Charities and social impact
Education and research
Supercharging CoppaFeel!’s fundraising impact through seamless data management
Client
Coppafeel!
Date
2025
Sector
- Charities and social impact
We worked closely with CoppaFeel! to modernise a Customer Relationship Management (CRM) system that had simply been outgrown. By migrating over a decade of valuable data to a new CRM, we helped future-proof their fundraising operations and give their team more flexibility as they continue their vital work. We’ve loved working with such a passionate, dedicated team. Their energy and overall approach made this a genuinely rewarding project to be part of.
CoppaFeel!
CoppaFeel! are the UK’s only youth focused breast cancer awareness charity, and they are on a mission to get every 18-24 year old checking their chest. They educate people on the signs and symptoms of breast cancer and encourage them to check their chests regularly, so that if they notice something unusual they are empowered to contact their GP and advocate for themselves.
They do this because when diagnosed early, breast cancer treatments are more effective and survival rates are higher. Early detection can save lives.
Assess
CoppaFeel! were using a CRM they’d grown organically. It had served them well, but as the organisation grew, so did the demands of their systems.
As activity increased, tracking supporter activity grew more complex. Some key functions were missing from the existing setup. Different teams had created their own ways of working using separate spreadsheets, which started to create data gaps and GDPR risks.
The goal was clear. Bring everything into one hub. Fundraising, finance, events, supporter engagement. Making their processes smoother and working better together was crucial to get more done.
With better visibility across teams, they could make faster decisions and manage relationships more effectively.
The first step was to organise and make data easier to use.
Plan
Since the new CRM was a big change, leadership support was needed to ensure a smooth transition.
We worked closely with the internal project lead, the Director of Operations, and the Director of Development throughout.
The planning phase involved workshops with all teams to map out current processes and identify improvements. This helped us create a clear plan that aligned with their needs.
Implement
We started with detailed documentation, outlining process flows and how all the data would connect.
To support the rollout, we provided e-learning resources for the CoppaFeel! team. Having them familiar with the platform prior to launch helped smooth the switch-over and avoid simple errors early on.
The CRM was configured to:
- Track event participation
- Manage applications and fundraising
- Be open to integrate with a future volunteer engagement system (working on that one!)
Once the system was set up, we conducted pilot testing, gathered feedback and made any refinements.
For the data migration, we worked with Coppafeel! to understand what data was important to retain on the new CRM. Broadly, this resulted in retaining data from the last 5 years and over 350,000 records being migrated into the new CRM. Challenges like these are what we’re built for. We made sure the process was smooth despite the scale.
Beyond the launch
Their team celebrated with a launch party, which built excitement about the changes. They kindly invited us, and we hosted a drop-in clinic where people could pop in and ask any questions about the CRM.
We also helped CoppaFeel! hire a database administrator. Someone in-house who would take ownership of the CRM. We held a detailed training session with them and a few others who’d be CRM admins.
Our work with CoppaFeel! hasn’t stopped with the CRM launch. We’re currently working with them to plan, source and configure a volunteer management system. A place they can house all self-directed volunteer activities. This will sit outside of the overall CRM, but plug in, so everything marries up together, avoiding any future data silos.
Making fundraising and supporter management seamless
CoppaFeel!’s new CRM gives their team more visibility and structure as they continue to grow and scale their impact.
They can now manage supporter relationships and fundraising in one place – helping them stay connected and focus on what really matters.
With better tools behind them, they’re in an even stronger position to make strides in the fight against breast cancer.
Henrietta Atkinson, Operations Director, Coppafeel!Telescopic supported CoppaFeel! through a smooth CRM transition to Beacon. They engaged the whole team, ensured buy-in, and communicated clearly throughout. Their professional, friendly approach made the process far easier and more collaborative than I could have hoped for.
Tight budget? A limited timeline or any other obstacles preventing you from moving forward? We’re here to get you unstuck!
