Our services

Charity CRM consultancy and services

Practical charity CRM support, shaped around your organisation, your people and the work you need your systems to do.

Support for every stage of change

Whether you are choosing a CRM, improving the system you already use or preparing for a major change, we help you find a clear and achievable way forward.

In our clients’ words

Partnerships people recommend.

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!”

George Colbourn · Wikimedia UKOct 07, 2026

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.”

Louise O'Neill · Children in WalesMay 20, 2026

Read all 21 verified reviews on Beacon

Independent advice, grounded in charity experience

We work with charity teams to understand their processes before recommending changes. Our aim is a system people can use with confidence and information your organisation can rely on.