CustomerHarmony® Features
All-in-One Business Management Software full of Innovative Features
- CustomerHarmony Dashboard Announcements, News, Tasks, Notifications, & More. Instant Giving Data. The Engagement HQ.
- Members & Member Directory Custom Profile Fields. CSV import with field mapping. Members can manage their own info. Admin's can add private info. Pictorial member directory. Family units, search & sort, export, and more.
- Member Groups Interactive groups of members working together for a common purpose. Participate in dynamic discussions, share resources, assign tasks, collect data, track attendance, and more. Private groups based off custom member profile criterion. Private Notes. Updated automatically or on demand.
- Assets & Resources Manager Quickly view your assets and resources. Track notes, custom info, files, maintenance, tickets, and more per asset.
Save Time
Numerous user friendly modules that are integrated with each other to save time and increase efficiency. CustomerHarmony NpoMS tools are built for your organization with the end user in mind. For example, create an upcoming community service schedule in HarmonyFlo, that honors member's preferences and black out dates, and easily associate it to your calendar event for this upcoming Saturday.
Packed with a powerful approval and notification system for building out those schedules, you can know well in advance of your upcoming needs.
- Mass Texting Send mass SMS messages to just parents, leaders, members, member groups, or your entire database. Configurable option to enable 2 way texting included!
- Mass Mail Create and Manage Lists via members, groups, or csv upload. Create html based enews. Send tests, send live or schedule for later.
- Mass Voice Calling Create, schedule, and broadcast mass automated phone calls anytime on any device.
- Online Payments Accept payments for anything you'd imagine at a industry leading rate. Event registrations, pizza for flag football, you name it.
Communicate with your members, donors, & the community!
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Industry leading mass communication rates backed by powerful easy to use functions.
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Send mass email to groups or your entire database with ease at only .0025¢/email address. Send now or schedule later. Simple list management allowing members to sign up for lists that you can also manually manage. Add members, member groups, or upload a list via .csv file anytime. Replace your existing service with a simple easy to use system and a single bill.
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Send mass text updates to your members. 2¢/msg segment (160 characters). Carrier restriction. Most phones merge segments to appear as 1 msg and notification on delivery. Option to include reply to text name and mobile number with every mass send! Truly enable dynamic 2 way text messaging!
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Send automated phone calls of pre-recorded messages to your folks @ just 3.5¢ / call / min. Another industry leading price here as almost every provider offering this service is above $0.04. No contracts, no minimums.
- Shared Calendar Centrally Managed Event Scheduling. Reminders. Public & Private Events. Integration with HarmonyFlo Scheduling.
- Event Registrations Custom Signup Forms with drag and drop form builder. Public & Private. Share via link or QR Code. Schedule open and close. Limit number of responses. Embed on your website. Accept Payments. Reporting. Email & Text Notifications.
- Custom Forms Your Forms. Your Data. Your Way. Drag and drop form builder. Public and Private Forms. Share & Embed. Databased results. Search, Sort, Filter, and Export. Email & Text Notifications. Quick template starters. Easy Website Integration.
- Task Management Create & assign tasks at a group level or per member. See who has and has not completed tasks. Followup process. Manage completions.
The Best CRM, Sales, and Business Management Software
Streamline operations and become more efficient. Potentially decrease costs. Enhance communication. CustomerHarmony...innovative and powerful software that's easy to use.
We really are in this together!
We're here to help you get started, and hold your hand along the way. We would love to partner with you for a lifetime and help your organization become more efficient, connected, and engaged with your community.
- Online Chat Simple 1 to 1 or group chat allowing your members to interact online. See real time notifications when you have unread messages.
- Visitor Tracking Imagine connected visitors before they even leave! Visitor Outreach Amplified. Easily automate text and emails to internal staff. Send text and email notifications with information to the visitor allowing them to stay connected with your organization!
- Check-in / Out Attendance Tracking. Easily create Attendance tracking forms that allow check-in and check-out for both logged in users or folks without profiles! QR Codes, Reporting, & More.
- HarmonyFlo HarmonyFlo helps automate your strategy (the flow) for your overall organization! Planning & Schedule Building. Dynamic Involvement Preferences. Member blackout dates.
- File Manager The File Manager is a centralized view of all the files uploaded within CustomerHarmony. Create folders, subfolders, and upload files, search and sort, as you see fit. File versioning!
Featured Packed Affordable Business Management Software
No add on modules, plugins, or packages. No fancy sales dancing. There's no contract and no cancellation fees! Oh yeah...unlimited support is included too!
- Award Hub Track achievements. Stored for the lifetime of the member and can be exported at any time. Great for events, curriculum, or progressions that build on each other.
- Expense Tracker Easily track expenses with custom forms. Capture receipts via camera or upload files. Submit for tracking and approval via email.
- Polls & Surveys Create quizzes and surveys with custom fields, sharing and viewing permissions in app, via link, or QR code. See instant results!
- Custom Resources Page Admins can update their Resources page with whatever information they'd like! Great for sharing resources with your members. With a full WYSIWYG editor, you can share info creatively!
- Online Store & CRM The best and most innovative eCommerce platform. Everything you need to create, scale and run an online store on our secure cloud hosted environment. Built-in SEO. Easy manage physical and digital products, customers, orders, taxes rules, coupon codes and so much more.
