Omatic Integrations

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Classy is a social venture that creates online fundraising tools for nonprofits. It modernizes the giving experience to increase social impact. Classy has helped more than 4,000 nonprofits raise over a billion dollars since 2011. Nonprofits of all sizes trust Classy for all their online fundraising needs, including peer-to-peer fundraising and event registration & management. Classy's award-winning open API allows anyone to create custom tools and unique supporter experiences. Out-of-the-box integrations with third party tools like Salesforce and MailChimp give the strongest and most powerful donor ecosystem on the market.

Blackbaud CRM™ offers a robust solution for customer relationship management tailored specifically for large to enterprise-level nonprofit organizations. By merging unparalleled expertise in the nonprofit sector with top-tier fundraising and CRM software, Blackbaud CRM delivers integrated analytics, multichannel marketing, and data mining services that enable large nonprofits to foster stronger and more effective relationships. This comprehensive software solution not only leverages Blackbaud's extensive fundraising knowledge but also empowers nonprofits to enhance their fundraising initiatives. Navigate complex communication and fundraising challenges with a cohesive strategy that incorporates online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and effective web design. With Blackbaud CRM’s built-in prospect research tool, ResearchPoint™, organizations can eliminate uncertainty by accessing crucial insights regarding wealth capacity and philanthropic giving patterns, ensuring informed decision-making for future fundraising endeavors. Ultimately, Blackbaud CRM equips nonprofits with the necessary tools to thrive in an ever-evolving landscape.

Fundraising Report Card is the ultimate tool for nonprofits and fundraising consultants looking to unlock actionable insights from donor data. Analyze donor retention, giving trends, and year-over-year growth with ease. Featuring CRM integration, risk-adjusted pipelines, and intuitive dashboards, it empowers organizations to make smarter decisions, increase ROI, and foster stronger donor relationships. Perfect for any nonprofit striving for data-driven fundraising success. Transform your data into results today!

ImportOmatic+ is a cloud-based data integration tool built for nonprofits, streamlining the process of importing and standardizing data from multiple sources into their CRM systems. It simplifies data transformation with customizable mapping, formatting, and conversion rules to maintain accuracy and consistency. The platform includes smart automation features that ensure clean records are directly integrated while flagging any entries that require manual review. Additionally, ImportOmatic+ enhances data integrity by detecting duplicates, validating key information, and resolving formatting inconsistencies. By optimizing donor records and streamlining data management, it helps nonprofits improve engagement, strengthen donor relationships, and maximize fundraising efforts.