What are Workflows?
Save valuable time by automating processes using Workflows. Simply set up Workflows to trigger certain actions, such as follow ups, task assignments, viewing to-dos, and more. Use our system to automate your systems and spend more time focusing on ministry. You can even use Workflows to make sure that guests and members alike feel valued.
How to make Workflows work for you
1. Follow up with visitors every time
Set up a workflow that ensures your follow-up procedures happen every time. Remind ministers to follow up and automatically send a welcome email immediately. Easy peasy.
2. Remind staff and volunteers of their to-dos
Sometimes people simply forget the tasks that have been assigned to them. Ensure that tasks are completed by setting up automatic reminders.
3. Automatically thank donors and volunteers
Send automatic texts or emails to people who donate to your church or serve at an event.
What else can I do?
Keep member records up to date.
Stay in touch with your people.
Find the data you need. Fast.
Create groups, manage members, and assign tasks.
Streamline the check-in process with confidence.
Stay organized with a central calendar.
Automate follow ups, task assignments, and more.
Assign tasks, monitor progress, and receive notifications.
Access everything you need from your phone.
Forms and Event Management
Offer event registration and plan like a pro.
Church Health Dashboards
Monitor the metrics that matter most.
Receive payments and track generosity.
Access key information quickly.
Accelerate adoptions and create church data masters with our Success Plans.