High Touch Prospect Management
Transform Relationships
With Purpose
Shorten the Fundraising Cycle Through Teamwork and Strategy
Revolution CRM enables you to pinpoint, investigate, and outline strategic measures for effectively nurturing, engaging, and supporting donors and stakeholders in a collaborative setting.
Sometimes Your Biggest Donors are Hiding in Plain Sight
Every organization embraces the goal of moving donors up the giving pyramid, but each organization handles the moves management process – from identification, qualification, cultivation, solicitation, and stewardship – and the steps in between each stage in a unique manner.
Revolution CRM’s High Touch prospect management functionality is customizable and flexible to accommodate the various moves management processes and contact strategies through which organizations engage their prospect portfolios. High Touch provides a collaborative environment where staff can understand the full interaction of a prospect portfolio with the organization and successfully manage all the steps to solicit and steward their portfolios successfully.
Frontline fundraisers, support staff, and senior management have access to an intuitive and graphically-driven platform to manage their work and measure their progress toward their goals.
Designed for Fundraising Teams by Fundraisers
- Powerful features used by major, mid-level, planned, corporate, foundation, and grant management teams.
- Discover prospects through prospect search capabilities.
- Easily assign prospects to a gift officer’s portfolio.
- Learn more about your constituents through Prospect Research integration.
- Establish goals, projections, and confidence ratings for funding initiatives.
- Create templatized contact cadence strategies per funding opportunity.
- Quickly surface the next steps in a plan to achieve success.
- Assign tasks to other staff and helpers.
- Manager-level reports to measure the effectiveness of the outreach and identify team performance.
- Track funding opportunity targets, proposals, and funders’ responses.
- Customized planned giving vehicle intentions.
- Mobile-optimized fundraiser experience.
Could Your Portfolio and Pipeline be More Efficiently Managed?
Sometimes it can be challenging to move fundraisers out of spreadsheets. We provide an experience that just might make the difference and provide your organization with an efficiency you’ve never experienced before.
Fundraising managers and executives will devour dashboards and reports with interactive views of fundraiser and team pipeline activity with the ability to forecast revenue with ease from one system.
Retire spreadsheets for a new era of collaboration.
