prospect research Solutions

Your best major gift prospects are already in your database, if you can spot them

Prospect research gives your team the intelligence to start the right conversations at the right time. But that intelligence is only as reliable as the constituent data behind it. Omatic Cloud gives your research and major gifts team a foundation they can trust and a CRM that reflects the full picture of every prospect relationship.

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The Problem

Your team knows how to cultivate major donors, but they need good data to do it

The talent and relationships are there. What slows major gift programs down is a lack of confidence. They need to be sure that research they see before a meeting is complete, not a partial view missing key wealth scoring, volunteering, or fundraising data. Omatic Cloud gives your research and development team the trusted data foundation that turns insights into action.

How omatic helps

Built for the specific complexity of workplace giving data

Omatic Cloud brings the needs of nonprofits to every part of the prospect research workflow, not a generic integration that requires you to build the fundraising knowledge yourself. Our experts walk you through tailoring your solution to your exact needs.

Automated Disbursement File Transfers

Omatic Cloud connects data you receive from Benevity, CyberGrants, YourCause, and other workplace giving platforms to pull disbursement files in their native format and move all the relevant data to your CRM—no manual spreadsheet edits or technical expertise required.

Donor Identity Resolution

Workplace giving disbursements frequently arrive with only a name and employer, and no reliable hook back to your CRM. Omatic Cloud’s matching feature is built to work with incomplete identity data, applying fuzzy matching logic to identify the right donor record even when the disbursement file doesn’t provide a clear ID.

Exception Routing and Review Queue

Omatic Cloud routes ambiguous records (including near-matches, partial-name matches, donors that could map to multiple existing records) to a structured review queue so your team can evaluate the options and make the right call with full context. Records in review don’t block the rest of the disbursement from processing.

Flexible Field Mapping for Research Data

Every organization stores prospect data differently in their CRM: different field names, different rating scales, different custom attributes for portfolio management. Omatic Cloud maps screening outputs to your specific CRM fields, so research data lands exactly where your team expects to find it.

Audit Trail for Research Data Decisions

When a major gift officer asks why a prospect is in their portfolio (or why they aren’t) your research can answer without delay. Omatic Cloud logs updates associated with screening results, so research decisions are documented, not just implemented.

Re-Screening Cycle Management

Constituent wealth profiles change and portfolios need to be refreshed on a regular schedule, so major gift prospects emerge. Omatic Cloud supports automated re-screening workflows so your prospect intelligence stays current without a manual project each cycle.

Designed to Work with the Systems You Rely On

Omatic Cloud integrates with the popular wealth screening platforms, CRMs, and financial systems your organization already uses, no advanced technical knowledge required.