Case Study: Heart of Hastings Hospice streamlines operations and replaces spreadsheets with Sumac CRM

How a Hospice Streamlined Operations and Ditched Spreadsheets for Good!

Heart of Hastings Hospice, a community-based volunteer support service, needed a better way to manage donor relations, volunteers, clients, and fundraising without relying on spreadsheets. The hospice chose Sumac CRM’s Sumac Case Management because it was the only platform that could keep all of those functions in one place and support its growing operational needs.

Sumac CRM worked with the hospice’s customer success and customization teams to tailor the system to their processes, move waitlists out of spreadsheets, and simplify data capture and workflows. As a result, Heart of Hastings Hospice now has a more streamlined, easier-to-use database that supports emails, reminders, onboarding, and fundraising activities, helping staff produce the outcomes they wanted in a short period of time.

Heart of Hastings Hospice

Heidi Griffin

Executive Director