Beacon CRM Implementation & Training with Makeitaplan

Implementing a new CRM can feel overwhelming, but with Makeitaplan, you’re in safe hands. Our approach combines clarity, structure, and care, so your Beacon project runs smoothly from start to finish.

What Our Clients Say

“Gemma was brilliant at explaining everything in a way that made sense to us. We never felt out of our depth.”
“The project was delivered on time and exactly as promised—communication was excellent throughout.”
“MakeITaplan went above and beyond to make sure our migration was smooth and stress-free.”
“Training was practical and gave us confidence to use Beacon day-to-day.”
“We felt supported every step of the way—nothing was too much trouble.”

• Data audit & mapping from Donorfy, Harlequin, ThankQ, eTapestry, spreadsheets, or bespoke systems.
• Cleansing & deduplication.
• Test imports & validation for accuracy.
• Final migration with rollback plans for safety.

• Post Lighthouse training Q&A
• Train on and create dashboards
• How to filter and export data
• Mail-merge data
• Creating Beacon forms
• Gift Aid
• Events management
• Live training on additional or bespoke elements

• Payments: Stripe, GoCardless, PayPal.
• Finance: Xero integration, configure income streams.
• Email marketing: Mailchimp, Dotmailer.
• Fundraising: JustGiving, Enthuse, Stewardship.
• Automation: Beacon workflows, Zapier for custom workflows.