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From Excel to Sumac: A Montessori School Transformed How They Operate

Northern Neck Montessori School is a nonprofit organization in the lovely small town of Kilmarnock, Virginia. Their mission is to build a diverse community of lifelong learners, using the Montessori philosophy.

According to Emily May, the Office Manager, before they had Sumac CRM, they were using Excel spreadsheets for all of their operations, which meant everything was done manually, took a lot of time, and common operations like searching and performing a mail merge were nearly impossible.

The management team knew things had to change, and because they did a lot of fundraising, they started searching for fundraising software. According to May, “Sumac won out because it was designed specifically for nonprofits, it was available in the cloud, had incredible functionality, and the price was right!”

May soon became the main user, and she has been really impressed with how easy it is to use: “It’s really comprehensive, and easy to understand. It’s literal, so it just works. Also, the reporting is wonderful. In just a few minutes, I can generate the reports I need.”

What has really blown her away though, is Silent Partner Software’s support services: “It’s phenomenal!” she says. “No question is too stupid. They’re always kind, professional, and ready to help.”

Want to transform your student operations?

If you want to stop using spreadsheets to track students, courses, or donors, and reduce your manual labor, save time, and reduce errors, check out Sumac CRM and all of the add-on functionality including Fundraising and Course Registration.

Northern Neck Montessori School

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