Accepting new clients
Certifications
Project budget(s)
- £500 - £1000
- £1,000 - £2,000
- £2,000 - £4,000
- £4,000 - £6,000
- £6,000 - £10,000
- £10,000 - £25,000
Beacon certified services
- Beacon CRM implementations
- Beacon ad-hoc configuration
- Beacon ad-hoc data import
- Beacon ad-hoc user and admin training
Charitable areas of expertise
- Fundraising
- Memberships
- Events
- Volunteering
- Case management
- Impact reporting
Additional CRM & Technical Services
- Export from existing data sources
- Data cleansing and validation
Operational and Strategic Services
- Fundraising strategy
- Technology review and selection
- Data architecture review
- IT & Digital
- Governance
- GDPR
- Process mapping
- Project management
- Accounts and finance
Tools commonly worked with
- Access Charity CRM (ThankQ)
- Harlequin
- Donorfy
- SQL
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
Beacon CRM support
May 12, 2025
Nicky Evans, Trust Links
Gemma has been supportive throughout our set up journey with Beacon. She is always willing to help with any queries and points us in the right direction or suggests solutions to reduce barriers in recording and reporting on data needed.
It has been a pleasure to work with Gemma.
Great support!
May 01, 2025
Steve Jones, ORCA
Gemma and MakeITaplan have been superb with our Beacon transition - making a very challenging process a lot simpler and offer great service at really good value for money. Would strongly recommend for any Beacon projects!
Great people
Mar 05, 2025
Rob Foley, Making A Difference To Maidstone
They were great from the get go. We were in the hands of Sarah throughout the process and I have to say she was a genuine joy to work with, so easy going and able to make sense of our continual emails. She held our hand throughout and now we will be sad to see her go. Thank you to all the MIAP team.
Super support given by Gemma at MakeITaplan
Jan 08, 2025
Clare Wooler, MakeITaplan
We have met with Gemma a number of times, initially to support us with setting up our Beacon CRM and for a couple of more in depth meetings including how to submit a Gift Aid Claim. Gemma has always been professional and a great support to us. She is approachable and has proved to be very capable in answering any of our questions and guiding us through processes.
Gemma was extremely helpful.
Nov 27, 2024
Mia Noquet
Gemma's training on our move over to Beacon was thorough and extremely helpful. With some of the weird and wonderful questions we came up with, if Gemma did not have an answer she would work to find a solution for us and come back swiftly. Couldn't recommend her support more!
Excellent training on Beacon's CRM
Oct 26, 2024
Susan Dodd, Fountain of Peace Children's Foundation UK
Gemma tailored the Beacon CRM training to suit our needs. Gemma broke the training sessions down into small chunks which was brilliant for us. It was clear that Gemma had a deep understanding of the system and answered all of the questions that we had. Gemma was also very patient with us when we asked the same questions!
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