CRM Customisation
We specialise in the Beacon CRM system, tailoring it to the specific needs of non-profit organisations with particular expertise in the performing arts sector. From configuring record types and membership structures to setting up complex forms and workflows, we build a CRM structure that works the way your organisation works.
Data Migration
Migrating data is more than a simple transfer—it’s a crucial step towards the evolution of a charity’s operational efficiency. From the initial data audit to the final validation, we ensure that every piece of valuable information is accounted for and accurately reflected in your new CRM system.
Training
Post-migration, we don’t just leave you with a new system; we ensure your team is well-equipped to harness its full potential. Through training and support, we empower your staff with the knowledge and skills needed to manage your CRM effectively.
Support
Questions come up, things evolve, and organisations grow. We’re here for all of it. Whether it’s a quick query or a more considered change down the line, you can count on responsive, knowledgeable support whenever you need it.
