The Complete CRM for
Organizations
Manage members, collect donations, run events, and build your community website — all in one platform. Built for temples, cultural organizations, and community groups.
CRM Features
Everything your organization needs
A complete toolkit for organizations — from first contact to long-term community management.
Member & Household CRM
Full contact database — organize members, assign roles, track membership tiers, and manage household relationships in one place.
Donation & Billing
Accept one-time and recurring payments via Stripe. Automatic tax receipts, refunds, and real-time revenue tracking built in.
Event Management
Create events, issue tickets, manage RSVPs, and check in attendees with QR codes. Complete history per member.
Website Builder
Every organization gets a branded site with a custom domain — drag & drop pages, donation forms, event listings, and member portal.
Automated Communications
Welcome emails, renewal reminders, event invites, and newsletters triggered automatically by member activity.
Reports & Analytics
Real-time dashboards for membership growth, donation trends, event attendance, and engagement metrics.
Smart Notifications
Automatic alerts for due renewals, new member signups, failed payments, and event RSVPs — never miss a thing.
Audit Log
Every change to member records, roles, and billing is logged with a timestamp and user attribution for full accountability.
Powerful Search & Filters
Find any member, transaction, or event in seconds. Filter by role, membership status, household, payment history, and more.
Up and running in days, not months
No technical expertise needed. Our team handles setup and onboarding — you focus on your community.
Request AccessContact us to get access
Reach out via our contact form. Our team sets up your organization profile, configures your subdomain, and onboards your admin.
Configure your CRM
Set up membership plans, define roles and permissions, customize your member portal, and connect Stripe for payments.
Grow your community
Invite members, launch donation campaigns, host events, and communicate — all from one beautifully unified platform.
You decide who sees what.
Create as many roles as you need. Attach permissions. Assign them to people. Done.
| Permission | Admin | Editor | Treasurer | Volunteer | Guest |
|---|---|---|---|---|---|
| View member directory | — | ||||
| Edit member profiles | — | — | — | ||
| Manage roles & permissions | — | — | — | — | |
| Process donations & refunds | — | — | — | ||
| Export financial reports | — | — | — | ||
| Create & edit events | — | — | |||
| Check in attendees (QR) | — | — | |||
| Edit website pages | — | — | — | ||
| View audit log | — | — | — | — |
These are examples. You can create unlimited custom roles and assign any combination of 30+ permissions per tenant.
Build your own
community website
Every organization gets a fully branded website — no coding needed. Set your domain, choose your colors, publish pages with the drag-and-drop block builder.
What's under the hood
No black boxes. This is what your data runs on.
Ready to modernize your organization?
Contact our team to get access. We onboard organizations personally to ensure the platform is set up perfectly for your community.