Societ
12 Case Studies
Case Study: Communities Rebuild streamlines case management and reporting with Sumac CRM
A Societ Case Study
How Communities Rebuild Met Their Specialized Case Management & Reporting Needs Under Budget
Communities Rebuild, a nonprofit focused on financial wellbeing in rural America, faced the challenge of finding an affordable CRM to track specialized client data and generate reports for partners. After receiving high quotes from other vendors, president Shurnell James turned to Sumac with concerns about accurately conveying her specific needs and staying within budget.
Sumac CRM listened to the requirements and configured its system to track fluctuations in client credit scores, savings, and debt, providing the necessary monthly and quarterly reporting. The solution came in under budget with no hidden fees, including personal support. Communities Rebuild successfully implemented Sumac's Basic CRM and is planning future upgrades to further its mission.
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Communities Rebuild
Shurnell James
President