MakeITaplan
West Sussex, United Kingdom
Accepting new clients
Certifications
Project budget
- £500 - £1000
- £1,000 - £2,000
- £2,000 - £4,000
- £4,000 - £6,000
- £6,000 - £10,000
- £10,000 - £25,000
Charitable areas of expertise
- Case management
- Events
- Fundraising
- Impact reporting
- Memberships
- Volunteering
Operational and Strategic Services
- Accounts and finance
- Digital architecture review
- Fundraising strategy
- GDPR
- Governance
- IT & Digital
- Process mapping
- Project management
- Technology selection
CRM & Technical Services
- Data cleansing and validation
- Export from existing data sources
Tools commonly worked with
- Access Charity CRM (ThankQ)
- Donorfy
- Harlequin
- SQL
Partner Type
- Implementation Partner
- Consultant Partner
About MakeITaplan
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"
Clients
Reviews
Write a review
Couldn't have done it without you both
May 20, 2026
Louise O'Neill, Children in Wales
Louise O'Neill, Children in Wales
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.
Fab support
May 15, 2026
Kelly Mason, Children in Wales
Kelly Mason, Children in Wales
Fabulous people and a great help for what would have been a huge job for our small organisation. They were there to answer any questions and help with solutions for being able to import the right data for the reports we needed. Thank you for everything
Great support from Gemma and Noah
Mar 18, 2026
Ellie Adams, ORCA
Ellie Adams, ORCA
Excellent support from Gemma and Noah when transitioning our volunteer management system to Beacon. The new system is clear, efficient and user‑friendly, helping us better support 700 volunteer Marine Mammal Surveyors. They calmly solved every issue and went above and beyond. A pleasure to work with and highly recommended.
Amazing experience
Feb 03, 2026
Natalie Norris
Natalie Norris
Gemma has been incredible throughout are implementation of Beacon and helping with training and tweaking the system so it works perfectly for us. We had a tight time frame which Gemma worked to, not only guiding us but also providing tools so we could do some of the work ourselves and making sure we completed it in time. Gemma took the time to know our needs and thought about how we would use the CRM in practice, then tailoring the CRM for us! A huge thank you to Gemma - highly recommend!
Complex CRM implementation delivered on time
Dec 05, 2025
Davina Allen, Marches Energy Agency
Davina Allen, Marches Energy Agency
Gemma and the team were fantastic throughout the process of delivering a complex CRM on a tight time frame. They were friendly and approachable through out and helped us work through some logistical challenges. The training was clear and well received by our staff. Make IT a Plan with Beacon were ideal partners for our project. Many thanks again all!
Great experience
Nov 25, 2025
Lucy Burton, Naval Families Federation
Lucy Burton, Naval Families Federation
Gemma and Noah were very helpful in ensuring our transition to Beacon went very smoothly. Crucially, they didn't just do everything we asked - they provided suggestions for how we could better use the system to meet the needs of our charity, and helped make sure we fully understood all of the functionality of Beacon. Would definitely recommend using them!
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