About Jacobson Consulting Applications
Founded in 1988, JCA has grown from a New York technology consultancy into what’s been described as the nation’s largest independent technology consulting firm focused exclusively on nonprofit organizations. With offices in New York and Chicago, JCA now serves clients across North America and internationally spanning performing arts, museums, higher education, healthcare, faith-based, and advocacy organizations.
How JCA Works with Omatic
JCA helps organizations select, implement, and optimize the CRM they run their operations on. Omatic makes sure the data feeding that CRM from the rest of the tech stack stays accurate.
When JCA and Omatic Cloud work together:
- Every project is built to perform. JCA’s independent consultants guide CRM selection and implementation across Raiser’s Edge NXT, Salesforce, DonorPerfect, and Virtuous, tailored to how a nonprofit actually operates.
- Records reflect reality. Ensure that the donor, campaign, and gift data generated by different platfroms flows cleanly into an organization’s system of record.
- Your leadership gets reporting they can trust. With well-built digital platforms and clean, connected donor data working together, nonprofits can report on fundraising and campaign performance with confidence.
Services and Capabilities

CRM Selection and Migration
Select and implement the right CRM, including clean data migration from legacy systems.

Business Process
Document and streamline the workflows around your data, from gift entry to reporting and visualization in Tableau, Power BI, or Sisense.

Marketing Services
Campaign planning and program strategy built on data, not guesswork, to grow supporter engagement over time.




