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Client Tracking Software

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Choose accurate nonprofit client tracking with ShareVision

At ShareVision, we understand the importance of your clients - they are at the heart of your organization. We've designed our client tracking software loaded with all the features your nonprofit needs to support them fully, enhancing your client relationship, and helping your staff give the best care experience possible. We work with you to ensure unparalleled customer satisfaction.

From tasks traditionally input manually to paper logs filed by hand, ShareVision's client tracking software efficiently tracks every single client's journey. Our software is a single source of truth, keeping you in control of every aspect of your client support plans, providing a 360-degree view of every individual within your care.

Elevate your nonprofit with our client tracking software

Client tracking for nonprofits: Streamlining your business processes

Here are some of the key features of our client tracking software:

Client Tracking for Nonprofits:

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Enhancing Client Engagement

Discover the pivotal aspects of our client management software, meticulously designed for agencies and social service providers to foster client satisfaction and streamline the client management process.

Client Portals:

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Streamlining Client Interactions for Agencies

At the heart of our client management software solution lies a dedicated portal that enriches the client management tool experience. It consolidates client details, ensuring that individual clients' contact details are at your fingertips, fostering seamless client communication and informed decisions.

Tailored Forms:

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Optimizing the Client Management Process

Our software is equipped with customizable forms, providing valuable insights into client activities. This powerful tool transforms repetitive tasks, saving valuable time and supporting your approach to task management.

Program and Facilities Oversight:

A Comprehensive Suite for Client Trackers

This integral feature of our client tracking software offers real-time updates on client engagement across services. The dashboard provides an overarching view of client stages, empowering your team to make strategic, informed decisions monthly.

ClientTracking-Sm

Enhancing Client Engagement

Discover the pivotal aspects of our client management software, meticulously designed for agencies and social service providers to foster client satisfaction and streamline the client management process.

TAKE A TOUR LEARN MORE
Outcomes-Sm

Streamlining Client Interactions for Agencies

At the heart of our client management software solution lies a dedicated portal that enriches the client management tool experience. It consolidates client details, ensuring that individual clients' contact details are at your fingertips, fostering seamless client communication and informed decisions.

TAKE A TOUR LEARN MORE
SuperSecure-Sm

Optimizing the Client Management Process

Our software is equipped with customizable forms, providing valuable insights into client activities. This powerful tool transforms repetitive tasks, saving valuable time and supporting your approach to task management.

TAKE A TOUR

A Comprehensive Suite for Client Trackers

This integral feature of our client tracking software offers real-time updates on client engagement across services. The dashboard provides an overarching view of client stages, empowering your team to make strategic, informed decisions monthly.

Nonprofit Client Tracking Redefined

Streamline Client Service Delivery for Greater Efficiency

Calendars and Scheduling: Enhancing Time Management for Nonprofits

Leverage our intuitive dashboard for scheduling, ensuring no appointment or client visit goes unnoticed. With flexible views and prompt response times, our client tracker software is a reliable partner in managing your daily agenda. By reducing repetitive tasks, our solution affords your team more valuable time to engage with clients and focus on mission-critical tasks.

Custom Reports: Key Features for Informed Agency Strategies

With ShareVision, you gain access to customizable reports, a standout feature that provides valuable insights and metrics for your organization. Our client tracker software serves as a comprehensive contact management tool, offering a single source of truth for all client details and interactions. Through these reports, you can track client progress and response times, enabling your agency to make informed decisions swiftly.

Empower Your Nonprofit with Comprehensive Client Tracking Tools

Our Client Track Portal and client tracker apps form a powerful client management tool that offers numerous features to transform your client management process. This comprehensive suite provides an organized approach to client accounts, ensuring seamless client contact and interaction. As a powerful tool for client trackers, ShareVision helps you build robust client relationships, backed by reliable contact management features and an efficient client tracker system.

A nonprofit client tracking system that suits your needs
Client tracking software

Innovative features of our effective client tracking software

Relationship Building and Tracking

Monitor and enhance your agency's relationship network with our client tracker software. Our comprehensive suite facilitates the management of emails and client interactions, fostering stronger connections through personalized follow-up communications. This is more than a tool; it becomes your team's favourite for managing a myriad of communication preferences, ensuring that every client feels valued.

Result-Oriented Outcomes Tracking

Our client management app goes beyond basic metrics; it delivers valuable insights that enable your organization to make data-driven decisions. By tracking client progress and analyzing performance metrics, our software helps you focus on outcomes that matter, reinforcing your commitment to delivering impactful social services.

Detailed Enrollment Records

Capture every detail with our client management systems, from service enrollment to program completion. This functionality is not just about retaining information; it’s about providing your team with the tools to make informed decisions, optimize your enrollment strategy, and enhance service delivery, all within a framework that respects the client's journey.

Efficiency Booster

By automating routine tasks and streamlining client communications, our software ensures that your team spends less time on administrative work and more on providing top-tier social services. With real-time data at your fingertips, you can adjust strategies swiftly, ensuring you’re always ahead of the curve.

Enhanced Security Configurations

In a world where data security is paramount, our client tracker software stands as a bastion of trust. With advanced security protocols, you can safeguard your client details while providing transparency that upholds your agency’s integrity. Our system’s secure environment lets you focus on what you do best—delivering exceptional services to those in need.

Additional Beneficial Features for an Optimized Client Tracking System

Alerts, Reminders, and Announcements

Maximize efficiency with automated alerts and reminders. Schedule and send these via email or phone, ensuring timely follow-up emails and calls are managed seamlessly within our system. This approach keeps you, your team, and your clients in sync, enhancing retention efforts and client relationships.

Dynamic Content Management

Edit content, create dynamic forms, and generate insightful reports with visual dashboards that provide a comprehensive overview of client metrics. These tools offer more than just data; they empower you to make data-driven decisions that resonate monthly with your service goals.

Advanced Contact Manager

With our essential contact management tool, make initial and follow-up contacts through various channels, including phone and email. Organize potential clients and manage existing customer relationships with our exceptional dashboard features, simplifying your workflow.

Personalized Client Care

Use our client tracker apps to monitor case histories and share email activity insights, ensuring every client receives care tailored to their preferences. This is your agency's favourite tool for nurturing client relationships through personalized communication.

Customizable Client Groups

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

 A nonprofit client tracking system that suits 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

What is a client tracking system?

A client tracking system is an essential tool that acts as a centralized database for managing all aspects of customer contact, providing an efficient way to track customer interactions, follow-up emails, and phone calls. It's designed to be an organization's single source of truth for customer relationship management, allowing for quick overviews and data-driven decisions.

What is the best way to keep track of clients?

The optimal approach to client tracking is through a robust client management software that offers comprehensive features, such as email integration and visual dashboards. These features enable month-to-month tracking of customer activities and the delivery of personalized email marketing campaigns.

What is the role of customer tracking?

Customer tracking is fundamental in developing a thorough understanding of your customer base and refining your marketing efforts. It facilitates retention efforts by providing actionable insights into customer satisfaction and engagement levels, enhancing the overall sales process.

How do you keep track of multiple clients?

To effectively manage multiple clients, adopting a customer management system with automation capabilities is key. This system should offer marketing automation to handle routine follow-up emails, track email activity, and provide insightful reports on customer interactions.

How do you track communication with clients?

Tracking communication with clients is seamlessly handled by using client tracker apps and customer relationship management systems that provide real-time data and performance metrics, enabling your customer support team to maintain exceptional customer service interactions.

Does a nonprofit need a CRM?

Certainly! A CRM is pivotal for nonprofits, serving as a multifaceted platform for tracking client profiles, enhancing customer engagement, and managing relationships. It's a cornerstone for fostering meaningful connections with stakeholders and potential customers.

What is CRM for nonprofits?

It's a specialized tool designed for managing intricate customer journeys and providing actionable insights, vital for any nonprofit aiming to amplify their impact and customer satisfaction.

How much does nonprofit CRM cost? 

The pricing of nonprofit CRM is contingent on various factors, including the scale of operations and required features, like custom forms and intuitive dashboards. Many providers offer scalable options to fit diverse needs.

How does a client tracking software track user activity? 

Client tracking is sophisticated, utilizing email marketing software and automation tools to log customer activities, offering valuable insights to refine the entire sales process and improve business relationships.