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
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!
We have been incredibly fortunate to have Gemma by our side
Sep 24, 2024
Amy Woolf, MS-UK
We have been incredibly fortunate to have Gemma by our side throughout the process of implementing the Beacon CRM. Gemma’s expertise and deep understanding of both the technology and the unique needs of our charity were invaluable. From cleansing and migrating our data, to tailoring the CRM to meet our fundraising and service delivery needs, Gemma’s attention to detail, problem-solving, and organised approach to team work, made what could have been a complex and overwhelming project feel seamles
Gemma at MakeITaplan was completely brilliant and understood our needs
Aug 15, 2024
Dr. Andy Clempson, Daphne Jackson Trust
I went into the project of migrating our data to Beacon with some trepidation - but I needn’t have worried. Gemma at MakeITaplan was completely brilliant and understood our needs, took time to learn about our data and designed a bespoke database structure that was a perfect fit for us. She became part of our team, and worked with us throughout the process to ensure it went seamlessly.
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