Focused record pages
Show one record with the sections, related records, actions, and context people need before they decide what to do.
See how church teams use this
- One page can show a record’s details, history, forms, payments, and next steps together.
- A front-desk question can be answered from one screen while the caller is still on the phone.
- Related records sit one click away instead of another search.
IncludedIncluded on every plan, including Free.
Rollups by status, owner, source, or time
Summarize records across dimensions so teams can compare activity by status, program, source, owner, or timeframe.
See how church teams use this
- Counts and totals can group by status, owner, month, or source in a couple of clicks.
- A quick rollup can answer "how many, by what" without exporting to a spreadsheet.
IncludedIncluded on every plan, including Free.
Snapshots for board packets and history
Preserve the numbers as they looked at a point in time for board packets, grant files, and operational review.
See how church teams use this
- Month-end numbers can be frozen for the record even as the data keeps changing.
- Trends can compare this month against the saved history of past snapshots.
IncludedIncluded on every plan, including Free.