Built for charities on WordPress
Automate the busywork.
Focus on your cause.
Connect your CRM data, content, emails and documents in dependable workflows that keep moving while your team gets on with the work that matters.
Built for charities
Easy to use
Secure by design
Beacon CRM
Bring in the records and relationships you need.
Content Templates
Create personal emails and documents automatically.
Send the right message to the right supporter.
Documents
Generate editable Word letters and reports.
Update Record
Write the result back to your CRM automatically.
Complete
Track every run and keep work moving forward.
See it in action
Build a workflow without wrestling with code
Choose your data, set straightforward rules, harness AI to create content, and arrange the actions Charity Automate should complete.
New Donation Thank You
ActiveSave hours every week
Move repetitive admin into reliable workflows that run in the background.
Reduce manual errors
Apply the same rules consistently while keeping a clear record of every task run.
Improve supporter care
Turn CRM data into timely, personal and thoughtful communications.
Works with the tools charities rely on
Start with Beacon CRM and connect trusted services for email delivery, AI and WordPress.
Give your team a helpful automation companion
Build dependable workflows around the CRM data and content you already use.