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Charity Management System

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Why choose CHARMS?

CHARMS (Charity Management System) is a web-based software specifically designed for not-fot-profit organisations. The system aims to:

  • Increase the numbers of new donors & donations
  • Recruit, manage and retain volunteers
  • Improve administration and management of client cases
  • Increase membership applications and improve members relationship

CHARMS have helped organisations to increase operational efficiencies, staff productivity 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.


CHARMS modules:

Donors

  • Donor profile
  • Prospect profile
  • Relationship
  • Letter templates
  • Mail merge
  • Publication
  • Commonly used reports
  • DIY reports
  • User definable fields
Donations

  • Various types of donations: cash, cheque, credit card, GIRO and more
  • Event and event group
  • Process various payments
  • Electronic bank settlement
  • Submission to IRAS
  • Receipts
  • Audit trail
  • Management reports
  • Financial report
Funds Application

  • Beneficiary profile
  • Suppliers
  • Event and event group
  • Expenses tracking
  • Transfer funds
  • Reports
  • RAP6 components
Client Cases

  • Referral profile
  • Client profile
  • Care giver details
  • Case registration and management
  • Follow up reminders
  • Action plans
  • Case activities
  • Reports
Volunteers

  • Online portal
  • Recruitment
  • Event management
  • Training
  • Retention
  • Built-in email function
  • Awards
  • Volunteer exit and long leave
  • Reports
Members

  • Member profile
  • Membership fee payment
  • Receipts
  • Member types
  • Event management
  • Training
  • Retention
  • Awards
  • Reports

Other available modules:

  • Patient Billing
  • Relationship
  • Event

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