CRM implementation
Practical guidance from discovery and data migration through to a confident launch.
Explore CRM implementation Charity technology, made human
The missing piece for your charity.
Expert CRM implementation, migration and training that helps your people do more of the work that matters.
10+years established
30+years' experience
5.0Beacon rating
Consultancy with purpose
Your CRM should make your mission easier, not get in its way.
We bring charity CRM expertise, sector experience and patient support together to make your database work for your people, processes and purpose. The result is a CRM your team understands, trusts and wants to use.
What we do
Support for every stage of change.
From first questions to long-term support, we meet your team where they are.
Training that sticks
Engaging remote and in-person training shaped around your team and real workflows.
Explore CRM trainingData & administration
Reliable database administration, data cleansing, Gift Aid and process improvements.
Discuss data supportReporting & insight
Clear reporting, SSRS expertise and useful dashboards that support better decisions.
Read the reporting guideTechnical support
Friendly, responsive support from people who understand charities and their systems.
Discuss technical supportProject delivery
Calm, experienced project management that keeps complex change moving forward.
Explore project consultancyThe MakeITaplan difference
Clear thinking. Careful delivery. No unnecessary complexity.
We translate technical decisions into plain English and build a plan around your people, your goals and your capacity.
- A CRM that fits the way your charity works
- Clean, trustworthy data your team can use
- Confident people, not just new software
In our clients' words
Partnerships people recommend.
Fantastic web app
★★★★★
“We are delighted with the Web App created by Adrian at MakeITaplan - the project was really well executed and right on brief. Adrian was very easy to work with and understood the various ambitions and constraints of the project. The resulting tool will be so helpful to our staff and beneficiaries. Thanks so much!”
MakeITaplan: the antidote to CRM trauma
★★★★★
“Working with Gemma and Noah on our Beacon implementation was a wonderful experience. After a difficult time with our previous CRM, we were nervous, but they guided us thoroughly, led the data migration and built training into it, so we were learning from day one. They were friendly, responsive to our endless questions (sorry!), and considered the needs of our fundraising, finance and programmes teams. Our team now uses Beacon frequently and confidently. I could not recommend them more highly!”
Couldn't have done it without you both
★★★★★
“Had a great experience, from start to finish, working with Gemma and Sarah on the implementation of our Beacon CRM. Nothing was too much trouble and they were super very friendly and approachable. Would highly recommend! Thank you both.”
Certified CRM partner
Platform expertise. Independent advice.
We know the tools, but start with your needs. Our certified Beacon partnership means informed guidance and a smoother implementation.
Common questions
Frequently asked questions.
A few useful starting points. Explore the full FAQ for imports, reporting, forms, integrations, data protection and working with us.
How long does data migration take to complete?
Timing depends on the data volume and quality, relationships between records, mapping decisions and testing required. We review your data and project scope before agreeing a timeline, rather than give a standard completion time for every migration.
What is included in the training?
We agree a training plan around your team, learning objectives and CRM workflows. The topics, delivery format and any supporting materials are agreed in that plan, so you know what is included before booking.
How much does training cost?
Training is priced through a tailored quote based on your requirements and agreed training plan. Contact us to discuss your team, topics and preferred delivery format, and we will explain what is included before you book.
What can we expect to receive following the assessment day?
The deliverables are agreed in the assessment scope. A written report can be included to summarise the discussion, identify quick wins and set out medium-to-long-term recommendations. We confirm what you will receive before the work is booked.
Ready when you are
Let’s make a plan that works.
Tell us what you’re trying to achieve. We’ll help you find the clearest next step.