St Petrock’s Beacon CRM Implementation

St Petrock’s supports people experiencing homelessness across Devon. Like many charities, supporter data was spread across multiple systems, making it harder to engage supporters effectively, report with confidence, and maximise income through donations and Gift Aid.

Our role was to bring clarity, structure and long-term value to how supporter data was managed across the organisation.

Understanding the data (and the gaps)

We started with a full audit of how supporter data was stored, used and shared. This included mapping data flows between systems, identifying duplication and risk points, and reviewing existing processes against GDPR and best-practice data hygiene.

This gave St Petrock’s a clear picture of where they were — and where the biggest opportunities lay.

CRM strategy for engagement and growth

Next, we looked at how a CRM could do more than just store data. We explored practical opportunities to improve supporter engagement, increase donation frequency and value, reduce manual administration, and make Gift Aid claims easier and more reliable.

Beacon CRM was selected as the best fit for the charity’s needs, budget and internal capacity.

Beacon CRM implementation

We configured and rolled out Beacon CRM across the organisation, tailoring it to how St Petrock’s works day-to-day. This included:

• Online donation forms
• Event registration forms
• Email communications and supporter segmentation

We also handled the full migration of existing supporter data into Beacon CRM, cleaning and restructuring it along the way to ensure a strong foundation from day one.

Smart workflows, less admin

To make the system sustainable, we designed and implemented a robust set of automated workflows to:

• Protect data hygiene
• Reconcile offline donations accurately
• Streamline and safeguard Gift Aid claims

The outcome

St Petrock’s now has a single, reliable view of its supporters, clearer insight into engagement and income, and processes that scale as the organisation grows – all without adding unnecessary complexity.