For a Swiss fundraising company, collecting donations on behalf of major organizations such as Save the Children, we built a central operating platform for daily business. The system combines donation management, team coordination, time tracking, and reporting, and replaces an expensive off-the-shelf solution with contact-based pricing.

„With the previous standard software, costs increased by thousands of euros per month with every new donor contact including inactive contacts. Many features were never used, and the pricing was not justified. Our solution introduces a fixed-cost model: hosting, maintenance, and support stay stable regardless of fundraising success.”

4-in-1 platform

Team management, time tracking, donation management, and reporting combined in one system

Fixed costs

No contact-based billing. Costs remain stable regardless of growth.

3 access levels

Role-based permissions for staff, admins, and customer accounts with read-only access

The four core areas

The platform covers the full operational workflow, from team coordination and on-site donation capture to reporting for clients.

Team management

Organize staff in teams, assign campaigns, and define focus regions. Each team member only sees their own assignments.

Time tracking

Track work time, breaks, and activities. Commissions and compensation are calculated live, fixed salary plus performance-based components.

Donation management

Capture donor data on-site: personal details, amount, payment method, and frequency. Includes real-time IBAN validation and bank blacklist checks.

Reporting & analytics

KPI dashboards, Excel exports, and charts by date range, campaign, team, and region. Clients can view live campaign statistics.

Optimized for field operations

Data capture happens on-site with donors, so speed is critical. Forms with real-time validation, automated follow-up workflows, and gamification keep field teams efficient and motivated.

Real-time validation

IBAN checks, phone number validation, and address validation via Google Maps and Swiss Post API. Errors are detected immediately.

Bank blacklist

Banks with a high chargeback risk are blocked automatically. The blacklist is fully manageable within the platform and protects against payment defaults.

Automated emails

Thank-you emails after donations, feedback requests with fundraiser photos, and a 5-star rating flow. Approved reviews are published on campaign pages.

Gamification & scoreboard

Points-based system with bonus points for specific payment methods and high donation amounts. A weekly leaderboard motivates teams.

Data governance and data sovereignty

„Many SaaS products do not offer this level of control. Self-hosted in Swiss data centers, no data transfer abroad, no vendor lock-in. Only the hosting provider with a signed data processing agreement has infrastructure access.”

Swiss hosting

All data remains in Swiss data centers. No transfers to other countries, with full compliance for local privacy requirements.

Full data ownership

The source code belongs to the client. No hidden dependencies and no donor data stored with external vendors.

Scales without extra license fees

The architecture supports millions of records. Growth does not trigger new license costs, only chosen infrastructure defines capacity.

Buy or build? Why custom software wins

For organizations with clear requirements and growth targets, custom software often provides a more predictable cost model than standard solutions with contact-based pricing.

Predictable costs

Fixed costs for hosting, maintenance, and support. No price increases as your contact database grows.

Extensible

Stripe payments, marketing automation, re-engagement features, or white-label licensing for partner agencies can all be added.

Integration-ready

Can connect via API to almost any system, including legacy tools. No closed ecosystem and no dependency on a single vendor.

Tailor-made

Only the features your team truly uses. Swiss-specific payment methods such as ESR, LSV, Debit Direct, and Twint are integrated natively.

Technology stack

A deliberately lean stack built with Laravel and Filament as the user-friendly frontend. Few external dependencies, high maintainability.

Laravel backend

Core business logic, role-based permissions, queue-driven email delivery via Mailgun, and real-time validation for IBANs and addresses.

FilamentPHP

Admin panel for all roles: donation capture, team administration, campaign management, reporting with Excel export, and KPI dashboards.

Mailgun email

Reliable transactional email delivery for welcome emails, review requests, and notifications, integrated natively with Laravel.

Software Development

Technologies

Case Study

Custom CRM & ERP software replacing expensive off-the-shelf tools with contact-based pricing

Fixed costs instead of contact-based pricing

Four systems in one platform

The four core areas

Optimized for field operations

Data governance and data sovereignty

Buy or build? Why custom software wins

Technology stack

Replacing expensive standard software?

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