Online Giving Solutions
Make every gift appear in the right record, the right way
Online giving is one of your highest-volume, highest-stakes workflows. It’s also one of the most error-prone when systems aren’t connected. Omatic Cloud automates the entire journey from gift to record, from transaction to posting, so your team can use your data, so your team can finally trust what’s in your CRM.
The Problem
Online gifts are arriving faster than your team can process them
Donors give online with a click of a button. But behind the scenes, your team is racing to match transactions to records, assign the right fund codes, resolve duplicate donors, and push gift data into your CRM, and get that thank you note out ASAP.
Every manual step is an opportunity for an error that quietly erodes donor trust. Omatic Cloud fixes that.
How omatic helps
Specific solutions for how nonprofits use online giving tools
Omatic Cloud brings the specific needs of nonprofits to every part of the online giving 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.
Advanced Donor Matching and Deduplication
Online donors 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.
Complex Gift and Pledge Support
Recurring gifts, pledges, pledge payments, and tribute gifts each have their own data requirements. Omatic Cloud handles the complexity of these gift types, ensuring they’re recorded with the right attributes the first time, without workarounds adjustments.
Built to Scale with High-Volume Campaigns
Year-end and giving days aren’t the time to find out your integration can’t keep up. Omatic Cloud is built to handle high-volume gift processing without slowdowns, so campaign spikes are an accomplishment, not a data headache.
Flexible Data Mapping
Every organization maps funds, campaigns, and other data differently. Omatic Cloud lets your team define the rules, so a “General Operating” gift from one campaign maps exactly where it should, while a “Capital Campaign” gift from another follows its own path.
Advanced Data Transformation
Online giving tools and CRMs don’t speak the same language out of the box. Automatically format and standardize data before it hits your CRM (capitalization rules, titles, address abbreviations, calculating field values) so data looks exactly as it should.
Connectors for Popular Online Giving Platforms
Our integrations with leading online giving platforms mean you’re not starting from scratch. Our connectors were all designed to fit the data structure of your giving tools, so the mapping work is already done and easy to configure to your org’s exact needs.
Designed to Work with the Systems You Rely On
Omatic Cloud integrates with the popular digital fundraising platforms, CRMs, and financial systems your organization already uses, no advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
University of Portland Uses Omatic Cloud to Improve Data Management, Increases Team Bandwidth for Data Maintenance by 40%
By automating the tedious aspects of data management, Omatic has allowed our team to work on the things that excite them about data—and it’s not data entry.
Yellowstone Forever Improves Member Experience and Boosts Donor Retention with Omatic Cloud
[Out-of-the-box] Salesforce integrations don’t always play nicely. That’s how we ended up with Omatic. We needed help getting our databases talk to each other.