meichthys
commented
4 years ago Here's an initial start 🚀. I'm not very well versed in ChurchCRM but appreciate the work being done to improve the platform. I'm sure many other items below will apply to ChurchCRM. Some of the items on the list don't seem very relevant to a crm software for churches, and some are not very well explained 🤷♂️
| Church Database System Comparison | ChurchCRM Status |
|---|---|
| Children's Check-In Kiosks | |
| Children's Check-In Kiosks are web-based (runs in browser) | |
| Defined Workflows | |
| Defined Workflows that are Non-Linear | |
| Defined Workflows triggered by many different events | |
| Email Digests of Pending Tasks (one email for many tasks) | |
| Handles Duplicate Profile Creation Gracefully | |
| OCR for Contact Cards | |
| Users Can Self-Update Profile | |
| Households can be split/rearranged relatively easily | ✔️ |
| Households can include guests (e.g. kids' friends) | ✔️ |
| Individuals can be part of multiple families | |
| Maps and Geographic Analysis Tools | ✔️ |
| Member Notes w/ Security Levels | |
| Online Directory | ✔️ |
| Online Directory can be limited to Members | ✔️ |
| Online Directory can be semi-obfuscated (e.g. global partners in sensitive places) | |
| Online Directory can have minimum age requirement (protects minors) | |
| Stores Individual and Family photos | ✔️ |
| Emailing Children CCs Parents | |
| Event & Content Targeting | |
| Integration with Facebook Events (API Discontinued by FB. Field remains for nostalgia.) | |
| Manages Unsubscribe Selectively (Unsubscribe link does not end all emails) | |
| Send E-Statements Automatically | |
| Sends Text Messages on Behalf of Indiv | |
| Sends Text Messages on Behalf of Org | |
| User-Specific Email Content (conditions and queries, not just inserting names) | |
| Check Image Scanned to User Profile | |
| Check Image Scanning does not require Remote Deposit | |
| Congregants can view and schedule giving | |
| Import Gifts from Other Apps | |
| Online Giving Feature Exists | |
| Quickbooks Integration | |
| Sage Integration | |
| Single Donation can be split between funds | |
| Users Can Give Online w/o an account | |
| Uses OCR for Attributing Gifts (Both to donor and to fund) | |
| Attendance Tracking Reminders via Email/Text | |
| Content can be shared with specific groups (e.g. small group curriculum) | |
| Mobile-Friendly Group Rostering | |
| Track Attendance as mixture of headcount and individual | |
| Volunteer Access to Manage Rosters | |
| Volunteer Access to View Rosters | |
| Book Library System Integration | |
| Customization of Database Columns | |
| Deep Integration into Website | |
| Integrate People with GSuite or AD Contacts | |
| Integrates with a pager system (e.g. Page from Classroom Roster) | |
| Mobile-Friendly Interface | ✔️ |
| Security Levels / Role Differentiation | ✔️ |
| Tracks Allergies | |
| Tracks Interests Based on Tracked Behavior | |
| Users Can Define Own Privacy | |
| Well-Documented, Thorough, Read-Write API | |
| Well-Documented, Thorough, Read-Write API Documentation URL | |
| Accepts both card and ACH payments | |
| Can Create Annonymous Surveys | |
| Cancelling event prompts mass refund #covid19 | |
| Complex Forms w/ branching | |
| Event Registration | ✔️ |
| Form answers can be saved to member profile | |
| Form can add individuals to a group | |
| Form can start a workflow | |
| Forms can be access-controlled | |
| Individuals can register as guests w/o creating account | ✔️ |
| Logged in users can register guests | ✔️ |
| Login not required for forms | |
| Potluck Signup | |
| Registration form can include volunteering | |
| RSVP Signup (Equiv. to Existing) | |
| Excel Output, ready for filtering without manual data formatting | ✔️ |
| PDF Output (Ready to Print) | ✔️ |
| SQL Interface | ✔️ |
| User-Friendly Reporting | ✔️ |
| Access Control Integration | |
| Allow one event's many rooms to have different setup/teardown times | |
| Built-in Margin for setup between events | |
| Calendar API | |
| Customizable Event Planning Forms | |
| Dynamic Margin between Events (e.g. time to vacuum if there's food) | |
| Easy Picking for Date Recurrence | |
| Editable Room Diagrams | |
| HVAC Integration | |
| Integrate with GSuite or AD Room Schedules | |
| Linked Rooms (e.g. FHE/W) | |
| Manages Resources in Pools | |
| Per-Day Recurrence (e.g. 9am, 11am) | |
| Resources for Off-Site Events | |
| Room & Resource Management | |
| Stores Room Diagrams | |
| Sub-Events | |
| Uncountable Resources | |
| Users can log in with database credentials | |
| Always uses HTTPS for Web Interface | |
| Always uses HTTPS within Mobile Interface | |
| Data Encrypted at Rest | |
| Detailed Auditing of User Activity | |
| Does not require Flash or other plugins (except badge printing or other special hardware integrations) | ✔️ |
| Encrypted Connections btwn Database Server and Web Server | |
| Fully Supports SPF, DMARC and DKIM | |
| Load-Balanced Server Infrastructure | |
| Mass Emails sent with tenth.org as sending domain | |
| Multiple Data Center Locations? Where are they? | |
| Passwords are Salted & Hashed | |
| Regular Off-site Backups | |
| Role-Based Administration Permissions | ✔️ |
| SAML or OAuth Login for Staff | |
| Web access can be on tenth.org subdomain | ✔️ |
| Webservers always use HSTS | |
| Application Process (e.g. Youth Volunteers) | |
| Background Check Interface | |
| Credential Management | |
| Handles Credential Renewals Automatically | |
| PA-Specific Background Checks | |
| Stores Agreements (e.g. Policy Agreements) | |
| Viewership of Training videos is trackable | |
| Volunteer Needs are Linked to Calendar Event Needs | |
| Volunteer Self-Scheduling | |
| Volunteers can mark themselves unavailable for a slot |
github-actions[bot]
Review the features on this list for inclusion to ChurchCRM: https://docs.google.com/spreadsheets/d/1dcL_MMPAZaw99krEfKjLxEyq-xOPYjQmxPFQxgfs2Jg/edit?fbclid=IwAR14CF9-aE_KSv4P7ubme78W7Y4VKj1Hy6zSL0jaWP5mfOXDX7XPAe-g3Ys#gid=0