Streamline and simplify your charity’s service delivery

Move away from messy spreadsheets and paper records, and get all your casework into a secure online platform where you can manage it with ease.
See it all in one place
From volunteer applications and funding bids to logistical tasks and status reports on individual service users, get a bird’s eye view of what’s going on. Use this insight to fine-tune your ops and deliver an even better service to your beneficiaries.
Get a single overview of a beneficiary
Store files securely in the cloud
Create custom fields to store any data you like!
Stress-free reporting
Easily pull the numbers so you can present your impact to funders, see exactly how your time and resource is being used, and spot service delivery trends over time.
"For the first time, we've got a full real-time view of the whole organisation. So we can see the benefits of what we're doing and it all comes together. It means everyone's looking at the same picture.."
Sam Mackwell
Director of Shared Services, Embrace
Save tonnes of time
Enable your beneficiaries to complete secure and accessible online forms that plug directly into your CRM, doing away with the need for paper records and unreliable spreadsheets.
Direct integration with your website
Data flows automatically into your CRM - no manual work
Customise web forms to your brand in a few clicks
Manage your casework visually
Beacon enables you to build customised pipelines so you can track the progress of anything and everything in your charity.

Keep sight of funding bids, weekly tasks and even see the progress of individuals as they move through your service. This helps to bring a new level of clarity and peace of mind to the way you run your organisation.
Looking for some robust case management software?
We’ve got you covered.
All records are encrypted and stored in a secure database
Assign casework to team members for easy, transparent management
Assign user roles and permissions so you can control who has access to any given casework record
Design your forms to reflect your charity’s branding and integrate them seamlessly into your website
Give permission to beneficiaries to access and input on the status of their own cases
Create alerts for specific casework records so you can be sure everything is kept up to date 
Innovative charities choose Beacon,
and stick with Beacon.
Denice Houslin
We never imagined the CRM would be able to automatically calculate the grant amount, but the team at Beacon got it done.
Joe Meehan
New Hope
Every time we speak with Beacon’s support team we are glad we chose Beacon rather than the alternative.
Sam Mackwell
Embrace the Middle East
Beacon gives us the confidence that there will be a way to do something. That makes all the difference.
Don’t just take our word for it…
How Foothold Used Beacon to Reduce Their Case Management Workload by at least 30%
We’re working more cohesively because the whole organisation is on the same system. It’s saving so much time.
Denice Houslin
Support Services & Development Manager
Read More
4 days
Saved per week
Doncaster Alcohol
How Doncaster Alcohol Services use Beacon to manage volunteers and deliver measurable impact for beneficiaries
Beacon is by far the best CRM I’ve seen, and I’ve looked at a LOT.
Callum Dixon
Doncaster Alcohol
Read More
Get started streamlining your charity