ERPNext implementation
A full Frappe / ERPNext rollout — finance, stock, HR, CRM and manufacturing on one platform.
CRM & ERPHMRC-listed
Frappe & ERPNext,done properly.
We build on Frappe and ERPNext, and we work across the whole suite — implementing, customising and extending any of its applications. Need bespoke instead? We build custom ERP and CRM systems from scratch too.
205
Domains managed across 6 servers
54+
Projects delivered since 2013
36+
Charities served
erpnext · buying · purchase orders
real ERPNext · one platform
Operational systems running across charities, logistics and commercial clients
LogiBuddy
DeliPack Trading
SD Express Link
LogiBuddy
DeliPack Trading
SD Express Link
Outcomes
The reach behind the rollout.
A decade of implementing and supporting operational systems across the charity, logistics and commercial sectors.
205
Domains managed across 6 servers
54+
Projects delivered since 2013
36+
Charities served
10+
Years implementing operational systems
What's included
Everything in scope.
Configured to how you work — not a generic install you have to adapt to.
Any module, configured
We work across every ERPNext app and tune each one to the way you actually operate.
Custom apps & modules
Bespoke Frappe apps, doctypes and automations for when the standard modules are not enough.
iCHARMS for charities
Donor CRM and HMRC-listed single-click Gift Aid for charity-sector deployments.
Frappe & ERPNext
One platform. Every module.
Genuine ERPNext screens from our implementations, shown with sample data. Tap a module to see it.
erpnext · buying
Purchase orders & supplier trackingWe work across all of it.
We provide services across every application in Frappe and ERPNext — we can create and customise any of them to fit how you operate. If you are looking for support on these platforms, we are there for you.
Finance & sales
AccountingSellingBuyingSubscriptionsPOS
Operations
StockManufacturingQualityAssetsProjects
People & relationships
CRMHR & PayrollFrappe HRSupport / Helpdesk
Platform & web
Website & PortalInsights / dashboardsCustom apps & doctypes
Ways we help
However far you are on the platform.
Starting fresh, mid-rollout or already live and stuck — we pick up from wherever you are.
Implementation
Stand up Frappe / ERPNext, configured to how you operate from day one.
Customisation
Custom fields, forms, print formats and workflows layered on the standard modules.
App & module development
Bespoke Frappe apps and doctypes when off-the-shelf modules do not fit.
Data migration
Import and reconcile master data from spreadsheets and legacy systems.
Integrations
Connect payments, accounting and third-party tools through clean REST APIs.
Hosting & support
We host, monitor, update and extend across six server environments.
The track record
Systems we run. Not a pilot project.
A decade of standing up operational systems and keeping them running — across charities, logistics and commercial clients.
205
Domains we run across six server environments
54+
Projects delivered since 2013
36+
Charities served on platforms we maintain
10+ yrs
Implementing operational systems end to end
Beyond Frappe
Custom ERPs & CRMs, built from scratch.
Not every operation fits an off-the-shelf platform. Alongside Frappe / ERPNext, we design and build bespoke ERP and CRM systems from the ground up — shaped entirely around how your organisation runs.
That includes custom platforms we have delivered for clients on PHP — proven, in production, and tailored to workflows no generic system could handle.
Bespoke ERP
Finance, stock and operations modelled to your exact process.
Bespoke CRM
Pipelines, records and automations built around your team.
PHP platforms
Production systems we have built and run for clients in PHP.
Owned & supported
You own the system; we host, maintain and extend it.
Why organisations choose us
Three reasons. A decade of evidence.
We implement the system and then stay to run it — across charities, logistics and commercial operators alike.
HMRC-listed
Compliance built in
iCHARMS is an officially listed Gift Aid software supplier, so charity rollouts cover HMRC compliance from day one.
205 domains
One platform, many sectors
We run the same Frappe / ERPNext core for charities, logistics and commercial clients — tuned per sector rather than rebuilt each time.
6 environments
Implement, then support
We do not hand over and disappear — we host, maintain and extend the systems we deploy across six server environments.
Running your operation across too many tools?
Tell us what you use today — we'll show you it joined up on one platform.
Who it's for
Built for the organisations we know best.
Logistics operators
Delivery and trading firms running fulfilment, dispatch and billing on a single Frappe / ERPNext backbone.
Logistics & DeliveryCharities and faith organisations
Donor CRM and single-click Gift Aid through iCHARMS, with finance and supporter records joined up.
Islamic CharitiesSMEs and commercial businesses
Growing firms replacing spreadsheets and disconnected tools with one system for finance, stock and sales.
Commercial & BusinessSchools and education providers
Multi-site providers needing structured records, invoicing and reporting without enterprise overheads.
Education & Schools Tools & integrations
The stack we build on.
The platforms we implement and connect — joined so your data flows without re-keying.
Frappe / ERPNext
iCHARMS
Stripe
GoCardless
Xero
REST APIs
The rhythm
From discovery to live system.
Configure rather than over-build, migrate clean data, then support and extend.
- 01
chapter
Discovery
We map your operations, data and the modules you actually need.
- 02
chapter
Configure
Implement and customise ERPNext / iCHARMS to your workflows.
- 03
chapter
Migrate
Import master data and reconcile against your existing systems.
- 04
chapter
Support
Training, hosting and ongoing optimisation.
The difference
The old way, and ours.
Without us
With Techno Serve
System landscape
Without us: Finance, stock and donor data scattered across spreadsheets and separate tools.
With Techno Serve: One Frappe / ERPNext platform with a single record per customer, supporter or order.
Reporting
Without us: Manual exports reconciled by hand at month end.
With Techno Serve: Live dashboards drawn straight from operational data.
Gift Aid and donations
Without us: Claims prepared manually outside the finance system.
With Techno Serve: iCHARMS handles donor CRM and single-click Gift Aid, joined to your accounts.
Growth
Without us: Each new branch or service needs another tool bolted on.
With Techno Serve: New modules and sites extend the same platform.
What you walk away with
Tangible deliverables.
- Configured Frappe / ERPNext instance with the modules you need
- Migrated and cleaned core data
- iCHARMS donor CRM and Gift Aid setup for charity rollouts
- Payment and accounting integrations (Stripe, GoCardless, Xero)
- Custom Frappe apps, doctypes and modules where you need them
- Live dashboards and reporting
- Team training and go-live support
- Ongoing hosting, maintenance and extension
“Reliable, calm, and they actually understand UK Gift Aid. Submissions that used to take a week now go out the same afternoon.”
Operations Lead
Operations Lead, UK charity client
Pricing approach
Implement once, then we support it.
Implementation project fee + annual support & hosting retainer.
Scoped to youNo hidden figures
Request a quoteOne-off
Implementation project
Configured to your processes
Ongoing
Support & hosting
Annual retainer after go-live
What every engagement includes
- Process discovery & config
- Data migration from your systems
- Team training & handover
- Annual support & hosting
We publish pricing models — not figures. Every engagement is scoped against your needs.
FAQ
Common questions.
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.
What do you build for logistics and delivery operators?
We build LogiBuddy — a complete logistics and delivery platform that books, dispatches, tracks and bills every consignment, with a customer booking-and-tracking portal, live operations dashboards and one-click management reporting. An operator can run several brands or depots from one login, and we host and support the whole platform.
Can you migrate our data from our current CRM or spreadsheets?
Yes. We regularly migrate charities onto iCHARMS from other CRMs, legacy databases and spreadsheets. We map your existing donor records, funds, Gift Aid declarations and giving history across, check the data with you before go-live, and keep the old system available in parallel until you are confident the new one is right.
Selected work
All case studiesOperations now running on one platform.
logistics
SD Express Link
SD Express Link replaced Excel-based workflows with a centralized LogiBuddy platform — 70% faster processing, 80% less manual work, 95% shipment accuracy.
70% faster
Processing speed
logistics
Megashift Ventures
Megashift Ventures modernised logistics with a 16-module custom platform and new website — manual workload down 75%, order processing 60% faster.
60% faster
Order processing speed
logistics
DeliPack Express
DeliPack Express replaced its legacy LeaseBother system with a custom logistics platform and new website — 85% process automation, 60% faster ops, 99.9% uptime.
85% automated
Process automation
Related services
All services →Go deeper.
01 / 02
Custom Software Development
Bespoke software for charities, schools and operators.
Bespoke software development for charities, schools and SMEs. Frappe ERP, internal tools, donor portals and integrations — with NDA-covered confidentiality.
service
02 / 02
Charity Management System
One system for donors, donations, Gift Aid, campaigns and reporting.
iCHARMS is a UK charity management system and donor CRM — donor records, donations, Gift Aid and campaigns in one place, used by 15+ active charity clients.
service
join · it up
Tired of disconnected tools?
Drop us a line.
Tell us what you run today — the spreadsheets, the separate systems, the month-end scramble. We'll show you what one connected platform looks like for your operation, on Frappe / ERPNext or a custom build.
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·
In good company
Systems trusted by 36+ teams.
Charities, logistics operators and commercial clients running on platforms we implement and maintain.
See the full roster →
