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Beacon CRM implementation and integration

Turn supporter data into stronger, more meaningful relationships

We help charities use Beacon CRM to bring together supporter, funding, and programme data - simplifying processes and connecting it to the rest of your digital ecosystem.

Beacon is a modern, cloud-based CRM built specifically for charities, with a flexible data model and API that make it easier to adapt and integrate with your wider systems.

See how we're supporting charities with Beacon

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We can help...

We support charities at every stage of their Beacon journey. With over 26 years of working with charity systems, data, integrations, and user journeys, we shape Beacon to fit your organisation's way of working.

  • Design your CRM

    Built around your organisation

    We shape Beacon around your teams and unique processes, drawing on our experience designing charity services, workflows, and digital platforms around real user needs.

  • Connect your systems

    Keep your data flowing between platforms

    Beacon works best as part of a joined-up ecosystem. We make sure data flows cleanly between your website, tools, and internal systems.

  • Migrate your data

    Clean, structured, and ready to use

    Whether you're using spreadsheets, a legacy database, or a CRM like Raiser's Edge, Dynamics, or Salesforce, we'll help you consolidate your data to Beacon and improve it along the way.

  • Get more from your data

    Reports that give you a clearer picture

    We design reporting that works across teams, bringing together supporters, funding, and activity in a way that’s easy to use.

  • Keep improving

    Ongoing support as your needs adapt

    We work with you beyond launch to refine your setup, improve processes, and help Beacon evolve with your organisation.

How we support your Beacon implementation

  • Understand your current setup and identify pain points to avoid carrying them into Beacon.
  • Plan your Beacon implementation.
  • Move away from spreadsheets, legacy databases, or CRMs like Raiser's Edge, Dynamics, or Salesforce.
  • Capture and sync data from your website into Beacon.
  • Connect Beacon to your wider setup and platforms.
  • Build custom integrations using Beacon's API.
  • Create a single, joined-up view of supporters and funding.
  • Automate fundraising, grantmaking, and reporting workflows.
  • Reduce manual work across teams.

Chat to our team

Let’s talk about your Beacon CRM setup

Kyle Bayler Principal Engineer (Charity Sector), Trustee Director

Get in touch

Our approach

  • Start with how your team works
    We design around real workflows, not idealised ones.
  • Build now, plan for the future
    We structure Beacon so it can evolve without needing to be rebuilt.
  • Connect with existing systems
    Beacon works best when it's properly connected to your wider systems.
  • Deliver value early
    We focus on getting useful improvements live quickly, rather than waiting for a single large launch.