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features
design
support

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Description

Foundant's CommunitySuite is a cloud-based, integrated solution that allows you to manage fund advisor relationships. It includes robust fund accounting, constituent management (CRM) and events management. This will allow you to spend your time focusing on your mission. It's supported by responsive philanthropy professionals who are committed to client success. You can use one system to manage your operations to eliminate silos, build your team, and maximize your impact.

Description

Omtio currently provides a user-friendly, fully managed, lightweight cloud-based case management solution known as Hope, specifically designed for advisory organizations. This straightforward and cost-efficient centralized solution is hosted in the cloud, allowing us to manage the application and its infrastructure while you dedicate your efforts to supporting your clients. Our reports utilize real-time data, delivering information that reflects the current state of affairs. Users can filter this data by UK districts and wards, enabling a thorough analysis of specific geographic areas of concern. The application is designed to streamline your staff's workflow, ensuring ease of use and efficiency, as it was developed with their needs in mind. Omtio specializes in software development, leveraging tools, services, and languages within the Microsoft .Net framework and ecosystem, while also focusing on the ongoing development and enhancement of Hope, which is driven by our clients' feedback. Additionally, we create tailored applications that align with both the unique requirements and financial constraints of our clients to ensure the best possible fit.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Foundant Technologies

Founded

2006

Country

United States

Website

www.foundant.com/products/foundation-management-software/

Vendor Details

Company Name

Omtio

Founded

2017

Country

United Kingdom

Website

www.omtio.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Fund Accounting

Accounts Payable No 
Accounts Receivable Yes 
Activity Tracking No 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting No 
Compliance Management Yes 
Donor Management Yes 
General Ledger Yes 
Partnership Accounting No 
Purchasing & Receiving No 

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management No 
Grant Award Tracking No 
Grant Opportunity Search No 
Self-Registration No 

Scholarship Management

Applicant Management No 
Applicant Portal No 
Commenting / Notes No 
Customizable Forms No 
Interview Management No 
Recommendations Management No 
Reviewer Management No 
Scoring No 
White Label No 

Product Features

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management Yes 

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