Case Study: Northern Neck Montessori School streamlines operations and fundraising with Sumac CRM

A Sumac CRM Case Study

Preview of the Northern Neck Montessori School Case Study

From Excel to Sumac A Montessori School Transforms How They Operate

Northern Neck Montessori School, a non-profit in Kilmarnock, Virginia, serves a diverse community of lifelong learners using the Montessori philosophy. Until recently they ran everything from Excel spreadsheets, which made operations manual, slow, and left routine tasks like searching and mail merges nearly impossible.

They chose Sumac, a cloud-based fundraising system built for non-profits, because of its functionality, price, and ease of use. Office Manager Emily May says Sumac is intuitive and comprehensive, lets her generate reports in minutes, and the free support is “phenomenal,” resulting in transformed operations and significant time savings.


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Northern Neck Montessori School

Emily May

Office Manager


Sumac CRM

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