About Staff CRM
The Staff CRM is the internal workspace used by the church office and pastoral team. It keeps member records, contributions and follow-up tasks in one place. Access is limited to staff accounts created by the ministry.
What you can do
Member records
One profile per member, with contact details and ministry history.
Giving records
Track contributions and pledges against the right member.
Follow-up tasks
Assign visits and calls so no one is overlooked.
Reports
Summaries of attendance and giving for leadership review.
Role-based access
Staff see only the areas their role allows.
Works on desktop
No installation needed; sign in from any browser.
Getting started
- Open crm.setministry.org.
- Sign in with the staff account issued by the church office.
- Contact [email protected] if you need access or a password reset.