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Technology | Sep. 9, 2014

Why Church Management Systems are Necessary

CRMs for churches

You know what isn’t easy in churches? Change. Honestly, change is hard for businesses as well. A couple of years ago, we decided to change our CRM (Customer Relationship Management) tool from an old-school system to a newer and cooler system.

Little did I know that this would be one of the hardest projects I’ve ever taken on. For a few months, I completely regretted our decision to make such a big change.

But shortly after those moments of regret came the payoff. We were able to take care of our customers better, get in touch with churches better, and manage all of our communications between clients and prospects on a higher level. Our business grew because of it.

Because of my experience with using a CRM in a business setting, I am positive that if every church started using the same concept, they’d see growth as well.

Here are three reasons why CRMs and churches go hand-in-hand:

1. You’ll Never Miss a Follow-Up Opportunity.

CRMs are designed to help you master the art of following up. Whether you use a system designed specifically for churches or a regular CRM, your follow-up strategy will go from amateur to advanced in no time. Your church will be able to set up automatic emails to first-time visitors or reminders for pastors and staff to call someone who expressed interest in serving at the church. Follow-up has never been easier.

Example: When a church makes a purchase from us, they are entered into a campaign that triggers emails with useful information about their new product, as well as reminders for our team to call them and see how things are going. The communication is still personal; it just never slips through the cracks, even during our busiest times.

2. You’ll Know Your Members Better.

Most CRMs will allow you to sort members by age, gender, previous event registrations, or marital status. Having this feature gives your team an easy way to stay connected with people in their ministry areas. By knowing all of this information, you’ll learn who you church is, and you can communicate the right information to the people who need to hear it.

Example: You have a college gathering coming up. Why not email everyone in your church between the ages of 18-22 to invite them? That may seem like a task, but if you are using a CRM, it wouldn’t take more than 5 minutes.

3. You’ll Love The Reporting.

The beauty about having everything in one place is that it makes reporting simple. Want to compare contributions from this year to last year? Or how about track how many people are opening your email newsletters? Interested in seeing how many people have signed up to help in different departments after your volunteer push in the fall? You can even pull attendance reports. You may be able to do this now, but having it all in one place and available at the click of a mouse is pretty fantastic.

So, if you aren’t already using a management system or CRM at your church, here are some you may want to check out:

1. Arena

2. Elexio

3. Simple Church CRM

4. Infusionsoft

Sarah Blackmon Church Marketing Specialist, d2design
Sarah Blackmon Church Marketing Specialist, d2design
  • You should also make sure to check out Fresh Vine – https://freshvine.co/ – as it was designed for churches to help their communities get rooted and grow.

    • Hey Paul,

      I just took some time and checked out Fresh Vine. Pretty cool software you have going on. I will def pass that on to our clients who are searching out stuff like that. Thanks for sharing.

      • Thanks Sarah. We’d love to help them love and serve their communities.