant impact on local communities. The partnership not only focuses on boosting operational efficiency but also emphasizes the importance of nurturing robust relationships between donors and the organizations they support, ensuring that both parties benefit from a more engaged giving experience. Together, they are committed to creating innovative solutions that further enhance the fundraising landscape for non-profits.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zobrio

Company Location

United States

Company Website

zobrio.com

Company Facts

Organization Name

Upic Solutions

Date Founded

2001

Company Location

United States

Company Website

upicsolutions.org/shared-products/donation-tracker/

Categories and Features

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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