Every note, email, call and task about a parish, benefice, person or case — in one chronological timeline, whoever recorded it. This is the core record the other 25+ areas hang from, and the reason the per-team spreadsheets finally retire.
Check before you call, trust the contact record, and let the lists maintain themselves.
Everything about a parish or person in one chronological view — notes, emails, calls, tasks — searchable free-text across the whole system, and printable as a full-history summary for any record.
See what other teams have been doing with a parish before you pick up the phone — scoped deliberately, so teams share awareness without sharing what shouldn’t travel. How visibility is controlled →
People linked to their roles, parishes, training, DBS and history — with duplicate detection, side-by-side merge, and a creation wizard that checks for near-matches as you type.
The everyday machinery — lists, boards, journeys and worklists — built into the same record everyone shares.
The reason the timeline has anything on it. One form for a visit, call, email, meeting, note or task — one box that searches parishes, benefices, deaneries, churches, people and projects together, so nobody has to pick a category first. Under a minute, from the car park.
Dynamic segments like “treasurers in vacancy parishes” that update themselves — with lifecycle stages and configurable scoring for engagement journeys.
Drag-and-drop boards for any process — grant rounds, vacancies, projects — with stage forms and owners.
Multi-step, scheduled communication journeys with enrolment rules — the follow-up happens because it was designed, not remembered.
A unified personal worklist with snooze, dismiss and team assignment — one place to look each morning instead of four.
Click-to-dial from any contact record via Microsoft Teams, with automatic call logs landing on the timeline. See integrations →
Safeguarding, finance, church care and the portal all read the same contacts and engagement spine — one record, one place.
A representative moment, not a specific client’s story — where the shared record earns its keep.
Getting it in, and getting it back out again.
Compiled from the same records as everything else, rather than retyped each month.
A “pray today” view for anyone who wants the day’s entry without the whole month — usable from a phone at morning prayer.
Each month streams as a typeset A4 document for printing, circulation or the diocesan website, carrying the diocesan identity rather than looking like a system export.
It is the one diocesan output that reaches every parish every month, so an out-of-date name or parish in it is noticed straight away. Generating it from the live register is the difference between a correction and an apology.
Every diocesan spreadsheet is really a copy of a conversation somebody was afraid of losing. Keep the conversation itself, and the copies stop.— Read more: One record, one place · The shadow spreadsheet problem