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Suru Partners is a software and CRM consultancy that creates, configures and connects the right digital tools to help non-profits increase their impact. We provide strategic consulting, digital transformation, CRM implementations, bespoke application development, website & systems integrations, and digital service design. We work with non-profits with a shared vision to leverage technology to change the world, helping our wonderful clients make a greater impact using the resources they steward. Highly experienced partner As trusted specialists for the sector, we understand the unique challenges and context faced by non-profit organisations. We work with you as a partner, guiding you through the process from start to finish — from scoping, design and business case through to migration, launch and ongoing evolution — actively engaging with your stakeholders, teams and leadership along the way to ensure project success. Having partnered with non-profits for more than 20 years, we know the pitfalls that many encounter during CRM and technology projects. We navigate you around these pitfalls, sharing best practice with your teams ensuring you get the best return on your investment in digital tools. And, unlike agencies who focus on a single technology or discipline, our breadth of integrated expertise means we can combine best-in-class systems to create powerful experiences and tools for your staff, donors and partners that integrate digital touchpoints, workflows and data in a cohesive way.

The missing piece for your charity’s training and consulting needs. Collectively, the MakeITaplan team have around 30 years’ experience supporting, installing, and training on charity software globally, specialising in CRM systems designed purely for the Charity and Non Profit sectors. With a passion for data and a love for training, we enjoy helping charities large and small to make aspects of their everyday endeavours as easy as possible. "Tell me and I will forget, show me and I may remember; involve me and I will understand"

I work with charities and cultural organisations to improve their digital capabilities and make the most of Beacon. With over 13 years of experience in the charity and arts sectors, I’ve worked on many projects to simplify operations and tailor Beacon to each organisation’s unique needs. Whether you’re just starting with Beacon or looking to get more out of it, I can help you make it a CRM that truly works for you. Having worked in-house at small- to medium-sized charities, I understand their unique challenges and can navigate the complexities of digital transformation with empathy and patience. My clear communication style and calm approach make implementing or migrating to a new CRM much less daunting.

At Sonraí Data Solutions, we specialise in providing bespoke CRM consulting and implementation services for charities. With strong credentials in the performing arts and third sectors, our unique insight into the specific challenges faced by non-profit organisations enables us to deliver solutions that are not only effective but also empathetic to your cause. We don’t just understand the technical side of CRM; we understand the heart of your work. Our approach is grounded in an understanding of the non-profit sector and its unique needs. We start by thoroughly assessing your organisation’s specific requirements. This allows us to provide a customised plan that includes project management, CRM customisation, form setup, and comprehensive training. Our method is collaborative and transparent, with the end goal of empowering your team to use the CRM to its fullest potential.

Who are we? T{h}onix works with charities on all things technical. We have vast experience in the non profit space and understand the unique set of challenges they face when it comes to implementing new tools and solutions. With a particularly deep knowledge of case management within charities, T{h}onix understands how best to architect data and process automations to support charities to deliver their services efficiently, whilst still building a strong data story. How do we work? Alongside you is the short answer! We aim to: Be bespoke - no 2 clients are the same so we adjust how we work to best suit you. From our initial conversations we create an approach that we think best supports your specific charity and your specific needs to achieve the best result Bring insight but inform - Our role is clearly to bring both sector and technical expertise however, a key part of our role is to ensure we empower you with the tools and knowledge you need to be the true owners of your system and data. Listen but challenge - We’re here to listen to your needs and wants but also use our knowledge to gently challenge. It’s important to build trust as we work together to allow challenge, to ensure we land on the best possible outcome. What else do we do? T{h}onix works with organisations on wide ranging projects from CRM implementation totechnical and digital strategy, to data analysis, to system scanning and requirements building.

At Pacific, we help non-profit organisations adopt technology to make life a whole lot easier. We believe successful organisations are built by aligning your people around common goals, repeatable processes, automated technology and data-led shared insight. Being able to do more from less is never more relevant than in a non-profit organisation. As CRM and data experts, we'll work with you to understand where your data is now (wherever it may be), how you operate and then manage your transition into Beacon CRM. We'll ask lots of questions to ensure Beacon CRM gives you everything you need to run your organisation and report on all the great work you do. Our team is small, friendly and flexible - no question is a silly question. We have worked with charities and non-profits for 20+ years. We're proud to work with our clients listed below and of how we are helping them help others.

Telescopic is a digital transformation consultancy that relieves your tech worries. We optimise and automate your processes and we don’t attempt to dazzle you with tech talk. Clear communication is our thing. We plan, design, integrate and build accessible apps, CRMs, websites and software that transform organisations’ effectiveness, increase their reach & impact and drive efficiencies in the way they work. How we work Our four-phased approach provides clarity on each step on the way to ensure successful digital project outcomes: • Assess • Plan • Implement • Maintain We value long terms relationships with our clients, helping you to implement and grow systems which fulfil and adapt to your business needs. Our guiding principles are to: • Build foundations that last • Make tech accessible • Tell it how it is • Put humans before tech • Get our clients return on investment

Has Impact supports charities and social enterprises in effectively communicating their impact. We recognise your challenges, such as managing diverse processes and systems while delivering essential services to your beneficiaries and implementing a CRM system. Has Impact was founded by Hasmita Chavda, who brings over 15 years of experience in the charity sector to her work. Hasmita served as the Head of Programmes and Impact at a Youth Enterprise Charity before transitioning to implement transformative CRM processes. She has first-hand experience with the frustrations of outdated systems, having previously designed and delivered services for young people. Her expertise lies in case management, bringing data to life through dashboards, and mapping user journeys to align with systems and processes. We understand that implementing a CRM is a significant undertaking for charities. That’s why Has Impact focuses on: Simplifying Processes: We collaborate with you to understand and streamline your processes, freeing up valuable time and resources. Building Strong Digital Infrastructure: We develop customised CRM solutions tailored to your unique needs, enabling effective data management. Storytelling Made Easy: We empower your team to confidently collect, view, and analyse data, allowing you to tell a compelling story about your services and impact. Our Approach: We believe in collaborative partnerships. By taking an iterative approach, we work closely with you to develop cost-effective solutions that enhance your team's efficiency and maximise your impact storytelling potential. We also collaborate with you to create an implementation, onboarding, and training plan tailored to your and your team's needs.

Andrew has over 30 years experience in the charity sector, as a founder, trustee and volunteer. After implementing Beacon CRM for the charity he helped found, he became a Beacon Partner assisting other charities in their journey. My career as a data analyst and software developer enables me to understand and solve issues with data cleansing, migrating from exiting systems and importing into Beacon. My charity experience helps me understand charity specific issues including fundraising, grant making and operational challenges. I am happy to manage or assist Beacon implementations with ongoing support where required and able to take time to discuss and recommend best practice or alternative approaches for your charity's specific needs.

We’re a worker cooperative and CRM consultancy on a mission to transform how the social sector uses technology. We want to bring about a sector that is more impactful, efficient and data-informed. To do this, we partner with charities and other for-good organisations to provide outstanding software solutions that address the day-to-day challenges they face. At the core of our approach is sustainability. We collaborate with you to select the most impactful solutions, providing guidance on best practice, and training to empower your organisation for long-lasting, transformative impact. From scoping and solution design to data migration and upskilling your team, we're with you every step of the way. Our versatility lies in our breadth of expertise, allowing us to pinpoint the right combination of tools and solutions for your unique needs. Ultimately we know that technology is only one piece of the puzzle - what sets us apart is our in-depth understanding of the sector, our willingness to get stuck into the details of what you do and our commitment to ensuring our work has real impact. With experience across organisations of all sizes, we're well-versed in the common challenges faced by non-profits and can tailor our solutions to suit your specific needs. All of our team have direct experience working for charities prior to joining Impact Box and, over nearly a decade of partnering with nonprofits and other for-good organisations, we’ve delivered close to 250 one-off projects for more than 70 different organisations. Ready to transform your impact? Get in touch and let’s explore how we can use technology to empower your organisation.

Harmonic Action delivers innovative and pragmatic technology solutions across the third sector. We believe in a people-first approach to technology, prioritising communication and alignment over technical complexity. Good data management is at the heart of a well-functioning charity and we believe Beacon CRM is a straightforward and transformative way for a charity to be more effective. We know charities are facing increasing pressure to deliver ambitious aspirations and successful digital transformations. We know the challenges involved in this journey, and offer a flexible service to help organisations get on track and keep them there.

Ember Impact Solutions provide independent advice and professional services to deliver efficient CRM, Fundraising or Data projects. More than just numbers, I go beyond the spreadsheet to uncover the stories hidden within your data. I partner with your team to: • Implement best-in-class CRMs: Streamline operations, improve data management, and empower informed decision-making. • Develop meaningful fundraising metrics: Track what matters most and measure impact effectively. • Generate insightful reports: Gain clarity on performance, identify trends, and optimize campaigns for maximum ROI. • Navigate digital transformation: Implement technology solutions that drive efficiency and engagement. • Manage complex projects: Deliver effective solutions on time and within budget. Services • Digital Project Implementation • CRM Management • Custom Fundraising Reporting • Digital Strategy • Fundraising Data Analysis • Advanced Fundraising Metrics and Dashboards Technical Experience • Beacon Apps CRM • Raisers Edge & NXT • Donorfy • Harlequin CRM • Microsoft Sharepoint Administration • Zapier Automations • Mailchimp and Email Automation • DotDigital • Just Giving • Enthuse • Microsoft Power BI • Stripe (Card Processing) • Go Cardless (Direct Debits) • Shopify • Eventbrite • Contactless Donation Systems • SUMUP • Smart Approve (Digital Grant Approvals)

Having worked in fundraising for over a decade, I know how a great CRM system can create great relationships with your donors, save you time and ultimately lead to better income generation. My experience as a sole fundraiser and working in many small size charities means I can appreciate the effort, resource and investment which goes into choosing the right CRM. Making sure it caters for the fundraising team and all of your organisations needs.

Cygnet was founded by developers to "make the web fun again!" We create amazing digital experiences for brands and charities with a focus on agility and innovation. We specialise in Not-for-profit CRM implementations, and when we aren't working with charities in Beacon, specialise in building headless sites, e-commerce solutions, and custom web apps. At Cygnet, we love crafting tailored, impactful solutions, delivered quickly and efficiently.

As dedicated as you are to maximising the power of your data and relationships to drive your charity’s mission forward. Whether you are starting out on your CRM journey or looking to rationalise, improve and integrate your current solutions, Sara can help. She will learn about your charity, analyse your needs, review your processes, offer advice and guidance and provide the critical friend challenge that you need to achieve the best possible outcome. Getting a grip With over 20 years’ experience of designing, developing and implementing CRM solutions, Sara is an IT professional with experience in fundraising, grantmaking, box office/event ticketing and membership across the not-for-profit, arts and cultural, and higher education sectors. Sara is particularly skilled in helping clients get the most out of their database systems and can help with all aspects of system selection and implementation. Tackling the hard stuff No problem too knotty, no data too dirty, no plans too wild! Sara is never happier than when taking on the harder aspects of choosing and implementing a new system. What features to prioritise? Do we need it now/in the future? What data to keep/discard? Big bang or phased approach? How to ensure adoption? How to maximise ROI? How to deliver benefit to our clients/supporters/service users? Drawing on real-life experience, Sara can help to iron out your problems, rationalise and reorganise your data, design achievable, goal-oriented plans and … Building beautiful solutions … build a beautiful CRM solution. As a certified partner since 2022, Sara has a deep understanding of the Beacon CRM system and how to configure it to give you the beauty of a bespoke solution within the framework of the standard product. Your solution will be understandable, supportable and future-proof. Working together with other systems, such as your direct mail provider, your website, your accounting software and other fundraising platforms, your Beacon CRM can become an integral part of your fundraising, audience/supporter engagement, service delivery and operational strategies, delivering you the benefits of teamwork and efficiency every day. Sara also works regularly with a network of other professionals and can draw on specialist support in areas such as data protection/GDPR, audience engagement strategy and planning, front of house/visitor attraction management and planning. Get in touch Please get in touch to learn more.

Founded in 2022 by industry experts Anthony Fawkes and Mike Guy, Actually Data Analytics Ltd. is a data consulting firm devoted to the UK charity sector with a singular goal - to support non-profits of all sizes by turning their data from numbers into powerful, actionable insights. Combining over 20 years of industry knowledge helping hundreds of charities with all sorts of data-related projects such as migrations, health checks on data, and mentoring about best practices, they have a proven track record of delivering affordable solutions across all CRM platform and data systems. Their flagship product is ADRFM, a reporting suite of Power BI reports tailored for fundraising, marketing, and communications teams in the non-profit charity sector. Refined over years of testing to be accessible for newcomers yet in-depth for veterans, ADRFM provides data-driven insights to help fundraisers better understand supporters and elevate the charitable experience. For more information and to meet the team, head over to the website

For small charities with big ambitions CRM isn't software - CRM is culture. Your small charity or non-profit needs a holistic approach to ensure your CRM plans don't become one department's white elephant. I've worked in the charity sector for over 25 years, at both small and large organisations. As I've seen charity CRM and e-learning software develop into a multi-million pound industry, I've grown aware that what works for large charities isn't always right for small ones. Enterprise-level software isn't always the best choice. And you can't tell until you've used it for a while. What is common across charities of all sizes is the need for sustainable approaches, future-proofed decision-making, and ownership of the donor, customer & learner relationship. Sustainable, flexible, and cost-effective solutions are a must. I'm here when you need me, not as an expensive one-off consultation, but as a resource to help inform strategy, sense-check, help with ideas, and support your organisation's technology future.

Geeky Fox CRM already had years of experience supporting businesses on their CRM journey when Adam was invited to become a trustee of a charity. He saw first hand how difficult it could be to manage the internal working of a charity. A bit of research led to Beacon, which he implemented as part of his trusteeship. Beacon’s Partner Solution programme was launched shortly afterwards, and Geeky Fox’s certification not long after. Geeky Fox is shifting focus as we’ve found working with charities engaging, rewarding, and just fun. It’s the same service. We’ll listen and help you understand your challenges. There’s no one-size-fits-all CRM so we’ll work with you to create a solution that suit your needs. We’ll do it all with clear scope, transparent pricing, and clear timescales.

EFC is dedicated to supporting the efforts of our charity clients in achieving their missions. We offer a comprehensive range of consultancy services around fundraising strategy, operations and analysis to ensure that our clients have the tools and support they need to operate efficiently and effectively. EFC was founded by Alex Hyde-Parker and Paul Weighand who have spent the last twenty years working with universities, charities and grant-making trusts to build teams, systems and processes to enable effective fundraising and charitable service delivery. They formed the collective to ensure that all fundraising organisations can access the skills, experience and resources they need. We can also help with: • Operations Health Check • CRM Health Check • Reporting, Analysis and Insight Development • Fundraising Performance Analysis • Staff Planning and Recruitment • Mentoring and Coaching

I help small and medium-sized charities to get the best out of their digital tools. With over 6 years of experience implementing CRMs for not for profit, I can work with you to ensure you get the most of Beacon and of your wider technical landscape. As a Chartered Management Consultant, I also have a strong focus on helping organisations redesign their internal and more importantly external processes, to ensure a smooth experience for donors, volunteers and your teams. I enjoy spending time understanding what are your specific needs and guide you through this transformation.

I'm not here to confuse you with jargon, I'm here to get the job done. Always working closely with my clients to make sure they get the best out of their CRM, whether it's support and development of something they're already using, implementing a new CRM or looking to migrate (CRM, not countries). I am savvy enough to know that the technology is not the be all and end all, but it is a tool to help run the organisation. So the processes that feed in an out of it are as important as the CRM itself. That's a long-winded way of saying I look at things holistically.