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With Project Management, you can detail the projects you will implement, create cost items, and track your income and expenses to view your current status. You can archive your projects to build a corporate memory and create reports. You can generate a marketing catalog with a single click. Thanks to its integration with all modules, you can track your processes and work together. You can monitor the work of partner institutions involved in joint projects and keep records of the permanent works being constructed. You can pay and track the salaries of workers involved in overseas activities. Payments to partner institutions can be made in cash or via bank. You can create progress reports for your projects and generate audit reports for completed projects. In Project Management, you can add individuals, institutions, groups, and donors as sponsors to your projects and track donations. You can prepare promotional texts and templates specific to the countries where work will be conducted.
With Campaign Management, you can create various campaigns for your organization, track the donations received for your campaign, keep the entire process on record, and view it in real time whenever you want. You can record the start date of your campaign, your campaign slogan, the responsible unit and person for the campaign, the activity for which the campaign is organized, and the country or region preference. You can upload documents and visuals related to your campaign, view the tasks performed within the campaign, incoming donations, transfers made, expenses, purchase requests, and shipments. Additionally, in Campaign Management, you can track the current income and expense status in detail in real time.
With Financial Management, you can keep your financial status continuously up-to-date, and monitor your bank accounts and cash registers in real time. You can collect cash donations through sequential receipts from the cash register and track them. Donations collected via piggy banks can be managed separately through a dedicated module. You can open an advance cash register to track cash advances. Payments for advances, donations, invoices, etc., through the bank can be made quickly in a single transaction. You can monitor your financial status in real time with asset checks. Through integrations, you can automatically reflect all bank transactions into your Portal Plus and manage the processes. You can manage all definitions and processes related to cash, POS, checks, and promissory notes. Reconciliation between bank data and Portal Plus data can be achieved, and daily exchange rates from the central bank can be automatically reflected in your transactions.
Cataract surgery organization management is a service provided by foundations and associations. These organizations carry out cataract surgery events professionally. In these organizations, a certain number of quotas are set for both domestic and international locations. After the cataract surgery event is completed, foundations and associations inform individuals by sending text messages and emails. There is a fixed price for cataract surgery events. Throughout the year, cataract surgery processes can be managed efficiently. This arrangement is also beneficial for those who wish to contribute to cataract assistance. By paying the specified donation amounts, you can contribute to cataract assistance within the organization. The organization selects suitable cataract patients for you and informs them via text message and email after the surgery. The application is crucial for those wishing to assist in different countries, as it provides information about the service fees. You can easily see the fees for the country you wish to help in the application's interface. It also offers significant convenience for individuals who are not partners in the organization.
With the Logistics Management feature available in the Platinum package, you can manage your institution's warehouses, product inventories, and all shipping processes. Manage stock movement slips. You can assign lot/barcode numbers to your products for inventory tracking, manage and report on your warehouses and shipments. Track the incoming and outgoing products in your warehouses, as well as product shipments between warehouses. You can add unlimited warehouses and transfer in-kind donations to your warehouses. Create as many categories as you wish for purchased products and group them under the relevant categories. Track your shipments through job records. Combine multiple products to create new items such as food packages or hot meal distributions. You can also monitor warehouse and inventory reports within the Logistics Management module.
In Permanent Asset Management, you can track and record the map location, demographic information, sign text, project links, cost items, donations, and all work processes of the permanent assets you will build, such as water wells, mosques, schools, orphanages, soup kitchens, and educational centers. You can add documents and photos related to your registered permanent assets into the relevant asset's record. Depending on the type of asset you create, you can add data fields with parameters of your choice and keep them recorded. When you want to inspect your constructed permanent asset later, you can create an inspection report within the asset's record. Through filters, you can list your active and passive assets, the number of assets you have in different countries and regions, or the assets tracked by your department.
You can track the joint business processes, projects, and campaigns with your partner institutions both domestically and internationally through Partner Institution Management. You can record and view payments made to your partner institutions, joint projects, work areas, bank accounts of the institution, orphans/students tracked through your institution, and communications with the institution at any time. You can also record the aid requests made by institutions to your organization and the corresponding aid provided by your organization. If you purchase a web partner system, you can create a separate access page for your partner institutions. By creating user accounts, you can allow your partner institutions to manage their own data, such as information about the orphans/students you track, animal shares, project commitments, etc., on their access pages, and ensure that these are monitored by you in the Partner Institution Management area.
Our Branch Management module allows you to distinguish between headquarters and branches. You can track income and expenses for your branches and generate daily, weekly, monthly, and annual reports. The central headquarters can view all operations performed, such as branch internal transactions and branch income and expense management. While the branches you add cannot see the records of central units, your central units can view the records of your branches. With the accounting management provided in our Platinum package, you can manage the accounts of both central and branch records separately and consolidate them at the end of the year.