For the connections pastor
The whole person, in one record.
You don't think about your members as "contacts" or "leads." You think about them as families. You think about Mark Reyes, who showed up two months ago, joined the men's breakfast group, started giving in week four, and just signed up for the membership class. You think about the way his name shows up next to his wife Jenny's in three different rosters.
TrueConnect+ People is built around that mental model. Open Mark's record. See his giving across every fund. See his family members linked. See his group memberships. See the visits he's shown up for. See the tasks his pastor has open about him. See his milestone progression — visitor, attender, member, baptized, leader. One record. The full person.
Move your existing directory in 10 minutes.
CSV import that handles the messiness of real-world member exports. Map the columns from your current system. Resolve duplicates by email or phone. Tag the whole batch as "migrated from PCO" if you want, and unwind it later.
For Planning Center churches: native PCO sync runs every four hours and pulls people automatically with field mapping. You don't need to choose between TC+ and PCO — run both, and let the sync keep them in step.
- CSV import with column mapping
- Duplicate detection by email/phone
- Bulk tagging on import
- Native PCO sync — every 4 hours, field-mapped
Find anyone. By any criterion. In any combination.
Members tagged with arbitrary labels. Filter by tag, by campus, by group membership, by milestone, by giving threshold, by attendance frequency. Stack filters. Save a filtered view as a list. Send a broadcast email or assign tasks against the resulting set.
Multi-campus is built into the core, not bolted on. Every list, every report, every check-in dashboard knows which campus the data belongs to. Per-campus permission gating means your downtown campus pastor sees their people, not the suburban campus's.
- Tags with arbitrary labels (visitor / member / leader / etc.)
- Saved filtered views
- Multi-campus aware throughout
- Per-campus permission scoping
The CRM that connects to everything else.
Because People is the spine of the platform, not a separate module.
Family connections
Link members into families with relationship roles. Children's check-in pulls authorized pickups from this graph. Pastoral visits log against the household, not just the individual.
Milestones + journey
Track first-visit, salvation, baptism, membership, leadership. Workflows fire when someone hits a milestone — automatic baptism prep emails, follow-up tasks, congratulations cards.
Giving + attendance
Every record links to giving history and attendance log. Spot someone who used to come every week and now doesn't. Spot a regular who just made their first major-donor gift. Care follow-up, automated.
Notes + interactions
Pastoral notes (Pastoral Care role only — RBAC-gated). Interaction log per-member: visits, calls, meetings. The thread of relationship history that used to live in the senior pastor's notebook, now in the system.
Tasks + assignment
Open tasks against any person. Assign to the right staff seat by role. Due dates. Overdue alerts. The follow-up that used to fall through cracks doesn't anymore.
GDPR-grade exports
Anonymize-on-request workflow. Per-person CSV export of everything we know. The privacy controls that nonprofit boards have started asking for, built in.