One charity management system.Every workflow.

Name: iCHARMS — Charity Management System & Donor CRM
Brand: Techno Serve Solutions
Availability: InStock

iCHARMS is the UK charity CRM that brings donors, donations, Gift Aid, sponsorships, Direct Debit and programmes into one place — built and maintained in-house since 2013.

Book an iCHARMS demo See the modules

core modules

15+

active charities

10+ yrs

in the sector

app.icharms · dashboard

avg onboarding · 2 weeks

The numbers behind it

The platform is the product of a decade of charity-sector work — not a side project.

36+

Charities served

15+

Active charity clients

205

Domains managed

72+

Awards & recognition

One platform

Twelve modules. No bolt-ons.

Everything a charity runs on — donors to programmes — designed to work as one system, not a stack of integrations.

Donors & Donations

Donor management

A single, deduplicated donor record — lifetime giving, communications, consents, relationships and Gift Aid status.

Saved filters & segments
Safe duplicate merge with audit history

Donors & Donations

Donation processing

Capture every gift across online, cash, card, bank, recurring and call-centre channels in a single ledger.

Categories, sources & project allocation
Receipts, refunds & reconciliation

Compliance

Gift Aid & HMRC

Capture declarations, verify donations and submit Charities Online claims to HMRC directly from iCHARMS.

GASDS small-donations claims
Submission tracking & full audit trail

Donors & Donations

Direct Debit & recurring

Recurring giving on autopilot — generate collection runs, approve batches and reconcile to the penny.

Two-step finance approval queue
Bank-feed reconciliation & ledger

Programmes

Sponsorship management

Orphan, student and family sponsorships end-to-end — approvals, expiries, beneficiary profiles and renewals.

Expiring-sponsorship report
Bulk letters & templated comms

Fundraising

Fundraisers & canvassers

Run campaigns, assign canvassers, capture field pledges and watch live dashboards of targets and progress.

Pledges, targets & live KPIs
Cross-linked to donors & donations

Operations

Call centre

Equip agents with batches, assignments and call logs, managed from a single admin dashboard.

Batches & donor assignments
Call outcomes & comment types

Operations

Helpdesk

A built-in helpdesk for donor queries, complaints and tasks — with departments, templates and a knowledge base.

Departments & SLA reports
Self-serve knowledge base

Programmes

Programme management

Run programmes end-to-end: a journey board, allocations, country offices and a vendor invoice portal.

Allocate budgets by country & project
Vendor portal & invoice approvals

Channels

Donation portal

Embeddable donation forms — one-off, recurring, Zakat and appeal-specific giving, with Gift Aid captured at checkout.

Mobile-first, accessible checkout
Gift Aid capture at point of gift

Insights

Reports & analytics

A hub of trustee-ready reports — cashbook, donations, HMRC, sponsorships, call logs and helpdesk.

One-click CSV / Excel exports
Filterable & saveable views

Operations

Administration & roles

Organisation, users, roles and regions — configured exactly how your charity is structured.

Role-based permission profiles
Region / country / branch hierarchy

See it in action

Browse the product, module by module.

Donors

A donor record that finally tells the whole story.

Lifetime giving, sponsorships, communications, Gift Aid status and safe merges — all on one page.

See donors in a live demo

iCHARMS — A donor record that finally tells the whole story.

Explore the full iCHARMS product

XeroComplete accounting · Xero

Donations to full charity accounts — in one click.

iCHARMS syncs donations, Gift Aid and fund balances straight into Xero with a single click — giving your finance team a complete, reconciled set of charity accounts with no double entry and no month-end spreadsheet scramble.

1 click

iCHARMS → Xero

Complete charity accounting, no double entry.

The HMRC advantage

Gift Aid that files itself.

iCHARMS is on the official gov.uk Charities Online supplier list. Declarations, verification and submission live next to your donor records — not in a spreadsheet.

HMRC-listed Gift Aid software

step · 01

Capture declarations

Stored against the donor with date, source & audit trail.

step · 02

Verify & resolve

Flag lapsed declarations before you ever claim.

single-click HMRC submission

step · 03

Submit to HMRC

Direct Charities Online claims — GASDS included.

step · 04

Track & report

Submission status, responses and allocation reports.

Built for the hard parts

The workflows generic CRMs struggle with.

Workflow · sponsorships

The sponsorship lifecycle, mirrored

Orphan and beneficiary sponsorships are long-running relationships, not one-off gifts. iCHARMS handles the whole arc — first gift, approval queue, beneficiary profile with photo and biography, expiry tracking, bulk letters and Direct Debit renewal.

Approvals → billing → expiry → renewal
Expiring-sponsorship report keeps retention high
Bulk letters & templated donor communications

Workflow · programmes

Budget visibility that survives the border

A central HQ allocates budget to country offices; each runs local programmes with vendors — all reconciled back into one cashbook. The programme board, allocations and journey dashboard give trustees a single source of truth across the portfolio.

Allocate by donor restriction, country & project
Vendor portal with invoice approval workflow
Journey board for milestone accountability

Workflow · recurring giving

Direct Debit you can actually trust

Mandates, scheduled collections, a two-step approval queue and bank-feed reconciliation — under one ledger. Failed collections, retries and refunds are traceable, so finance never loses the thread.

Generate collection runs in batches
Finance approval queue before submission
Reconcile against bank statements with full ledger

Why charities choose us

Three reasons. A decade of evidence.

iCHARMS isn't a generic CRM with a charity skin. It's the operational backbone we've refined alongside UK and Islamic charities since 2013.

HMRC

Officially HMRC-listed

iCHARMS is on the gov.uk Charities Online software supplier list — claims go straight to HMRC with no third-party portal exports. That third-party verification is rare among CRM vendors and takes years to earn.

10+ yrs

A decade deep in the sector

Built and maintained in-house by Techno Serve Solutions since 2013. Many of our 36+ charity clients have stayed with us a full decade — the platform compounds rather than churns.

UK + Ummah

Built for how charities actually give

Zakat, Sadaqah, Qurbani and orphan sponsorship are first-class workflows — not designation fields bolted onto a generic, retrofitted US CRM. UK Gift Aid, GDPR and Fundraising Regulator guidance are designed in.

Compliance & security

Charity-grade by default.

The compliance basics charities are judged on are built in — not sold as an enterprise upsell.

HMRC Charities Online recognised software supplier
Role-based access with granular permission profiles
Full audit trail on every donor and donation record
UK / EU data hosting, GDPR-aligned donor data handling
Two-step approval queues for finance-sensitive actions
Safe duplicate merge with reversible history

The rhythm

Live in about two weeks.

We migrate your data, configure the platform around your charity, and stay close long after launch.

01
chapter
Discovery
We map your current data, processes, integrations and reporting needs.
02
chapter
Migrate
We bulk-import donors, donations, declarations, sponsorships and history.
03
chapter
Configure
Funds, categories, roles and regions set up to mirror how your charity works.
04
chapter
Train
Role-based training for fundraisers, finance and trustees.
05
chapter
Support
Ongoing technical support and quarterly optimisation reviews.

Side by side

iCHARMS vs the generic CRMs.

Compared on the workflows UK and Islamic charities actually run. If anything looks off for your plan or partner setup, we'll happily correct it in a demo.

Feature	iCHARMS	Donorfy	Beacon	Salesforce NPSP
HMRC Charities Online Gift Aid submission	✓	✓	✓	Via app
GASDS — small donations scheme	✓	✓	Partial	Via app
Direct Debit setup & reconciliation	✓	✓	✓	Via app
Zakat / Sadaqah as first-class funds	✓	Custom field	Custom field	Custom config
Orphan / beneficiary sponsorships	✓	Manual	Manual	Custom build
Multi-country programmes & allocations	✓	—	—	Custom build
Vendor portal & invoice approvals	✓	—	—	Custom build
Built-in call centre & helpdesk	✓	Add-on	—	Add-on

Comparison reflects typical out-of-the-box capabilities. Competitor features vary by plan, add-ons and implementation partners — "Via app", "Add-on" and "Custom build" indicate capability through additional licensing or development rather than core product.

Pricing approach

Plans sized to your charity.

An annual licence scaled to your supporter volume and modules, plus a one-off setup project fee. We publish the model — never figures.

Starter

For small charities getting structured.

By scope

billed annually

Donor & donation management
Gift Aid declarations
Standard reports & exports
Email support

Get a quote

most chosen

Growth

For charities scaling fundraising & operations.

By scope

billed annually

Everything in Starter
Sponsorships, Direct Debit, fundraisers
HMRC Gift Aid submission
Call centre & helpdesk
Priority support

Get a quote

Enterprise

For charities running multi-country programmes.

Tailored

billed annually

Everything in Growth
Programme management & vendor portal
Country offices & allocations
Single sign-on & role-based permissions
Dedicated success manager

Get a quote

FAQ

Common questions.

Still deciding? A 20-minute demo answers most of these against your own data.

What does a charity management system actually do?

It consolidates donor records, donations, Gift Aid, Direct Debit, sponsorships, fundraising campaigns, programmes and reporting into one platform — replacing the spreadsheets, generic CRMs and one-off scripts most UK charities run today.

Is iCHARMS suitable for both Islamic and UK secular charities?

Yes. Islamic-charity workflows like Zakat, Sadaqah, Qurbani and orphan sponsorships are first-class, alongside UK essentials like Gift Aid, HMRC submission and Direct Debit.

Is iCHARMS recognised by HMRC for Gift Aid submissions?

Yes. iCHARMS is listed on gov.uk as a Charities Online software supplier. Claims are submitted directly to HMRC — no third-party intermediaries or portal exports — and GASDS is supported alongside standard Gift Aid.

Can we migrate from our existing CRM or spreadsheets?

Yes. Bulk import covers donors, donations, sponsorships and Gift Aid declarations, and our team helps map your existing structure to iCHARMS during onboarding — typically inside a two-week window.

Is donor and donation data secure?

Role-based access, permission profiles, audit logs and encrypted storage are built in. Data is hosted in UK / EU regions and donor data handling is aligned with UK GDPR.

Do you have call centre and helpdesk modules?

Yes — both are built into iCHARMS, with agents, batches, call logs, tickets, departments and a knowledge base. They are not separate add-ons you have to integrate.

How does iCHARMS compare to Donorfy, Beacon or Salesforce NPSP?

All cover donor management, donations, Gift Aid and reporting. iCHARMS additionally provides first-class Islamic-charity fund accounting, a deeper sponsorship module, and multi-country programme management with a vendor portal — capabilities the others treat as configuration or custom builds.

How is iCHARMS priced?

On annual plans sized to your charity, with a setup project fee for migration and configuration. We publish the model — not figures — and share an exact quote once we understand your scope on a short call.

Selected work

Charities running on iCHARMS.

All case studies

01 / 032026

islamic charities

Zobia 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)

Read story →

02 / 032025

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

Read story →

03 / 032025

islamic charities

Hope Foundation

Ongoing maintenance and digital evolution took Hope Foundation's Gift Aid from 30 days to 10 and grew website donations 255% to £72,984 in 2026.

66.7% faster

Gift Aid processing time

Read story →

Related services

Go deeper.

All services →

service

book · a demo

Want to see iCHARMS live?
Drop us a line.

Bring a slice of your donor and donation data. We'll show you donors, Gift Aid and reporting in iCHARMS on your own numbers — no sales script, no obligation.

Book an iCHARMS demo Request a quoteHMRC-listed

to · the studio

Techno Serve Solutions

Birmingham · UK

Company No. 08655298

CALM · 1ST CLASS

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