Case Study: Morningside achieves streamlined invoicing and secure, centralized client management with Act!

Morningside - Customer Case Study

Morningside is a Washington State not‑for‑profit that has spent 50+ years helping people with disabilities find work. Relying on paper records, its four offices faced limited access to sensitive client and business data, slow responses to information requests, and error‑prone monthly invoicing that could take a manager a week to complete — all of which diverted time away from client support and accurate billing.

Morningside implemented the Act! CRM with a customized, access‑controlled setup that centralizes confidential records, lets field staff log time on the go, and provides tailored reporting. The result: invoicing dropped from a week to under an hour, 68 staff can rapidly access up‑to‑date client and employer information, and the organization now supports over 700 clients into work each year while preserving client confidentiality and simplifying staff training.

Morningside

Jim Larson

CEO