
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.
Innovative features of our effective client tracking software
Relationship building and tracking
Monitor the intricate network of relationships between clients and their families, medical professionals, or any additional support resources. This crucial feature ensures all interactions and communication history are well-documented, enhancing client relationships.
Result-oriented outcomes tracking
Evaluate your clients' progress by tracking their goals, influencing factors, and advancements. ShareVision, our Client Relationship Management Software, offers diverse data collection options for better client tracking metrics.
Detailed enrollment records
Keep comprehensive track of client enrollment details, such as their service or facility enrollment, waitlist status, referral dates, start and end dates, etc. This helps in maintaining an updated client list and managing the client intake process effectively.
Efficiency booster
Our software catalyzes your team's productivity by automating tasks and processes, thereby providing more time for your staff to focus on their clients (and potential clients) by streamlining their workflow and efficiency with ShareVision.
Enhanced security configurations
We prioritize your clients' safety with our multi-layered security system. Our software allows permission-based access, ensuring client records are only accessible to authorized users.
Additional beneficial features for an optimized client tracking system
Alerts, reminders and announcements
Efficiently manage your reminders and alerts, and send them to any chosen recipient. Be it agency-wide announcements or targeted messages, our client tracking method facilitates it all.
Dynamic content management
Whether you need to edit built-in content or create custom forms, surveys, calendars, and more, our software has you covered. Also, generate custom reports and access add-on features to further expand the tools you can use to help streamline all of your efforts under one roof.
Advanced contact manager
Leverage our robust search capability and multiple contact types for initial contact with clients. Utilize Relationship Tracking to manage your network of connections. Manage active/inactive client status, upload photos, and assign programs and residences.
Personalized client care
Monitor your clients' detailed information and case histories to provide the best care possible. Use our email alerts software to share valuable insights with other service providers.
Customizable client groups
Categorize your clients into various client groups based on their needs, preferences, or geographic location.
Our client tracking software: Your solution
What is a client tracking system?
A client tracking system is a centralized location for managing all individual contacts and client records, essentially serving as the backbone for staff and service teams for your staff to effortlessly locate the clients you support. It records communication history, items, and contact info, offering a single platform for effective client management.
What is the best way to keep track of clients?
The best way to keep track of clients is by utilizing a robust client tracking method such as CRM software. This provides a network for tracking everything within your nonprofit or agency, from the initial intake to client profiles, records, and communication or updates between staff in relation to the clients you are searching for.
What is the role of customer tracking?
Customer tracking plays a pivotal role in driving business solutions. It allows business owners to monitor client interactions across multiple locations and communication channels. By building a complete understanding of your client’s journey, you can tailor your marketing endeavours to your clients' needs and preferences.
How do you keep track of multiple clients?
Tracking multiple clients is a breeze with CRM software, which can handle unlimited users and maintain an extensive client database. Such software solutions provide solutions allowing you to centralize all client information and activity, making it readily accessible for your team.
How do you track communication with clients?
Communication with clients can be tracked through the use of a client portal, which logs all interactions in a single location. It provides an invaluable overview of communication history, and helps maintain a record of all items discussed, supporting the development of a strong client relationship.
Does a nonprofit need a CRM?
Absolutely! A CRM provides nonprofits with a unified platform for tracking client interactions, managing and enhancing communication through multiple channels. It is an essential tool for establishing a strong relationship with donors, volunteers, and beneficiaries.
What is CRM for nonprofits?
CRM for nonprofits is a unique solution designed to manage the relationship between the nonprofit and its stakeholders. It’s a must-have tool for any nonprofit seeking to improve their efficiency and effectiveness.
How much does nonprofit CRM cost?
The cost of nonprofit CRM varies based on factors such as the size of the organization, the features required, and the number of users. Many CRM solutions offer flexible pricing structures to accommodate different needs. For exact pricing, it's best to reach out to a CRM provider for a tailored quote.
How does client tracking software track user activity?
Client activity can be tracked by businesses using sales automation tools, which enable them to record interactions, purchase history, and client questions. This provides a comprehensive view of your clients, allowing sales managers and sales reps to personalize their approach, leading to improved sales tracking.