Family & Human Services Solutions
Connect Your Data So Your Team Can Focus on the Communities That Depend on You
Family and human services organizations manage complex data across more systems than almost any other nonprofit sector. With Omatic Cloud, those systems share a complete and accurate picture of your organization, so your team can demonstrate impact, secure critical funding, and focus on the communities that depend on them.
Join Peer Organizations Using Omatic to Unify Their Data
How Omatic Helps
Specific Solutions for the Way Your Team Actually Works
Omatic Cloud is built by people with decades of experience working with nonprofit data, including the unique workflows that many family & human services organizations rely on. Here’s what that looks like in practice.
Program Data to CRM Integration
Connect your program database to your donor CRM so your development team can see client outcomes, service volumes, and program impact alongside donor records. Make the case for every major gift with real numbers, not guesses.
Up-to-Date Grant Reporting Data
Automate the flow of program outcome data into your grant reporting workflows, so the numbers your grantors require are ready when you need them, not assembled from scratch at deadline. Reduce grant reporting time and remove data errors that put funding at risk.
Record Matching & Deduplication
Apply advanced matching logic across all your platforms, so the walk participant, online donor, and gala guest are recognized as the same person, with one complete record that reflects their full relationship with your organization.
Faster Gift Processing for Online Donations
Connect your online giving platform to your CRM, so gifts are processed, acknowledged, and attributed to the right campaign without a manual import cycle. Shorten the time before acknowledgments go out and eliminate the errors that come with manual data entry.
Financial Accounting & Development Reconciliation
Automate the flow of gift and payment data between your fundraising CRM and accounting system so your finance team and development team are always working from the same numbers, without the end-of-month reconciliation scramble.
A Platform That Scales with Your Organization
As your programs expand, your client volume grows, and your tech stack evolves, Omatic Cloud keeps your data moving cleanly, without requiring your team to rebuild integration workflows every time something changes or a new system is added.
Real Stories from Organizations Like Yours
Greater Cleveland Habitat for Humanity Expands Donor Relations After Improving Data with Omatic Cloud
Once you get [Omatic Cloud] down and learn about all the different options for data transformations, the work that it can do for you is amazing.
Catholic Charities Boston Saves 10-20 Hours Each Week Managing Volunteering and Fundraising Data with Omatic Cloud
The ease and efficiency of Omatic—I can’t say enough about it.
Big Brothers Big Sisters of Metropolitan Chicago Saves 40 Hours a Week on Gift Processing During Migration to Salesforce
If Omatic wasn’t in the picture, we would be months behind.
Community Food Share Improves Donor Communication, Gift Processing, and Impact Reporting with Omatic Cloud
There is so much Omatic can do—you can customize it in a million ways.
Roadrunner Food Bank of New Mexico Unifies Donor Data Across Salesforce, GoFundMe Pro, and Mailchimp
Omatic allows everybody at Roadrunner to think more critically about who our donors are and who they’re connected to. It’s really helped us connect the dots between Salesforce, GoFundMe Pro, and MailChimp.
Freedom Alliance Uses Omatic Cloud to Save 700+ Hours of Time Spent on Manual Gift Entry Per Year
With Omatic Cloud, I was able to go from spending 2-3 days entering 1,200-1,500 gifts into a one-day task. That has freed up my time immensely.
Popular tools among Omatic customers
Built for the Systems Your Team Already Uses
Omatic Cloud connects the systems that family & human services organizations rely on for supporter engagement, volunteering, board management, peer-to-peer campaigns, and more. All designed with nonprofit workflows in mind. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
When a donation comes in, we can credit it and sort it into the right bucket. The mapping in Omatic Cloud does it correctly each time.
Steffanie Frye, Donor Services and Database Manager
Community Food Share
FAQs
Omatic Cloud is built with enterprise-grade security architecture, including SOC 2 Type II and SOC 3 Type II certification, AES-256 encryption at rest, and TLS 1.2 encryption in transit. Role-based access controls ensure that only authorized team members can access sensitive records, and every integration is fully documented and auditable. Learn more about our security standards.
Most organizations begin seeing meaningful improvement in grant reporting efficiency within the first few months of implementation. The reason is that Omatic Cloud doesn’t require you to transform your entire data infrastructure. Instead, we work with you to identify the specific reporting workflows that carry the most deadline pressure, configure the data flows that address them, and validate the results before the next cycle arrives. Many of the organizations we work with engage us specifically because a deadline is approaching and the manual process is no longer sustainable.