Built for Shluchim, by Shluchim

The CRM built
for Shluchim.

Go Shliach brings your contacts, families, donations, receipts, programs, deposits, campaigns, and follow-up into one simple system — plus a website you create from your dashboard, connected to your CRM and built around how Chabad actually works.

Made by a Shliach family Private workspace per Chabad Create a website from your dashboard
MR Rabbi M. · Chabad House

Good morning, Rabbi

Iyar 5786 · This year
Total donations this year
$284,750 +18% vs last year
Receipts needing action
23 Ready to send
Undeposited payments
$11,340 14 in batch
Upcoming yahrtzeits
9 Next 30 days
Program registrations
147 Pesach & camp
Follow-ups due today
6 On your list
Giving by month
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun

Your Chabad house should not be running
on scattered spreadsheets.

Donor history is hard to find

Receipts take too long

Program payments are messy

Deposits are difficult to track

Families and households are disconnected

Follow-up falls through the cracks

Reports take hours to prepare

Generic CRMs don't understand Chabad workflows

Go Shliach brings it all together.

Built for Chabad operations

Built around the way
Shluchim actually work.

Every module maps to a real part of running a Chabad house — not a generic sales pipeline bent to fit.

Contacts & Households

Manage families, relationships, head of household, birthdays, anniversaries, yahrtzeits, notes, and preferences.

Donations & Payments

Track donations, service payments, program payments, pledges, balances, categories, campaigns, and payment methods.

Website from Your Dashboard

Every workspace can create a public website for your Chabad — donations, registrations, and inquiries flow straight into Go Shliach.

Receipts

Generate, email, print, and track donation receipts with custom templates and automatic sent statuses.

Deposits

Group checks, cash, and card payments into deposit batches and print deposit slips.

Programs

Create programs, register attendees, track payment status, attendance, and follow-up.

Campaigns

Track who gave, who did not give, campaign totals, yearly comparisons, and donor retention.

Reports

Run birthday, yahrtzeit, anniversary, deposit, payment, receipt, open balance, and campaign reports.

Follow-Up

Log calls, notes, emails, texts, outcomes, and follow-up reminders so nothing slips.

Website + CRM

Create a website
from your dashboard —
connected to your CRM.

Every organization gets website access inside Go Shliach. Build a public site for your Chabad that talks to the same contacts, donations, and programs your team uses every day.

  • Create it from your dashboardEvery Go Shliach workspace includes website tools — launch and edit your public site without leaving the CRM.
  • Donations land in your CRMOnline gifts flow straight into Go Shliach with the right contact, campaign, and receipt trail.
  • Programs stay connectedEvent pages and registrations sync to the same households and balances your office already uses.
  • One system, front to backYour public face and your private office share the same data — no copy-paste, no double entry.
yourchabad.org
Managed from your Go Shliach dashboard
Chabad of Oak HillPrograms About Give
Welcome
A home for Jewish life in Oak Hill
Shabbos, programs, and community — all in one place.
Donate online
New online giftDavid Goldberg · $180 · Camp BBQ
Synced to Go Shliach CRM
Camp registration open
Contact form → inbox
Before & after

From scattered and stressful
to one calm system.

Before

Without Go Shliach

  • Spreadsheets everywhere
  • Receipts manually tracked
  • No clear household view
  • Hard to know who gave
  • Website disconnected from the office
  • Program payments disconnected
  • Deposits manually calculated
  • Follow-up depends on memory
After

With Go Shliach

  • One clean system
  • Receipts tracked automatically
  • Families and contacts connected
  • Donor history in seconds
  • Website created from your dashboard, tied to your CRM
  • Programs and payments linked
  • Deposit slips generated
  • Follow-up lists ready to go
At a glance

Everything important,
visible at a glance.

No more digging through old spreadsheets, email threads, and paper notes. Go Shliach gives your team one clear view of what needs attention.

$31,420
Donations this month
23
Receipts to send
$11,340
Undeposited payments
$8,210
Open balances
9
Upcoming yahrtzeits
147
Program registrations
6
Follow-ups due today
68%
Campaign progress
Reporting

Reports that answer the
questions you actually ask.

Ask in plain language. Go Shliach knows your donors, campaigns, programs, and dates — so the answer is a click away.

Who gave this year?
Donors · current fiscal year
Run report
Who gave last year but not this year?
Lapsed donors · retention
Run report
Who gave in the last 12 months?
Rolling window · all campaigns
Run report
Who gave to this campaign two years ago but not last year?
Campaign comparison · win-back
Run report
Which receipts were sent?
Receipt status · sent vs pending
Run report
Which payments still need to be deposited?
Undeposited · by method
Run report
Who has a yahrtzeit this month?
Hebrew calendar · households
Run report
Who came to last year's program?
Attendance · prior year
Run report
Which families still owe a balance?
Open balances · by household
Run report
Who should we call this week?
Follow-up queue · prioritized
Run report
On the go

Your database, available wherever Shlichus takes you.

Search contacts from your phone, tap to call, view household history, check giving summaries, and add notes right after a conversation.

  • Contact searchFind any family or donor in seconds.
  • Tap to callDial straight from the contact card.
  • Household infoRelationships, dates, and history together.
  • Giving summarySee lifetime and recent giving at a glance.
  • Add a noteLog the conversation before you forget it.
Contacts
Search families & donors
DG
David & Leah Goldberg
Head of household · Member
Lifetime giving$14,200
This year$3,600
Last giftApr 12 · $500
Open balance$0
Yahrtzeit14 Iyar
Last note
Spoke after minyan — interested in sponsoring the camp BBQ. Follow up next week.
Add communication note
Your whole team

Bring your team into one organized system.

Everyone who keeps your Chabad house running, working from the same source of truth.

Shliach
Shlucha
Office staff
Bookkeeper
Volunteers
Program directors

Roles, permissions, and workspace-based access keep your data organized and secure — each person sees exactly the right level.

Receipts & deposits

Receipts and deposits
without the chaos.

Generate donation receipts, email them as attachments, print them for mailing, track what was sent, and group payments into clean deposit batches.

Custom receipt templates

Match your Chabad's branding and required language for every receipt you send.

Email or print receipts

Send as a PDF attachment or print for mailing — whatever each donor prefers.

Receipt sent tracking

Automatic sent statuses so you always know what's gone out and what's pending.

Deposit batches

Group checks, cash, and card payments into clean, reconcilable batches.

Deposit slips

Generate and print bank-ready deposit slips in a single click.

Payment method totals

See totals by check, cash, and card so the numbers always match the bank.

Pricing

Clear plans.
Built for Shluchim.

CRM and website in one system — priced below the usual Full Suite stack, without the confusing add-ons.

Starter
For small Chabad houses getting the office organized.
$149/moBilled monthly
  • Contacts & households
  • Donations & payments
  • Receipts & basic reports
  • Yahrtzeit & birthday tracking
  • 2 users
  • Up to 2,500 contacts
Book a Demo
Premium
For larger Chabad houses that need more seats, tools, and support.
$349/moBilled monthly
  • Everything in Pro
  • Unlimited users
  • Up to 40,000 contacts
  • SMS & email tools
  • Advanced segmentation
  • Custom onboarding
  • Priority support
Talk to us
Need something larger? Ask about a custom plan for multi-site or high-volume houses.
FAQ

Questions, answered.

It is designed around Chabad workflows, but can also support similar nonprofit and community organizations.

Yes. Go Shliach is designed to support CSV imports and campaign imports so you can bring your existing data with you.

Yes. Each organization can invite staff, bookkeepers, volunteers, and admins, each with the right access level.

Yes. Go Shliach can generate, email, print, and track receipts — with custom templates and automatic sent statuses.

Yes. It can track birthdays, anniversaries, and yahrtzeits, and generate reports so you never miss an important date.

Yes. Every organization has its own private workspace — your data is never mixed with anyone else's.

Yes. The interface is mobile-friendly for contact lookup, calling, and adding notes wherever Shlichus takes you.

Yes. Every organization’s dashboard includes website access — create and manage a public site for your Chabad, with online donations, program registrations, and inquiries landing in the same CRM your office already uses.

Starter covers core CRM (contacts, donations, receipts, reports). Pro adds website creation from your dashboard, online gifts synced to the CRM, programs, campaigns, and deposits. Premium adds unlimited users, higher contact limits, SMS/email tools, and priority support.

Get started

Ready to bring order
to your Chabad office?

Go Shliach helps you manage the people, payments, programs, and follow-up that keep your work moving — plus a website you create from your dashboard, connected to your CRM.