Directory/Flow Strategies
Flow Strategies

Flow Strategies

Accepting new clients
Liverpool, United Kingdom
1 certification
  • 1
    Implementation Certified
Project budget
  • £500 - £1000
  • £1,000 - £2,000
  • £2,000 - £4,000
  • £4,000 - £6,000
  • £6,000 - £10,000
Charitable areas of expertise
  • Case management
  • Events
  • Fundraising
  • Grantmaking
  • Marketing
Operational and Strategic Services
  • Design and branding
  • Fundraising strategy
  • GDPR
  • Governance
  • Process mapping
CRM & Technical Services
  • Data cleansing and validation
  • Export from existing data sources
Tools commonly worked with
  • Donorfy
  • Enthuse
  • eTapestry
  • Eventbrite
  • GoodCRM
Partner Type
  • Implementation Partner

Flow Strategies is a certified Beacon CRM partner

We help charities get their data and systems working properly so fundraising can flow. We specialise in CRM and data management, supporting teams to move to Beacon and build a setup that genuinely works for them.

I’m Paula, the consultant behind Flow. With over 13 years of experience working on fundraising data and CRM projects in charities, I help organisations make sense of their data and turn it into something useful.

Moving to a new CRM can feel daunting, so I keep things practical and straightforward, helping you create the best database structure for your organisation, mapping out the right processes and making sure everything’s documented, consistent and automated where it can be.

I work closely with teams to build confidence in using the system day to day. I document processes clearly, provide training that makes sense in real life, and make sure you’re properly supported and resourced once the project is complete.

The aim to create a clean, functional Beacon setup that your team actually understands and enjoys using, so you can stop fighting your data and start using it.

Clients

Just Teen Support
Hope Worldwide
Child's i Foundation
Worldwide Radiology
The Food Train
The Elischer Foundation
Reviews
5
8 reviews

Great support whilst setting up our CRM

Laura S · The Elischer Foundation ·

Paula was a great help to us when setting up our CRM. She helped us to think through our needs and customise the set up so that it really worked for us.

Finance Officer

Sima Knowles · Hope Worldwide UK ·

Paula knows her stuff! And yet, she explained things so clearly that even a novice like me felt reassured that I could use the system comfortably. Thank you for "holding" my hand through the whole process.

Excellent 👌

Lauren Sundercombe · The Vanessa Grant Trust ·

Paula was incredibly knowledgeable and patient in helping us set up our Beacon CRM. She had a lot to work through in a relatively short space of time and was always helpful, responsive and happy to explain things clearly along the way. Her knowledge of Beacon was invaluable in helping us get the system set up and working for our charity, and we really appreciated her patience as we worked through what we needed. Thank you, Paula, for all your help. We would happily recommend you.

Exceptional support and expertise

Jayne Forbes · The Food Train ·

Paula was highly professional and an absolute pleasure to work with. Beyond her expert knowledge of Beacon for fundraising, she has fantastic communication skills, is exceptionally organised, and makes what can seem like a daunting process feel straightforward and seamless. Having Paula on the team during our CRM setup was incredibly reassuring, and I wouldn't hesitate to recommend her to anyone looking for support with their CRM implementation or other Beacon project.

Exceptional Support Throughout Our Beacon Implementation

Beverley Giessing ·

Paula has been an exceptional Implementation Manager. She took the time to understand our needs and was always approachable, supportive and responsive. She went above and beyond to help us overcome data migration challenges and bespoke platform requirements, always finding the right solution. Nothing was ever too much trouble. Her clear communication, structured project management, expertise and ongoing support gave us confidence. She played a huge part in this project's success. Thank you Paula