Directory/MakeITaplan
MakeITaplan

MakeITaplan

Accepting new clients
West Sussex, 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
  • Impact reporting
  • Memberships
Operational and Strategic Services
  • Accounts and finance
  • Digital architecture review
  • Fundraising strategy
  • GDPR
  • Governance
CRM & Technical Services
  • Data cleansing and validation
  • Export from existing data sources
Tools commonly worked with
  • Access Charity CRM (ThankQ)
  • Donorfy
  • Harlequin
  • SQL
Partner Type
  • Implementation Partner
  • Consultant Partner

MakeITaplan is a certified Beacon CRM partner

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

ORCA
MS-UK
Naval Families Federation
Katharine House Hospice
My Name'5 Doddie Foundation
Thrive
Reviews
5
21 reviews

Fantastic web app

Davina Allen · Marches Energy Advice ·

We are delighted with the Web App created by Adrian at MakeITaplan - the project was really well executed and right on brief. Adrian was very easy to work with and understood the various ambitions and constraints of the project. The resulting tool will be so helpful to our staff and beneficiaries. Thanks so much!

MakeITaplan: the antidote to CRM trauma

George Colbourn · Wikimedia UK ·

Working with Gemma and Noah on our Beacon implementation was a wonderful experience. After a difficult time with our previous CRM, we were nervous, but they guided us thoroughly, led the data migration and built training into it, so we were learning from day one. They were friendly, responsive to our endless questions (sorry!), and considered the needs of our fundraising, finance and programmes teams. Our team now uses Beacon frequently and confidently. I could not recommend them more highly!

Couldn't have done it without you both

Louise O'Neill · Children in Wales ·

Had a great experience, from start to finish, working with Gemma and Sarah on the implementation of our Beacon CRM. Nothing was too much trouble and they were super very friendly and approachable. Would highly recommend! Thank you both.

Fab support

Kelly Mason · Children in Wales ·

Fabulous people and a great help for what would have been a huge job for our small organisation. They were there to answer any questions and help with solutions for being able to import the right data for the reports we needed. Thank you for everything

Great support from Gemma and Noah

Ellie Adams · ORCA ·

Excellent support from Gemma and Noah when transitioning our volunteer management system to Beacon. The new system is clear, efficient and user‑friendly, helping us better support 700 volunteer Marine Mammal Surveyors. They calmly solved every issue and went above and beyond. A pleasure to work with and highly recommended.