Omatic showed the potential to automate processes that would otherwise be very manual and offered a flexible integration platform for organizations using systems such as Raiser’s Edge. The consultants we worked with were knowledgeable, responsive, and genuinely invested in our success throughout the onboarding process.From a functionality perspective, the platform appeared capable of handling complex integrations and workflow customization. Performance was generally stable in our experience, and the cloud tools offered a modern approach to automation. The user experience, however, required a significant learning investment, particularly when moving between the newer cloud platform and some of the legacy integration tools.While we did not ultimately implement every workflow we had planned, that was due to a combination of platform complexity, implementation effort, staffing changes, and competing priorities within our organization. For teams with dedicated capacity to build, test, and refine workflows, the product offers considerable flexibility and automation potential.The biggest strength of Omatic is its customization capability and the expertise of its implementation team. Organizations with sufficient internal resources are likely to realize a stronger return on investment than organizations looking for a more plug-and-play solution. Review collected by and hosted on G2.com.

The biggest challenge for our organization was the amount of time, customization, and internal capacity required to fully realize the value of the platform. While Omatic is flexible, we found that many workflows required significantly more configuration and refinement than we initially expected.The onboarding process was helpful, but it was difficult to complete all of the desired workflows within the implementation period. We also found the transition between Omatic Cloud concepts and the legacy Raiser's Edge integration tools somewhat confusing at times, which added to the learning curve. Our implementation took longer than anticipated and, due to a combination of platform complexity, staffing changes, and competing priorities within our organization, we never fully implemented every workflow we had planned. As a result, it was difficult to achieve the anticipated return on investment within our timeframe. Finally, we would have appreciated more contract flexibility. When our organization's technology strategy changed and we decided to move away from Raiser's Edge, there was limited ability to adjust the agreement despite the product no longer aligning with our future direction. Review collected by and hosted on G2.com.

The software has allowed us to create information flow from one software to another with a lot of ease. Review collected by and hosted on G2.com.

The learning curve was a little bit of a struggle, but that was our fault since we were unable to fully utilize the available training, which I highly recommend taking full advantage of... but the support is also very active and has solved nearly all of our issues. Some issues are not the fault of Omatic since the source of data has not allowed all needed fields to be API, which can create challenges, but still doable. Review collected by and hosted on G2.com.

I have been using Omatic Software for about three years at my business, and I find it very helpful for updating event registrations, especially since there is no native integration between Eventbrite and our Blackbaud CRM. Omatic Software fills this gap effectively by allowing us to manually input CSV or Excel files and map them into CRM, which is incredibly useful for handling our data. I appreciate the ability of Omatic to bulk add constituents efficiently, as I was able to add about a thousand constituents in one go, which is quite a significant feat. The software also excels in matching event registrants to our existing CRM records, which simplifies our event processes immensely. During the transition from Omatic to Omatic Cloud, I appreciated the intuitive design of Omatic's help articles that allowed me to independently set up formulas needed for the switchover. This aspect significantly reduced the daunting nature of the task, enabling a smooth transition. Furthermore, I find the matching algorithm particularly beneficial; it assists me in accurately aligning data from spreadsheets into our CRM, which is crucial for maintaining our database integrity. Overall, the capabilities of Omatic make data integration tasks much more manageable and enhance operational efficiency. Review collected by and hosted on G2.com.

I find the process of updating relationships in Oomatic Cloud cumbersome and not intuitive, leading to mistaken relationships.","The transition from regular Oumatic to Oumatic Cloud was challenging as it required rewriting formulas, which was daunting due to my lack of experience. Review collected by and hosted on G2.com.

I really appreciate how much customization this tool offers when importing data from various sources. Setting up the imports is straightforward, and once they're configured, using them is incredibly simple. It has saved our team countless hours every week!

I also really love the onboarding process, it's VERY thorough for users of any experience and the support desk is always very quick to respond. Review collected by and hosted on G2.com.

Omatic Cloud isn't as intuitive as the original ImportOmatic, but it does provide significantly more options for customization. Review collected by and hosted on G2.com.

Time-saving automations

Reliable integrations Review collected by and hosted on G2.com.

Steep onboarding andd setup complex Review collected by and hosted on G2.com.

The ability to set up on profile for recurring imports instead of continually adding columns to spreadsheets, the ability to identify duplicates before importing Review collected by and hosted on G2.com.

Can take time to set up initially, the recognition of duplicate phone and email could use some work Review collected by and hosted on G2.com.

Omatic Software has made such a difference in our lives. Once we created the formats in Omatic, the import process for our graduates in Blackbaud Raiser's Edge is almost seamless. Our move to the cloud-based version was easy. Excellen training and customer support Review collected by and hosted on G2.com.

The inability to import 'Fund' information. Once the apis are developed, this will be welcome addition. Review collected by and hosted on G2.com.

The wide spread capability for transforming data from various systems. I like having the options to transform data from one system to integrate with another. It is also useful to have a schedule and have it pull from various sources so not all of the importing relies on human interaction. Review collected by and hosted on G2.com.

The amount of time it takes to process or push data can be frustrating. While I understand this isn’t entirely Omatic’s fault, the delay often leads me to continue handling some processes manually because of how long it takes. Review collected by and hosted on G2.com.

It is user friendly, intuitive, easy to integrate with our CRM, innovative, affordable and great customer service. Review collected by and hosted on G2.com.

Currently it is a third party platfrom rather than builtin within our CRM and the time difference for Australia makes difficult to partake in any webinars live because of the time difference. Review collected by and hosted on G2.com.

Their knowledge of our products and support Review collected by and hosted on G2.com.

Confusion about the best solution based on differing opinions Review collected by and hosted on G2.com.