Beacon | A Charity CRM built with Finance in Mind

A CRM designed with money in mind

Here’s how Beacon makes financial management easier:

Save time

Say goodbye to spreadsheets and let our easy to use CRM automatically categorise your charity’s incoming payments.

Automate your Gift Aid claims, make updates in a flash, and don’t spend another minute scratching your head over some account discrepancy - use Beacon and get the full story.

Set up rules to auto-categorise your payments.

Direct Gift Aid integration with HMRC.

Automatic Gift Aid eligibility checking across all payments added to Beacon.

Stress no more

Relax in the knowledge that all your online donations are stored in a secure, cloud-hosted platform that you can access any time, from any device. Get the information you need, whenever you need it.

Work smarter

Integrate multiple revenue streams from your fundraising campaigns and website to see an accurate, up to the minute snapshot of all your incoming payments. Never wonder where a penny came from again!

"We used to have to process, match, and code each payment individually. With Beacon, you get all that information before the money has landed. You’ve already personally thanked them, allocated the funds, and analysed the results. Then the actual cash arrives and everything tallies up perfectly."

Kevin Hughes

Special Olympics Ireland

Innovative charities choose Beacon,
and stick with Beacon.

Kevin Hughes

@

Special Olympics Ireland

We used to have to process, match, and code each payment individually. With Beacon, you get all that information before the money has landed. You’ve already personally thanked them, allocated the funds, and analysed the results. Then the actual cash arrives and everything tallies up perfectly.

Anthony Hayman

@

Noah's Ark Hospice

A friend called me after setting up a regular donation to tell me they'd received the most beautifully written email. They said, 'Gosh, you've really got your team well drilled', which was amazing because we hadn't really done anything!

Sam Mackwell

@

Embrace the Middle East

Beacon has enabled us to show information in a way which anyone can understand. You don’t need specialised database skills to fulfil requests from supporters anymore.

The devil is in the detail…

Here’s how Beacon makes managing money simple as well as accurate:

Export to Xero

Import your charity’s payments into Xero so everything tallies up nicely. Learn more.

Multiple currencies

Collect donations and payments in any currency with up-to-date exchange rates.

Automated batches and payouts

Easily add batches of cheques, and automatically join up individual payments with their bank payouts.

Financial year reporting

Quickly and easily see all transactions for the current (or any) financial year.

Payment integrations

Link up with Stripe, GoCardless and JustGiving, so you can account for every payment received. Automatically submit monthly Gift Aid claims to HMRC. Read more.

Handle split payments

Has someone bought an event ticket and made a donation? Easily split and categorise this payment.

Standing orders

Get ahead of your standing orders by setting up “expected payments” that are designed for speedy reconciliation.

Lock payments

Keep a fixed record of your payment history to keep your finances clean, transparent and consistent.

CSV export

Easily export all your supporter and payment data from Beacon so you can use it anywhere.

Don’t just take our word for it…

Embrace

How Embrace uses Beacon CRM to streamline their complex finance management

Beacon gives us the confidence that there will be a way to do something. That makes all the difference.

Sam Mackwell

Director of Shared Services

at

Embrace the Middle East

Trusted by hundreds of the most forward-thinking charities.

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.

Sam Mackwell

Director of Shared Services, Embrace

What would’ve taken us weeks to do in our old system, we can now do in seconds!

Gillian Snowden

Consultant, Cosgrove Care