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UK SupplierRegistered SME - Company No. 07706238
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Third Sector / Registered Charity

Charitee: White-Labeled, Single-Tenant Charity CRM & Management Platform

ClientCaravan of Mercy
SectorThird Sector / Registered Charity
Published
Tech DeliveredAstro & Angular

Challenge: Caravan of Mercy, a UK registered charity operating from a single office, struggled with administrative overhead. Managing online and offline donations, manually processing Gift Aid claims, tracking partner relations, and coordinating grant applications created operational bottlenecks. With a lean team, they also faced difficulties maintaining a consistent social media presence, tracking employee tasks, and keeping everyone aligned on a shared calendar.

Solution: Built 'Charitee', a white-labeled, single-tenant web application that serves as a high-conversion, fast-loading CRM. The application includes automated Gift Aid claims, partner/grant tracking, employee task management, and an organization-wide calendar. Crucially, we integrated Google Vertex AI to automatically draft blog posts and social media updates based on project progress reports, and optimized the system to achieve a perfect 120/100 security score on Mozilla Observatory.

Outcome: Delivered a secure (120/100 Mozilla Observatory score), high-conversion web app that eliminated manual Gift Aid spreadsheets. Automated blog and social media generation using Google Vertex AI from progress reports, saving hours of weekly marketing effort. Centralized task management and a unified calendar significantly improved operational visibility for their single office.

Project Overview

Caravan of Mercy, a UK registered charity operating out of a single office, was the launch client for the Charitee web app. They required a modern, highly secure, and unified system to manage their global humanitarian projects and donor relations. The primary goal was to replace fragmented spreadsheets, manual Gift Aid claims, and disparate calendar tools with a single, high-conversion, white-labeled solution.

Core Challenges

  1. Administrative Bottlenecks: A small team managing complex, multi-country relief efforts, leading to coordination delays and fragmented tracking of partner organizations and grant applications.
  2. Manual Compliance & Reporting: Processing Gift Aid claims manually took hours, increasing the risk of compliance errors.
  3. Marketing and Outreach Overhead: Compiling field progress reports into public-facing blog posts and social media campaigns consumed limited staff time.
  4. Security & Performance Requirements: Safeguarding sensitive donor records and financial details required strict data isolation (single-tenant architecture) and industry-leading security.

Engineering & Architectural Approach

To meet Caravan of Mercy’s goals, Telali Ltd developed a tailored, single-tenant deployment of the Charitee platform:

  1. High-Conversion & Fast-Loading Web App: We designed the public-facing donation pages to load instantly and process transactions securely using a highly optimized, serverless static generation model hosted on Google Cloud Platform (GCP). Combined with built-in conversion analytics, this minimizes donor drop-off and makes online donation flows completely frictionless.

  2. White-Labeled Single-Tenant CRM: We built a secure administrative CRM interface backed by isolated cloud services hosted on Google Cloud Platform (GCP). This single-tenant deployment guarantees complete data isolation, ensuring donor databases and secure documents are dedicated solely to Caravan of Mercy, protecting against cross-tenant data leaks.

  3. AI-Powered Content Generation: We integrated the Google Vertex AI API via Firebase Cloud Functions. Staff can upload field progress reports directly to the CRM, and the AI automatically drafts search-engine-optimized (SEO) blog posts and social media announcements (for Facebook, Twitter, and Instagram) matching the charity’s tone.

  4. Security Hardening (120/100 Mozilla Score): We implemented strict Content Security Policies (CSP), secure HTTP headers, automated security audits, and robust Firebase security rules. The deployment achieved a perfect 120/100 score on Mozilla Observatory, ensuring compliance with strict data protection standards.

  5. Integrated Operations Suite: We developed features to manage:

    • Donations: Unified tracking of both online and offline (cash/check) donations.
    • Gift Aid: Automated calculation and submission formatting for HMRC claims.
    • Grants & Partners: CRM tools to track application stages, deliverables, and partner contacts.
    • Team Collaboration: Built-in task lists and an organization-wide shared calendar.

Key Results

  • 120/100 Security Rating: Verified via Mozilla Observatory, establishing enterprise-grade protection for donor data.
  • Zero Manual Gift Aid Prep: Automated reporting saves administrative staff several hours of spreadsheet tracking each month.
  • Instant Marketing Drafts: Staff generate ready-to-publish social campaigns from project updates in under a minute using the Vertex AI engine.
  • Unified Office Visibility: Centralized task assignment and shared calendars reduced project status meetings by 50%.

Platform & Website Preview

Below are screenshots from the public interface of the Caravan of Mercy web platform:

Caravan of Mercy Homepage Figure 1: The fast-loading, SEO-optimized homepage.