About -

Integrity • Innovation • Community Impact

Integrity – We build trust through honesty, fairness, and transparency in every client relationship.

Innovation – We simplify complexity with creative, practical solutions that empower small businesses to grow.

Community Impact – We believe success is shared, giving back and supporting others to thrive alongside us.

Who We Are

We are a small family-driven business passionate about empowering entrepreneurs. Founded by Charmainé and Ian Donaldson, CHARMING 2 THE CORE blends technical expertise with financial insight to deliver a CoreView Customer Record solutions that truly work for any small business.While Ian provides strategic financial guidance, Charmainé manages the C2C-CoreView system and the administrative side of the business.
We aim to create a seamless client experience. Balancing work and family is central to our values. We believe in annual in‑person reviews with each client and often combine business road trips with family time, reinforcing the principles that drive our professional and personal lives.

Mission

To empower small businesses with simple, affordable CRM solutions that streamline workflows, reduce complexity, and inspire growth.

Vision

A future where every entrepreneur runs their business with confidence, clarity, and community impact through smart, scalable systems.

The Founders and Directors

Charmainé Donaldson

Director, Founder & SME Specialist
(+27) 083 406 5370

With over 20 years of corporate experience in Business Administration, I bring expertise in Microsoft Office, Project Management, Financial Reporting, Vendor Management, and Compliance Management.

I founded Charming 2 The Core to help entrepreneurs and small business owners access affordable, scalable CRM solutions through our flagship system, C2CRM‑COREVIEW. My focus is on simplifying processes, automating tasks, and creating systems that give businesses clarity, efficiency, and confidence to grow.

Driven, detail‑oriented, and passionate about excellence, I approach every challenge with energy and a commitment to practical, innovative solutions that make a real impact.

Ian Donaldson

Director, Financial Advisor
(+27) 083 406 5370

With over 30 years of experience in the financial services industry, I provide trusted, comprehensive advice to clients across South Africa.

My expertise spans life cover, retirement and investment planning, medical aid and gap cover, short‑term insurance, and estate planning.

My practice is built on referrals and long‑term relationships, and I take pride in supporting multiple generations within families. Guided by honesty, integrity, and practical forward‑thinking, I help clients achieve lasting financial stability tailored to their unique circumstances.
Together with Charmainé, we combine financial expertise with efficient business systems to deliver reliable, client‑focused solutions.

Partners • Consultants • Success

We believe in collaboration and have partnered with trusted companies and specialists who can support your broader business needs. These partners share our commitment to quality and reliability, ensuring you receive the right expertise when you need it.
Feel free to reach out to them directly — and let them know you found their details through visiting our site CHARMING 2 THE CORE .