ChMeetings Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Tracks the number of committed members to the church and stores family names in church directory. 13 reviewers of ChMeetings have provided feedback on this feature.

Tracks the amount of donations submitted to the church each week, as well as record keeping of donors for tax purposes. 10 reviewers of ChMeetings have provided feedback on this feature.

Based on 11 ChMeetings reviews. Maintains a communicaion system within the church so that the minister or church group can communicate with the rest of the community. Specifcally being able to send emails, newsletters, text messages and mail to announce church events, ask for donations and more.

Based on 12 ChMeetings reviews. Allows for the management of weekly worship meetings. So specifically managing the media, technology set up, coordinating volunteers and ministers, assigning musicians, choosing music etc.

Manages the event planning aspect of church gatherings whether it be a fundraiser, holiday event, festivals, children events and more. Specifically keepign track of event attendance and processing payments for donations, entrance fee, entertainment fees, food and beverages, etc. 13 reviewers of ChMeetings have provided feedback on this feature.

Based on 10 ChMeetings reviews. Allows for managing payroll for ministers and church employees, as well as keeping a budget for church maintenance repairs and cleaning.

This is a tool that enables users to specifically manage people who belong to a church. This can include keeping a directory of parishoners, managing communication with congregation, tracking attendance, creating family groups to learn peoples names and more. 13 reviewers of ChMeetings have provided feedback on this feature.

This is a tool that enables users to specifically manage the community events aspects of a church. This includes the management of media, booking a location, set up and clean up coordination, entertainment booking and more. This feature was mentioned in 13 ChMeetings reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting