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Padmaloka

Padmaloka finds harmony with Beacon CRM

Client Padmaloka
Service areas Charity CRM software

The challenge

Padmaloka, a spiritual retreat centre, was grappling with the complexities of managing its operations across multiple, disparate systems. Their outdated data management system, Drupal 7, was nearing its end-of-life, and its clunky interface hindered efficiency. Additionally, the reliance on MS Access databases, spreadsheets, and physical forms created a fragmented and time-consuming workflow.

The organisation found itself overwhelmed by manual tasks, struggling to maintain accurate records, and lacking a clear overview of its operations. This administrative burden significantly impacted the team's ability to focus on their core mission of supporting spiritual growth.

The solution

To streamline its operations and enhance stakeholder engagement, Padmaloka partnered with Suru Partners to implement Beacon CRM. The new system aimed to centralise data, automate processes, and provide valuable insights.

Centralised Data Management
Centralised Data Management

Beacon CRM became the single source of truth for all Padmaloka's data, eliminating the need for multiple systems and reducing errors.

Enhanced Retreat Management
Enhanced Retreat Management

The CRM streamlined retreat planning and booking, including capacity management, dietary preference handling, and room allocation.

Efficient Ordination Process
Efficient Ordination Process

Beacon CRM facilitated tracking journeys to ordination, managing key relationships, and monitoring progress, ultimately enhancing the overall ordination experience.

Robust Payments
Robust Payments

With integration capabilities for Stripe, PayPal, and GoCardless, Beacon enabled seamless payment processing and gift aid management.

The outcome

By implementing Beacon CRM, Padmaloka achieved significant improvements in efficiency and productivity.

Time Savings
Time Savings

The automation of various tasks, such as data entry and report generation, freed up valuable time for staff to focus on core activities.

Enhanced Visibility
Enhanced Visibility

A centralised system provided a clear overview of operations, enabling better decision-making and resource allocation.

Improved Stakeholder Experience
Improved Stakeholder Experience

Streamlined retreat booking and communication processes enhanced the overall experience for participants.

Increased Payment Processing Efficiency
Increased Payment Processing Efficiency

Integrated payment and gift aid processing simplified payment processing and account reconciliation.

Empowerment
Empowerment

The ability to customise and configure Beacon CRM allowed Padmaloka to tailor the system to their specific needs, fostering a sense of ownership and control.

40x
Increase in income

The implementation of Beacon CRM marked a transformative step for Padmaloka, enabling the organisation to operate more efficiently, to improve stakeholder engagement, and ultimately to fulfil its mission more effectively.

Suru Partners are really great to work with and have been helping to set the new systems up as ours are somewhat complex. Our new CRM is a very well laid out and intuitive piece of software, and we’re quite excited to see how much it can change the way we work.

Satyakirti, Centre Manager
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