Case Study: Communities Rebuild achieves specialized case management and reporting under budget with Sumac CRM

Communities Rebuild tracks 3 key metrics under budget with Sumac CRM

Communities Rebuild, a nonprofit in Central Georgia, needed a specialized CRM to track client progress in credit score, savings, and debt and to generate reports for partners. President Shurnell James had specific requirements but was wary of high costs and being misunderstood by vendors during her search, which included quotes from other providers like CaseWorthy that exceeded their budget.

Sumac CRM addressed this by carefully listening to Shurnell's needs and configuring their Basic CRM to meet her exact case management and reporting specifications. The solution not only delivered the required functionality but also came in under budget with no hidden fees, including personal support. The result was a system that perfectly tracks and reports client progress, leading Shurnell to plan future upgrades and express a long-term partnership with Sumac.

Communities Rebuild