Documentation

People Management

Your church is more than names on a list—it's a community of people with stories, needs, and relationships. Relius helps you know and care for everyone better.

Overview

People Management in Relius brings together everything you need to build genuine relationships at scale. Whether you're a church of 50 or 5,000, you can track member information, manage families, follow up with visitors, and provide personalized pastoral care—all from one integrated system.

Unlike generic CRMs built for sales teams, Relius understands the unique needs of church ministry: family relationships matter, pastoral notes need privacy protection, membership status has spiritual significance, and care isn't transactional—it's relational. Our people management tools help you be more pastoral, not less.

Key Features

Member Directory

Your central database of everyone in your church community. Search, filter, and manage member profiles with custom fields, tags, and bulk import tools.

Family Management

Group members into household units, track family relationships, send communications to entire families, and manage family giving statements.

Visitor Tracking

Capture guest information, automate follow-up workflows, track conversion from visitor to member, and never let a first-timer fall through the cracks.

Pipelines

Track people through multi-step processes like new member classes, baptism preparation, leadership development, or care journeys with visual pipeline stages.

Common Use Cases

First-Time Visitor Follow-Up

Guest fills out a connection card on Sunday morning. Within 24 hours, they receive a personalized welcome email, are assigned to a pastor for follow-up, and enter a 6-week visitor pipeline that automatically sends resources and invitations.

Tools used: Visitor Tracking, Pipelines, Email Campaigns, Care Notes

New Member Integration

Someone completes your membership class and joins the church. Update their member status, add them to a family (if applicable), enroll them in the newcomers small group, and track their journey from visitor to active member—all from their profile.

Tools used: Member Directory, Family Management, Groups, Pipelines

Pastoral Care Coordination

A member faces a health crisis. Staff add private care notes to their profile, schedule hospital visits, assign a care team, and track follow-up over the coming weeks. All pastoral interactions are documented securely for continuity of care.

Tools used: Care Notes, Pipelines, Prayer Requests, Visit Tracking

Getting Started

  1. Import your existing data using the CSV bulk import tool (or start fresh if you're a new church)
  2. Set up custom fields for information specific to your church (baptism dates, spiritual gifts, etc.)
  3. Configure permissions so staff can only access the information they need
  4. Create your first pipeline for visitor follow-up or new member integration
  5. Train your team on how to add notes, update profiles, and maintain data quality

Best Practices

  • ✓Keep it current: Outdated information is worse than no information—encourage staff to update profiles as they learn about changes
  • ✓Protect privacy: Use role-based permissions to ensure sensitive pastoral notes stay confidential
  • ✓Avoid silos: One person profile connects giving, attendance, groups, and care—use that integration
  • ✓Regular cleanup: Archive inactive members quarterly to keep searches fast and relevant

Ready to dive in?

Start with the Member Directory to understand the foundation, then explore specialized features as your needs grow.

Go to Member Directory