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A customizable CRM for nonprofits that is scalable, flexible, and secure.
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Unite, enrich, and analyze your data sources in one integrated solution.
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ROI Solutions training is available when needed, comprehensive, personalized, and always included.
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Mine your campaign efforts with analysis, insights, and reports to pull the data you seek, test, target, and adapt.
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ROI Solutions helps you drive the member experience in your broadcast area.
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ROI Solutions helps organizations preserve and protect the sanctity of animal lives.
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ROI Solutions puts the human at the center of your constituent experience.
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ROI Solutions helps organizations quickly mobilize when environmental or humanitarian emergencies occur.
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ROI Solutions helps you seize the moment when events demand quick mobilization.
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ROI Solutions organizes your technical ecosystem, so you can focus on the natural ecosystem.
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Harness the platform and point solution circus, align technology with your organization's goals.
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Constituent relationships are built upon trust, and we take data security and confidentiality as seriously as you do.
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See how ROI Solutions builds bridges between finance and operations, simplifying reconciliation each month.
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ROI Solutions platform helps marketers scale their engagement ambitions by unifying their data.
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We empower fundraisers to transform relationships by shortening the fundraising cycle through teamwork and strategy.
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Manage the only constant in data analytics, change. ROI Solutions helps you ask the questions you never thought to ask.
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See Our Testimonials
I am not in Revolution CRM every day, but I head there frequently for important financial reports. It’s easy and quick. With our previous CRM solution, many simple things were difficult. It was an arduous process, but with Revolution CRM, it’s easy to navigate and access what I need.
Curt Chadbourne
Director of Member Services
Maine Public
Clean with purpose, order, and strategic timing! Don’t be afraid to utilize a combination of strategies to custom-fit your hygiene initiative. At WETA, one of our tactics was to utilize the ROI Possible Duplicates module in proximity to a deployed NCOA update. Theoretically, one would assume duplicates with the same address will appear in higher volume after your CRM has been updated via NCOA. Post NCOA is a great time to dive into your possible duplicates, as this practice will make your routine QC maintenance that much easier since your strongest effort will be concentrated to a time period when you know more possible dupes will surface.
Tony Martin
Senior Manager
Development Operations
In any transition to a new system, there can be some trepidation about disruptions to the deadlines of a complex direct-response program. Despite a shortened timeline in the enterprise-wide implementation of Revolution CRM, the whole process was smooth and seamless, and we didn’t miss a single drop date. We are proud to report that we hit our direct marketing goals within the first year of our move to ROI Solutions. ROI is a great partner who understands our program, works tirelessly to support our work, and is genuinely fun to work with!
Geoff Garcia
AVP, Information Technology
March of Dimes
We came to ROI Solutions in a sorry state because we couldn’t trust our data. Our processes were convoluted, and communication with our members was frequently confused and affected. We had few automated processes. For example, the lifeblood of many public media organizations is its sustaining membership. But recapturing declined transactions was highly manual. With Revolution CRM and Engaging Networks, we’ve automated processing and communication around declined sustainer transactions. After putting these processes in place, we recaptured more than $80,000 in just the first few months. For us, that’s a staff position — a journalist in the community telling stories that matter. It’s not just numbers in a spreadsheet.
Brendan Foley
Senior Director, Growth Strategy
Connecticut Public
In a previous position, the organization I worked for went through a database conversion, which didn’t go as well as we had planned. So, when I interviewed at Special Olympics, I was told one of the first things we’d be working on was a database conversion. I was still feeling wounded from my previous experience but was ready to help tackle this project. As we went through our selection process, I learned that many on our ROI Solutions team had prior experience with Special Olympics and historical knowledge that I didn’t have coming in; I knew we were in good hands. It was a seamless process, and the ROI Solutions team restored my faith in how a database conversion can go.
Monica Muten
Vice President, Direct Response Marketing
Special Olympics
Asking donors at the right time to become part of a recurring giving program is vital to our success, but response rates are tiny in the mail. We need the insights a machine learning model can give us to optimize the resources we have to invest in these efforts. The plan is to take the typical huge invite audience and look to mail the top 50% which should get us 90% of the responders, per the model back testing.
Emily Courville
Senior Director, Analytics
Humane Society of the United States
Who is ROI Solutions? A true partner. They have made our success their business. Whether a complex direct mail appeal or needs to organize volunteer information better, the ROI team will provide innovative ideas and deliver solid solutions. We have an outstanding service provider in ROI.
Michelle Grames
Director of CRM Systems
American Lung Association
One of our biggest concerns is the amount of data that we have and the data flowing at us from all angles from different applications. ROI Solutions has been beneficial in identifying what matters and what doesn’t, cutting out the background noise, and focusing on what’s important within our data.
Steve Kehrli
Senior Vice President of Development
People for the Ethical Treatment of Animals (PETA)
ROI Solutions’ innovative AI technology, MiLo Intelligence, is efficient and seamless. At HRC, we have used various predictive models over the years. We have been very impressed with the results from MiLo in both our recent and very deep-lapsed audiences. We have found those elusive ‘needles in a haystack’ among our deepest lapsed donors that we would likely have never touched using our regular segmentation and modeling efforts.
Susan Paine
Director of Analytics & Strategy
Human Rights Campaign
ROI Solutions invests time, talent, and effort into its systems. Everyone at ROI Solutions is focused on improving Revolution CRM and your use of it.
Mary Murtala
Senior Director of Development Operations
National Parks Conservation Association
I have been a part of several implementations, and converting to Revolution CRM was by far the best and most collaborative implementation project I have experienced. Throughout the process, the communication was clear, and we worked together to achieve our goals.
Michele Murphy
Vice President, Member Generosity & Audience Intelligence
KQED
Before the transition to Revolution CRM, Special Olympics faced numerous challenges. Our sustainers were managed in one system, while planned giving was handled in another. Integration with our online fundraising system was a struggle, and reconciliation with our finance department was cumbersome. We also had lots of duplicate records. However, since the implementation of Revolution CRM, we have a reliable single system of record, significantly improving our supporter engagement and instilling confidence in our operations.
Monica Muten
Vice President, Direct Response Marketing
Special Olympics
We searched for our next CRM after maintaining several systems to manage each affiliate organization. The consolidation and transition have transformed our ability to work with our data, and it has radically improved our reporting and the efficiency of our operations across the whole organization. The ROI team has also remained integral to ensuring the integration across our offline and online systems function smoothly.
Joanne Wilson
Vice President, Advancement Operations
Humane Society of the United States
I have been in the High Touch experience daily since it became available. The system is clean and intuitive and streamlines the moves management process, which has helped us significantly clean up our major gift data and manage the end-to-end process better. You can see on one screen precisely what is happening in your portfolio. What is due and whether it’s a solicitation, an email, or a follow-up phone call. To be able to have that in one snapshot has been tremendous. The system helps us think, and I appreciate how the system will nudge you along. It also helps on the management side. It helps me to understand my team’s outreach to donors, their portfolio, and their workload. It helps me ensure our donors are appropriately stewarded. It has helped us organize a massive amount of information. We’re better able to target and segment our donors.
LaShanda Jackson
Former Vice President of Development
Common Cause
“It’s ROI Solutions’ industry knowledge, care in our partnership, and appreciation of our mission that makes such a difference. You’re not just a checked box on someone’s schedule to show if something’s red or green that week. In a sea of vendors, it’s hard to know who you can really trust. ROI Solutions has never failed us, and they’ve been consistent in terms of performance and support for our staff.”
Lauren Komrosky
Chief Digital Officer
Connecticut Public
PETA manages a robust digital advertising program and an extensive database of supporters. Before ROI Solutions’ Push to Social, our teams manually curated supporter lists and individually uploaded each data file into ad networks to create audiences. This time-consuming process limited the audience segments we could reach and the frequency of our uploads. Now that we’ve automated that process in Revolution CRM, we focus our time on creating compelling ads to share our message across responsive audience segments and discover new audiences to reach. This has increased engagement, revenue, and leads for our program.
Steve Kehrli
Senior Vice President of Development
PETA
Once the dialogue begins, it doesn’t end. Anytime you need to understand something better, think through what the process might look like and what’s coming up next. ROI Solutions is always there for you.
Mary Murtala
Senior Director of Development Operations
National Parks Conservation Association
One of the reasons I love working at ROI Solutions is that we’re at an exciting stage in the company’s development, where we are refining our processes, tools, and technology to keep pace with the growth and needs of our client base. I like the challenge of streamlining and operationalizing how our teams work together to make our work as efficient and foolproof as possible. Meanwhile, ROI’s growth is measured to ensure we retain our strong connections and commitments to each other and our clients. Our primary focus is on supporting the vital work of our nonprofit clients, not growing our bottom line.
Marie Colbert
Technical Services Manager, Professional Services
ROI Solutions
PETA’s sustainer program represents over $9 million annually for the organization. Even a 1% positive change in sustainer retention represents tens of thousands of dollars in revenue. So, we are working with MiLo to identify those at-risk audiences and create intervention strategies to prevent churn.
Hollie Kuntzmann
Director of Fundraising Operations
People for the Ethical Treatment of Animals (PETA)
Before implementing Revolution CRM, we were working out of multiple systems. Each department had its own system; yes, they were supposed to talk to each other but didn’t. An integrated ecosystem allowed us to reset, rethink how we do business, and unite as an organization. ROI Solutions is not in the business of selling you a database. What it is in the business of is partnering with you to provide you the CRM and all of the support they can provide for you to think through how you use this tool at your organization to do your work more efficiently, effectively, and more successfully.
Mary Murtala
Senior Director of Development Operations
National Parks Conservation Association
We were looking to develop more 1:1 relationships with our members, but to do that, we needed to reallocate resources and find efficiencies. The ability to rethink our old processes at once generated those efficiencies. We had a vastly improved sustainer billing process, one of the most measurable out-of-the-box improvements, with over 57,000 sustainers. Now many people on our gift processing team can focus on our members rather than spending time keying data.
Frank Glavin
Chief Information Officer
WHYY
Working at Defenders of Wildlife has been my first experience with Revolution CRM. I’ve used many systems in the past, and I’ve been amazed at how easy it has been to acclimate to their user interface, figure out where everything is, and quickly view the data we have stored in the solution.
Dana Hickman
Director, Marketing Operations
Defenders of Wildlife
I like that the ROI Solutions team is willing to dive into, think through, and help solve a problem. It’s not really just the product. It’s the team.
Greg Herr
Membership Services
The Public Interest Network
Connecticut Public is very excited about our transition to Revolution CRM. We see tons of opportunities for improved member management, efficiencies in workflow, and a big improvement in UX with a more intuitive and easy-to-use interface than Salesforce. The project management and support from the ROI team is unparalleled, and we’re excited to be working with a knowledgeable and dedicated partner.
Lauren Komrosky
Chief Digital Officer
Connecticut Public
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PETA Foundation
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A Conversation with Tony Martin, WETA
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ROI Solutions Welcomes National Trust for Historic Preservation
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Our Clients Are Our Partners
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Conversation with Maine Public
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Lauren Partner, The Humane Society of The United States
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Why ROI Solutions
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Ignite Marketing
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Custom Machine Learning Models
Tune Your Targeting
The Team Behind the Machine
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