Sometimes your biggest donors are hiding in plain sight.
Every organization wants to move donors up the giving pyramid—but how that actually happens varies widely. From qualification to stewardship, each nonprofit manages its moves management process a little differently. That’s why Revolution CRM’s High Touch functionality is designed to be flexible, customizable, and intuitive—empowering frontline fundraisers, support staff, and senior leaders to collaborate more efficiently and fundraise more strategically.
At ROI Solutions, we believe your technology should think with you—nudging your teams forward, helping you organize massive amounts of donor information, and surfacing the right touchpoints at the right time.
From interactive dashboards to real-time pipeline insights and intuitive portfolio management, High Touch gives fundraising professionals the tools they need to retire spreadsheets and embrace a smarter, cleaner way of working.
And we’ve just made it even better.
Over the last several months, we’ve rolled out a series of High Touch enhancements based on direct client feedback—refining core functionality, adding powerful bulk actions, and introducing new ways to filter, manage, and act on your donor data. Here’s how these updates are helping organizations build stronger relationships and work more effectively:
Touchpoints: One Stop to Review a Summary of Recent Activity
What’s new: A dedicated Touchpoints screen gives users a streamlined view of recent constituent interactions—excluding financial transactions.
Why it matters: When multiple staff members interact with the same donor or prospect, it’s easy for key details to get lost. The Touchpoints screen provides a concise relationship history, helping users avoid communication gaps and engage with context and confidence.
Highlights:
- Saved Search Criteria: Quickly apply any of your saved searches to filter relevant records.
- Filters: Narrow results by Touchpoint Type, Account Members, or Touchpoint Date (within the last 18 months).
- Results List: View a list of all qualified touchpoints that match your criteria.
How to access: From any constituent account, go to the Constituent Overview or High Touch dropdown and select Touchpoints.
Smarter Donor Search: More Precision, Less Time
What’s new: We’ve added a Relationship Manager filter to the High Touch Donor Search.
Why it matters: Previously, users could only search by solicitor type. Now, users can drill down by specific Relationship Manager—making it much easier for gift officers to find and track their assigned donors.
Highlight: You can save your search as a Flexlist, which can be reused across other search tools like Find Transactions and Find Pledges, making it easier to filter gifts or pledges for donors by assigned relationship manager.
Enhanced Portfolio Views: Get the Full Picture
What’s new: A Solicitor Type filter is now available in My Portfolio, Team Portfolio, and All Teams’ Portfolio screens.
Why it matters: For clients managing complex assignments with different solicitor types, this new filter helps teams better organize, analyze, and act on their portfolios.
Plan Search & Update: Bulk Actions, Big Impact
What’s new: A completely new Plan Search & Update screen allows users to:
- Bulk update plan ownership
- Bulk update plan details
- Bulk add activities to selected plans, rather than adding to all plans
Why it matters: What once required multiple clicks and manual updates is now a streamlined process. These bulk tools are invaluable during:
- Portfolio transitions when work needs reassigning
- Staff turnover and reassigning ownership
- Annual planning across fiscal years
- Event outreach or board member engagement
Highlight: A new role-level permission structure gives directors access control at a more granular level—a first for High Touch screens and a foundation for future enhancements.
Proposals: Clearer Links, Faster Updates
What’s new:
- Proposal output now includes Proposal ID, making the relationship between two objects clearly visible.
- Direct hyperlinks to specific Cultivation Plans in the output.
- Bulk updates for Proposal Manager and Proposal Status
Why it matters: Fundraisers and managers can now view and update their proposals in bulk—essential for keeping up with staffing changes or shared responsibilities.
Transactions to Match Proposals: Sharper Filters, Better Accuracy
What’s new: We’ve added filters for ROI ID, Transaction ID, Source Code, Cultivation Plan ID, and exact payment amount match.
Why it matters: This helps users quickly pinpoint the right transaction to match to an open proposal—saving time and reducing matching errors.
Uploads: Expanding Self-Service Power
What’s new: In response to client demand, we’ve launched a suite of new upload tools for High Touch objects:
Available now:
- Cultivation Plans: adding option to link proposals when creating/editing a plan
- Proposals: adding option to link cultivation plans when creating/editing a proposal
- Research Notes (create/edit)
Coming soon:
- Activities and Activity Notes
- Donor Holdings
- Third Party Gifts
- Relationships
Why it matters: These uploads empower clients to manage high-touch records in bulk, directly from the UI or via spreadsheet—no workarounds or support tickets needed.
Built With Fundraisers in Mind
High Touch continues to evolve with your needs. Whether you’re a major gift officer looking to streamline your daily tasks or a development director overseeing team performance, the latest updates are designed to reduce friction, reveal insights, and empower your entire team to build stronger, more meaningful donor relationships.
Ready to explore the new features or learn how to get more out of High Touch? Let’s talk.
