SOLUTIONS
Omatic Cloud Meets You Where You Work
Whether you’re a database administrator at a food bank, a university development director trying to close a year-end campaign, or a finance controller at a healthcare foundation who just wants the books to reconcile without a spreadsheet, Omatic Cloud meets you where you work.
Arts and Culture
Turn Audiences into Lifelong Supporters
Connect ticketing, event, and volunteering data in your CRM to build complete donor profiles so your major gifts team knows who is ready for a conversation.
Cause and Cure
Connect Advocates to Outcomes that Matter
Unify campaign data, peer-to-peer fundraising, and more in your CRM so your team can spend less time cleaning data and more time advancing your mission.
Family and Human Services
Serve More People Using Data You Trust
When client records, grant systems, and programs databases all speak the same language, your team can focus on impact, not data wrangling.
Healthcare
Unlock the Grateful Patient Pipeline
Seamlessly connect electronic health records, grateful patient program data, and your development CRM so you can identify and engage major gift prospects with full compliance and confidence.
Higher Education
Engage Alumni from Class Gift to Major Gift
Connect your student information system, development CRM, and campus accounting system to give your team one reliable picture of fundraising progress.
K12
Connect Parent Engagement to Student Outcomes
Link alumni records, annual fund data, and parent engagement systems to build a fundraising pipeline that stands the test of time.
Database & System Admins
You’re the one who inherits the duplicates, manually preps every import file, and spends hours on cleanup that importing data across disparate systems requires. Omatic Cloud gives you transformation, mapping, and matching rules designed for nonprofits, so you can stop correcting mistakes and start building a system you’re proud of.
Development & Advancement Teams
Donor relationships begin with data you can trust. When donor histories are incomplete, soft credit is missing, and reports need explaining before anyone acts on them, your team is reactive instead of strategic. Omatic gives your development team a complete, confident view of every constituent.
Operations
Fundraising success shouldn’t create an operational burden. Omatic automates the data management your team currently does manually, so your resources can scale without scaling headcount. Allocate resources with data you can count on.
IT & Security
Omatic centralizes your integration logic, so your architecture is documented, governed, and built to survive staff changes. And when security questions come from leadership or auditors, you have the answers: Omatic Cloud is SOC 2 Type II, SOC 3 Type II, HIPAA, and TX-RAMP certified.
Marketing & Events
Great campaigns start with great data. Omatic connects your engagement channels (online fundraising, ticketing, volunteering, etc.) to your CRM, so your marketing team works from one consistent, complete picture of every supporter. Reach the right supporters with the right message—at the right time.
Finance
When your fundraising CRM and accounting system speak the same language, audit season can be a refreshing review—not a chaotic sprint. Omatic aligns gift revenue across systems, reduces manual journal entries, and gives your finance team the data foundation for confident reporting, forecasting, and planning.
Constituent Management (CRM)
Complete Constituent Records in a Single Source of Truth
When the same donor appears differently in your CRM, email platform, and event system, your team loses trust in the data and donors feel the inconsistency. Omatic Cloud creates a single, clean supporter record that every connected system can rely on, so your team can personalize outreach, improve retention, and make every touchpoint count.
Email Marketing
Send the Right Message Because by Accessing the Right Data
Segmentation is only as smart as the data behind it. When your email platform can’t see what’s in your CRM (giving history, event attendance, communication preferences), every send is a guess. Omatic Cloud keeps your email lists clean, accurate, and synchronized with the supporter data your team actually works from.
Event Management
Ensure Attendance Turns into a Relationship
Event attendance is valuable data, but only if it makes it into your CRM. When registrations, ticket sales, and check-ins stay locked in your event platform, your development team can’t act on them. Omatic Cloud automatically flows event data into your CRM, so every attendee becomes the starting point for a relationship.
Financial Posting
Close the Books Without the Risk
Finance teams shouldn’t spend their days re-entering gift data that already exists in your CRM. Errors made in translation between development and accounting create reconciliation nightmares that cost real time and real trust. Omatic Cloud automates the posting of gift transactions to your ERP or accounting system accurately, on time, every time.
Online Giving
Every Gift Should Show Up in the Right Record
Online gifts arrive fast, but when they don’t flow directly into your CRM with the right donor match, gift code, and fund designation, your team scrambles to add the missing information. Omatic Cloud connects your online giving platform to your database, so every transaction is captured, matched, and processed without manual intervention.
Peer-to-Peer Fundraising
Make Every Fundraiser’s Network Your Network
Peer-to-peer campaigns generate new donors at scale, but all that momentum is lost if participant and donor data doesn’t make it into your CRM. Omatic Cloud syncs your P2P platform with your system of record so new supporters are captured, thanked, and stewarded properly.