Sumac CRM
68 Case Studies
A Sumac CRM Case Study
The Epilepsy Association of Calgary, a nonprofit supporting those affected by epilepsy, faced challenges with fragmented client data and cumbersome reporting due to their reliance on spreadsheets and paper files. Seeking to enhance service continuity and demonstrate impact to funders, their Executive Director, Laura Dickson, needed a user-friendly and customizable case management solution, which led them to vendor Sumac CRM.
The solution implemented was Sumac Case Management, chosen for its positive references, affordability, and quick implementation. The results included streamlined front-line case management, enhanced sharing of client files among staff, and more efficient service delivery. The Epilepsy Association of Calgary highly recommends Sumac for its ease of use and the pivotal role it played in transforming their client management practices.