Church CRM is an OpenSource CRM system to build a church website and an online church management software you can use to help you run your church from one place.
Once the web-based application is installed, you can access it from anywhere using any modern browser or device.
And being open-sourced (see https://en.wikipedia.org/wiki/Open_source) means that it is free and that you have the permission to tweak the source code to meet your unique needs.
ChurchCRM can aid a church in running its congregation by giving the church staff:
- the ability to group members into families.
- the ability to upload family and member's photos.
- the ability to email Sunday School class, teachers, and parents with the click of a button.
- the ability to email all families at once requesting info verification.
- the ability to generate end-of-year donation reports.
- the ability to generate Sunday School class reports with child and parent contact information.
- Dashboards: that gives you a quick view of your members.
- Data Import: import data from a comma-separated value (.csv) file.
- Maps: visualize members' home addresses with Google Maps integration.
- Mailchimp: Integration with MailChimp lists.
- Finances: a finance function for tracking tithes, pledges, and gifts.
- Fundraiser: used for events where members are buying and selling items and/or services to benefit the church.
- Volunteers: used to keep track of talent and the willingness of volunteers for specific tasks
- Calendar: keep track of events and member birthdays.
- Canvass Support: ChurchCRM includes comprehensive support to facilitate an every-member canvass effort.
- ... and more.
How To Install ChurchCRM
Before proceeding with the installation, please make sure that you have your cPanel login credentials with you.
If you haven't received your cPanel login username and password, then please contact our Account team to resent these to you.
Visit churchdomain_name.com:2083 and log in.
If you haven't made changes to your DNS so that you can be able to access port 2083 via your domain name, then you can use the hostname.domain_name.com.
Scroll down to Softwares and look for Softaculous Application Installer.
Click on it. The page will load and you will all the web applications that are available to your hosting account.
Using the search field, search for "ChurchCRM".
Optionally, click on the ERP (Enterprise Relationship Management) and select ChurchCRM.
This is where you can install the application to manage your congregation's information, online and in-person giving, groups, church, Sunday school attendance and much more.
Click on Install Now.
Choose the Installation URL to install the software.
Please check to ensure that you are installing it on the right domain or sub-domain especially if you have multiple domains.
On our systems, this could be either "https" or "https://" since every domain, we host to have access to an automatic SSL/TLS certificate.
To install ChurchCRM on your main domain that it becomes your core website, delete the "churchcrm" listed on the directory.
To install ChurchCRM on a folder so that it will be available at https://churchdomain_name.com/churchcrm, leave it as it is or edit to be just https://churchdomain_name.com.com/crm.
Type in the Admin Username.
Create the Admin Password.
We recommend that you create a strong password either by visiting https://1password.com/password-generator/ or using our system's password generator.
If you want to send the installation details to your web developer or web designer, fill his or her email address in the "Email installation details to ...." space provided.
Click Install.
That's it.
Your church's CRM is now installed and the system will give your administrator URL once the installation is completed which often is in less than a minute.
