Case Study: Communities Rebuild achieves tailored case management and streamlined reporting under budget with Sumac CRM

How a Nonprofit Met Their Specialized Case Management & Reporting Needs Under Budget

Communities Rebuild, a Central Georgia nonprofit led by Shurnell James, helps rural residents improve financial wellbeing through group workshops and one‑on‑one counseling. When they searched for a CRM to track clients’ credit score, savings and debt and generate monthly and quarterly reports for partners and government agencies, they were concerned a vendor would not understand their specific needs or fit the organization’s limited budget.

Sumac CRM listened, configured a database to track increases and decreases in the three key metrics, and produced the required reports — all with included phone and email support and no hidden fees. The organization implemented Sumac’s Basic CRM under budget, is planning online donation pages as a next step, and reports strong satisfaction with the platform and the onboarding process.

Communities Rebuild

Shurnell James

President