Case Study: Pact Group improves client reporting and care coordination with Sage CRM

Pact Group supports 800 people more efficiently with Sage CRM

Pact Group, a New Zealand-based non-profit supporting people with disabilities and mental health recovery, faced challenges with manual, paper-based client management. This made tracking client journeys across multiple programs and reporting to government funders difficult. They turned to Sage CRM to centralize client activity and improve service quality and reporting accuracy.

Implemented by a Sage partner, the solution provided a centralized, intuitive platform integrated with their website for secure access. This transformed operations by giving staff easy access to client data, enabling accurate tracking of funding and resources, and saving a significant amount of time. Sage has helped Pact Group become more efficient and connected, establishing them as a service leader in their field.

Pact Group