Beacon CRM partnership and charity CRM expertise
We start with your charity’s requirements, not just a platform’s features. Our certified Beacon partnership supports practical advice on planning, data migration and user training.
A certified Beacon CRM partner
MakeITaplan is listed in Beacon’s public partner directory. You can check our profile and published client reviews there, then explore our Beacon service pages to understand the project support we offer.
Experience across charity CRM systems
Our team has worked with charity systems including Beacon, Donorfy, iMIS, ThankQ and Salesforce. Experience with a platform is not the same as a formal certification; our certified partnership described here is with Beacon.
Choose support around the work you need to do
Whether you are planning a move to Beacon or improving your existing Beacon setup, start by explaining your workflows, data and users. We can discuss suitable consultancy, training or support and agree the scope before work begins.