Beacon | Charity CRM Features

What would you like to do with your database?

Fundraising

Branded donation forms, grants, major gifts, legacies, funds, JustGiving integration, recurring payments, Gift Aid.

Memberships

Branded membership forms. Accept renewals, single or recurring payments, request additional donations, allocate member numbers.

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Events and Ticketing

Track event attendance. Sell tickets via branded ticketing forms. Limit availability, time slots, group tickets, and request additional donations.

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Email integrations

Integrate with Mailchimp, dotdigital, and Sendgrid for communicating with your contacts at scale.

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Finance

Integration with Xero, flexible reporting, auto-allocate income streams, batch entry, auto-payout tracking from payment providers.

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Case Management

Bring your service data into one place. Track enquiries, ongoing use, and activities over time. Flexible enough for anything.

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Volunteering

Track availability, skills, interests, and manage volunteer applications. Handle references, emergency contacts, and much more.

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Grantmaking

Manage awarding grants and bursaries from enquiry to evaluation.

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Developer API

Access a fully-documented API to build bespoke Beacon-powered features.

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Digital transformation made simple.

When you welcome Beacon into your life, you’ll say goodbye to spreadsheets and paper records. Here’s exactly how Beacon will transform your charity.

Seamlessly integrate your website and CRM.

Create Gift Aid-enabled online donations forms aligned with your charity’s brand.

Method of payment:

Do more with the tools you already have.

Port data to and from other apps like Xero and Mailchimp at the click of a button. Check out our ever-growing list of integrations.

"With Beacon, we’ve simplified our entire process for handling donations. Beacon automates everything - from taking donations online and acknowledging donors right through to our Gift Aid submissions. It’s easily saving us 20 hours every single week."

Adam Davidson

Head of Operations, Chapel & York

See it all in one place.

Get sight of everything going on in your charity in one genuinely easy to use space.

Keep on top of all of your supporter information in an easy to use dashboard.

Log communications with your supporters, to keep track of who's been sent what.

Make it uniquely yours.

Create custom fields and record types to store literally any sort of data you can imagine.

"The coolest thing for me is just that we can use it for every type of person that engages us. I think that's testament to how effective Beacon is."

Gillian Graham

Legacy and Individual Giving Manager

Save time with automations.

Set up “if this, then that” style workflows to help everything run smoothly and accurately.

"Before we partnered with Beacon, we ran an event which had an estimated 110 hours of admin work, which is 50 full days! We repeated the event during Beacon setup and the admin took an hour."

Kevin Hughes

Business Analyst

Get all the support you need.

No chatbots or hoop-jumping here, just quick access to real humans in our London office whenever you need help.

4.9

for customer service and tech support

Average first
response time

Slice and dice your data.

Get next-level insight into your supporter behaviour so you can nurture them even better.

Filter based on absolutely anything in your database in a few clicks.

Create "views" to keep track of filters you use regularly.

Get the data you need and filter faster, with Beacon AI.

Do more, faster, with Beacon AI.

Artificial Intelligence built just for charities, baked right into Beacon.

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Save time wrestling with filters, tell Beacon AI what you need in plain English.

Craft and edit on-brand emails that connect with supporters in seconds.

Use Beacon AI to easily build Excel-style logic that automates your database in a flash.

Control user access.

Control what people are allowed to see and do in your database. Restrict record types, fields, and the features that can be used.

"We're able to control who has access to what information so that people are able to see only the information that they need."

Jak Dyehouse

Membership Coordinator

Everything you know you need (and some things you didn’t).

Reporting

Build and share custom dashboards, updated in real-time so your team are always on the same page.

CSV imports

Import up to 1 million records from your existing dataset in one go (yes, really!).

Stakeholder relationships

See two-way relationships between people in your database for more sophisticated, personalised comms.

Often called "SSO", log in with your Google or Microsoft accounts. Simple, secure and one less password to remember!

Address autocomplete

Save time and keep your address data squeaky clean with built-in address lookups.

Notifications

Get in-app and email notifications for important events and todos so you can keep on top of everything.

Smart Bcc

Automatically log email comms with your supporters so you and your team can always see the full picture.

Timeline

Get a transparent, real-time view of all system changes and supporter comms at the user level.

Mail merge

Automatically generate personalised letters from within Beacon with a single click.

Speedy exports

Get the data you need out of Beacon, lightning fast. How fast? 10 million records in 20 seconds, fast.

Developer API

Access a fully-documented API to create custom integrations with your Beacon account.

Beacon Time Machine

Turn back the clock and undo any import mishaps with Beacon Time Machine. Your entire CRM is also backed up every day, and stored it for 30 days. So no matter what happens, your data is always safe.