

Discover A Better CRM for United Way
A Microsoft-powered CRM built for federated United Way fundraising. Real-time visibility across donors, workplace campaigns, pledges, payments, and designations without custom workarounds.




United Way leaders are expected to deliver transparency, accuracy, and real-time insight with fewer resources and higher expectations.
Corporate partners expect clarity. Boards expect timely reporting. Campaigns demand speed and trust.
Yet many United Ways are still operating on CRM systems never designed for federated fundraising.
Legacy CRM Systems Are Holding United Way Fundraising Back
Outdated CRM systems limit visibility, slow workplace campaigns, and make network-wide reporting harder than it should be:
Donor, workplace, and finance data sit in separate systems, creating delays and blind spots
Pledge, payment, and designation tracking relies on manual reconciliation
Leadership lacks a single, trusted view of campaign performance and fund distribution
Reporting takes weeks instead of minutes, slowing decisions and board confidence
Teams lack AI-driven insight to identify risk, trends, or growth opportunities early
Legacy CRM Systems Are Holding United Way Fundraising Back
Outdated CRM systems limit visibility, slow workplace campaigns, and make network-wide reporting harder than it should be:
Donor, workplace, and finance data sit in separate systems, creating delays and blind spots
Pledge, payment, and designation tracking relies on manual reconciliation
Leadership lacks a single, trusted view of campaign performance and fund distribution
Reporting takes weeks instead of minutes, slowing decisions and board confidence
Teams lack AI-driven insight to identify risk, trends, or growth opportunities early
Transform United Way Fundraising with a Microsoft-Powered CRM
Imagine opening one system and seeing exactly how every campaign is performing in real time.
- Real-time visibility across every campaign
- Microsoft CoPilot AI-driven, unified giving/donor data
- Board-ready dashboards and reports with PowerBI
- Faster decisions with trusted data
- Less administration, more impact


A United Way CRM Built for Federated Fundraising
SylogistMission CRM connects fundraising, workplace giving, and financial insight on Microsoft Dynamics 365 in one system:
End-to-end visibility from pledge through payment and designation
Native workplace and corporate giving — no custom development.
Board and executive ready dashboards with Microsoft Power BI
Microsoft-aligned cloud security and compliance
Built-in AI insights to identify trends and risk early
A Modern, Microsoft-Native Alternative to Legacy United Way CRMs


Download the United Way CRM Comparison Guide to see how SylogistMission CRM is built for United Way fundraising, including:
- Federated fundraising workflows that support local autonomy and regional coordination
- Workplace campaign management designed for the United Way network’s unique needs
- Network-wide visibility and reporting that delivers consistency without sacrificing local flexibility
- Scalability and long-term platform confidence supported by Microsoft-powered security and infrastructure
Ready to Discover a Better CRM for your United Way?
Whether you’re evaluating alternatives to Andar or planning a broader CRM modernization, SylogistMission CRM gives United Way leaders the clarity and confidence to move forward without disrupting operations.
Frequently Asked Questions
What makes a CRM purpose-built for United Ways?
A purpose-built United Way CRM supports federated fundraising models, workplace giving, donor designations, and reporting across multiple entities in one unified system.
Can SylogistMission CRM replace legacy systems like Andar?
Yes. Many United Ways use SylogistMission CRM as a modern alternative to Andar, gaining improved visibility, flexibility, and reporting capabilities.
Is SylogistMission CRM built on Microsoft Dynamics 365?
Yes. SylogistMission CRM is built on Microsoft Dynamics 365 and integrates with Microsoft tools such as Power BI and Microsoft 365 (Teams, Outlook and Excel).
How does this CRM support federated fundraising?
The platform is designed to manage campaigns, donors, and reporting across federated structures while maintaining clarity and control.
Is SylogistMission CRM scalable for growing United Ways?
Yes. Built on Microsoft Azure, the platform is designed to scale securely as organizational needs change, backed by Microsoft’s trusted cloud infrastructure.