solutions by Workflow
Tailored to the Workflows that Power Your Team’s Mission
Every critical nonprofit workflow, from online giving to event management, breaks down when systems don’t share the same truth. Use Omatic Cloud to connect the data behind your most important work, so your team can stop managing information and focus on impact.
The Problem
Valuable Insights Get Lost in Data Silos
Your team knows what they need to do. The problem is that the data required to do it is scattered across systems that don’t speak to each other.
Constituent records that don’t match. Financial postings that have to be re-entered by hand. Online gifts that arrive without the context to act on them.
Every manual step is a moment your mission waits. Omatic Cloud changes that.
Solutions by Workflow
Power Your Workflow with Data You Can Trust
Select your workflow to see how Omatic Cloud eliminates the manual imports, moves the right data to the right records, and gives your team the confidence to move faster.
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.
Payment Processing
Every Payment Should Land Where It Belongs
Payment processors handle the transaction, but if that data doesn’t flow into your CRM correctly, gifts get mismatched, duplicated, or lost in translation. Omatic Cloud connects your payment platform directly to your CRM, so every gift is recorded accurately and ready for your team to act on.
Workplace Giving
Turn Employee Generosity into Lasting Donor Relationships
Workplace giving and matching gift platforms bring in valuable donors, but when that data stays separate from your CRM, your team loses the chance to build a real relationship with them. Omatic Cloud brings workplace giving data into your system of record, so every employee donor is recognized and cultivated like any other supporter.
Prospect Research
Spot Major Gift Donors with Data You Have
When wealth screening results, engagement history, and giving capacity signals live in separate systems, your team can’t see the full picture, and major gift opportunities slip through the cracks. Omatic Cloud flows clean, complete supporter data into your research tools so your team can identify, prioritize, and act on the right prospects at the right time.
Volunteer Management
Connect Volunteer Hours to the Bigger Picture
Volunteers are some of your most engaged supporters, but if their hours and activity live only in a separate platform, your team can’t see the full relationship. Omatic Cloud syncs volunteer data with your CRM, so your team can recognize commitment, spot future donors, and steward every volunteer with the same care as a donor.
e-Commerce
Make Every Purchase Part of the Donor Story
When merchandise sales or e-commerce donations come through a separate platform, your team loses visibility into who’s buying and what it means for the relationship. Omatic Cloud connects your e-commerce platform to your CRM, so every purchase is tied to the right supporter record and ready to inform your next outreach.
If Omatic wasn’t in the picture, we would be months behind. This is our first year with Omatic and I’m already seeing the time savings. I think next year will be even better.
Mary CollinsSenior Donor Relations and Database Administrator
Big Brothers Big Sisters of America
Every Workflow Depends on Trustworthy Data
Omatic Cloud delivers that across your entire organization, so your team has the confidence to make the right call, every time.
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.