Sumac CRM
68 Case Studies
A Sumac CRM Case Study
The Hospice of Windsor and Essex County faced the challenge of an obsolete donor database (Sage FR100) that was becoming cost-prohibitive. They needed a new, highly customizable solution to not only replace their donor management system but also to consolidate their separate applications for volunteers and scheduling, all while ensuring robust security for sensitive client data.
By implementing Sumac CRM with its Case Management and Volunteer Add-on, the hospice streamlined its operations by moving from three separate applications to one integrated system. This solution from Sumac significantly reduced paper use, made gathering statistics for funders much easier, and improved data security. The consolidation allowed them to later migrate additional programs like clinical records and wellness into Sumac, further enhancing their operational efficiency.