Welcome to the Beacon user 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 a user, you'll be able to streamline your processes in no time! By the end of this tutorial, you're going to know how to create records, manage payments and subscriptions, filter records and so much more.

link What if I can't see the areas / records / fields that are in the tutorial?

Great question, you! Your admins can set roles and permissions and they can customise virtually anything in Beacon. If something is missing or hidden, chat with your admins first - they can usually sort it for you.

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Beacon basics

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