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Client Tracking

Choose top-tier nonprofit client management software with ShareVision

 

At ShareVision, we recognize your clients as the core of your nonprofit, and our client tracking software is rich with advanced features designed to elevate your client management capabilities. This tool ensures optimal client relations and staff performance, enabling superior client care and satisfaction.

By transitioning from manual inputs to automated processes, ShareVision’s software serves as a single platform for tracking each client's journey comprehensively. It acts as a single source of truth, ensuring complete oversight of all client support plans and fostering a 360-degree perspective on individual care needs.

Elevate your nonprofit with our client Management Software

Client Tracking: Streamlining Your Business Processes

Here are some key features of our client management software:

Client Tracking for Nonprofits

Client Tracking for Nonprofits

Enhancing Client Engagement

Explore our client management software, specifically tailored for agencies and social service providers to boost client satisfaction and refine the client management process. This solution integrates seamlessly with email tracking and customer communications, enhancing overall engagement.

Client Portals

Client Portals
Streamlining Client Interactions for Agencies

Central to our software is a dedicated client portal that enhances interactions with clients by consolidating client details and enabling informed decision-making—all at your fingertips.

Tailored Forms

Tailored Forms

Optimizing the Client Management Process

Our software includes customizable forms that not only save time but also offer insights into client activities, supporting efficient task management and allowing your entire team to focus on delivering exceptional customer experiences.

Program and Facilities Oversight

Program and Facilities Oversight

A Comprehensive Suite for Client Trackers

Our client tracking software provides real-time updates on client engagement, featuring a comprehensive dashboard that offers a sweeping view of client stages. This integration empowers your team to make strategic, informed decisions effortlessly.

Client Tracking for Nonprofits

Enhancing Client Engagement

Explore our client management software, specifically tailored for agencies and social service providers to boost client satisfaction and refine the client management process. This solution integrates seamlessly with email tracking and customer communications, enhancing overall engagement.

TAKE A TOUR LEARN MORE

Client Portals
Streamlining Client Interactions for Agencies

Central to our software is a dedicated client portal that enhances interactions with clients by consolidating client details and enabling informed decision-making—all at your fingertips.

TAKE A TOUR LEARN MORE

Tailored Forms

Optimizing the Client Management Process

Our software includes customizable forms that not only save time but also offer insights into client activities, supporting efficient task management and allowing your entire team to focus on delivering exceptional customer experiences.

TAKE A TOUR LEARN MORE

Program and Facilities Oversight

A Comprehensive Suite for Client Trackers

Our client tracking software provides real-time updates on client engagement, featuring a comprehensive dashboard that offers a sweeping view of client stages. This integration empowers your team to make strategic, informed decisions effortlessly.

TAKE A TOUR LEARN MORE

Client Management Software That Redefines Nonprofit Client Tracking 

Streamline Client Service Delivery for Greater Efficiency

Calendars and Scheduling: Enhancing Time Management for Nonprofits

Utilize our intuitive dashboard for scheduling, ensuring no meeting or client visit is overlooked. With its user-friendly interface and prompt response capabilities, our client tracker software acts as a reliable partner in managing your daily agenda. This reduction in repetitive tasks allows your team to focus more on mission-critical tasks and task management, enhancing overall business operations.

Custom Reports: Key Features for Informed Agency Strategies

Gain access to customizable reports through ShareVision, a standout feature that delivers essential insights and metrics for your organization. Serving as a comprehensive client management software tool, it provides a single platform for all client details and interactions. These reports facilitate quick client progress tracking and response times, aiding your agency in making swift, informed decisions.

Empower Your Nonprofit with Comprehensive Client Tracking Tools

Our client tracking software forms a robust client management solution, featuring a wide range of advanced features that enhance client management processes. This suite ensures seamless integrations and exceptional customer experiences, transforming client interactions into opportunities for growth and development.

Nonprofit client tracking system that suits all your needs

CLIENT TRACKING SOFTWARE

Innovative Features of Our Effective Client Management Software

Relationship Building and Tracking

Enhance your agency's network with our client tracker software. This comprehensive suite supports robust email tracking and client interactions, personalizing follow-ups to strengthen client connections. It becomes an integral platform for managing diverse communication preferences, ensuring each client feels valued.

Result-Oriented Outcomes Tracking

Our client management app delivers valuable insights for data-driven decision-making. By monitoring client progress and performance metrics, our software focuses on impactful outcomes, reinforcing your dedication to superior social services.

Detailed Enrollment Records

Our client management systems capture every detail from enrollment to completion. Offering more than just information retention, our tools support informed decision-making, optimizing your enrollment strategy and improving service delivery within the client’s journey framework.

Efficiency Booster

Automate routine tasks and streamline client communications. Our software boosts your team’s productivity, allowing more time for top-tier social services. With real-time data and seamless integrations at your fingertips, adjust strategies quickly to stay ahead.

Enhanced Security Configurations

In today’s digital landscape, our client tracker software is a bastion of trust, ensuring the protection of client details through advanced security measures. Our secure environment allows you to focus on delivering exceptional service to those in need.

ClientTrackingFeature

Additional Beneficial Features for an Optimized Client Tracking System

Alerts, Reminders, and Announcements

Boost efficiency with automated alerts and reminders. Schedule and manage these through email or phone, ensuring timely follow-up. This integration enhances client retention and strengthens client relationships, supported by a user-friendly interface.

Dynamic Content Management

Edit content and generate insightful reports with visual dashboards, providing a comprehensive overview of client metrics. This scalable solution supports dynamic forms and data-driven insights, enhancing your capability to make informed service decisions.

Advanced Contact Manager

Utilize our essential contact management tool for initial and follow-up contacts through various channels, including phone and email. Organize potential clients and manage existing relationships with our customizable dashboard, simplifying your administrative tasks.

Personalized Client Care

Monitor case histories and share email activity insights using our client tracker apps. Offer personalized communication that resonates with clients, making it a favorite tool for nurturing client relationships.

Customizable Client Groups

Streamline client segmentation with our system’s array of features, categorizing clients by needs or location. Offer a personalized touch with the ease of customizable features, optimizing your client management strategy.

A nonprofit client tracking system that suits all your needs

TESTIMONIALS

What our customers are saying

  • nexuslogo

    “As leaders, we are faced with making challenging decisions. More so now than ever! COVID-19 has shaken the world and impacted each of us. One tough decision that I had to make was shutting down our administrative offices and re-deploying all of our leadership staff to work from home. Thanks to ShareVision, this has been seamless – the information flows and the work continues!”

    Brandon Arnett
    Brandon Arnett Executive Director
  • Posabilities-logo

    “ShareVision transformed how we collect and use information. The knowledge base of the ShareVision Product Experts, about their product and the community living sector saved us hundreds of hours and unquantifiable dollars as we designed and implemented our site. It was surprisingly simple to learn and the Sharevision Team was infinitely patient as they trained a non-technical person how to administer our site and develop new content.”

    gina
    Gina Rowan Director of Administration
  • PhippenHouse-logo

    “Our organization went from binders full of paper and notes to bringing it all online with Sharevision.  Though the task seemed daunting, the Sharevision team was with me the whole way to make sure I was able to set up the system exactly how I wanted it.  Whenever I had a question, Sharevision support got back to me within an hour with detailed instructions.  We have now been using Sharevision for almost two years now, and it was one of the best decisions I have made.”

    Andrew Phippen Executive Director
  • CISS-logo

    “CISS has been using Share Vision to manage our program's activities and employee information since 2009.  When we first started with Share Vision, we used Version 3 and a couple of years ago moved over to Version 4.  Using this system has allowed our organization to move towards a paperless system, and during COVID, we had to pivot to this method very quickly.  We were successful in the transition because of the support and education we received from the Break Water Design team and our own internal Share Vision champions.”

    Shari Mahar Executive Director
  • EssexLogo

    “Since we began using ShareVision three years ago, we have invested a great deal of time and resources further developing  our ShareVision database with customized reports, specific notifications and alerts and programming that has revolutionized the way we work. All information is exportable to MS Office programs and templates can be created in Word and Excel for use in ShareVision. The built-in coding for multiple levels of security and privacy gives us the flexibility to offer up only the information necessary for our employees to do their work and ensures information regarding the people we support is kept private and confidential.”

    nancy
    Nancy Vermeulen Administrative Officer (retired)
  • owen sound-logo

    “It is an easy-to-learn and reliable way for our 100 staff users to record information pertaining to the supports they provide people. We are able to introduce new staff members to the system with very little instruction time.”

    Rick Hill Executive Director
  • Spectrumlogo2017a

    “What has been extremely beneficial is having simple and easy web-based access from anywhere in the world and the most current information regarding our supported individuals.”

    Ernie Baatz Executive Director
  • inclusion-langley-logo

    “Along the way we have discovered that it is so much more than a database! We are always going to be learn and grow with ShareVision because there is so much it can do.”

    Gillian Sutcliffe Administrative Assistant

  • “We researched data management systems for a year before choosing ShareVision. It was, comparatively, a “no-brainer” and we now use ShareVision for all our programs and residences, HR, surveys, statistical analysis, and even data management and communication with external partners.”

    Nathaliec3
    Nathalie Callender Previous Executive Director

Just a few of the growing number of organizations using ShareVision’s Case Management Software

Learn More About Client Tracking & Client Management Software

What is client management software?

A client management software is an essential tool designed as a centralized database to manage all customer contact aspects. It efficiently tracks customer interactions, follow-up emails, and phone calls through powerful integrations. This tool stands as an organization's definitive source for customer relationship management, facilitating quick overviews and data-driven decisions through its centralized dashboard.

What is the best way to keep track of clients?

The most effective approach to client tracking is using a robust client management software that integrates email and visual dashboards, supporting month-to-month tracking of customer activities. These solutions provide personalized marketing campaigns and automate sales processes, enhancing the ability to deliver targeted customer communications.

What is the role of customer tracking?

Customer tracking is crucial in developing a comprehensive understanding of your customer base and refining your marketing efforts. It plays a key role in retention by providing actionable insights into customer satisfaction and engagement levels, thereby enhancing the overall sales process and contributing to business growth.

How do you keep track of multiple clients?

Managing multiple clients effectively requires adopting a customer management system with advanced automation capabilities. Such systems should offer marketing automation to handle routine follow-up emails, track email activity, and generate insightful reports on customer interactions, all supported by an intuitive interface.

How do you track communication with clients?

Tracking communication with clients is managed seamlessly using client tracker apps and customer relationship management systems. These platforms provide real-time data and performance metrics, enabling your customer support team to maintain exceptional customer service interactions and manage detailed client contacts and communication histories.

Does a nonprofit need a CRM?

Certainly! A CRM is vital for nonprofits, serving as a multifaceted platform for tracking client profiles, managing relationships, and enhancing customer engagement. It's a cornerstone for fostering meaningful connections with stakeholders and potential customers, offering a range of features that support scalable solutions.

What is CRM for nonprofits?

It is a specialized tool designed for managing intricate customer journeys and providing actionable insights, essential for any nonprofit aiming to amplify their impact and enhance customer satisfaction. This tool facilitates comprehensive client management, integrating essential features to support diverse nonprofit requirements.

How much does nonprofit CRM cost?

The cost of nonprofit CRM varies based on the scale of operations and required features, like custom forms and intuitive dashboards. Many providers offer scalable options to fit diverse needs, ensuring that nonprofits can find software solutions that suit their specific requirements.

How does a client tracking software track user activity?

Client tracking software utilizes email marketing software and automation tools to log customer activities. It offers valuable insights to refine the entire sales process and improve business relationships, supporting a comprehensive view of sales management and client engagement strategies.