Church operations, connected

More time for people.
Less time chasing information.

Bring your member data, communication, and follow-up into one intelligent church operations system-so every person receives timely, thoughtful care.

●Built for pastors and ministry teams ready to move beyond scattered tools.

Shepherd / Operations Overview

Good morning, Grace Chapel

Guests this week24
Follow-ups due08
Engagement↑ 18%
Amara Okafor
First-time guest · Sunday
Follow up
SMS sentWelcome, Amara. We’re glad…
TelegramVolunteer update delivered
AI suggestionDraft a guest follow-up
The operational gap

Ministry becomes harder when operations live everywhere.

When people, messages, and next steps are fragmented, even the most committed team can miss what matters.

Disconnected tools create quiet gaps.

  • Visitor details disappear into paper forms and spreadsheets.
  • Important updates scatter across personal WhatsApp groups.
  • Follow-up depends on memory and manual reminders.

One system creates a clearer path forward.

  • Every member has one trusted, accessible record.
  • Every channel works from the same church context.
  • Every next step can be visible, assigned, and consistent.
One connected system

One church record.
Every conversation connected.

A member profile should be more than a name in a database. It should give your team the context to welcome, communicate with, and care for every person at the right time.

Explore the experience
Church
Data
✦ AI guidance
SMS campaigns
Email updates
Telegram updates
Built around ministry moments

Everything your team needs to stay connected.

01

Know your people

Bring member details, ministry involvement, attendance context, and communication history into one clear profile.

02

Reach them well

Coordinate SMS, email, and Telegram from the same source of truth-without rebuilding every message.

03

Follow through

Create reliable journeys for guests, volunteers, groups, events, and the people who need care.

Communication command centre

One message. The right channel. The right moment.

See how one church-wide campaign becomes a coordinated, personal experience.

Spring guest follow-upReady to send

Send a welcome while the moment is fresh.

Reach first-time guests with a warm, timely message and give your welcome team a clear next step.

Grace ChapelAmara, it was wonderful to welcome you on Sunday. We’d love to help you find your next step.
What changes

Clearer operations create more space for ministry.

Less chasing

Your team spends less time searching for information and more time acting on it.

Better follow-up

Important people and moments have a visible, dependable next step.

Relevant messages

Communication reaches people with the context and channel that fit their moment.

Confident leaders

See what needs attention without carrying every detail alone.

Designed for your whole team

Lead with clarity, not a backlog of unanswered questions.

See the people and ministry moments that need attention-without having to ask for updates across multiple teams and tools.

A clearer picture of the whole church.

A serious platform for serious ministry

Technology should make care more consistent, never less personal.

Shepherd is designed to support how churches actually work: through people, relationships, and meaningful moments that deserve thoughtful follow-through.

✓Centralised member records and communication history
✓Guided onboarding built around your current workflow
✓AI support that helps your team-never replaces pastoral judgment
✓One clear system instead of another disconnected tool
Questions, answered

Built to make your next step feel clear.

Product

What is Shepherd?

Shepherd is a church operations platform. It brings your member records, departments, communication, tasks and projects, calendar, goals, automations, finances and assets into one connected system, so every team works from the same information and each person sees only what they should.

What does Shepherd help a church manage?

People and member records, branches and departments, email, SMS and Telegram communication, tasks and projects, events on a shared calendar, goals with measurable key results, automations for routine follow-up, giving, expenses and assets, forms, and who on your team can access what.

Who is Shepherd designed for?

Pastors, church administrators and ministry or department leaders. Each person sees the parts of Shepherd that fit their role, so a pastor gets the whole picture while a unit leader sees only the areas you give them.

Is this only for large churches?

No. It is for churches that want a clearer, more reliable way to manage people, communication, and follow-up-whether your team is small or growing quickly.

Can small and large churches use Shepherd?

Yes. A small church can start with its member records and communication. Larger churches can add branches, departments, tasks and projects, goals, automations and detailed team permissions as they grow, all in the same workspace.

Is Shepherd a church management platform or a project management platform?

It is a church management platform first, with project and task tools built in. Ministry work stays connected to the people, departments and events involved, instead of living in a separate project tool.

Members

How does the central member database work?

Every person has one record. Departments, communication, attendance, giving and tasks all use that same record, so when you update a phone number or a status once, it is correct everywhere.

Can members belong to multiple departments?

Yes. Departments link to your central member records, so one person can serve in several teams without being entered again.

Does Shepherd create duplicate member records?

Shepherd works to prevent them. When you add a member who matches someone who already exists, you are warned. When you import a list, it is checked for duplicates against your existing members and within the file before anything is saved.

Can I import existing members?

Yes. You can import a list from a spreadsheet saved as CSV and match its columns to Shepherd’s columns, including any custom ones you have created.

Can I export member information?

Yes, at any time. Exporting stays available even if a subscription has ended, so your information is never locked away.

Departments & church structure

Can I create departments?

Yes. You can create departments, and branches too if your church meets in more than one location. Each department has its own members, leadership and files.

Can members belong to more than one department?

Yes. A member keeps a single record and can be part of as many departments as they serve in.

Can I manage department attendance?

Yes. Departments have attendance tracking, so you can record and review who was present and when for each team.

Can I manage department leadership?

Yes. You can assign leadership roles within each department, such as Leader, Assistant Leader and Secretary, so it is always clear who is responsible.

Communication

Can we use SMS, email, and WhatsApp together?

Email and SMS work together from one screen today, with Telegram alongside them, all using the same church data. Coming soon WhatsApp will join them and share the same members, filters and writing tools.

Can I send SMS and email from Shepherd?

Yes. You write once and send by email or SMS from the same place. Emails go out under your church’s name, and for SMS you can request your church’s name as the sender.

Can I send messages to specific departments or groups?

Yes. Choose recipients by filtering your members, for example by department, branch or status, or pick people one by one. You see exactly who will receive a message before you send it.

Can messages be personalized?

Yes. You can insert each person’s details, such as their name, so every message reaches them personally, and you can preview how it will look for a specific person.

Does AI replace our team’s communication?

No. AI helps your team create thoughtful first drafts and work faster. Your people remain in control of every communication and ministry decision.

Does Shepherd support AI-assisted communication?

Yes. A writing assistant suggests subject lines and message drafts for common church moments, and can rewrite a message to be warmer, shorter or more professional. You always review and edit the result, and nothing is sent until you press Send.

How do communication credits work?

Messages are paid for from your Comms Credit wallet, in naira. An email costs ₦1.50 and an SMS costs ₦6.50 for each segment (a text of up to 159 characters is one segment, 160 to 319 is two, and so on). Add any amount from ₦2,000 whenever you need to; what you add never expires, and plans do not include free credit. If a provider rejects a message, its cost is returned to you.

Can I schedule a message to send later?

Coming soon Today you can prepare a message and save it, then send it when the time comes. Automatic sending at a scheduled time is on its way.

Tasks & projects

Can Shepherd manage church projects?

Yes. Tasks & Projects lets you plan ministry projects, break them into tasks and subtasks with owners, priorities and dates, and link them to the departments and branches involved.

What is the difference between a task and a project?

A task is one piece of work with an owner and a date. A project groups related tasks toward one outcome, such as a conference or an outreach, so you can see the whole effort and its overall progress in one place.

Can departments be assigned tasks?

Yes. Tasks and projects can be assigned to a department as well as to individual people, so responsibility is clear from the start.

Can I track project progress?

Yes. Each task has a status and progress, with checklists and subtasks for the detail. You can group and filter by status, assignee or department to see what is on track and what needs attention.

Goals

Does Shepherd support OKRs and church goals?

Yes. You can set church goals as objectives with measurable key results, assign owners, and follow progress over time.

Can goals connect to projects and tasks?

Yes. A key result can be measured by task completion, so your goal’s progress moves as your team finishes the work behind it.

Automation

Can I automate reminders and communications?

Yes. Automations run on triggers such as a new member being added, a birthday or a submitted form. They can send messages, create reminders and notify the right leader without anyone having to remember.

Can automations have conditions?

Yes. You can add conditions, and combine them with AND or OR, so an automation only runs for the right people, for example only first-time visitors or only one branch.

Can one automation perform multiple actions?

Yes. A single automation can do several things in order, such as sending a welcome message, creating a follow-up task and notifying a department leader.

Finance & assets

Can Shepherd track church income and expenses?

Yes. You can record income and expenses with categories and payment methods, tie them to branches, departments or events, and review them on dashboards.

Can I track offerings, tithes and special giving?

Yes. Giving categories include Tithes, Offering, First Fruit, Thanksgiving, Building Fund and Missions, and you can adapt the categories to how your church gives. Only people you grant financial access can see these records.

Can I manage church assets?

Yes. You can keep a register of your church’s assets and record their maintenance, with access controlled separately from your other records.

Security & access

How does workspace access work?

Your church has its own private workspace. Everyone signs in with their own login, sees only what you have allowed, and your church’s information is kept separate from every other church’s by rules built into the database itself.

Can I control what invited users can access?

Yes. When you invite someone by email you choose their role and can then set their access for each area of Shepherd to None, View, Edit or Manage. Their invitation only works for the email address you sent it to.

Can workspace owners manage member permissions?

Yes. The owner and administrators can change anyone’s access at any time or remove them. The owner can never be removed by others, and billing stays with the owner unless they choose to share it.

Subscription

How does Shepherd pricing work?

You subscribe once for your whole workspace, and everyone you invite is included. Longer plans cost less per month and include more free Comms Credit. You see the exact prices when you choose a plan.

Are there different subscription periods?

Yes: weekly, monthly, quarterly, biannual and annual.

What happens when my subscription expires?

Each plan includes a few grace days when everything still works. After that your workspace becomes inactive: your team is taken to a renew screen until the subscription is renewed. Nothing is deleted, and everything returns the moment you renew.

Can I renew my subscription?

Yes, at any time. A new period starts when your current one ends, so you never lose days you have already paid for.

How do discounts work?

If you have a discount code, enter it when you choose your plan and the reduced price is shown before you pay. Codes apply to subscriptions, and some partner churches have a discount applied automatically.

Support

How do we get started?

Start with a church operations consultation. We will discuss your current workflow, priority gaps, and the best path to a connected system.

How do I request a consultation?

Choose Request a Consultation anywhere on this page, tell us a little about your church and how you would like to be contacted, and we will reach out to arrange a conversation.

How do I get help using Shepherd?

Inside Shepherd, your account menu has a Help Center with step-by-step guides, Documentation with reference material, and Contact Support, which sends your question to our team and gets you a reply by email.

Your next step

Build a church operation that keeps people connected.

Your church does not need more software. It needs a clearer way to know people, communicate well, and follow through with care.

A focused conversation about your church, your workflow, and what a better system could make possible.