MakeITaplan - Beacon CRM Service Partner Directory

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

5.0 (13)

Write a review

A seamless migration!

5.0

Oct 14, 2025

Charlotte Bound, Katharine House Hospice (Banbury)

Gemma (MakeItAPlan) made our move from Access CRM to Beacon CRM so much easier than we expected! She was knowledgeable, responsive, and made the transition smooth with minimal disruption. Gemma took the time to direct us as a team on how the data migration would work, so we can handle it ourselves in the future. Highly recommended!

Accessible, friendly and understandable support and training

5.0

Oct 10, 2025

Cathy Thompson, ADDISONS DISEASE SELF HELP GROUP

Sarah from Make It A Plan has been so helpful with some one off project work (problem solving) and some training on import templates. She has such a clear way of explaining how the system works, and lots of top tips up her sleeve to make it easier for us to learn. She is super approachable and has been an absolute pleasure to work with. We'll be back for any Beacon needs!

Amazing support

5.0

Oct 08, 2025

Melissa Dunnett, Faith in Kids

Gemma guided us through setting up Beacon and it was a very smooth process. She is very nice and easy to work with, she knows the product well and efficiently organised the order in which we did everything. With the more complicated aspects, she quickly grasped what needed to be done and worked with Beacon where needed to see things through. We would recommend working with her without reservation and we are very grateful that she helped us and that we have such an improved database as a result.

Wonderful support and expertise from Gemma and Sarah

5.0

Sep 24, 2025

Ben Daniel, Christian Medical Fellowship

Gemma and Sarah were wonderful throughout our transition process. We hold quite complex data, and they were able to calmly steer the ship in our transition to Beacon. Their knowledge and expertise, combined with their supportive nature, meant that we knew were in safe hands. They fixed issues for us, helped us wade through spreadsheet upon spreadsheet, and always had time for us. I can't recommend them enough.

Beacon CRM Data Migration & Configuration Support

5.0

Jun 17, 2025

Terry Scott, Friends of Salisbury Cathedral

Gemma and Sarah were both very supportive during our Beacon data migration and configuration project . They were always quick to help with any queries or issues and in providing suitable solutions. They have made the whole project a lot easier and it was a pleasure to work with them both.

Beacon CRM support

5.0

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.