development & advancement solutions
Build donor relationships with data you can trust
You can’t cultivate a major gift on an incomplete record. And you can’t hit your campaign goals when your team is spending more time validating data than acting on it. Omatic Cloud gives development teams the complete view of supporter records that turns insight into action (and action into fundraising success.
The Problem
Your donors deserve better than the data equips you with
When donor records are incomplete or contain duplicates, your team is flying blind. That means making asks at the wrong time, missing key fundraising opportunities, and spending campaign prep time reconciling spreadsheets instead of building strategy.
The biggest benefit of using Omatic is that we have a more accurate view of who is donating to us.
Laurie Ann Tuttle, Database Administrator, Direct Relief
How omatic helps
Built for the Way Nonprofit Data Actually Works
Omatic Cloud isn’t a generic ETL tool re-tooled for nonprofits. It’s an integration and data management platform built by experts with decades of experience working at nonprofits, designed to support the data structures, logic, and security needs that define your world.
Complete Constituent Profiles
Store giving history, event attendance, volunteer activity, email engagement, and peer-to-peer fundraising into a single, unified donor record. Your team sees every touchpoint, not just the ones that happened inside your CRM.
Accurate Gift & Campaign Attribution
Omatic is designed to handle complex nonprofit development data: pledges, soft credits, recurring gifts, tribute gifts, and campaign hierarchies, so that what lands in your CRM matches the way your organization matches campaign totals. Generate reports you can stand behind.
Smarter Segmentation & Prospect Identification
When your supporter data is complete and consistent, segmentation becomes a strategic advantage instead of a liability. Identify lapsed donors, upgrade candidates, and major gift prospects based on all their engagements, not just giving.
Donor Matching and Deduplicate Prevention
Supporters rarely fill out forms the same way twice. Omatic Cloud’s matching features moves the right data to the right existing record, or flags possible duplicates for human review, so your CRM stays pristine without manual cleanup.
Built to Scale with High-Volume Campaigns
Year-end, giving days, and signature events aren’t the time to find out your integration can’t keep up. Omatic Cloud is built to handle high-volume data processing without slowdowns, so campaign spikes are an accomplishment, not a data headache.
Timely Stewardship & Acknowledgment
Acknowledgements and new donor welcome notes are slow when gift data isn’t centralized. Omatic automates the movement of gift and engagement data so your stewardship workflows trigger on time. Build trust and loyalty before the window closes and the donor moves on.
Your Data Problems Don’t Live in One Department
Every team in your organization is working from the same information. When data can’t be trusted, every role pays the price: in lost time, missed opportunities, and decisions made on questionable insights. Omatic Cloud helps everyone by creating a foundation of accurate, accessible, and reliable data your whole organization can build on.
Trusted Data Foundation
Clean, governed records that every team, from development to finance, can work from with confidence.
Flexible and Scalable
Add new tools, migrate platforms, and grow your tech stack without rebuilding integrations from scratch every time.
Maximize Mission Impact
Turn trusted, connected data into the segmentation, forecasting, and insight that advances your mission.
Ochsner Health Streamlines Giving Program for 40,000 Employees with Omatic Cloud
Omatic Cloud has made importing so much easier. We love how 40,000 records can be imported in a matter of minutes.
FAQs
Yes! Often, lean teams benefit most. When a small staff is manually bridging three or four systems, every hour spent on data work is an hour not spent on animals or donors. Omatic Cloud is built to reduce that burden, not add to it. You don’t need a dedicated IT team or a technical implementation partner to get started. We bring pre-built nonprofit workflows, guided onboarding, and hands-on support.
Yes, and this is one of the most direct ways Omatic Cloud changes how development teams work. When your event platform, email tool, peer-to-peer fundraising app, and payment processor all hold different pieces of a donor’s history, your gift officers are making decisions on incomplete information. Omatic connects those systems and routes the data into your CRM with consistent matching logic so every record reflects the full relationship with your organization.
This is one of the most important use cases for fundraisers, and it’s one Omatic Cloud is specifically built to support. Automated gift processing means that when your donation volume spikes gifts flow into your CRM just as quickly.