CRM implementation
Practical guidance from discovery and data migration through to a confident launch.
Explore this service 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 this serviceData & administration
Reliable database administration, data cleansing, Gift Aid and process improvements.
Explore this serviceReporting & insight
Clear reporting, SSRS expertise and useful dashboards that support better decisions.
Explore this serviceTechnical support
Friendly, responsive support from people who understand charities and their systems.
Explore this serviceProject delivery
Calm, experienced project management that keeps complex change moving forward.
Explore this serviceThe 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.
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.
Common questions
Frequently asked questions.
Practical answers about data migration, CRM system consultation and training.
Browse all frequently asked questions
Can Makeitaplan help with moving to a database that is not supported?
Yes, providing the database you are moving from is supported. Makeitaplan can work with you and or the software supplier to assist with the migration. We can also act as the project manager of the move if you require.
Do you provide templates for the data when migrating?
Makeitaplan would generally expect the software supplier to provide the template for us to map the existing data in your database to this, however contact us if you have an reservation on this occurring and we can work with the new software provider.
How long does data migration take to complete?
This varies on a case by case basis but as a guide we have seen most complete in three to four days.
What do you need from us on the assessment day?
One of our consultants will need to be able to speak to a representative from each department that needs to use the CRM system and database. The feedback we have received when this happens is that it is a very thought provoking day and it is clearer on what is needed.
How long is the assessment day?
Generally the assessment day is around 10.00 to 15.00 but this does depend on the number of departments and topics that will be covered.
What can we expect to receive following the assessment day?
Makeitaplan will produce a report summarising the discussion with a list of quick fixes alongside medium to long terms suggestions to improve the efficiency of using the CRM system.
How much do you charge for the assessment day?
We have specific rates designed for charities and non-charity organisations.
Charity Rates
Assessment Day is £500 +VAT
Non Charity Rates
Assessment Day is £750 +VAT
What is included in the training?
If the training is on-site, aside from the incredible knowledge you will gain in the topics to drive business impact, we will also provide cheat sheets covering the specific modules as a easy to use reference guide. Naturally we will also provide Makeitaplan pens made from recycled materials plus a seasonal branded gift.
How many people can be in the training session at once?
We recommend up to 6 delegates per training session so that everyone can get the most out of the training.
How long is a full training day?
Our full day training days run from 10.00 – 16.00 unless agreed otherwise
Do you provide manuals?
This varies depending on which CRM software you are using but we will always leave you a laminated cheat sheet covering the training you received.
What setup is required for the training in our office?
The required environment in your office would be:
- Access to a computer or laptop for every person being trained
- Room large enough to accommodate all those being trained
Ideal but not essential
- A computer or laptop linked to a projector for the trainer
- Flip chart or board
Not all offices lend themselves to this environment, contact us to discuss case by case.
Does Makeitaplan have a training location?
Training is either held in client sites or remote, however if this is required then a provision can be made for this option at additional cost.
How much does training cost?
We have specific rates designed for charities and non-charity organisations. Contact us to discuss your training needs and we can build a bespoke plan.
Charity Rates
Daily Rate is £500 +VAT
Half Day Rate £275 +VAT
Remote (2 hour) sessions £190 +VAT
Non Charity Rates
Daily Rate is £750 +VAT
Half Day Rate £425 +VAT
Remote (2 hour) sessions £275 +VAT
Are there others costs involved with training?
If on-site training is required, the costs of travel will be incurred. These could be either a per mile allowance or standard train ticket.
If an overnight stay is required due to the distance or multiple training days, then the costs of a local low cost hotel will also be charged with an allowance for an evening meal.
Will you ever train outside of office hours?
Yes as an exception and this must be pre arranged. If we do we agree outside office hours work, the rate is 1.5 times.
Legal & governance
Legal policies and terms.
Our published policies and the terms that explain how we operate.
01
Website Terms of Use
The terms that apply when browsing and using the MakeITaplan website.
Read policy02Cookie Policy
How cookies are used to provide, understand and improve this website.
Read policy03Privacy Policy
How MakeITaplan collects, uses and protects personal information.
Read policy04Terms and Conditions
The terms that govern the consultancy services we provide to customers.
Read policyReady 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.