Sumac CRM
68 Case Studies
A Sumac CRM Case Study
Heart of Hastings Hospice, a community-based hospice care provider, faced operational inefficiencies from managing disparate data across spreadsheets. They sought a unified platform and selected Sumac CRM, specifically its case management solution, to consolidate donor, volunteer, client, and fundraising management.
The solution from Sumac provided an integrated system that replaced spreadsheets and streamlined operations. With support from Sumac's customization team, the hospice automated emails, set client reminders, built volunteer onboarding plans, and even managed waitlists within the platform. The result was a significantly improved, easier-to-use database that helped the hospice achieve its desired outcomes and allowed staff to manage their entire operation efficiently in one place.