I will setup planning center breeze chms pushpay tithely elvanto rock rms subsplash acs
CRM and Ops Setup Specialist for Churches, Roofing, Solar and Memorial
About this Gig
I will set up your church management system and workflows in Breeze or Planning Center
Hi Awesome Buyers,
Still running your church on spreadsheets, random notes, and a few different tools that do not talk to each other? I help churches get a clean, dependable setup so Sunday check in is smooth, guest follow up happens on time, and your staff and volunteers are not guessing.
I work hands on with Planning Center, Breeze ChMS, Rock RMS, ACS, Elvanto, Subsplash, and giving tools like Pushpay and Tithely. My focus is not just turning settings on.
I build a system your church can actually use. That includes organizing your people database, fixing duplicates, setting households, creating tags and custom fields, and setting the right permissions for staff and ministry leaders.
Then we set up the real workflows churches need. Guest cards and forms, prayer requests, event signups, groups and volunteers, and a simple follow up process that your team can repeat every week. If you are moving data from another system, I will help you import it cleanly so your lists and reports reflect reality.
Message me and I will confirm the best setup plan before you place the order.
Software:
HubSpot
Industry:
Financial services
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Nonprofit
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Religion & spirituality
My Portfolio
FAQ
Which platforms do you work with?
I work with Planning Center, Breeze ChMS, Rock RMS, ACS, Elvanto, Subsplash, Pushpay and Tithely. If your platform is not listed, message me and I will let you know if I can help.
Do I need to buy the software before ordering?
Yes. Your church needs an active subscription to the platform. I handle the setup and configuration, not the subscription itself.
How do you access our system?
I ask for invite or collaborator access where the platform allows it. You should never need to share your main login password.
What if we already have data in the system?
No problem. I will audit what is there, clean it up and reorganize it so everything is accurate and usable going forward.
Can you migrate data from our old system?
Yes. If you have a CSV or data export from your previous platform, I can help you format and import it cleanly into the new one.
What do I need to have ready before we start?
Admin access to the platform, a quick summary of your current process and any existing data exports if migration is needed.
How long does the setup take?
Basic setups are done in 2 days. Full single-platform setups take 5 to 7 days. Multi-platform implementations run 10 to 14 days depending on complexity.
Can you set up both our ChMS and our giving platform together?
Yes. The Premium package covers up to 3 platforms so your ChMS, giving tool and check-in or app can all be set up and aligned in one project.

