Donor CRM module

iCHARMS Donor CRM

Name: iCHARMS Donor CRM
Brand: Techno Serve Solutions
Availability: InStock

A donor CRM built around UK charity workflows.

Capture every donor interaction - giving history, communications, sponsorships and Gift Aid status - in a single, deduplicated record. Powerful list views, saved filters and safe merges keep your data clean as you grow.

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Inside the donor CRM

Built around real charity work.

The donor CRM module inside iCHARMS - Donor 360 profiles, household links, consent tracking, segmentation and lifecycle workflows for UK charities.

Unified donor profile with lifetime giving
Search, segment and export with saved filters
Donations, sponsorships, pledges and comms on one page
Merge duplicate donors safely with undo history
Track relationships, addresses and contact preferences
Donor-level Gift Aid declarations and lapses

Donor lifecycle

From first gift to lifelong supporter.

Segments and saved filters drive the right next action at each stage.

01
chapter
Acquire
New donors captured from the portal, appeals and imports into one deduplicated record.
02
chapter
Understand
Donor 360 - giving history, sponsorships, consent and Gift Aid status on one page.
03
chapter
Steward
Segment, save filters and trigger the right communications at the right moment.
04
chapter
Retain
Spot lapsing donors and renewals early, and keep relationships and households intact.

See it in action

Real screens, not mockups.

Inside the CRM

Walk the donor record, screen by screen.

From the list view to a full Donor 360 profile - the key screens of the iCHARMS donor CRM.

Step 1 of 3

Find any donor in seconds.

A fast, searchable list of every supporter - filter by giving frequency, amount, region or campaign. Save your segment for next time.

Full-text search by name or reference
Saved filter presets for common segments
One-click CSV export from any view

See it live

Donor CRM screens

Real donor data, real screenshots.

Key screens from the iCHARMS donor CRM - list, profile, creation and linked giving.

More of iCHARMS

Explore the rest of the platform.

Product overview →

Features

A full feature tour, module by module.

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Gift Aid

HMRC-listed Gift Aid software, inside iCHARMS.

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Donation Portal

Embeddable donation forms with Gift Aid built in.

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Integrations

Connects to the systems UK charities already use.

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FAQ

On this module.

Does the donation portal capture Gift Aid at checkout?

Yes. A Gift Aid declaration is built into the checkout flow itself, captured against the donation and synced to iCHARMS - so the claim is ready to submit to HMRC with no extra admin. Islamic donation types such as Zakat, Sadaqah and Qurbani are handled as their own funds, with Gift Aid applied only where it is eligible.

What does it mean that iCHARMS is HMRC-listed?

HMRC publishes an official list of software products approved to submit Gift Aid claims via Charities Online. iCHARMS appears on that list, which means HMRC has tested and recognised our submission format. For trustees this is a useful third-party signal of compliance and reduces risk during audits and inspections.

How does iCHARMS compare to other charity CRMs like Donorfy, Beacon or Salesforce NPSP?

iCHARMS is purpose-built for UK charities that need donor management, online donations and Gift Aid in one place, with single-click HMRC submission included. Compared with general-purpose platforms like Salesforce NPSP, the learning curve is shorter and the UK-specific workflows are pre-built. Compared with other UK CRMs, iCHARMS bundles donation portal and Gift Aid more tightly. The right choice depends on your data volume, integrations and team size.

Does iCHARMS integrate with accounting software like Xero?

Yes. iCHARMS has a built-in, one-click integration with Xero. Donations, Gift Aid and fund balances sync straight from iCHARMS into Xero, giving your finance team a complete, reconciled set of charity accounts without double entry or exporting spreadsheets. It means your fundraising system and your accounts stay in step all year round - not just at month-end.

Can a mosque claim Gift Aid and GASDS through iCHARMS?

Yes. iCHARMS is HMRC-listed for Charities Online submission, so a masjid can claim Gift Aid on declared donations and GASDS (the Gift Aid Small Donations Scheme) on small cash and contactless collections under the threshold, with community-building eligibility tracked per site. Declarations are stored against the donor record, and claims are generated and submitted directly to HMRC.

What can mosque management software do for a UK masjid?

iCHARMS gives a working masjid a single platform for the things that usually live in spreadsheets and cash tins: a household and member registry, Jumuah and weekly collections across cash, card and standing order, building-fund pledges, Madrasah and programme income, and Gift Aid claims to HMRC. Trustees get one reconciled ledger and trustee-ready reports, and donations can sync to Xero for full accounts.

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