Synagogue Management Software in the Cloud

ABOUT THE COMPANY

Key features of our company

Responsive

No need to install software! No need to maintain infrastructure. Our software works on PC, Mac, tablet computers, and even smart phones.

Passion

This software was born from a deep commitment of its founders to provide a faster, less expensive, and less complex capability to handle the daily aspects of running temples and synagogues. We are of the belief that religious institutions should devote precious resources, both human and financial, to the goals of the institution, rather than back-office maintenance.

Design

Designed from the ground up to be accessible from any browser, any location. Controls what each user can see and/or update. For those who prefer to operate on a local copy of data, offers spreadsheet download.

Time

Offers flexible, time-saving capabilities, such as producing contribution letters, printing labels, printing addresses onto envelopes, and spreadsheet upload for input of high-volume data.

Track membership, including family units and the individuals in those families.

Families, with attributes such as billing address, formal and informal names, household phone numbers.
Role within family--choose which family members are parents, minor children, adult children, or any other designations that you find meaningful.
Accommodates two addresses, especially useful in those areas of the country that experience seasonal attendance.
Members, with attributes such as name, business address, personal cell phone, age, Kohen/Levi/Yisrael, Torah portion, et al.
In addition to attributes, can create and store notes, pertaining to a family, an individual, or a Yahrzeit. Each note can be marked private, so that only the 'assigned-to' person can read it.
Any number of free-form attributes can be defined, and then tagged to either families or members–e.g., Sisterhood, Choir, Snail-mail only.
For mass maintenance, ShalomCloud accepts spreadsheet uploads for both families and members. A real time-saver.
Member Portal! Congregants can now maintain their own demographic data--names and addresses, phone numbers, email addresses, Bar/Bat Mitzvah dates, birthdays, anniversaries, et al.

Track incoming funds, optionally applying them to receivables

Ability to create and track receivables
Incoming funds can be applied to individual receivables, or applied to an on-the-spot receivable
Transactions are tagged with a category (categories have taxable / non-taxable designation)
Accepts credit cards
Recurring payments. Set up weekly, monthly, or annual payments. Specify at time of setup the charges to which the payments will apply, and in what order. Please see our blog entry for a more thorough description.
Produces monthly statements
Produces formatted letters acknowledging, Please see blog post (7 min)not only the contributor, but also any honorees associated with the contribution–a key time saver
Produces year-end tax letters
Integrates with QuickBooks Online in near-real-time. No download / upload required
Also with QuickBooks Desktop
Member Portal! Congregants can now log in and access their up-to-date financial statement. They will see their outstanding items; and they will see all payments that posted during a period of their choosing. The user portal screens are especially designed to be mobile-friendly, giving your congregants the convenience of accessing updated information on their oft-used smart phone.

Record Yahrzeit dates, and relationships among Yahrzeits and synagogue members.

Maintain Yahrzeit information, by entering the name, Gregorian date of death, and a flag for before or after sunset. System looks up and stores the corresponding Hebrew date.
For those congregations who maintain Yahrzeit plaques, the system records the location of the plaque. This is useful for efficient maintenance of the Yahrzeit lamps, often associated with the Yarhzeit commemoration.
ShalomCloud provides a way to associate Yahrzeits to the members of the congregation who wish to be informed of forthcoming dates. Furthermore, that notification can be by either Hebrew date or Gregorian date.
Produces Bimah lists, by Hebrew date, by Gregorian date, or as a consolidated list.

Security, authorizations

Log on via user code and password
Passwords are stored encrypted, so not even the system administrator can read them
System administrator assigns a profile for each user
That Profile controls each function, as to no access, read only, or read and write

Queries and Reports

Graphs and charts -- revenue by category, pledged/paid gap, membership counts by year, and more
All graphs and charts can be exported as images (JPEG, PNG, SVG) or PDFs.
Financial Transactions – by fiscal year, by amount range, by transaction date, by category, by family, by family billing status.
Yahrzeits - by Hebrew date range, by Gregorian date range, by name, by related member. You can also limit the list to only Active related members. From the Yahrzeit query, you can create a Bimah list, grouped by day or week; you can send Yahrzeit notifications, either by letter or by email; and you can export the details to spreadsheets.
Families - by name, by ranges of anniversary date, by city, by user-defined attributes
Members - by name, by email, by age, by birthday (e.g., everybody with a birthday in April), by user-defined attributes
Generate emails, either authored on-the-spot, or set up in email templates
Trend reports - Amounts by category, for each of the last six years

Communicate! Letters, Emails and Text

Hard copy:
- Produces letter to contributor
- Also produces letters to selected members about the contribution
- Handles any number of letter templates
- Can list multiple contributions on one letter to contributor, while producing individual letters to honorees
- From family queries, you can produce either mailing labels, or envelopes with addresses printed directly onto them.
Email:
- Create email templates, or compose on-the-spot email
- Send Yahrzeit notifications by email or surface mail.
- Send statements by email or surface mail.
- Possible use--emailing each family with info on file, for verification and accuracy
Text Messaging:
- Send text messages right from ShalomCloud
- Ideal for time-sensitive communication to selected audiences

Shopping Cart

For fixed-priced items:
- Shabbat dinners
- Lulav and Etrog
- Class registration
Automatically posts to a family's account
Automatically posts to a ShalomCloud financial category

Aliyah Module

Load holidays by year
Load honors, with page #'s and times
Assign honors
Query by service, page, date and time, assignee
Export full or partial lists

Member Portal

Members can update their own information
Pull a statement
See outstanding balances, and issue payments
Set up recurring payments
Look up other synagogue members

Payment Portal

Accepts contributions and payments from anyone
Accepts both card and ACH (bank account)
Automatically posts to ShalomCloud
Recognizes payer by email or phone
Automatic acknowledgments

Why the Cloud?

Nothing to install. No capital expenditure--pay as you go with subscription-based model.

No long-term contracts. If at any time you're unhappy and wish to leave us, we'll ensure that your data is made available to you on spreadsheets, and further payments will stop.

Enhancements and upgrades available immediately--no need to run through tricky installation procedures for each PC.

Your data resides in the world's leading cloud infrastructure company.

Office personnel, Board of Directors, designated committee chairs, etc., can log in and access single, reliable copy of data, at a time and place of their choosing.

With the availability of the Member Portal, your congregants, as you see fit, can access their information, via smart phone, tablet, or computer. This includes pledge payments and contributions, which flow directly into the synagogue management system. This avoids manual entry and promotes accuracy.

Our Services.

Certainly, ShalomCloud is our primary out-of-the-box offering. In addition we offer:

1 Technical consulting--e.g., choosing an email system; evaluating web hosting providers.
2 Administrative consulting--e.g., idea generation for improving revenue, process improvement within your back office.
3 Custom-built or customized applications--e.g., you'd like to acquire a Contact Management System; you'd like to have software to track a specific campaign.

ShalomCloud

Consulting

Custom Applications

PRICING

Small
Up to 125 Families
2 Full-time users
Unlimited Casual users
Endless Support
$ 54
per month

Small / Medium
126 to 250 Families
4 Full-time users
Unlimited Casual users
Endless Support
$ 90
per month

Medium / Large
251 to 500 Families
6 Full-time users
Unlimited Casual users
Endless Support
$ 144
per month

Large
More than 500 Families
9 Full-time users
Unlimited Casual users
Endless Support
$ 252
per month

Two-month free trial for all levels

Additional pricing factors (same for all levels)

One-time conversion fee: $400

Quickbooks integration:

QuickBooks Online: $18 per month

QuickBooks Desktop: $36 per month

Form Builder

To have ShalomCloud build a form (e.g., school registration, membership renewal): $72 per form
Self-service use of the form builder: $0

CONTACT

Let's get in touch. Send us a message:

Charlotte, NC

Phone: 704-650-0554

Email: info@shalomcloud.com