CarePortal CRM Template

This CRM template is designed specifically for Implementing Partners using CarePortal. It helps you stay organized, relational, and responsive as you mobilize churches, equip responders, and collaborate with agencies. Use this tool to manage your contacts, track outreach, log activity, and guide churches through each stage of their onboarding and engagement journey.

You’ll be able to view your entire field ecosystem in one place—from emails and meetings to request metrics and key conversations—empowering you to build stronger relationships and create more meaningful connections.

Ideal for those who are systems-minded, mission-driven, and looking for greater clarity in their day-to-day work. Whether you're launching a new region or sustaining momentum in an existing one, this CRM is built to reflect our core conviction: that meaningful connection is the starting point for community transformation.

Tired of scattered tools and missed follow-ups? This CRM organizes emails, meetings, and contacts in one place—so you never lose track of who you’ve reached, what was said, or what’s next. It replaces chaos with clarity and makes care-sharing possible.

This CRM gives you a clear, connected workspace to manage churches, contacts, and follow-ups. Schedule reminders, track outreach, and guide churches through launch with ease. It simplifies your work so you can focus on what matters: building relationships that restore families.