MakeITaplan

Gemma has been incredible throughout are implementation of Beacon and helping with training and tweaking the system so it works perfectly for us. We had a tight time frame which Gemma worked to, not only guiding us but also providing tools so we could do some of the work ourselves and making sure we completed it in time. Gemma took the time to know our needs and thought about how we would use the CRM in practice, then tailoring the CRM for us! A huge thank you to Gemma - highly recommend!

Gemma and the team were fantastic throughout the process of delivering a complex CRM on a tight time frame. They were friendly and approachable through out and helped us work through some logistical challenges. The training was clear and well received by our staff. Make IT a Plan with Beacon were ideal partners for our project. Many thanks again all!

Gemma and Noah were very helpful in ensuring our transition to Beacon went very smoothly. Crucially, they didn't just do everything we asked - they provided suggestions for how we could better use the system to meet the needs of our charity, and helped make sure we fully understood all of the functionality of Beacon. Would definitely recommend using them!

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!

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!