Community Management

Whether it be simply sending a community member a happy birthday email, sending out invoices to a large group of people, or inviting an entire family at once to an upcoming event, you won’t break a sweat because ChabadOne CRM is built to make it all a breeze.

Reporting made easy

Want to see your donations summarized by individuals, households, organizations or campaigns? No problem. Looking for individuals with custom filters or tags that you created? Easy. We made reporting and accessing valuable data a simple and intuitive process so you can get the information you need when you need it.

Easy Financial Tracking and Credit Card Processing

With our friendly financial system, you have the power to create and track charges and payments, automatically send out invoices and receipts and process credit cards with the processor of your choice.

Relationships Matter

Go deeper with the individuals in your community with custom tags that automatically group people together based on the criteria you set. Use these insights to continue to build the relationships you want.

SalesForce Partners

As official partners with the world’s largest and fastest growing CRM - SalesForce - we have the power to bring you the latest and greatest features and security that can be built on the SalesForce platform.

Personal support

It doesn’t matter if you have been a ChabadOne CRM member for 5 years or 2 months, you will always have direct and complete access to our stellar support team. Be it over the phone or on a shared screen, to answer your questions or give you personal walkthroughs.

Constantly improving

We never stop improving our system and are constantly using the feedback from our users to build features that will continue to help them do their Shlichus.

Automated Processes

From Scheduled recurring billing, to automated emails to custom smart tags that update automatically, our automated processes do all the work for you so you don’t have to.

Scheduled Recurring Billing

Set up a recurring billing program with a schedule that works with your members so you can be at ease knowing that you.

Credit Card Processing

Integrated credit card processing that allows you to record a donation and have the credit card instantly processed. Multiple gateways are supported to give you maximum flexibility. A Donate page is included in CRM, even if you don't pay for ChabadOne Sites.

Personal Tasks and Activities

Never forget to make a follow up call again. Creating personal tasks and reminders that connects to any data you want in your CRM is quick and simple.

Data in the Cloud

Access your data from anywhere at anytime.

Industry leading security

Built on the SalesForce platform, ChabadOne CRM has all the latest security features needed to keep your data secure at all times.

Jewish observances and Spiritual profiles

Track Jewish birthdays, yahrtzeits and anniversaries - all with an integrated Jewish calendar.

Advanced Scheduling

With our scheduling system, you can schedule a multitude of tasks - like recurring events/programs, or, recurring scheduled emails - to be run at the time of your liking!

Communicator integration

One-click to easily send contacts to any of your Chabad Communicator lists.

Relationships

Build a deep and extended view of your members' network, including familial and friend relationships, work affiliations and other associations. Use this data to better understand your people.

Events and Campaigns

Track all of your events and their attendees, including RSVP status and who actually attended. Use this information to track members' involvement and to target future campaigns.

Data Migration

Moving over to a new CRM can be a real hassle, but with our migration system our support team works hand-in-hand with you to make sure the process is as easy and stress free as can be.