[ ChMeetings Reviews ](https://www.g2.com/products/chmeetings/reviews) [ ChMeetings Reviews ](https://www.g2.com/products/chmeetings/reviews) # ChMeetings Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (7) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Purchase Order Management Create, send, and track purchase orders and their statuses ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Electronic Payments Electronically collect payments for goods or services Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal 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. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (16) Email Marketing 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. Lead Management 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. Campaign Management 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Committee Management Manage a group of members established for coordinating plans, programs, or other initiatives Calendar Management Track and manage schedules and meetings via an integrated calendar Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Volunteer Management Manage volunteer information and direct volunteer resources Contact Management Manage, organize, and store contact information Fundraising Management Activities related to raising money for a specific cause Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location Membership Management Database of members to track personal information of individuals and families Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (5) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Summary Reports Customizable Reports Alter the layout and content of reports Show More ##### ## Integrations (5) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Event Management Schedule and manage the logistics of activities and other gatherings Show More ##### ## Platform Basics (27) Membership Tracking Tracks the number of committed members to the church and stores family names in church directory. Donation Management Tracks the amount of donations submitted to the church each week, as well as record keeping of donors for tax purposes. Congregation Communication 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. Worship Management 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. Event Planning 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. Church Accounting Allows for managing payroll for ministers and church employees, as well as keeping a budget for church maintenance repairs and cleaning. Volunteer Management Manage volunteer information and direct volunteer resources Financial Management Plan, manage, and track the financial activities of an individual or organization Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Expense Tracking Monitor and record expenses such as purchases or charges incurred Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Attendance Management Manage attendance for classes, shifts, meetings, or events Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Receipt Management Upload, track, and submit receipts in a central database Purchase Order Management Create, send, and track purchase orders and their statuses Membership Management Database of members to track personal information of individuals and families Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Contact Management Manage, organize, and store contact information Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Worship Planning Coordinate and schedule the flow of services, plan musical selections, and assign team members Attendance Tracking Track the attendance of specific individuals or groups Visitor Tracking Track visitors and purpose of visits Forms Management Store, manage and track all forms in a centralized location Website Management Built-in website builder or integration with third-party site Show More ##### ## Platform Additional Functionality (6) People Management Specific Tools 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. Event Management Specific Tools 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. Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Pledge Management Track commitments to donate in the future Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Agentic AI - Nonprofit CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Accounting Integration Integrate with a third-party accounting system Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Agentic AI - Church Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Additional Functionality (124) Real-Time Data Receive data and information in real time Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Budgeting/Forecasting Create budgets based on historical data and future projections Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database Financial Reporting Generate reports to assess the financial performance of an organization Partnership Accounting General Ledger Centralized accounting record which tracks all financial transactions Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Recurring Giving Manage and track recurring gifts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Reports Alter the layout and content of reports Donation Tracking Track and view detailed financial donation history made by contacts and members Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Expense Tracking Monitor and record expenses such as purchases or charges incurred Accounts Receivable Track outstanding invoices and the money owed from clients Check Printing Print paychecks issued to confirm payment of wages or salary Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. API Application programming interface that allows for integration with other systems/databases Real-Time Reporting Active reporting of data and metrics Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Fund Management Manage allocation and performance of financial assets Multi-Currency Manage and handle various international currencies Grant Management Monitor application statuses, proposals and award funds Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Financial Management Plan, manage, and track the financial activities of an individual or organization Accounts Payable Track money owed to a company's creditors/suppliers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Mobile Access Access software remotely via mobile devices Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Activity Tracking Track and document all activities across devices, networks, and other systems Workflow Management Create, design and manage workflows for repetitive tasks Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Project Accounting Manage and track financials on a project-to-project basis Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Contact Management Manage, organize, and store contact information Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. For Nonprofits Software specialized for non-profit organizations Accounting Integration Integrate with a third-party accounting system Event Scheduling Plan an event's time and location Multi-Currency Manage and handle various international currencies Real-Time Data Receive data and information in real time Customizable Branding Add customized logos and colors to align with company branding Data Import/Export Import and export data to and from software applications Mobile Access Access software remotely via mobile devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Financial Reporting Generate reports to assess the financial performance of an organization Real-Time Reporting Active reporting of data and metrics Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period For Religious Organizations Primarily serving churches and religious organizations Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Budgeting/Forecasting Create budgets based on historical data and future projections AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Accounts Receivable Track outstanding invoices and the money owed from clients Credit Card Processing Accept and process credit card transactions Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Electronic Payments Electronically collect payments for goods or services ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Customizable Reports Alter the layout and content of reports Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounts Payable Track money owed to a company's creditors/suppliers Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns General Ledger Centralized accounting record which tracks all financial transactions Billing & Invoicing Create, manage, and send invoices or bills to customers Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Check Printing Print paychecks issued to confirm payment of wages or salary Multi-Location Manage and support multiple locations Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Member Portal Online gateway through which members can access/update personal information Child Check-in Secure process of tracking children during activities Online Giving Outlet for members and visitors to submit donations electronically Member Directory Comprehensive list that contains information and details of all the members associated with a particular organization or group SMS Messaging Send messages via SMS Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Online Calendar Online calendar of upcoming events/activities viewable to members and visitors Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Donation Tracking Track and view detailed financial donation history made by contacts and members Data Import/Export Import and export data to and from software applications Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Task Scheduling Track and manage the scheduling of tasks Email Templates Pre-made examples and templates for emails API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Email Tracking Track delivered, received, and opened emails Interaction Tracking Track interaction history by documenting conversations for contacts Activity Tracking Track and document all activities across devices, networks, and other systems Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Campaign Planning Plan and strategize marketing campaigns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Electronic Payments Electronically collect payments for goods or services Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Web Forms Web form that allows users to enter data that is sent and processed for different reasons Show More ## Top-Rated Alternatives [ ![DialMyCalls](https://images.g2crowd.com/uploads/product/hd_favicon/089b6e85a66345b5ed2851157d0d5dc5/dialmycalls.svg "DialMyCalls") DialMyCalls 4.7/5(1,000) ](https://www.g2.com/products/dialmycalls/reviews) [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 4.1/5(4,902) ](https://www.g2.com/products/oracle-netsuite/reviews) [ ![Sage Intacct](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Sage Intacct") Sage Intacct 4.3/5(4,409) ](https://www.g2.com/products/sage-intacct/reviews) [ View All Alternatives ](https://www.g2.com/products/chmeetings/competitors/alternatives) ChMeetings Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0e7fadd8a7f446e5cedfb98e5aac63fd/breeze.png "Product Avatar Image") Breeze ChMS 4.8/5(130) [ Compare Now ](https://www.g2.com/compare/yourgiving-inc-breeze-chms-vs-chmeetings) ##### Categories on G2 [ Nonprofit Accounting ](https://www.g2.com/categories/nonprofit-accounting-software)[ Nonprofit CRM ](https://www.g2.com/categories/nonprofit-crm)[ Church Management ](https://www.g2.com/categories/church-management) ##### Explore More [ Which job shop management app works reliably on tablets so operators can update job status and access work orders directly on the shop floor without going back to a PC? 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