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Become a Connected Ministry

Congregation Connect is a brand new way to manage your church, using the Salesforce.com platform. It’s based on a unified data model that offers a 360 degree view of your community. It provides real-time data and robust reporting capabilities. And it’s built for the social and mobile era, so you can reach your constituents wherever they may be.

Deepen Engagement with Members

Get a complete picture of your members, donors, volunteers, clients and other constituents in one place—including activity history, giving history, programs and events attended. Getting the complete information about the your members’ lives is vital to offering them a personalized touch from your ministry. Congregation Connect provides each ministry leader the ability to input and access the information from any location, at any time, and on any mobile device.

  • Gain insight into their activity on social media, making it easy to build stronger, longer-lasting relationships.
  • Full view of member data in one centralized church database
  • Automatic workflows to make sure individuals are not being overlooked
  • Integrated marketing automation
  • Opt-in church photo and member directory
  • Secured member community to encourage community within your church
  • Member demographics (name, interests, gender, age, etc)
  • Track spiritual progress and lifelong involvement with the ministry
  • Contact information (multiple phones, emails, and addresses)
  • Seasonal address
  • Employment information
  • Comprehensive search capabilities
  • Graphical relationships module
  • Medical and special needs information
  • Education history
  • Volunteer interests and hours
  • And more!


The most powerful church management system, now with a powerful AR:

  • Custom Statement Design Tool (Unlimited Statements Format)
  • General Ledger Integration
  • Robust Reporting tool
  • Unlimited Designations (billing codes)
  • Built In Virtual Terminal to Process Credit Card/ ACH
  • View and edit payment and charge journals before posting
  • Batch Billing Functionality



With limited resources you can leverage the power of our events module and significantly enhance attendee experience.

  • Create powerful web forms that send the information directly into your database
  • Match registration information with existing contacts to reduce duplicates and increase data accuracy
  • Collect online payments
  • Publish an event calendar on your website
  • Offer discount codes


Congregation Connect is your complete donor and members management application. Track all your conversations and interactions with your members in one place. Unlike the “donor database” approach, our solution will serve your entire ministry- not just one department.

  • Complete view of your members- Everything you need to know about your members is in one place so you can understand every constituent and deliver the right service, message or answer.
  • Track and manage revenues– Identify major donors, track gifts and pledges, run campaigns, and eliminate wasting time entering recurring donations.
  • Work smarter—and faster – Congregation Connect can support and automate any business process or workflow and consolidate all your spreadsheets, address books and database systems into a single solution.
  • Connect your database with your website – Congregation Connect and your website work together. Quickly setup and manage online payments from your donors.
  • Customized reporting – Create your own reports and dashboards – without a need for programmers – and gain immediate access to meaningful metrics.
  • Manage events – Manage all your fundraising campaigns and know where to invest in the future to make the most impact.
  • Social integration – Wherever your supporters are, you will be there. Join their conversation on Twitter and Facebook from your database.


The Social Graph


The social Web is changing the way we live and work. Social networks are making dramatic changes to not only how people communicate and engage with each other, but also with companies, foundations, and other organizations. Tracking and managing relationships is more important than ever.


Volunteers are an important resource for the ministry. You rely on volunteers to carry out much of your work and it can be a daunting task to manage thousands of volunteers across multiple sites. Congregation Connect can help you keep track of the

  • Volunteer Jobs and Shift – Track the volunteer jobs and, optionally, shifts your organization needs filled.  Jobs track information such as the skills needed and location.  Shifts are available for each job to track a specific time and the desired number of volunteers you want
  • Volunteer Time Recording – Track the hours your volunteers work to make recognition and end-of-year reporting a simple task.
  • Online volunteer registration integration for your website
  • Track volunteer interest, skills, passions, and talents
  • Mass edit volunteer hours
  • Volunteers Personal Sites, a set of Sites pages, email template, and resources to allow you to provide a personal site to your volunteers for them to each individually see their contact and volunteer information, their volunteer history, and their upcoming shifts.
  • Mass Email Volunteers – Stay in touch with your volunteers with built-in ability to email everyone on a job, shift, or campaign with a single action.  This feature makes it easy to send all the volunteers on a specific job or shift directions, waiver forms or to thank them for participating.
  • Reporting and Dashboards – A full set of reports and dashboards to help you manage and analyze your volunteer program.  With Congregation Connect, it’s now easy to know who your most active volunteers are, and how many volunteers and hours you are benefiting from each year.

Marketing and Email Automation Integration

Simple but effective, our Congregation Connect solution integrates with many email service providers to  allow you to send out thousands of emails at a time to members and prospects. Build segmented lists, create and distribute customized templates and track post drop activity all from within Congregation Connect. No need to update email addresses in multiple database – we offer one centralized location for all your email communications.

While deciding which application is right for your ministry, we recommend considering the following:

  • Volume – You need to consider how many people are in your list. How many email blasts will you have every month?
  • Reporting and Tracking – Includes tools to evaluate campaign success with key results in real-time. Many applications include custom Salesforce reports and dashboards.
  • Social Media – Instantly share your email message on Facebook, Twitter, and LinkedIn.
  • Templates – Ability to simply create template-based emails with an easy to use wizard.
  • Pricing – Every provider has their own pricing system. Some base their prices on volume, the amount of emails that you send, and some offer bulk discounts.

Here is a short list of vendors we currently support:

  • iContact
  • Vertical Response
  • Pardot
  • ExactTarget – Salesforce Marketing Cloud
  • MailChimp
  • ConstantContact

Customizable Reports and Dashboards

Get an at-a-glance, personalized view of your organization, all in real time. Everyone from executives to fundraisers to the clergy are never more than a few clicks away from the insights they need to make informed decisions.
Real-Time dashboards Real-time dashboards provide a complete picture of your church. With dynamic and filtered dashboards, you can create a view of your entire organization, while giving each   staff person the personalized view they want.

Drag and Drop Reports Reporting used to be hard, but with Congregation Connect it’s easy. Just drag and drop on the fields, filters, groupings, and charts that you want, and get an immediate real-time view, with instant drill-down to operational data.

Mobile Analytics

Run your church on the go with this real-time iPad, iPhone, Blackberry, and Android apps. Use it to check in on your organization, drill down to details, and then collaborate through Chatter.


Mobile apps to keep you connected

Never lose touch with your congregation with powerful apps like Salesforce1. It’s what you need to get the job done no matter where you are.

  • Stay connected to your ministry 24/7
  • Learn about late-breaking developments
  • Instantly access your records

Visit  m.salesforce.com on your device.


Things change fast: You can’t keep your congregation happy with outdated information. Stay on top of your ministry from anywhere with your mobile device.