About MakeITaplan
We help charities make technology easier to use, understand and trust, combining practical expertise with a personal approach.
Technology should support your mission
MakeITaplan works alongside charity teams to improve the way their CRM, data and processes support day-to-day work. We listen first, explain options clearly and help organisations make progress at a manageable pace.
Experience across charity systems
Our team has worked with charity and not-for-profit CRM platforms including Beacon, Donorfy, iMIS, ThankQ and Salesforce, as well as reporting tools such as SQL Server Reporting Services.
A trusted, practical partner
Clients value training that responds to their needs, patient explanations and recommendations that are grounded in the way their teams work. Read verified client feedback to learn more about their experience.
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!”
Ready when you are
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