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 (6)

Write a review

Great people

5.0

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

5.0

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.

5.0

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

5.0

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

5.0

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

5.0

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.