Features

 

Members & Groups

  • Easily manage your members' personal, contact, and address information.
  • Create and edit your own date and text fields for custom information. i.e: Date lettered in on.
  • Place members into groups one by one, or by using the mass edit tool to make management and attendance taking easier for your classes, choirs, committees, etc.
  • Track tithe/giving.
  • Organize members into families.
  • Print address labels for members by selection or by group in popular Avery Numbers.

Attendance

  • Take individual or total attendance.
  • With individual attendance you setup meetings which are made of groups and mark individuals as: present, excused, or unexcused.
  • Add your own excused options. Default include: out of town, sick, work, school.
  • Use manual entry or small and inexpensive RFID cards to collect attendance. Members simply wave the card over the RFID reader (purchased separately) and their presence is instantly recorded on the SimpleChurchCRM server.

Utilities/Settings

  • Mass contact members by group and/or by absences. You can choose to email or Text Message (SMS)(Via optional integration with Twilio) one or many groups at a time with a personalized message.
  • Mass import member information from Excel (.CSV) and/or mass update member information.
  • Export membership information to Excel (.CSV) - useful for using mail-merge and calling tree programs.
  • Create and assign role to members. Roles are allowed certain permissions like: editing member information, viewing reports, etc. So, more people can be involved in management and only in the areas they need to be.
  • Define the terms your church uses for its members, groups, and meetings (e.g. Students, classes, and services).
  • View a log of all actions taken in the system - edits, deletes, etc.
SimpleChurchCRM integrates with MailChimp

3rd Party Integration

  • Integrated with the email and list management service MailChimp
  • Integrated with Twilio - Providers of SMS and Voice Services
  • Coming Soon, Integration with Planning Center

 Interactions

  • Ministry is about people; keeping track of your church's interactions with its members and visitors can greatly increase the efficiency and effectiveness of your staff and volunteers.
  • Define your own types of interactions - Phone Call, Letter, etc.
  • Assign interactions to members to complete - He/she will be sent an email with the details of the assigned interaction.
  • Quickly search/view all interaction summaries and see all the correspondence you've had with a member.

Reports

  • View graphs of attendance over time for meetings and groups.
  • See an individual's attendance over time.
  • Access an 'Absent' report of members you might want to check with who have been absent more than twice in a month for a meeting.
  • View tithe/giving over time and by member.
  • Create reports on you custom created fields to see totals to date and change over time.
  • All reports are printable and display your logo in the header.

Search

  • Such a simple yet very important thing, SimpleChurchCRM's search uses one big search box to allow you to search all of your members' information and interactions.
  • Search results quickly update as you type.
  • You can use multiple and partial words to find what you want.

iPhone Web Application

  • Access most of the functionality of SimpleChurchCRM while on the go.
    • Search membership information.
    • View a member's address and a map to their house.
    • Assign and view interactions.
    • Enter attendance for sessions while they're in progress.
    • And More!
  • Has the look and feel of a native application so you don't have to zoom and scroll like on a normal website.