Welcome to the Beacon admin tutorial

Updated a year ago

Welcome to Beacon, a CRM for the charity sector.


Although CRM stands for Contact Relationship Management, you can use Beacon to manage people, organisations, payments, grants, events, campaigns, funds, memberships, tasks, and pretty much anything else. Because you can customise virtually every aspect of Beacon, you can store almost any type of data.

Admin tutorial

As an admin, you're able to manage all of the customisation Beacon has to offer. By the end of this tutorial, you're going to know how to create and customise records, manage payments and subscriptions, filter records and so much more.

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Beacon basics

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