CHARMS (Charity Management System) is a web-based software for charities.
Built on the latest Microsoft .Net technology, it includes functions such as: managing donors, volunteers, members, beneficiaries, client cases; donation processing and more.
CHARMS helps charities increase operational efficiencies and reduce costs by eliminating much manual paperwork. The built-in functionality of audit trails, authorisation mechanism and internal check and control makes the donation process secure and conforms to audit requirements.
Key value proposition / Benefits of product
CHARMS will help charities to:
- Centralise important data in one easily accessible location.
- Lower overhead costs
- Increase efficiency by automating administrative processes.
- Inform more people about the charity’s goals.
- Easily and instant communicate with donors, beneficiaries, volunteers, clients and members.
- Provide and support efficient and effective fundraising activities.
- Enhance financial clarity by connecting to back-end accounting systems.
- Adopt the best practices through the use of audit trails, authorisation mechanisms, electronic banking, and local authority (e.g. Tax) reporting.
- Enable self-service by through a volunteer portal for updating profiles, membership application and viewing individual service records.
- Engage more volunteers by facilitating recruitment, orientation, evaluation and recognition of volunteers
- Enable member management functions such as registrations, renewals, fee collections, and communications.
List of Available Modules
Donor Relationship Module
Donation Module
This module provides the key functions to automate and streamline the process of donation including printing and issuing receipts; capturing rejected transactions, cancelling or re-processing them; preparing bank-in slips and updating of donors’ activity records.
Client Case Module
The needs to manage the provision of services in the community efficiently emphasized the need for a system which is capable of streamlining the planning, scheduling and recording volunteers or staff activities for each client.
Volunteer Module
Volunteer management is a critical aspect of running a charitable institution. Simplified administration capabilities injected in this module and provide a quick and easy management of volunteers. This module provides a portal for volunteers to have instant access to their information, enabling them to update their profile, apply for voluntary service, and register for training or orientation.