CRM Assessment

Help us make the most out of our CRM! We’re looking for a volunteer to assess our current CRM system (Text In Church) and identify ways we can use it to meet our needs more effectively, including potential integrations with other tools we’re using. Once the volunteer implements the recommended changes, we’d like a brief training session and/or documented guidelines to follow so that we can maintain the CRM going forward.

help us implement a membership system consistent with vision and mission consistent with our vision of healing and empower ten thousand families to prosper. And our Mission to heal and empower through empowerment groups, ministry teams, and education

We have already selected a CRM and are ready to share credentials with a volunteer. We’ll come prepared with details about the specific types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use.