Beacon Features

Beacon

Cloud-based CRM solution for small to large charities

4.84/5 (25 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Application Management
Attendance Tracking
Auction Management
Automatic Backup
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Accounts
Customer Database
Customer Segmentation
Customizable Fields
Customizable Forms
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Full Text Search
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Multi-Campaign
Multi-Currency
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Records Management
Recurring Giving
Registration Management
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
eCommerce Management
Learn moreCompare App
ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Application Management
Attendance Tracking
Auction Management
Automatic Backup
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Accounts
Customer Database
Customer Segmentation
Customizable Fields
Customizable Forms
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Full Text Search
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Multi-Campaign
Multi-Currency
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Records Management
Recurring Giving
Registration Management
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Application Management
Attendance Tracking
Auction Management
Automatic Backup
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Accounts
Customer Database
Customer Segmentation
Customizable Fields
Customizable Forms
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Full Text Search
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Multi-Campaign
Multi-Currency
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Records Management
Recurring Giving
Registration Management
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
eCommerce Management
Visit WebsiteCompare App

Beacon Feature Reviews

25 reviewers had the following to say about Beacon's features:

Andrew S.

Refreshing new approach to charity crm / donation software

2019-09-04

From the first call Beacon are different. No pressure sales people, not complex requirements interviews, just good software with human support by people who know the product and understand the sector. Having used the market leading platforms in the past, this is a fraction of the cost and a far better product,

Pros

This is a ground up re think of software for the third sector.

Cons

For us this platform is more geared towards online donations, donor management and reporting rather than a CRM as such, it has the functionality integrated in, but there are better pure CRMs out there if you just need that function, which if you are in the third sector, it’s unlikely you just need that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks so much Andrew! Really glad that Beacon is working for you.

Read more
Dan T.

Feature-rich CRM with integrated gift aid and online form management

2020-11-26

Beacon has enabled us to upgrade our antiquated CRM with relative ease, changed over to new billing systems, switched to Beacon forms for checkout and signup process and integrated the whole lot with Xero accounting.

Pros

Easy to use, fast, reliable and flexible.

Cons

I would like automated data exports so I can pick them up in 3rd party reporting tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam D.

Beacon takes the Bacon for a nonprofit needs

2019-08-27

Beacon automates everything - from taking donations via an easy to build & integrate 'drag and drop' donation form builder (that's easily associated with the leading payment portals - Stripe, PayPal etc) to acknowledging donors / staff immediately via custom notification templates.

Pros

We've had experience using multiple Donation Processing CRMs, and Beacon is by far the easiest CRM to use for any type of staff skill level.

Cons

The excellent customer support team means that any small con is quickly dealt with. Beacon developers are constantly approving the system and actively set out to listen to users recommendations when rolling out updates and improvements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Many thanks Adam! Really glad to hear Beacon is working for you and the team.

Read more
Graham T.

A great product for Membership Organisations

2021-02-14

We have limited staff and Beacon helps us use them in the most productive manner.

Pros

The integration with Excel both for exports and imports is very good.

Cons

The integration with existing standing order payments is clunky but can be managed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gray H.

Excellent CRM ideal for Membership

2020-07-28

The customer service, from sales to support is exceptional. We highly recommend it for small charities.

Pros

The Membership module has transformed our offer.

Cons

The reporting module is a little complex and not as intuitive as the rest of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sophie E.

We thoroughly recommend Beacon CRM

2019-09-06

The Beacon CRM allows us to automate so many of our system processes and save considerable staff time while still delivering our reporting requirements.

Pros

As a charity but also an infrastructure organisation supporting other charities (as well as offering membership) we had quite complex requirements for a CRM.

Cons

We haven't found anything we don't like!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jack B.

Perfect solution to a small charities needs

2019-10-01

The hands-on support from CSRs is fantastic, I have full peace of mind that our data is secure and if I do have any issues I can contact Beacon very easily.

Pros

This service has saved a lot of admin time and also helped us raise more funds through the donation form for our website which captures the information and thanks the donor instantly.

Cons

There isn't anything that we like least about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Katherine P.

Beacon is a dream

2019-08-20

I love the way that it integrates with Go Cardless, Stripe and PayPal to make the donation process as easy as possible for the donor. The team were really helpful throughout set up, and remain on hand whenever we need them.

Pros

It's really easy and flexible to use AND our donors can use Apple and Google Pay!

Cons

Honestly, it does everything we need it to do!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks Katherine! Great to hear you're taking full advantage of all of the donation capabilities and options.

Read more
Jane E.

Beacon CRM

2021-07-12

We have the ability now to record a lot more donor information.

Pros

We can take payments through an embedded form on our website which is then recorded directly into Beacon, something we had to do manually previously saving so much time and resource. Event ticketing is a new feature which is also really useful.

Cons

Beacon does not have an auto address fill function so our analytics for demographic are not very precise. However if you need something that Beacon does not currently provide then just ask their support team. This particular problem will be short lived as Beacon are now working on an automated system for inputting addresses so this should be up and running very soon. We have also had some teething problems with duplicate records but I believe this would be a problem for every CRM and after a bit of training and input from the support team this is much improved over time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Megan C.

Beacon for a small charity

2021-06-17

Pros

It has been an excellent cloud based alternative as a CRM database for our donor and supporter data, as well as allowing us to offer simpler online donation and purchase options, and simplifying Gift Aid.

Cons

No downsides so far, software does all that is needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura D.

Great New CRM Option for Charities

2020-04-08

It is allowing us to build up our database and is easy to use.

Pros

The integrations are great and save so much admin time.

Cons

Its still fairly new so there are some things it doesn't do but the team are excellent at taking ideas on-board and implementing them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tamora B.

Brilliant Charity CRM System

2020-11-25

So great to find a CRM system that meets our needs, is simple and easy to use, and has a friendly and accessible customer support team on hand to answer any questions.

Pros

Simple to use, intuitive, easily customisable, integrates with other systems.

Cons

This is a relatively new system so some of the functions are still being developed, but this also allows users to feed into the product design and to highlight features they would like to see.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wendy A.

Easy to set up and use

2021-05-17

Time saving in entering and processing donations.

Pros

It is easy to set up, to integrate with our website and to us.

Cons

Intregration with Woo Commerce could be good but I understand Beacon are working on this whereas the other CRM we looked at were not.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul T.

BeaconCRM is an excellent CRM for non-profits and charities.

2019-09-25

We've been most impressed by Beacon's willingness to explain and support. It's still early days but so-far so-good.

Pros

I love the interface and how the views are so clear.

Cons

Some integrations are still under-development.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Callum D.

Beacon CRM Review

2019-08-20

It's also exceptionally straightforward to explain to staff and volunteers with limited training!

Pros

The software is very intuitive and malleable meaning you can make it fit the requirements you have and the team are there to facilitate that wherever possible - customer service is second to none.

Cons

We're a charity so my biggest disappointment is that we can't get the software free! But you get what you pay for!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Many thanks Callum! Really glad that Beacon is working for you.

Read more
Sophie S.

Great CRM!

2019-08-20

Enhanced ability to segment our data and create bespoke messaging and analytics.

Pros

Customization Intuitive and easy to use Close relationship with founders Quick responses and help Clean layout

Cons

Genuinely can't think of anything that I dislike about the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks Sophie - I'm glad we're helping on the simplicity & segmentation front!

Read more
Tracey R.

Highly responsive and customisable CRM with a very supportive customer service team

2019-08-20

Excellent - the support and response times have exceeded expectations

Pros

The almost infinite customisation possibilities it offers - most CRMs are fairly rigid and limiting in their functionality - we conducted in-depth research on several market-leading charity CRM's before deciding on Beacon and I'm happy with the choice we made

Cons

There's nothing to dislike - all depends on your data capabilities but the Beacon team have held our hands throughout the whole set-up and migration process. It took a little longer to fully transfer than anticipated, but I think that's par for the course with these things and is worth taking time over to get right

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks a lot Tracey! I'm really glad that you're taking full advantage of the customisation abilities.

Read more
Hannah U.

User friendly and quality software

2021-02-25

Really impressed with beacon. So simple to use and the occasions I get stuck the support is on hand.

Pros

The support you receive via the online chat is excellent and always answered in a very speedy fashion.

Cons

I don’t have much to add here but perhaps being able to add ‘title’ (mr/Mrs etc) in to the forms. This may have already been looked at though as it was a while ago I did it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sarina H.

Big Change - Beacon Review

2019-08-21

Pros

- We like that the platform was built specifically for non-profits and with smaller teams in mind - Beacon is customisable and is super easy to build and great for a team with limited resources - With Beacon being an innovative and agile product we've been able to build the product around what we need so it's fit for purpose, rather than trying to make something that already exists fit to our needs.

Cons

- With the product being so new there have been some teething problems and barriers where critical functionalities are not yet built, such as integration to gmail and calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks Sarina! I'm glad that Beacon is working for you. Appreciate the feedback on email/calendar integration - these are certainly coming.

Read more
Ruth K.

Highly recommended, personal service

2019-08-27

This is an excellent product from a fantastic company with unparalleled user experience.

Pros

It's very easy to edit, giving a fantastic degree of flexibility (something we need due to the nature of our beneficiaries).

Cons

It would be great if it had a ticketing function.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Beacon


Thanks Ruth - really glad to hear Beacon is flexible enough for your organisation :)

Read more
Holly S.

Great database ready to grow with us

2019-09-10

Excellent experience so far, and looking forward to working with Beacon as we grow our fundraising and charity.

Pros

- Level of customisation - Fantastic customer support - Ease of integrations - High level of automation - Very competitively priced

Cons

We've been working with Beacon since the spring and haven't come across anything we like least so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lizzie B.

Excellent CRM tool

2020-08-25

Excellent care and customer service, as well as a very good piece of software.

Pros

The flexibility / customisability. We were able to create records and fields entirely to meet our needs as an organisation, and were able to customise existing fields to reflect our language. The User Guide and Help Chat facilities, both of which were used extensively during testing phase, are both excellent.

Cons

I was involved in the project during the purchase process and for much of the implementation, so did not get to use it day to day, but I know that the team who are now doing so are looking forward to using it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Emma G.

My life is so much easier!!

2020-12-16

As the only fullt time member of staff in the UK I have a lot to contend with and Beacon has made my life so much easier. Training was slotted in when suited me (even though poor [SENSITIVE CONTENT HIDDEN] was in Australia so not always the best timing for him).

Pros

There is so much automation on here that is free my time up to concentrate on fundraising. Our CRM is updated in real time rather than wait for me to input manually.

Cons

There isn't anything at all that I can think of

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosalind B.

We love BEACON

2020-03-25

Beacon has transformed our productiveness as a small charity with a 2-person team. We love working with the BEACON Team.

Pros

Very easy to use. Also the support team helped to tailor it's functionality to encompass our specific needs for stock counts.

Cons

Waiting for functionality with Outlook for diary reminders.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paula B.

Excellent Service

2020-07-28

First rate - a really collaborative approach that has allowed us the functionality we need and the time saving value that we required. From start to finish the team have been on hand to advice about the obvious and problem solve the more unusual problems. Brilliant Customer Experience.

Pros

The software is intuitive and easy to demonstrate for others and use.

Cons

We use the system in a slightly different way to other Charities - for example we collect members as "organisations" that has at times meant the system has been a little trickier to apply to what we need. But, help has always been on hand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more