islamic charitiesZobia Nazley Memorial Trust
An Astro rebuild and iCHARMS grew Zobia Nazley Trust's website donations 74.2%, lifted organic sessions from 500 to 32,774 and cut Gift Aid to 10 days.
+74.2%
Website donations (year on year)
Donor CRM module
iCHARMS Donor CRM
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.
app.icharms · donors
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
app.icharms · donors
Step 2 of 3
Donor 360 — everything in one record.
Open any donor and see their lifetime giving, active sponsorships, Gift Aid declarations, communications and consent — all in one place.
- Lifetime giving and donation history
- Linked sponsorships and programme allocations
- Gift Aid status and declaration timeline
app.icharms · donors · overview
Step 3 of 3
Capture a new donor cleanly.
Structured intake form — contact details, Gift Aid declaration and consent captured in one pass, with duplicate-checking before saving.
- Duplicate check on name and postcode
- Gift Aid declaration captured at creation
- Consent and communication preferences on the same form
app.icharms · donors · new
Donor CRM screens
Real donor data, real screenshots.
Key screens from the iCHARMS donor CRM — list, profile, creation and linked giving.
Donor list — search, filter, export
Donor analytics dashboard
Create donor — clean, guided capture
Donation list linked to donor records
Donations overview by period and type
Sponsorships assigned to donors
Selected work
All case studiesWhere this module changed the workflow.
islamic charitiesRead story →
humanitarian relief
LIA Relief Trust
After a website hack, LIA Relief Trust migrated WordPress to a secure CMS with zero data loss and moved donors, call centre and programmes onto iCHARMS.
hardened
WordPress installation
More of iCHARMS
Product overview →Explore the rest of the platform.
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.
postmark · today
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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
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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·
In good company
A quiet roster of 80+ teams.
Charities, mosques and non-profits — most longer than three years.
See the full roster →
