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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

List of Sumac CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Epilepsy Association of Calgary Non Profit 10 $3M Canada Silent Partner Software Sumac CRM CRM 2023 n/a In 2023, Epilepsy Association of Calgary implemented Sumac CRM in a CRM deployment focused on streamlining front-line case management and reporting in Calgary. The small non-profit configured Sumac CRM to centralize client records, case notes, and shared files to support program delivery and to improve the organization’s ability to produce funder-facing impact reports. The implementation centered on Sumac CRM’s case management functionality, using structured case records, case note management, document and file sharing, and configurable reporting capabilities consistent with CRM platforms. Operational coverage targeted front-line staff and program coordinators, and governance was adjusted to include standardized case note templates and role based access controls to maintain data consistency and privacy. The deployment explicitly improved file sharing, case note management, and the ability to produce impact reports for funders as documented in the case study.
Stop Abuse in Families (SAIF) Canada Non Profit 12 $1M Canada Silent Partner Software Sumac CRM CRM 2023 n/a In 2023, Stop Abuse in Families SAIF Canada implemented Sumac CRM, a CRM, to consolidate separate donations and case management tools into a single system of record for client data, donations, volunteers, and forms. The deployment centralized client records and case notes within Sumac CRM to support front-line case management and donor administration across the organization. Sumac CRM was configured to deliver explicit case management and donations functionality, with volunteer management and forms used to capture intake and volunteer signups. Operational coverage included caseworkers, volunteer coordinators, and fundraising staff, and the rollout emphasized standardized case note templates and reporting fields to improve reliability for case notes and reporting and to streamline operations across those business functions.
West Coast Kids Cancer Foundation Canada Non Profit 10 $1.6B Canada Silent Partner Software Sumac CRM CRM 2023 n/a In 2023, West Coast Kids Cancer Foundation Canada implemented Sumac CRM from Silent Partner Software to centralize donations processing and improve donor reporting and campaign tracking. The Sumac CRM deployment, classified as CRM, focused on streamlining fundraising workflows for this British Columbia childhood cancer charity. Implementation concentrated on donations management capabilities and reporting configuration, enabling scheduled executive reports and campaign performance dashboards. Configuration work included donor record consolidation, gift and pledge tracking, and campaign attribution workflows, along with automation of routine reporting to reduce manual reconciliation. Operational scope covered fundraising and executive leadership functions across the BC organization, with plans to extend Sumac CRM to volunteer management and case management modules. Governance adjustments established a standardized reporting cadence and a single source of donor data for campaign and stewardship processes, resulting in improved operational efficiency and automated executive reports.
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