Client tracking for nonprofits: Streamlining your business processes
Here are some of the key features of our client tracking software:
Client Portals: Centralizing client data for nonprofits
ShareVision positions supported individuals at the center of our CRM software, allowing easy access to crucial client details and records. View contact history, service history, and other pertinent client data all from one place, streamlining communication within your team and with external contractors or affiliated companies. Our client portal provides an effective solution to track clients and share essential procedures, reminders, and client updates to ensure no detail is missed.
Individualized forms: A key feature for nonprofit client tracking
Our client tracking software comes loaded with best-practice editable forms spanning over 20 years of development. Case managers can use these forms to track everything - from client notes, medications, to daily activities, and checklists. With ShareVision, customize your forms as per your needs or develop new ones as your organization grows, ensuring effective tracking of client activity.
Program and Facilities Management
Managing multiple programs or facilities is an integral part of the services you provide. With ShareVision’s client tracking software, keep track of which programs each client participates in, their housing details, and more. As your organization grows, you can add potential clients to waitlists and notify them when a room becomes available or when new programs are introduced.
Our client tracking software: Your solution
Streamline client service delivery for greater efficiency
Calendars and Scheduling: Keeping track of client activities
Stay updated about upcoming events, appointments, and visits with our advanced calendar system. Never miss an appointment or visit with ShareVision's client tracker, reducing manual input for each event and reminder. This feature saves you from tedious administrative tasks, freeing up more time for crucial work areas.
Custom Reports: Ensuring transparency and compliance
Whether your organization is publicly or privately funded, ShareVision allows you to create custom reports that present a clear picture of individual, program, or organizational level activities. These reports can be easily customized for funders, board members, government entities, or stakeholders, ensuring that your organization's standards are met, and funding continues.
Unleash the power of nonprofit client tracking with ShareVision
We know how crucial your work is, and that’s why we strive to offer the best client tracking software solutions. Uncover the power of efficient client management and superior customer relationships with ShareVision. Contact us today to learn more about how our software can revolutionize your organization's client tracking and management process.