Sector Support Case Study - Sector 3
Sector3 is the go-to support service for voluntary, community, and faith-based groups in Stockport. Their work is all about helping charities, social enterprises, and other third-sector organisations do what they do best—support their communities. But monitoring that support effectively? That’s where things were getting tricky.
Back in 2022, Sector3 started using GoodCRM to keep track of their work. It gave them a great foundation, allowing them to record their support sessions, track hours, and log goals and achievements. But as they got deeper into using the system, they found that the process wasn’t as smooth as it could be. Information had to be entered in multiple places, which meant extra steps, extra training, and an increased chance of missing something important. On top of that, a lot of the process was manual—especially when it came to sending follow-up emails.
So, in 2023, they reached out to GoodCRM to explore how they could make things easier. The answer? A bespoke workflow designed specifically for their needs.
One of the great things about GoodCRM is its flexibility. The system itself doesn’t force organisations into a one-size-fits-all approach, but that also means there aren’t pre-built processes for every use case. That’s where workflows come in.
For Sector3, the goal was simple: streamline their process, make sure all the right data was captured, and automate as much as possible. Instead of jumping between different parts of the CRM, the new workflow guided staff step-by-step through everything they needed to do. No more remembering multiple steps or wondering if they’d updated the right records—everything happened in one smooth process.
The Difference a Workflow Makes
Less Training, More Doing – With the step-by-step guidance built into the workflow, new team members could hit the ground running without a steep learning curve.
Fewer Mistakes – Since the workflow automatically updated all the necessary records, nothing got missed or forgotten.
Less Manual Work – Actions that used to require multiple clicks and manual emails now happened automatically.
By working with GoodCRM to build this workflow, Sector3 has saved time, improved accuracy, and made life a lot easier for their team. Now, instead of worrying about whether they’ve captured everything correctly, they can focus on what really matters—supporting the incredible organisations they work with every day.
For other charities and non-profits looking to make their CRM work better for them, Sector3’s experience is proof that a little bit of bespoke configuration can go a long way.
If you’re interested in finding out more about how GoodCRM could transform your organisation, book in a Discovery call with one of our team.