Sumac CRM
68 Case Studies
A Sumac CRM Case Study
The Ontario Brain Injury Association (OBIA), a charitable organization, was struggling with an inefficient, out-of-the-box software package that was not built for nonprofits. This system, along with separate solutions for donations and manual paper-based memberships, was time-consuming and created significant operational headaches. Seeking a change, OBIA turned to Sumac CRM for a cost-effective and user-friendly solution.
Sumac provided a centralized database that streamlined OBIA's operations, including memberships, donations, and case management. The solution automated processes, saving the organization a substantial amount of time and eliminating previous frustrations. Staff, including those not tech-savvy, found the Sumac CRM easy to use for tasks and generating reports. The implementation, which included data migration and training from the Sumac team, was a success, allowing OBIA to focus more on its clients and core mission.