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Nonprofit CRM

Discover Simply ShareVision - Our newest solution for small nonprofit organizations

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Experience the Best in Nonprofit CRM for Small Social Service Agencies

Unveil the leading digital platform for small social service entities with ShareVision. Tailored for nonprofits, ShareVision simplifies creating collaborative online environments for enhanced interaction and tracking. Revolutionize your social service initiatives using Simply ShareVision's intuitive tools.

Feel the impact of Simply ShareVision: Your ultimate small nonprofit CRM.
Powerful Features

Simply ShareVision: Your CRM Solution for Easier Nonprofit Management

Client Tracking

ClientTracking-Sm

Client Tracking

Optimize and centralize client information management with our tailored cloud-based program for non-profit organizations. Simply ShareVision elevates your nonprofit team’s ability to manage constituent records, ensuring personalized client experiences. Use our platform to maintain detailed contact details, engage in actionable insights through effective online communication tools, and streamline back-office processes with our all-in-one solution.

Experience seamless task management by documenting interactions with clients, involving your entire team in development through shared calendars and documents. Our cloud-based solution provides the robust features you need to keep client service at a premium.

The best small nonprofit CRM can make client tracking fast and easy!

Outcomes Tracking

Outcomes-Sm

Outcomes Tracking

Elevate monitoring of your client’s progress with our advanced analytics tools and flexible dashboards. Simply ShareVision's CRM for nonprofits aids your team in capturing valuable insights at every engagement level, using custom fields to adapt to your mission-critical needs. Set and track client goals with our easy-to-use interfaces, ensuring your team remains focused on core outcomes.

Set goals for individual clients directly in the CRM software.

Align your nonprofit’s level of care with key performance indicators and development goals within our robust CRM platform. Our cloud-based CRM software fosters a culture of continuous improvement and ongoing training, pivotal for your organization's growth.

Discover what makes Simply ShareVision the best small nonprofit CRM to optimize outcomes tracking!

Super Secure

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Super Secure

Our small non-profit organizations' platform deploys advanced encryption and customizable access settings for unmatched data protection. Embrace our all-in-one solution with multi-factor authentication and empower your team with control over their administrative tasks.

Tailored User Access for Nonprofit Teams

Define user permissions within our CRM to support your charitable organization's mission-critical operations, ensuring secure, strategic access to key performance indicators.

Daily Data Backups

Secure and restore your valuable insights with our automated daily backups, ensuring minimal disruption to your nonprofit's services.

Experience top-notch security with the best CRM for small nonprofit organizations

Works On Mobile

Mobile-Sm

Works On Mobile 

No App Needed

Our cloud-based CRM software adapts flawlessly to any device, providing your entire team with the tools they need for successful outreach and engagement without the need for an app.

Mobile Control for Nonprofit Administration

With flexible dashboards and custom fields, manage your engagement history and attendee tracking directly from any mobile device for effective online support.

Explore Simply ShareVision's CRM, designed to elevate your nonprofit to a new level of efficiency and impact.

Choose Simply ShareVision's CRM solution for mobile-ready functionality

Editable Forms

Forms-Sm

Editable forms 

Key feature of our CRM for small nonprofits

Tailor your nonprofit's data collection with our form editor, boasting a library of standard forms. Enhance your social service organization’s customer service with this cloud-based program, adapting forms for high engagement levels and contact management.

Forms Editor

Create forms easily, adding fields for contact records to elevate customer experience. This key feature in our CRM for nonprofits streamlines task management and administrative processes.

Discover editable forms, a key feature of Simply ShareVision, the best CRM for small nonprofit organizations

Calendars and Files

CalendarsFiles-Sm

Calendars and Files

Choose a simple, easy to use nonprofit CRM

Link seamlessly with your existing calendars and file-sharing systems. Our CRM simplifies event management, focusing on mission-critical needs and a superior customer service experience.

Manage Your Dashboard

Automatically update your dashboard with new client additions, keeping your nonprofit center organized. Tailor calendars and files to match your CRM for nonprofits, ensuring a deeper level of personalized outreach.

Experience seamless CRM integration with Simply ShareVision

Notifications

Notifications-Sm

Notifications 

A Highlight in our customer relationship management tool

Optimize your day operations using our notification manager to set up notifications for users based on complex triggers, including dates and times. Users can be notified in-app, via email, or even SMS (Twilio account req.)

Optimize workflow management in your small nonprofit

Use the ability to trigger alerts based on form field values to build complex workflows where a series of people are notified. Make it easy for your teams to complete the next step with notifications that link to the form that triggered it.

Explore automated notifications with the Simply ShareVision CRM

Built-in Wizards

Wizards-Sm

Built-in Wizards

With Simply, adding clients, services, and forms to your site is a breeze. Our wizards guide you through even the most complex tasks. Here are some of the processes we've made easier:

  • Adding clients
  • Adding services
  • Entering and exiting clients to/from services
  • Adding contacts for clients
  • Adding forms to a portal
  • Setting up permissions for clients and services

Enhance your client journey, streamline your marketing efforts, and optimize your email campaigns with Simply ShareVision, the best CRM for small nonprofits. Offering affordable plans, Simply is your path to business intelligence, superior client services, and efficient data management.

ClientTracking-Sm

Client Tracking

Optimize and centralize client information management with our tailored cloud-based program for non-profit organizations. Simply ShareVision elevates your nonprofit team’s ability to manage constituent records, ensuring personalized client experiences. Use our platform to maintain detailed contact details, engage in actionable insights through effective online communication tools, and streamline back-office processes with our all-in-one solution.

Experience seamless task management by documenting interactions with clients, involving your entire team in development through shared calendars and documents. Our cloud-based solution provides the robust features you need to keep client service at a premium.

The best small nonprofit CRM can make client tracking fast and easy!
Outcomes-Sm

Outcomes Tracking

Elevate monitoring of your client’s progress with our advanced analytics tools and flexible dashboards. Simply ShareVision's CRM for nonprofits aids your team in capturing valuable insights at every engagement level, using custom fields to adapt to your mission-critical needs. Set and track client goals with our easy-to-use interfaces, ensuring your team remains focused on core outcomes.

Set goals for individual clients directly in the CRM software.

Align your nonprofit’s level of care with key performance indicators and development goals within our robust CRM platform. Our cloud-based CRM software fosters a culture of continuous improvement and ongoing training, pivotal for your organization's growth.

Discover what makes Simply ShareVision the best small nonprofit CRM to optimize outcomes tracking!
SuperSecure-Sm

Super Secure

Our small non-profit organizations' platform deploys advanced encryption and customizable access settings for unmatched data protection. Embrace our all-in-one solution with multi-factor authentication and empower your team with control over their administrative tasks.

Tailored User Access for Nonprofit Teams

Define user permissions within our CRM to support your charitable organization's mission-critical operations, ensuring secure, strategic access to key performance indicators.

Daily Data Backups

Secure and restore your valuable insights with our automated daily backups, ensuring minimal disruption to your nonprofit's services.

Experience top-notch security with the best CRM for small nonprofit organizations
Mobile-Sm

Works On Mobile 

No App Needed

Our cloud-based CRM software adapts flawlessly to any device, providing your entire team with the tools they need for successful outreach and engagement without the need for an app.

Mobile Control for Nonprofit Administration

With flexible dashboards and custom fields, manage your engagement history and attendee tracking directly from any mobile device for effective online support.

Explore Simply ShareVision's CRM, designed to elevate your nonprofit to a new level of efficiency and impact.

Choose Simply ShareVision's CRM solution for mobile-ready functionality
Forms-Sm

Editable forms 

Key feature of our CRM for small nonprofits

Tailor your nonprofit's data collection with our form editor, boasting a library of standard forms. Enhance your social service organization’s customer service with this cloud-based program, adapting forms for high engagement levels and contact management.

Forms Editor

Create forms easily, adding fields for contact records to elevate customer experience. This key feature in our CRM for nonprofits streamlines task management and administrative processes.

Discover editable forms, a key feature of Simply ShareVision, the best CRM for small nonprofit organizations
CalendarsFiles-Sm

Calendars and Files

Choose a simple, easy to use nonprofit CRM

Link seamlessly with your existing calendars and file-sharing systems. Our CRM simplifies event management, focusing on mission-critical needs and a superior customer service experience.

Manage Your Dashboard

Automatically update your dashboard with new client additions, keeping your nonprofit center organized. Tailor calendars and files to match your CRM for nonprofits, ensuring a deeper level of personalized outreach.

Experience seamless CRM integration with Simply ShareVision
Notifications-Sm

Notifications 

A Highlight in our customer relationship management tool

Optimize your day operations using our notification manager to set up notifications for users based on complex triggers, including dates and times. Users can be notified in-app, via email, or even SMS (Twilio account req.)

Optimize workflow management in your small nonprofit

Use the ability to trigger alerts based on form field values to build complex workflows where a series of people are notified. Make it easy for your teams to complete the next step with notifications that link to the form that triggered it.

Explore automated notifications with the Simply ShareVision CRM
Wizards-Sm

Built-in Wizards

With Simply, adding clients, services, and forms to your site is a breeze. Our wizards guide you through even the most complex tasks. Here are some of the processes we've made easier:

  • Adding clients
  • Adding services
  • Entering and exiting clients to/from services
  • Adding contacts for clients
  • Adding forms to a portal
  • Setting up permissions for clients and services

Enhance your client journey, streamline your marketing efforts, and optimize your email campaigns with Simply ShareVision, the best CRM for small nonprofits. Offering affordable plans, Simply is your path to business intelligence, superior client services, and efficient data management.

WATCH A VIDEO

Discover Simply ShareVision: 

The Best CRM for Small Nonprofits in the USA

Watch the video to learn about some of our case management software's favourite features.

There are lots more ShareVision videos on our YouTube channel.

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!

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

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

PLANS

Choose Only What You Need

  • Simply 10

  • Simply 25

  • Simply 50

    Most Popular!
  • ShareVision Plenty and Plus

Simply 10

$120/mo*
*annual commitment required

For agencies with 1 - 10 users

Everything you need to start tracking clients and services today.

BUY NOW

Simply 25

$240/mo* 
*annual commitment required

For agencies with 11 - 25 users

Gives slightly larger agencies up to 25 users to get started. 

BUY NOW

Simply 50

Most Popular!

$360/mo* 
*annual commitment required

For agencies with 26 - 50 users

Gives medium sized agencies up to 50 users. 

BUY NOW

ShareVision Plenty and Plus

Price TBA

For larger agencies

Coming soon, the Plenty and Plus plans will give larger agencies more users and more features.

Can't wait? Check out ShareVision and ShareVision Plus, our current offering for larger agencies. 

CHECK OUT SHAREVISION
Users up to 10 up to 25 up to 50 50 plus
Technical Support ShareVision Forum and
Pay Per Issue
ShareVision Forum and
Pay Per Issue
ShareVision Forum and
Pay Per Issue
5 Credits Included!Credits can be used to purchase technical support or time with a product expert.
Premium Same-day Support 
Clients and Services Unlimited Unlimited Unlimited Unlimited
5 GB  of built in document storage Blue-Check Blue-Check Blue-Check 10 GB
Connect to Google or Microsoft calendars Blue-Check Blue-Check Blue-Check Blue-Check
Forms library with editable forms Blue-Check Blue-Check Blue-Check Blue-Check
In-app, email and SMS notifications * Blue-Check Blue-Check Blue-Check Blue-Check
Security manager Blue-Check Blue-Check Blue-Check Blue-Check
Site manager for adding and customizing site portals and pages. Blue-Check Blue-Check Blue-Check Blue-Check
In app chat between users Blue-Check Blue-Check Blue-Check Blue-Check
Full featured in-app report designer Blue-Check Blue-Check Blue-Check Blue-Check
Advanced form features Blue-Check
Anonymous forms
(no log in required)
Blue-Check
Advanced calendar and document features Blue-Check
Single sign on with Google or Microsoft accounts Blue-Check
Create listing portals Blue-Check
Form field security Blue-Check
Portal landing configuration Blue-Check
Virtual intake form Blue-Check

Discover the power of small nonprofit CRM solutions

What is a small nonprofit CRM?

A Small Nonprofit CRM caters to the distinct requirements of non-profit entities through a flexible, cloud-enabled or local software system. This suite of CRM tools delivers a broad array of functionalities that bolster operational fluidity, nurture stakeholder connections, and empower fundraising activities tailored to the needs of small-scale non-profit organizations.

What is the best nonprofit CRM solution for your organization?

Choosing the best CRM system for a nonprofit is integral to enhance operations, develop donor relationships, and monitor fundraising progress. Advanced nonprofit CRM software boosts membership management, relationship cultivation, and operational oversight. With capabilities for handling donations and donor profiles, these tools support everything from email campaigns to event attendance, all streamlined within one platform.

Membership management

In managing membership, such CRM systems ensure effective contact management, facilitate custom reporting, and leverage marketing tools for robust engagement strategies. They're pivotal for nonprofits aiming for growth in donor relationships and fundraising achievements.

Campaign and event management tools

The right CRM software eases campaign and event management, incorporating email automation and fundraising software, which are essential for planning and tracking charity events and donor journeys.

Volunteer and program management

Effective volunteer and program management is achieved through these CRMs, with their ability to handle donor segments and centralize databases, ensuring that volunteer coordination aligns with fundraising goals.

Real-time reporting and customizable dashboards

Moreover, CRMs equip nonprofits with real-time reporting features and customizable dashboards, making it simpler to process payments and track donation processes, while providing accurate reporting on the organization's activities.

Do small nonprofits need CRM systems?

Small nonprofits greatly benefit from CRM systems, enhancing donor engagement, streamlining the donation process, and improving fundraising software integration. These systems support the management of donor interactions and foster strong relationships with key stakeholders.

What is the pricing for CRM solutions for nonprofits?

The cost of nonprofit CRM platforms, including those with fundraising goals, donor management solutions, and email marketing campaigns, depends on various factors. Pricing considers user numbers, storage capacity, and advanced features like email automation and social media integration.

How do nonprofits utilize CRM software?

Nonprofits utilize CRMs to maximize operations, track donor behavior, and manage fundraising events. These systems provide donor database management, campaign management tools, and integrate technical solutions for charity events, ensuring enriched donor journeys and back-office efficiency.

Why opt for specialized CRM software for small nonprofits?

Tailored CRM software for smaller nonprofits encompasses a plethora of features enhancing nonprofit operations. It comes equipped with intuitive integrations, enriched donor profiles, and insightful custom reports, crafted for your unique needs. Pricing models cater to the modest budgets of small nonprofits and offer scalability for growth.

Enhance your workflow with a CRM system designed for small nonprofits

CRM software for smaller nonprofits is a game-changer, enabling streamlined workflows and a centralized database. It delivers a comprehensive suite of marketing tools and donor management platforms, along with customizable dashboards, to harness the full potential of your organization and elevate donor engagement.