Directory/MakeITaplan

MakeITaplan

Accepting new clients

West Sussex, United Kingdom

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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

Reviews

21 reviews

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Gemma at MakeITaplan was completely brilliant and understood our needs

Dr. Andy Clempson · Daphne Jackson Trust · Aug 15, 2024

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.