Built for charities on WordPress
Automate the busywork.
Focus on your cause.
Connect your Beacon 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
Work with your Beacon CRM database and connect trusted services for email delivery, AI and WordPress. With the SendGrid API connection, you can also use the app to mass email your donors.
Free extra plugin
Need safer Beacon API access too?
Charity Automate API is a separate FREE WordPress plugin for charities that want to issue limited Beacon-style gateway keys, test requests, and review usage logs without handing out their master Beacon API key.
- Create limited API keys for specific Beacon routes
- Replay and test requests through your own WordPress site
- See which websites and keys are using the gateway
- Keep the data and control on your own web hosting
- Data only gets routed through your WordPress website
Give your team a helpful automation mate
Build dependable workflows around the CRM data and content you already use.