Maximizer CRM
63 Case Studies
A Maximizer CRM Case Study
West Coast Environmental Law, a Vancouver-based not-for-profit legal clinic, provides pro bono legal advice, research and advocacy to protect the environment. With modest IT resources and bulky paper files, the firm needed an easy-to-use, quickly customizable system to track detailed client and donor records, meet regulatory and reporting needs, and support fundraising and targeted communications.
Working with CRM consultants, West Coast deployed Maximizer Enterprise, customizing donor modules, Outlook integration and searchable fields (including a dedicated “Donors” tab) to centralize records, print tax receipts and segment audiences. The result was a largely paperless operation, massive reductions in administrative work, precise campaign visibility and stakeholder segmentation, 100% staff adoption, and faster onboarding (new users up and running in half a day), improving fundraising and client service.
Christopher Heald
Systems Administrator