Features

Everything you need, in one platform

WelfareCRM brings members, funds, payments, claims, and reporting together — automating the work so your team can focus on people.

Member Management

A complete directory of the people you serve, always up to date.

  • Detailed member records with contact information
  • Member numbers, groups, and active/inactive status
  • Fast search and a full member directory
  • Members can update their own contact details

Funds & Contributions

Define funds and the contributions expected from each member.

  • Create funds and categories with start and end dates
  • Relation-based contribution amounts — set the expected amount per relationship (e.g. spouse, child)
  • Track contributions per member and per fund
  • Clear paid / unpaid / overdue status at a glance

Online Payments

Let members pay securely online, with automatic tracking.

  • Secure card payments powered by Stripe
  • Auto-pay and saved payment profiles
  • Real-time payment status: paid, pending, or overdue
  • Receipts and automated reminders

Benevolence Claims & Enrollment

Guide members through enrollment and assistance requests end to end.

  • Member enrollment captures residency, family details, references, and next of kin
  • File assistance claims (death benefit, hardship) with document uploads and digital signatures
  • Admins review, approve, or deny — and convert approved claims into funded payouts
  • Safeguards prevent duplicate claims or funds for the same family member

Finance Dashboard & Reporting

See exactly how much has been collected against what's expected.

  • KPI cards for collected, outstanding, expected, and payments
  • Collections-over-time chart with per-fund breakdown
  • Per-fund progress: collected vs expected
  • Filter by this week, this month, or a custom range — and print or save as PDF

Roles & Permissions

Give every team member exactly the access they need.

  • Configurable per-role access across features and actions
  • Groups and member agreement acceptance
  • Administrators, managers, staff, and custom roles
  • Keep sensitive financial data restricted to the right people

Ready to spend less time on paperwork?

See how WelfareCRM helps your organization manage members, funds, and assistance with confidence.

Request a Demo