iCHARMS Features
A full feature tour, module by module.
Everything a charity runs on, in one product. Twelve modules - donors, donations, Gift Aid, sponsorships, Direct Debit, fundraisers, call centre, helpdesk, programmes, donation portal, reports and administration - designed to work as one system.

Built around real charity work.
A complete feature tour of iCHARMS - donor records, donation processing, Gift Aid submission, campaigns, segmentation, reporting and audit trails.
- Donor management & Donation processing
- Gift Aid & HMRC submission (GASDS included)
- Direct Debit & recurring giving
- Sponsorship management (orphan / beneficiary)
- Fundraisers, canvassers & campaigns
- Call centre & Helpdesk
- Programme management & vendor portal
- Donation portal & embeddable forms
- Reports, analytics & exports
- Administration, roles & regions
Real screens, not mockups.



Walk the platform, module by module.
Twelve modules that connect - browse the key ones here, each screen straight from the live app.
Step 1 of 6
One view of your charity.
Land on a live dashboard showing donations today, active sponsorships, Gift Aid waiting and helpdesk tickets - all before your morning coffee.
- Real-time donation totals
- Sponsorship & programme counters
- Gift Aid submission status at a glance

Step 2 of 6
Every supporter, every gift, one record.
A full donor timeline - first donation to latest Gift Aid claim - searchable by name, reference or campaign.
- Unified donor profile with full history
- Gift Aid eligibility tracked per declaration
- Segment by frequency, region or campaign

Step 3 of 6
Process, reconcile and report.
Record one-off and recurring donations, attach Gift Aid, link to programmes and export to Xero - no manual re-entry.
- Single and recurring giving flows
- Automatic Gift Aid attachment on eligible records
- Xero sync on save

Step 4 of 6
Claim every penny you're owed.
iCHARMS is on the HMRC Charities Online list. Submit verified claims in minutes, track submissions and download the HMRC response.
- HMRC-listed software - submit directly
- GASDS small donations included
- Submission log with HMRC response tracking

Step 5 of 6
Orphan & beneficiary sponsorships, handled.
Assign sponsors to beneficiaries, track approval workflows, flag expiring commitments and generate donor letters.
- Beneficiary assignment & approval workflow
- Expiry alerts and renewal reminders
- Donor-facing sponsorship portal

Step 6 of 6
From appeal to delivery.
Manage programmes as kanban boards or lists, allocate funds, attach vendors and track spend against each appeal.
- Kanban & list views for programme journey
- Vendor portal for cost submissions
- Fund allocations tied to donations

Every module, real screenshots.
Browse the full iCHARMS interface - donors, donations, Gift Aid, sponsorships, programmes, call centre, helpdesk and administration.

Donor list - search, filter, export

Create donor record with Gift Aid declaration

Donation list with status & Gift Aid flags

Record a donation - one-off or recurring

Recurring giving management

Gift Aid submission queue

Claim verification before HMRC submission

HMRC master submission log

Sponsorship list view

Sponsorship approval workflow

Expiring sponsorships alert

Programme list - status & fund tracking

Programme journey kanban

Fund allocations to programmes

Reports hub - one-click exports

Fundraiser & campaign management

Call centre overview dashboard

Agent management & call logs

Helpdesk overview

Ticket management queue

Knowledge base articles

Helpdesk departments setup

Xero integration overview

Xero sync configuration

User management & roles

Role permissions matrix

Regional settings

Admin profile settings
Explore the rest of the platform.
On this module.
Does the donation portal capture Gift Aid at checkout?
What does it mean that iCHARMS is HMRC-listed?
How does iCHARMS compare to other charity CRMs like Donorfy, Beacon or Salesforce NPSP?
Does iCHARMS integrate with accounting software like Xero?
Can a mosque claim Gift Aid and GASDS through iCHARMS?
What can mosque management software do for a UK masjid?
postmark · today
Have a project?
Drop us a postcard.
Tell us a little about what you're working on. We reply within one working day - no sales script on the other end.
to · the studio
Techno Serve Solutions
Birmingham · UK
Company No. 08655298
TS
CALM · 1ST CLASS
stamped
what happens next
- 01We reply within one working day.
- 02A 20-min intro call to learn the brief.
- 03A clear, fixed-price proposal in 5 days.
est.
2013
·studio·
A quiet roster of 80+ teams.
Charities, mosques and non-profits - most longer than three years.
See the full roster →







































































