Works with the software you already use
Every door your team knocks can land in Planning Center, your CRM, your calendar or your email list on its own. A director connects it once on the web, chooses what to send, and Reachwise does the rest. No copying and pasting.
From the front door to Planning Center
Your church already keeps its people in Planning Center. Now the families you meet on Saturday get there too, ready for Sunday’s welcome and Monday’s follow-up.
Guest cards and signed forms become people in Planning Center People, families as households, and can start a follow-up workflow.
A live copy of your bus roster, a tab for each route, or of every door your team knocks. Edits in the sheet come back. Paid plans.
The same live copy as an Excel workbook in your OneDrive, for Excel on the web, Windows, Mac and phones. Paid plans.
Appointments land on your Google calendar, and reschedules and cancellations follow them.
People who share an email join your audience, tagged with what they care about.
Thousands more apps, with triggers for visits, follow-ups, appointments and signed forms.
- Guests from your lobby, into PeopleA visitor fills in a guest card at your Reachwise kiosk and appears in Planning Center People with their phone, email and address.
- Bus families arrive as householdsA signed bus rider permission form brings the parent and every child into one household, ready for Check-Ins.
- Follow-up starts on its ownNew people go straight onto the workflow you choose, so your follow-up team sees them the same day.
Every knock in your CRM, without retyping a thing
Reps tap a door; your CRM gets the contact, the notes, the follow-up task and the appointment, with the address and a map link. Your office works the lead the moment it exists. The direct connections come with Sales Pro; Zapier works on every plan.
Contacts, with visits as notes, follow-ups as tasks and appointments as meetings.
Contacts in your sub-account, with notes, tasks and appointments on your calendar.
Leads, with every visit, follow-up and appointment logged as tasks and events.
Leads, with notes, tasks and appointments.
People, notes and activities, and signed sales agreements as won deals.
New clients and requests your office can quote and schedule.
Contacts and leads for every roof that needs a follow-up, an inspection or a signature.
Leads, with tasks for follow-ups and appointments.
Appointments land on your Google calendar, and reschedules and cancellations follow them.
Phone numbers go straight into a phone book for your calling and texting campaigns.
Thousands more apps, with triggers for visits, follow-ups, appointments and signed forms.
Canvass results in your voter file by dinner
Commit-to-vote cards, yard sign requests and volunteer sign-ups go to NationBuilder tagged and ready, and the people you met go straight into your next call or text campaign.
Supporters matched or added to your nation and tagged with what happened at the door.
Phone numbers go straight into a phone book for your calling and texting campaigns.
People who share an email join your audience, tagged with what they care about.
Appointments land on your Google calendar, and reschedules and cancellations follow them.
Thousands more apps, with triggers for visits, follow-ups, appointments and signed forms.
Thank every donor, and invite them back
Pledges and new supporters land in your donor CRM or email list, so the thank-you goes out while the visit is still fresh.
People who share an email join your audience, tagged with what they care about.
Leads, with every visit, follow-up and appointment logged as tasks and events.
Contacts, with visits as notes, follow-ups as tasks and appointments as meetings.
Appointments land on your Google calendar, and reschedules and cancellations follow them.
Thousands more apps, with triggers for visits, follow-ups, appointments and signed forms.
Connected in a minute, by a director, on the web
Connect
Sign in to reachwise.org on a computer, open Integrations, and sign in with the other software or paste its key. Reachwise checks it works before it saves it.
Choose what to send
Door visits, follow-ups, appointments, signed forms and kiosk guest cards: tick what each one should get, and pick the workflow, calendar or audience.
Knock as usual
Records arrive within moments of being saved in the app. Rescheduled and canceled appointments follow, and you can see everything that was sent.
You choose what leaves Reachwise
Keys locked away
Sign-ins and API keys are stored encrypted and never shown again, not even to your own team.
Only what you tick
Each connection gets only the kinds of records you choose, and only directors can connect, change or disconnect one.
Consent respected
Kiosk guests choose whether you may contact them, and new Mailchimp subscribers confirm by email first unless you tell us you already have their permission.
Integration questions
Which plans include integrations?
Every church plan, the free one for small teams too, and every campaign and fundraiser plan. For sales teams, the direct connections are part of Sales Pro ($30 per user a month); Sales Core includes Zapier. Your 14-day free trial includes everything. Some of the other software needs a plan of its own; NationBuilder, for example, offers API access on its larger plans.
Do we need a developer to set one up?
No. A director signs in to the other software or pastes a key, and Reachwise tells you exactly where to find it. Each connection has a “Send a test” button so you can see it work before your team heads out.
Does it work both ways?
Reachwise sends to the other software as your team works, and keeps appointments up to date there when they change. It doesn’t change records you edit in the other software.
What if ours isn’t listed?
Zapier connects Reachwise to thousands of other apps, and our API lets your developer build anything else. Tell us what you use on the contact page; we add integrations teams ask for.
What does “coming soon” mean?
The connection is built, and we’re finishing our registration with that company so your director can sign in to it. It will switch on without anything for you to update.
Put your door-to-door work where your team already looks
Free for church teams of up to 9 people. Every sales, campaign and fundraiser plan starts with a 14-day free trial.