Learn More About SimpleChurch CRM's Robust Features

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Utilities / Settings

  • Mass import member information from Excel (.CSV) and/or mass update member information.
  • Mass import giving data from Excel (.CSV)
  • Export all membership, giving, and interactions information to Excel (.CSV) - useful for using mail-merge, calling tree programs, and custom reports.
  • 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.

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.
  • Hit 's' on any page and start typing to find and go to a person.
  • Use our advanced search to filter on all of your individual fields, including custom ones.
    • Search based on age range and gender
    • Search based on which groups a person is, or isn't in.
    • No SQL or query language required!

Permissions

  • Create and assign roles 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.

3rd Party Integration

  • Integrated with the email and list management service MailChimp
  • Integrated with the email and contact management service Constant Contact
  • Integrated with Planning Center - Providers of Worship Service Planning software.