

"This is by far the easiest and most intuitive database I have ever used. Having used other applications, ROI Solutions leaves those programs in the dust."
Charmeen H. Wing
Director of Development The Wildlands Conservancy
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HOME > PRODUCT > PRODUCT FEATURES
Here are some of the features offered in Revolution Online:
Gift Management
- batching of gifts
- secure credit card and EFT processing — safe, secure and PCI-DSS compliant
- process one-time credit cards as part of batch entry
- assignment of deposit accounts for batches
- in honor of/memory of gifts
- soft credits
- automated acknowledgements
Pledge Processing
- create custom pledge schedules
- automated credit card/EFT processing for pledge sustainer programs
- multiple pledge tracking reports
- errant and duplicate pledge notifications
Constituent Management
- extensive contact history including contact results
- add notes, ticklers and comments to any record
- email comments directly to donor accounts without logging into database
- create automated or manual gift acknowledgements
- add user defined fields to any record
- full auditing of all database changes by date and user
- unlimited relationship links between accounts
- matching gift linking between accounts
Credit Card & EFT Processing
- safe, secure and PCI-DSS compliant credit cards and electronic fund transfer processing
- one-time and scheduled processing
Special Event Management
- set up table and seating assignments
- manually assign event attendance or automate via event/ticket processing
- view past event attendance at individual account level
- print table cards
- print name tags
Major Gift Project Management
- create fundraising projects
- assign tasks to solicitors, follow up through online notifications as well as email notifications via ticklers
- research potential major donors
- conduct donor research
Planned Giving
- create projects to track and schedule contacts and organize research
- manage charitable annuities, bequests and other planned gifts based on your organization's planned giving offerings
- manage a variety of asset types including real estate, life insurance and personal property
- customize your planned giving vehicles as well as the business requirements that are unique to your organization
Data Warehousing
- append data from any source onto a constituent's record
- use Open APIs to merge online data and have a full picture of your constituents
- connect via ROI's API's to Convio, Wealth Engine, Democracy in Action, your Website, or any other database you use
Campaign Management
- easily create and manage campaigns and source codes
- view and export fundraising efforts in a flexible list
- view contact history and summarize gifts at multiple levels of organization (contact type, campaign, promotion, etc.)
Data Integrity
- multiple online tools available to review and clean up data errors
- view and merge duplicate records with the click of a button
- client managed validation codes maintain data integrity
Reporting and SQL Tools
- ad-hoc reporting using our Query Tool
- 130+ reports available
- reports available in multiple output formats such as Excel, Tab, Comma, or PDF
- schedule reports to run in the future using fixed or relative dates
- write, store and schedule SQL queries
- run ad-hoc SQL queries and schedule them to run in the future
- upload files in a variety of different formats
- process uploaded data into database with the click of a button
Administration & Security
- Administer user accounts and manage user specific privileges or groups
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