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CRMOverview

CRM

Screenshot of the CRM admin panel

Administrative panel view in the CRM section.

CRM is the backbone of Ministrium. Every person who’s touched your church lives here: from the visitor who filled a connect card on Sunday to the founding member who’s been around for 20 years.

The module is designed around three flows:

  1. Capture: how new prospects enter the system (kiosk, events, web form, import).
  2. Conversion: the pipeline that moves a prospect toward membership.
  3. Care: the member record and family record for pastoral follow-up.

Read it in this order if you’re new:

  1. Prospect vs member
  2. Capture sources
  3. Pipeline and conversion
  4. Member data
  5. Segmentation and tags
  6. Data export
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