Does managing your CRM feel like a task in itself?

With Beacon’s workflows feature, you can automate everything repetitive in your organisation.

So, what the heck is a workflow?

A workflow is simply a set of steps that can be automatically repeated to save you the headache of following those steps manually every time.

If you find your days are often eaten up by mundane comms tasks like importing and exporting contacts, updating donor records and sending the same emails over and over and over again, workflows will help.

Simply put, setting up automated workflows in Beacon will free you up to focus on the more important stuff.
Innovative charities choose Beacon,
and stick with Beacon.
Kevin Hughes
Special Olympics Ireland
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. The volume of paper Beacon has removed from our operations is absurd.
Anthony Hayman
Noah's Ark Hospice
A friend called me after setting up a regular donation to tell me they'd recieved the most beautifully written email. They said, 'Gosh, you've really got your team well drilled', which was amazing becasue we hadn't really done anything!
Adam Davidson
Chapel & York
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.
Welcome Beacon into your team!
Here’s what it feels like to have an extra pair of hands 🤲
Save time
The main reason to set up automated workflows is to save you the time and stress of having to repeat those mind numbing but essential tasks.

You don’t need to know how to code to create workflows, and once they’re up and running, you can get on with your more important work.
Gain accuracy
Humans aren’t very good at repetition. We get bored. And when we get bored, we make mistakes.

By creating systematic and precise workflows, let Beacon handle the drudge without the fudge!
Improve comms
As well as making everything more accurate and speedier for you and your team, automated workflows bring the added benefit of giving your supporters a better experience.

No more forgotten follow-ups or mistaken messages, trust the power of workflows to take care of your comms automatically.
Automation in 3 steps
Trigger
Look out for when an event occurs, such as a new donor signing up or a specific form being submitted.
Actions
When an event occurs, fire off an action, such as a thank you email, or create an internal note to follow up in two weeks.
Relax
Chill out in the knowledge that your CRM is keeping track of everything that’s going on, and will let you know when you need to action something.
Don’t just take our woof for it…
Edinburgh Dog & Cat Home
How Edinburgh Dog & Cat Home skyrocketed their fundraising with Beacon.
We’re now thinking about projects we wouldn’t have been able to dream about with our old CRM.
Gillian Graham
Legacy and Individual Giving Manager
 at 
Edinburgh Dog & Cat Home
Read More
500+
regular givers
Special Olympics Ireland
How Special Olympics Ireland automated fundraising in multiple currencies.
How Beacon engaged with us is really, really top level. It’s great technology with old school customer service. There hasn't been a single bad experience of any of our users.
Kevin Hughes
Business Analyst
 at 
Special Olympics Ireland
Read More
50x
admin reduction
reliable

Trusted by hundreds of the most forward-thinking charities.

We previously had to reply to every single person, 100 donations in 2 hours – that’s probably a week’s work. Whereas, now it’s all automatic.
Paul Tilbury
Operations Manager, Great Lakes Outreach
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
Rated #1 in Fundraising Magazine’s 2022 CRM Survey.
Download survey results
4.9/5
Functionality
4.9
Ease of use
5.0
Customer service
5.0
What next?
Here’s a simple workflow to follow: IF you’re curious to learn more about how Beacon can transform your charity THEN try out Beacon today.