Features

Everything Your Congregation Needs.
Nothing It Doesn't.

Replace scattered spreadsheets, forgotten follow-ups, and siloed communication with one unified platform purpose-built for pastoral care teams across every faith tradition.

Workflow Automation

Automate Your Workflow Processes from Start to Finish

When a congregant is hospitalized, bereaved, or celebrating a milestone, Pastoral Reach automatically creates every task your team needs - scheduled, assigned, and tracked. No more relying on memory or manual checklists.

  • Pre-built templates for hospitalization, bereavement, new member onboarding, B'nai Mitzvah, and more
  • Custom event types from Ramadan outreach to baby naming ceremonies
  • Automatic recurring follow-ups at 1 week, 1 month, 3 months, and 6 months
  • Every task assigned to the right person with clear deadlines
Workflow builder interface showing a hospitalization event type with a list of auto-assigned tasks and scheduled follow-ups"
Native Mobile App

Stay Informed and Make Updates on the Go

Clergy live on their phones - between hospital visits, services, and community events. The Pastoral Reach mobile app gives them everything they need, right where they already are.

  • Full-featured iOS & Android native app
  • Push notifications for updates on events
  • Voice dictation for notes
  • One-tap calling, texting, and emailing congregants
  • GPS directions to congregant homes and hospitals
  • Create events and kickoff workflows from your phone
  • Complete tasks on the go
Three mobile screens showing the event list, task detail, and member contact views in the Pastoral Reach iOS app.
Real-Time Coordination

Your Whole Team, Always in Sync

When one person creates an event, completes a task, or adds a note, everyone who needs to know, knows immediately. No meetings required. No "did you follow up?" emails. Just seamless coordination.

  • Push notifications on mobile and email alerts
  • Instant updates when events are created, tasks completed, or notes added
  • Shared visibility eliminates redundant outreach
  • The left hand always knows what the right hand is doing
Notes System

Confidential When It Matters. Visible When It Counts.

Clergy share deeply personal conversations. They need to know those notes are protected. Pastoral Reach offers private notes that even administrators cannot see, alongside shared notes for team coordination.

  • Private notes visible only to the author - even admins can't access them
  • Shared notes for team visibility and continuity of care
  • Voice dictation on mobile for quick, hands-free documentation
  • Complete audit trail of all pastoral touchpoints
And So Much More

Everything Your Team Needs, Built In

Beyond the core capabilities, Pastoral Reach includes everything to make your team's workflow seamless and complete.

Group & Individual Task Assignment

Assign tasks to specific people or to groups like "Clergy," "Caring Committee," or "Lay Leaders." Group members can self-assign from the pool so nothing gets missed.

Custom Event Types

Create any event type beyond the built-ins, from "Sisterhood Bingo Night" to "Baby Naming Ceremony" to "Ramadan Outreach", each with their own task templates.

Birthday & Anniversary Messages

Age-range-specific personalized messages with Hebrew character support, sendable via text or email directly from the mobile app. Never miss a milestone again.

Prayer List Management

Add members to prayer lists directly when creating care events. Keep your prayer list always current, connected, and never out of date.

Web Dashboard & Reporting

A centralized view showing all current events, overdue tasks, and completed tasks with visual reporting graphs. Export data for board and leadership reporting.

Unlimited Users

Include clergy, staff, lay leaders, board members, and volunteers at no additional cost. Your whole community benefits from coordinated care.

Built-In Events

Ready-Made Events for Every Situation

Pastoral Reach comes loaded with built-in event types so your team can start coordinating care from day one.

Lifecycle Events

  • Accident
  • Adoption
  • Assisted Living
  • Birth
  • Conversion
  • Death
  • Hospitalization
  • Illness
  • Independent Living
  • Job Loss
  • Marriage
  • Separation
  • Support and Care
  • Surgery

Need something not on this list? Create unlimited custom event types with your own tailored task templates.

"Pastoral Reach has been a game changer for managing our congregant issues."
Senior Clergy Leader
See It in Action

Ready to Transform Your Team's Care and Support?

See how Pastoral Reach replaces the chaos of scattered tools with one unified platform - built for your congregation, your workflows, and your mission.

Unlimited users included
No per-seat fees
30-day risk-free trial
Free onboarding support
Plus native mobile app

No credit card required for 30-day free trial