Religious Institutions Case Studies and Success Stories with Beacon CRM

CASE STUDY Embrace

Beacon CRM helped Embrace, a UK-based Christian charity, modernize their finance management. Embrace replaced a legacy database and manual processes with Beacon, integrating with tools like Xero. The... project went live in three months. Embrace saved time by streamlining donation processing and eliminated the need for a full-time database manager. Supporters now get faster responses and can manage their own details through a portal.

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Entertainment Case Studies and Success Stories with Beacon CRM

CASE STUDY National Children’s Orchestras

Beacon helped National Children’s Orchestras move from paper and spreadsheets to a digital CRM. NCO needed to manage complex orchestral programmes and financial support for 650 children. Before Beaco...n, staff used paper forms and encrypted USB drives, making admin slow and hard. Beacon’s team worked closely with NCO to refine their processes. Now, NCO keeps all programme, membership, and audition data connected and secure. This improved data safety and supporter confidence.

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Non-Profit Organization Management Case Studies and Success Stories with Beacon CRM

CASE STUDY Goodheart Farm Animal Sanctuaries

Beacon helped Goodheart Farm Animal Sanctuaries save half a day of admin work every week. Goodheart needed a CRM to manage animal adoptions, memberships, and events. Their old system, eTapestry, was ...hard to use and lacked needed features. Beacon provided easy-to-use forms, automated workflows, and better supporter engagement. Daily support calls dropped to almost zero after switching to Beacon.

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CASE STUDY Edinburgh Dog & Cat Home

Beacon helped Edinburgh Dog & Cat Home improve their fundraising and operations. Their old CRM was slow and caused mistakes. Beacon made it easy to import data and manage events. Staff can now see al...l supporter info in one place. About half the team uses Beacon for donations, volunteers, and adoptions. Admin time dropped and processes are simpler.

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CASE STUDY Foothold

Beacon helped Foothold cut their case management workload by at least 30%. Before Beacon, Foothold used a basic database and shared drives, which made reporting and approvals slow and hard. With Beac...on, they simplified operations and made reporting much faster. Beacon worked with Foothold to set up custom fields and smart formulas for grant calculations. Now, Foothold can manage data and reporting quickly and easily, saving time for their team.

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CASE STUDY Heart Research UK

Beacon helped Heart Research UK move from an old, hard-to-use CRM to a modern, cloud-based system. The old system needed special skills and was not user-friendly. Beacon made it easy for staff to use... and manage data. The new CRM let Heart Research UK automate donor journeys and connect with Dotdigital for emails. Staff can now understand and use their data better, helping the charity support its mission.

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CASE STUDY Doncaster Alcohol Services

Beacon CRM helped Doncaster Alcohol Services manage volunteer and beneficiary data. The team needed better reporting for funders and donors, and wanted to move away from spreadsheets. Beacon made it ...easy to collect and track important information. Customisable forms let them fit the system to their needs. Now, they can report in detail on their impact and track beneficiary progress. Security and efficiency improved for their services to vulnerable people.

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CASE STUDY Inland Waterways Association of Ireland (IWAI)

Beacon helped the Inland Waterways Association of Ireland (IWAI) modernize their membership management. IWAI needed to automate manual tasks and improve the member renewal process. Beacon's workflows... and Zapier integration sent automatic email reminders for renewals. Two thirds of members renewed in the first two months, and over 50% used subscriptions. Portal Forms let members update their own records, cutting down on admin work. Volunteers now spend less time on paperwork and more on new projects.

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CASE STUDY Hungary Hearts

Beacon helped Hungary Hearts automate online fundraising and streamline Gift Aid claims. Before Beacon, the team struggled with manual donation tracking and complex paperwork. Beacon's CRM made donat...ion management easy and professional. The automated Gift Aid feature saved time and increased funds. Now, Hungary Hearts can focus on rescuing dogs and fundraising, knowing payments and claims are handled efficiently.

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CASE STUDY Wimbledon Guild

Beacon CRM helped Wimbledon Guild, a community charity, bring all their data into one place. Before Beacon, they used many systems and spreadsheets, making it hard to manage volunteers and grants. Be...acon let them collect volunteer applications online and link all data in one system. This made it easier to manage people, events, and grants. The team saved time and reduced paperwork. Now, they can focus more on helping their community.

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CASE STUDY COCO

Beacon helped COCO increase donations with easy-to-use embedded forms. COCO struggled with manual processes and a lack of automation using their old system. Beacon offered high customization and inte...grated all donor, event, and income records in one place. COCO now manages events, ticketing, and communications through Beacon. The new forms made it simple for donors to sign up and pay, reducing workload and improving donor experience.

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CASE STUDY Young Epilepsy

Beacon CRM helped Young Epilepsy manage all their relationships in one place. Before Beacon, they used Progress CRM, which was hard to use and needed lots of training. Beacon is easy to use and fully... customisable. Now, every department uses it to track supporters and fundraising. The team enjoys using Beacon, and they have no more contact overlaps.

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CASE STUDY Oracle Head and Neck Cancer UK

Beacon CRM helped Oracle Head and Neck Cancer UK find £20,000 in unclaimed Gift Aid. The charity switched from Donorfy to Beacon for better fundraising, event management, and data integrity. Beacon m...ade Gift Aid claims easy and improved team engagement. The new system also made reporting simple and clear. The small team now saves time and works more efficiently.

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CASE STUDY Finding Your Feet

Beacon helped Finding Your Feet, a leading amputee charity in Scotland, manage their growing network of over 1,000 members. The charity used Beacon to bring all operations together and gain better in...sight into supporter and member activity. Beacon's live chat and support features made setup and daily use easy. The platform improved volunteer management and allowed for better follow-up with members who missed events. Automated notifications and a volunteer portal streamlined communication and operations.

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CASE STUDY Special Olympics Ireland

Beacon helped Special Olympics Ireland automate fundraising in multiple currencies. The charity needed a system to handle complex operations across Northern Ireland and the Republic of Ireland. Their... old systems could not manage the dual-currency and event needs. Beacon's automations and user-friendly forms made processes easier and reduced human error. Staff can now manage tasks in real time without technical help.

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CASE STUDY Safe Haven For Donkeys

Beacon helped Safe Haven For Donkeys increase fundraising by 20%. The charity cared for donkeys in Israel, the West Bank, and Egypt. Their old SQL database was hard to use and required manual work. A... consultant recommended a new CRM. Beacon was chosen for its user-friendly and customizable features. Beacon migrated 30 spreadsheets of data, set up donation forms, automation, and reports. This gave the team a single source of truth and improved their fundraising results.

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CASE STUDY NHS Tayside Charitable Foundation

Beacon helped NHS Tayside Charitable Foundation fix their slow, manual grant process. Before Beacon, they used emails and paper forms, which caused delays and errors. Beacon gave them one online form... and a single place to track all applications. The team can now run reports and see everything in real time. After switching to Beacon, they nearly 10X’d their grant applications and hired two new team members to handle the growth.

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CASE STUDY Kids Matter

Beacon helped Kids Matter, a Christian charity, cut their case admin work in half. Kids Matter needed a CRM that could handle complex case management and automate tasks. They switched from Capsule CR...M to Beacon for better customisation and automation. Beacon let them claim over £12,000 in backdated Gift Aid. The new system made it easy to manage volunteers, facilitators, and support coaches. Kids Matter now saves time and has more confidence in their data and processes.

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CASE STUDY Cheltenham & Gloucester Hospitals Charity

Beacon CRM helped Cheltenham & Gloucester Hospitals Charity automate grantmaking and fundraising. Their old database was slow and hard to use. Beacon let them customize fields and automate tasks. Don...ation forms gave them clear oversight of funds. Automation tools saved time and made sure no supporter was missed. The team now tracks supporter journeys and thanks donors faster.

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Hospital & Health Care Case Studies and Success Stories with Beacon CRM

CASE STUDY Noah’s Ark Children’s Hospice

Beacon helped Noah’s Ark Children’s Hospice automate supporter journeys and manage fundraising campaigns. The team used Beacon to track team leaders, donors, and campaign progress in real time. Dashb...oards made it easy to report on KPIs and supporter retention. Before Beacon, manual processes took a lot of time and led to errors. With Beacon, they created custom fields and automated follow-ups, saving time and improving accuracy.

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