ShareVision: Your CRM Solution for Easier Nonprofit Management
Client Tracking
Client Tracking
Optimize and centralize client information management with our tailored cloud-based program for non-profit organizations. 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 nonprofit CRM can make client tracking fast and easy!
Outcomes Tracking
Outcomes Tracking
Elevate monitoring of your client’s progress with our advanced analytics tools and flexible dashboards. 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 ShareVision the best nonprofit CRM to optimize outcomes tracking!
Super Secure
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
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
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
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
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
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.
Client Tracking
Optimize and centralize client information management with our tailored cloud-based program for non-profit organizations. 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 nonprofit CRM can make client tracking fast and easy!
Outcomes Tracking
Elevate monitoring of your client’s progress with our advanced analytics tools and flexible dashboards. 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 ShareVision the best nonprofit CRM to optimize outcomes tracking!
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
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
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
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
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
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.
