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

Amazing support

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

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

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

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.

Great support!

Steve Jones · ORCA ·

Gemma and MakeITaplan have been superb with our Beacon transition - making a very challenging process a lot simpler and offer great service at really good value for money. Would strongly recommend for any Beacon projects!