Breeze ChMS Features
Administration (9)
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Reporting
Reports on various important data and metrics.
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Interaction Tracking
The ability to track each interaction with donors and maintain a record of their giving history.
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Automation
Tools to automate a variety of processes such as email marketing and emailing receipts.
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Donor Profiles
Profiles for each donor including contact information, interaction history, and giving history.
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User Dashboard
Allows users to customize their home page to display the information relevant to their role and tasks.
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Donor Profiles
Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.
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Reporting
Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.
Templates
Provides standard templates for letters and emails and/or allows users to create their own.
Customization
Creates custom fields to track information about donors or gifts that is specific to an organization.
Fundraising (5)
Campaign Management
The ability to plan and execute fundraising campaigns based around specific goals.
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Online Donation Portal
The ability to accept donations online via a website, social media, or mobile device.
Event Planning
Tools to plan fundraising events, including ticketing, registration, and attendance tracking.
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Recurring Donations
The ability to set up recurring donations of a specific amount at a chosen interval.
Mobile Capabilities
The ability to use mobile devices to collect in-person donations at an event or kiosk.
Marketing (1)
Email Marketing
Tools to create, customize, and send out mass marketing emails to specific donor groups.
Donor Management (2)
Pledge Tracking
Records gift pledges and updates remaining amount based on installments.
Acknowledgments & Communications
Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.
Interoperability (3)
Event Tracking
Stores event registration and ticketing information collected through online forms or manual data entry.
Gift Tracking
Downloads gift information from integrated fundraising tools into donor profiles.
Fund Accounting
Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.
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.
Marketing Automation (1)
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.
Workflow Automation (1)
Task Delegation
Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Reporting & Analytics (3)
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.
Integrations (1)
Fundraising
Supports online donation and event registration processing and imports fundraising data into records.
Volunteer Management (2)
Volunteer Scheduling
Assists with assigning volunteer shifts and manages a master schedule.
Volunteer Profiles
Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.
Engagement & Communication Tools (3)
Mass Messaging
Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.
Donation Pages
Supports embedded or linked donation pages to encourage volunteer donations.
Mobile Application
Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.
Platform Basics (6)
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.
Platform Additional Functionality (1)
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.
Agentic AI - Nonprofit CRM (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Church Management (4)
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




