CustomerHarmony® creates harmony in business systems, people, and processes.
Powerful Mass Communication
Simple Secure Store
The Most Innovative Business Management Software & CRM
CustomerHarmony is a highly innovative, scalable, secure, cloud based Business Management Software solution that can be used by any size organization. As you grow, we grow with you.
Use CustomerHarmony CRM to efficiently manage your business, employees, customers, event scheduling, mass communication with mass email, sms texting, and voice broadcasting software, track attendance, and so much more. Online shopping is state of the art with best in the industry pricing and order management tools.
Engaged Employees and Customers
Member, customer, and group management made easy. Quick contact via text, email, phone call, or all the above. SEO and marketing built right in.
Streamline Operations and Save Time
Dealing with several paper processes, 3rd party systems, or a lackluster NpoMS? We can help end the management nightmare and consolidate your processes into a streamlined solution that can make daily operations less tedious. Accomplish your Goals and become more efficient while you're at it with our easy to use tools!
Increase Sales and Reduce Costs
Save time and costs! You can be up and running within minutes. Custom tailored to remove the headache and totally ready to add the fun.
Powerful Workflows & Interactions
Save time and amplify your workflows and processes that drive your staff deeper within your organization!
Planning and Scheduling
Employee & Resource Planning, Service Planning, Workshop Planning, Meeting Planning. You name it we have you covered.
Dynamic Involvement Preferences
Easily recruit employees, volunteers, and members and create schedules that pull their dynamic preferences that they manage themselves! Involvement simplified!
Black Out Dates
Folks sick, busy, or on vacation? Schedule around folks that could be away from your next meeting or event automatically.
Simple 1 to 1 or group chat allowing your members to have a digital conversation with each other.
Send mass email to groups or your entire database with ease. Send now or schedule later. Replace your existing service with a simple easy to use system and a single bill.
Mass TXT / SMS Messaging
Blast out mass text updates to your individual member groups or your entire database. Great for requests, news, or those quick announcements and updates.
Mass Voice All Call
Send automated phone calls of pre-recorded messages to your members.
All-in-One Business Management Software Packed with Powerful & Innovative Features
Announcements, News, Tasks, Notifications, & More. The Engagement HQ.
View your organic pictorial member directory, info, & family units at any time!
Dynamic interactive member groups working together or static non-interactive groups too!
Database and categorize your resources. Update with notes, files, and see a rolling history of changes.
Polls & Surveys
Custom polls, surveys, and quizzes with pre-stored answers and grades, shareable via embed, link, or QR code.
Business SMS Software
Mass Texting / SMS. Send mass SMS messages to members, groups, or your entire database.
Easily create html based enews. Send tests, send live or schedule for later.
Mass Voice Calling
Create, schedule, and broadcast mass automated phone calls anytime on any device.
Accept payments for anything you'd imagine at a industry leading rate.
Online Store & CRM
Everything you need to create, scale and run an online store. Save with the lowest fees. Simple setup and always secure.
Centrally Managed Event Scheduling. Reminders. Public & Private Events.
Use custom forms that make online registrations flexible and super easy.
Your Forms. Your Data. Your Way. Public and Private Forms. Notifications.
Create & assign tasks at a group level or per member. Manage completions.
Custom Resources Page
Share any type of resource via the full html WYSIWYG editor viewable by everyone within your congregation.
Simple 1 to 1 or group chat allowing your members to interact online.
Connected visitors, guests, and donors before they even leave your office! Outreach Amplified.
Check-in / Out
Attendance Tracking. See who's present. See who's involved.
Planning & Schedule Building. Dynamic Involvement Preferences.
Track member, user, or employee completions such as for training, classes, participation events, etc.
CustomerHarmony's integrated payments platform just makes sense.
Get paid quickly and securely! Tools that enable organizations of all sizes to offer secure payments and donations from anywhere, at any time, powered by administrative tools that make management easy. Keep customer data secure. PCI Compliant.
No monthly minimums or hidden costs. Competitive industry leading payment processing rates. Accept payment online at just 0.3% + 30¢ / transaction plus Stripe payment processing fees. Stripe's processing fee as of March 2023 is 0.8% for ACH Debit and 2.9% + 30¢ / transaction for major credit and debit cards, excluding AMEX.
Allow your payee to cover the processing fees at payment time for non-shopping cart related payments.
Payment Requests per Day
We've partnered with Stripe, the world-wide leader in online payments
Highly secure. PCI server provider level 1 certified which is the most stringent level in the industry.
$640B+ in payments processed by businesses on Stripe in 2021.
229,000+ companies use Stripe, including some of the world’s leading brands like Target, Samsung, and The Home Depot.
Beyond the next generation of business management software
No contracts or cancellation fees. Unlimited Records. Unlimited Support.
Frequently Asked Questions
Can I see CustomerHarmony in action before purchasing?
Are we able to import our contact data from other systems?
We track our employee schedules with Excel and manually build out a schedule weekly of which person is doing which function. Does your tool allow for a printable .pdf to give our folks to make it easier?
Using HarmonyFlo you can easily create schedules based off of dynamic user preferences, including honoring their blackout dates. You can also insert a schedule header and footer, and when pubslishing, create a .pdf to send out. This can also be linked into your main shared calendar so that when someone views say this coming Saturday, they'll see the attached schedule.
What's the cost to use Online Payments?
This gives you access to powerful donations reporting if you have any, batch management to work with in person and online gifts & donor management, tax reciepts and tax statements, and more. Likewise, if you are just accepting online payments for loans or for your store, for physical and digital products, the same rates apply and you'll have a plethora of reports you can run.
Stripe payment processing rates still apply.
Do you have the option to allow the customer to cover the payment processing fees with their payment like some other software that is out there does?
How do we get billed? We sure do not want any surprise fees...
For the additional a la carte charges incurred from the prior month's actual usage (mass mailing, texting, and payment processing), an invoice will be issued at your monthly reset cycle day (when we reset your counters) and are due on receipt. You can monitor your a la carte usage and adjust settings at anytime within your account settings.
I see you offer a first month guarantee. Is this a free trial and if so how does it work?
We've already seen our competitiors try to match functionality within weeks of us posting announcements about our innovations, so we want to be sure accounts that are created are legit interested organizations and not competitors. Because of this, we do go ahead and charge you for your access fee as it helps weed out the spammers and those that just want to match us automatically. We've also found that organizations who jump on board are ready to start using the system within days and not weeks. Therefore, no reason to limit anything or put you in a 'trial mode'.
We're confident in our system and our support, however, if you decide during your first month that you are not satisifed with our system, we'll refund the monthly or yearly access fee you paid. If you took avantage of the 5% savings by paying yearly, we'll still refund that. We may ask you a few questions just to better our system or processes, but we won't try to sales dance with you, offer you lower costs, etc.
You'll still be responsible for any charges incurred beyond the access fee for the a la carte items (texting, mass mail, and Stripe payment processing). Those charges, if applicable, will be deducted from your access fee paid amount and if you have a credit, it will be refunded to you. If you still have a balance, an invoice will be generated and sent to you.
Again, our hope is the system works so well and that our partnership will be so strong, we'll be together for years to come!