Sumac CRM
59 Case Studies
A Sumac CRM Case Study
The Ontario Brain Injury Association (OBIA), a charitable organization supporting Ontarians living with acquired brain injury, was struggling with inefficient, nonprofit-unfriendly systems for memberships, donations, case management, and reporting. Before Sumac CRM, the team relied on modified software, a separate donations tool, and even paper-based membership tracking, which consumed time and created constant headaches.
OBIA implemented Sumac CRM as a centralized nonprofit platform to manage memberships, donations, case management, training courses, and reporting in one place. With Sumac CRM, the organization automated key workflows, improved reporting, and gave staff remote access to data; the result was streamlined operations, less paperwork, faster tasks, and more time to focus on clients and programs.
Ad Lewis
Financial Controller & Assistant Director of Operations