SMS & Mobile Messaging solutions
Your supporters are reading your texts. Make sure your CRM knows what happens next.
Text messages get opened. Donations come in through mobile. But when that engagement stays in your SMS platform and never flows into your CRM, your team is making decisions without the full picture. Omatic Cloud connects your mobile messaging platform to your CRM so every opt-in, action, and engagement signal lands where your team can actually use it.
The Problem
Your mobile platform knows your supporters are engaged, but your CRM doesn’t.
Most nonprofits manage mobile messaging and donor data in completely separate systems that never talk to each other. Your SMS platform holds a list of opt-ins and engagement history. Your CRM holds your giving history and relationship records. The gap between those two systems is where your most engaged mobile supporters go unrecognized, where opt-outs get missed, and where your team ends up sending the wrong message to the wrong person because the data doesn’t connect.
How omatic helps
Built for the way nonprofit mobile programs actually work.
Omatic Cloud connects your mobile messaging platform to your CRM so so your team works from one complete picture of every supporter.
Continuous, Scheduled List Refreshes
Your SMS platform is only as good as the list feeding it. Omatic Cloud keeps your mobile audience current by automatically syncing new opt-ins, updated records, and list changes from your CRM, so your team is always texting the right people without manual exports or spreadsheet uploads.
Smarter Audience Segmentation
The best mobile messages go to the right people based on real data. Omatic Cloud connects your CRM fields to your SMS platform so your team can segment by giving history, program participation, advocacy activity, or any other CRM attribute, without copying data between systems.
Automatic Suppression and Preference Enforcement
When a supporter texts STOP, that preference needs to be respected everywhere. Omatic Cloud syncs opt-out and communication preference data between your mobile platform and your CRM so your team never reaches out to someone who asked not to be contacted, regardless of which channel they used.
Track Mobile Engagement in Your CRM
When a supporter responds to a text, takes an advocacy action, or donates through a mobile campaign, that activity tells you something important. Omatic Cloud records those engagement signals back to the right constituent record in your CRM so your team always knows who’s paying attention and can act on it.
Faster New Supporter Enrollment
The moment someone opts into your mobile program, their record should flow into your CRM cleanly and without duplicates. Omatic Cloud matches incoming opt-ins to existing records and creates new ones where needed, so new mobile supporters are enrolled accurately from day one and ready for follow-up.
Configurable Field Mapping and Data Transformation
Your mobile platform and your CRM don’t organize data the same way. Omatic Cloud bridges that gap by mapping fields accurately so the right information lands in the right place. Phone formats, opt-in sources, keyword responses, and campaign codes all arrive in your CRM in exactly the format your team expects.
Designed to Work with the Systems You Rely On
Omatic Cloud connects the mobile messaging platforms, CRMs, and email tools your nonprofit already uses. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
Foundations of MultiCare Infuses Efficiency into Grateful Patient Program
We imported 18,000 names in a few hours for a calling campaign, matched them to existing constituents, and had a very successful campaign. The matching is superior and the ability to find and promote to full constituents during gift processing has made those batches fly