Working with Beacon CRM
About Beacon CRM
Beacon CRM has been rated #1 in Fundraising Magazine’s CRM Survey for several years running — and with good reason. It’s easy to use, packed with features, and backed by excellent support.
Why work with ADA?
As a certified Beacon partner, Actually Data Analytics helps UK charities get even more from their CRM. Whether you’re just starting out, building on what you’ve already got, or looking to unlock real insight from your data, we’re here to support you.
We’re more than consultants — we’re collaborators. Here’s how we help charities thrive with Beacon:
- Bespoke setup that fits your organisation
- Clean data migrations from your old system
- Seamless integrations with forms, email, and online giving
- Practical process improvements and automation fixes
- Easy-to-understand dashboards and reporting
- Ongoing support and skills-building for your team
Considering Beacon CRM
If you’re exploring Beacon CRM for your charity, we can help you get off on the right foot. We’ve supported many UK non-profits through the decision-making and setup process — whether you need honest advice, a second opinion, or a partner to guide your implementation.
Get in touch and let’s talk about what’s possible.
Already working with Beacon CRM
We offer affordable support plans. Whatever the size of your organisation, our plans are designed so that Actually Data Analytics acts as your first point of contact for technical issues with Beacon CRM — and makes sure you get the most from your investment.
Support Packages
Ideal if your setup grew organically and now needs a bit of structure.
£1200
per annum
- Up to 10 hours of support per year, with flexibility to upgrade if needed
- Support calls, troubleshooting, and mini-tutorials
- Priority email and Slack access
- Optional monthly check-in to build confidence over timeeature list item
Make Beacon work harder for your team.
£3000
per annum
- Up to 25 hours of support per year, with flexibility to upgrade if needed
- Automation, form, and workflow reviews
- Support with imports via CSV or API, and data exports
- Upskilling sessions for day-to-day users
Our most involved level of support — designed for larger charities with complex data structures.
£4000
per annum
- Up to 40 hours of support per year, with flexibility to upgrade if needed
- Regular planning calls and embedded project support
- Training and support to get the most from your data flows
- Optional add-ons: insight narrative packs or automation support
Our clients say…..
“Mike has been the most fabulous partner during our Beacon CRM configuration that we could have hoped for. I have worked with other partners in the past on other CRM migrations and none of them can compare to Mike. He is knowledgable, patient, respectful and took the configuration at our pace so that we fully understood what we were doing and why. I cannot recommend Mike enough – if you are partnered with him you are one lucky organisation! Thanks Mike for everything you did for Level Water!”.
– Hayley Wicker-Bradbury, Level Water
Make a start
Whether you have a specific problem to solve or just want a clearer view of where to start, we’re happy to have a conversation. There’s no pitch — we’ll start by understanding what’s happening and suggest some practical next steps.