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Merkaz Merkaz Community OS
Community Management Platform

A modular platform built for the rhythm of synagogue life.

Merkaz brings membership, engagement, donations, and Jewish-life tooling into a single operating system — replacing the four to six disconnected tools your staff currently stitches together every week.

  • 1,840+congregations served
  • $312Mprocessed in FY24
  • 95%customer retention, Q4 2024
The Four Modules

Four modules. One platform. Every rhythm of synagogue operations covered.

Each module is a first-class product surface — deep enough to replace a standalone vendor, integrated enough that the data flows without a sync job or a Zapier patch.

  1. 01

    Membership CRM

    Household relationships, lifecycle stages, and denomination-aware fields designed for synagogue staff — not for generic contact lists.

    Tour the CRM →
  2. 02

    Engagement & Communications

    Shabbat-aware scheduling, parashat hashavua content blocks, and segment-driven messaging that respects the Jewish week.

    See engagement workflows →
  3. 03

    Donations & Pledges

    Campaigns, recurring pledges, year-end statements, and reconciliation built for the seriousness of a multi-million-dollar member operation.

    Review fundraising surface →
  4. 04

    Jewish-Life Tools

    A native Hebrew-calendar engine with yahrtzeit automation and Mikvah, Hevra Kadisha, and B'nai Mitzvah scheduling no generic CRM replicates.

    Explore Jewish-life tools →
Module 01 · Membership CRM

Membership CRM designed for synagogue households — not generic contacts.

Merkaz models the relationships your staff actually manages: two-parent households, college-away children, in-laws with separate billing, congregants in mourning, and members in the midst of a conversion process. There is no flat contact list here.

Denomination-aware fields
Orthodox, Conservative, Reform, Reconstructionist — each with the right defaults for kashrut, shul affiliation, and lifecycle milestones.
Lifecycle stages
Prospective → New Member → Engaged → Lapsed → In Memoriam, with automated nudges at every transition.
Household graph
Children tracked through college years, marriages, and their own eventual household formation.
Duplicates & merges
Algorithmic de-duping on Hebrew/English name pairs, with full audit history preserved.
Merkaz membership CRM showing a detailed household record with denomination tags, lifecycle stage, and yahrzeit dates
Engagement composer showing a parashat hashavua block, audience segmentation, and Shabbat-aware scheduling
Module 02 · Engagement & Communications

Engagement that respects the Jewish week — automated, segmented, and Shabbat-aware.

Every send, reminder, and event page in Merkaz is aware of the calendar it lives on. Messages hold automatically for Shabbat and Yom Tov. Parashat hashavua content drops into your templates without a manual paste. Segments are built from real membership data, not uploaded CSVs.

  • Shabbat-aware holds. No email goes out between candle-lighting and Havdalah for any recipient in any timezone.
  • Parashat hashavua blocks. Pulled live, with optional commentary from your rabbi or a curated list of sources.
  • Segment-driven messaging. Build audiences from household structure, lifecycle stage, school enrollment, and donation history — not from brittle tag lists.
  • Event registration with capacity, child-care, and kosher-meal tracking. Built in, not bolted on.
  • Native integration with Mailchimp and Stripe. For the places you already have tooling you trust.
43% average member-engagement lift across 1,200 deploying congregations in 2024
Module 03 · Donations & Pledges

Donations and pledges processed with the seriousness of a $312M operation.

Merkaz is the donation backbone for 14 of the 50 largest US congregations by household count. The module handles the full arc — from a first-time online gift to a five-year capital-campaign pledge to the year-end statement your treasurer signs.

One-time & recurring gifts
Credit card, ACH, stock, and donor-advised fund contributions, all reconciled to your general ledger.
Pledge campaigns
Multi-year capital and annual campaigns with progress dashboards visible to clergy, staff, and (optionally) board.
Year-end statements
Generated automatically, formatted for your members' accountants, and mailed on a schedule you set.
Audit-ready reporting
Every gift, edit, and refund timestamped and attributable — built for the day your treasurer gets a question from the board.
Donations dashboard showing campaign progress, recent gift ledger, and a year-end statement preview
Module 04 · Jewish-Life Tools

Jewish-life tools no generic CRM can replicate — built natively, not bolted on.

The Hebrew calendar is not a date format your vendor translated. It is the spine of the product. Every date, reminder, and schedule in Merkaz is anchored to a Jewish-calendar engine that has been tuned over eight years by a team that includes eleven former synagogue executive directors.

01

Hebrew-calendar engine

Yom Tov boundaries, parashat hashavua, omer count, and choleh-specific sensitivities are first-class fields — not bolt-ons behind a settings flag. Recognized across Orthodox, Conservative, Reform, and Reconstructionist congregations.

  • Live yahrzeit automation with three-generation genealogy import
  • Daf Yomi, Mishna Yomit, and Nach Yomi cycle reminders
  • Holiday-aware business-hour rules for staff and member portals
02

Mikvah scheduling

Appointment windows, attendant rotation, and discreet member-side booking with the privacy and access controls a Mikvah actually requires.

03

Hevra Kadisha coordination

Roster management, tahara scheduling, and shmirah sign-ups that no standalone volunteer tool replicates for a community context.

04

B'nai Mitzvah scheduling

Full lifecycle from date assignment through aliyah planning, family meetings, tzedakah projects, and the post-event donor acknowledgment. Replaces a binder, a shared spreadsheet, and three group texts.

  • Date-conflict detection across siblings and family networks
  • Tutor and Hebrew-school integration with attendance tracking
  • Kiddush and Oneg planning tied directly to event RSVP data
Book a Live Demo 20 minutes · live with a product specialist who has staffed a synagogue front office.