Features/People CRM
Know your people. Follow up before someone slips away.
Member profiles, households, visitors, and pastoral tasks in one place — so your team spends less time hunting spreadsheets and more time caring for the congregation.
- Member 360 profiles with groups, attendance, and care notes
- Visitor intake and convert-to-member workflows
- Households, tags, custom fields, and CSV import
- Assignable follow-up tasks from visitors, missed attendance, or sermon feedback
Members & households
Searchable directories with membership status, roles, and tags. Group families under shared addresses with a primary contact — built for how churches actually organize people.
Visitors who don’t fall through the cracks
Capture first-time guests, how they heard about you, and turn visits into follow-up tasks automatically. Convert visitors to members when they’re ready.
Pastoral follow-up that sticks
Assignable tasks with priorities and due dates. Triggers from missed attendance, new visitors, and sermon feedback keep care work visible to your team.
Related features
Attendance & Check-In
Members check in from their phone; admins see service history and methods. Missed weeks can create follow-up tasks automatically.
Events & RSVP
From one-off potlucks to recurring midweek series — calendar and list views, capacity limits, waitlists, and reminders so nobody is left guessing.
Sermons & Bulletin
Upload or link messages, organize by series and tags, let members take notes and reflect — plus weekly bulletins they can read on any device.
See people crm in your church
Register in minutes — invite your team when you’re ready.
Questions? [email protected]