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With Scholarship and Sponsorship Management, you can create profiles for orphans or students you support, easily match them with donors, and track the support process. You can upload family information, siblings, education details, health information, photos, letters, and documents of the orphans or students into their profile. You can create an information template to keep sponsoring donors informed through forms. You can create sponsorship records for your donors, set the payment method, and establish a payment plan. You can track the donor's monthly donations according to the sponsorship plan for the duration they have committed. In Scholarship and Sponsorship Management, you can also view the information forms sent to your donor, the meetings you have held with your donor, and any automatic payment instructions related to the sponsorship. Through reports, you can monitor the payment status of your sponsors in real-time, contact them if necessary, and send automatic messages.
With Aid Management, you can plan your aid activities, create profiles for those in need, upload documents, and manage all assistance from one place. You can add dependents, bank accounts, and references for a person in need, create meeting records, and record all aid requests and assistance provided. You can categorize the assistance as cash, in-kind, services, and hospital-related and view them separately in lists. You can set up a cash desk for direct aid and track payments made from it. You can create bulk bank payment orders for those in need, print the payment order format from the portal, and submit it to your bank. Additionally, you can filter aid provided periodically within Aid Management and generate reports.
You can create and archive application forms for volunteers who have applied to your institution. You can ensure that the personal details of volunteers are recorded in detail. You can allow volunteers to upload photos and documents. You can assign tasks to all registered volunteers in your institution and enable them to take on field duties. In Volunteer Management, you can list volunteers and assigned personnel separately. When a task assignment is created, you can specify a date range, record advances, track income and expenses, archive related documents, save destinations, and create a task report. In Volunteer Management, you can view reports of volunteer applications and assignments using various historical filters and list the records.
In Event Management, you can manage your events such as conferences, meetings, charity fairs, campaigns, etc., sell tickets online, and easily track your event’s income and expenses. You can add invited guests to the guest list and the people assigned to your event to the staff list. You can also add participants and staff who are not registered in your portal by uploading an Excel file. You can send invitations to the people added to the guest list via notification messages (SMS/email). You can enter multiple ticket prices of different amounts and send a donation link to the guest list for ticket sales. You can record and view the ticket price purchased by each person attending the event. You can also manually add people who have pledged to buy tickets and track whether their payments have been received. In Event Management, you can also calculate and view the expenses and income of the event in different currencies. You can create institutional memory by adding documents and visuals related to your event. After your event is completed, you can write a report.
Every Portal Plus user has a personal calendar, and it is very easy to track your agenda and daily tasks with Calendar Management. You can manually add your meetings, appointments, and notes to your calendar. In Calendar Management, you can view the notes you have added on a specific day or within a date range you set. You can use color coding to prevent your notes from mixing up with one another. Additionally, with the 'add to calendar' feature available in other Portal Plus modules, you can automatically add your assignments, meetings, and events to your calendar directly from the relevant module.
You can plan and manage your business processes, strengthen communication between your departments, and enhance your institutional memory. Without the need for an additional application, you can define business categories for your departments and send internal requests to the relevant departments. You can track the current stage of the work being done. You can view the start and end dates of the initiated task and the elapsed time. You can upload documents related to the tasks and processes you have requested into the job record you created. You can add your supervisor, department colleagues, or other departments to the 'informed' section to notify them about the work. You can request comments, advice, information, or approval from the relevant person or departments regarding the task. You can print the job record, add it to your calendar, and see who has read the job record. All of this is very easy with business processes.