Welcome to ShareVision, the solution hub for nonprofit case management software! We are dedicated to providing innovative tools to social service organizations, human service agencies, and nonprofits, empowering you to excel in a dynamic and challenging landscape of care coordination. Our advanced case management software allows for an efficient workflow, promoting increased productivity and enriched service delivery.
Watch the video below to learn about some of our case management software’s favorite features.
Everything you need for smaller agencies to get started tracking clients
Manage people, services, facilities and daily operations under one unified management framework. Built for staff, managers and administrators, ShareVision Case Management gives organizations tools to connect, communicate and collaborate. Whatever your role, see the whole picture. See change, as you make it happen.
Even more power and flexibility for organizations that have more complex needs
ShareVision Plus gives you more storage space, more features, and the freedom to scale, expand, and build on ShareVision with additional features, unlimited custom reports, and custom site development.
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All the features you need to get started tracking and managing your clients, services, and staff quickly and easily
And that is not all... Read more about all the great ShareVision features at sharevision.ca/highlights.
Just a few of the growing number of organizations using ShareVision’s Case Management Software
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, Cranbrook Society for Community Living
We are lucky to have these amazing people making ShareVision better every day.
Lisa is a past customer that loved ShareVision so much she just had to join the team.
Cam enjoys helping people so joining ShareVision was a great fit.
Mike worked 8 years in social services as a front line worker before joining ShareVision and becoming our product expert and training team lead.
Lucas is originally from Brazil and worked in software both there and here before joining our team. He now heads up our Product Development efforts.
ShareVision's comprehensive software solution is tailored to meet the specific needs and demands of human service organizations. We help you effortlessly manage a multitude of operations, from recording case notes and client interactions to managing online forms and facilitating seamless community partnerships. The integral features of our software drive efficiencies, saving valuable time that can be reinvested in the core mission of care.
At ShareVision, we believe in maximizing the impact of your organization. Our software offers superior performance analytics and reporting mechanisms, allowing you to track services, measure outcomes, and track client progress. Our dynamic dashboards present a clear and informative picture of your operations, guiding data-driven decision-making to elevate your community impact.
We understand that fundraising is crucial for the sustainability and growth of nonprofits. That's why our software integrates innovative donor management tools that simplify and enhance your fundraising efforts. With our features, tracking and measuring the success of your personal service pans is made easier: leverage your data with strong analysis and reporting capabilities, both for internal review and any governing bodies requiring progress reports.
ShareVision is more than just a software. It's an all-encompassing platform designed to facilitate your administrative tasks while enhancing your service delivery. Our software's advanced reporting system offers a complete suite of reports from time reports to table data reporting, ensuring a thorough record of your organization's history. Furthermore, our seamless integration with popular email clients enhances your client communication, promoting efficient and effective interactions.
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Meet our team of experts, passionate professionals from various fields, including social services, business development, and software development. They bring invaluable insights and best practices to ensure you make the most of our case management software. Our team is committed to supporting your mission, helping you optimize workflows, manage resources, and make informed, data-driven decisions.
Experience first-hand the transformative impact of ShareVision on your service delivery. With our case management software, we empower nonprofits and social service agencies to automate administrative tasks, manage client portals and track services to anticipate client needs. Our software, powered by advanced analytics, drives performance improvements, redefining the landscape of care coordination.
Dive deeper into the world of ShareVision, your number one choice for human services software. As we work extensively with nonprofit organizations and human services agencies, our software solution is tailored to address the unique and growing needs of care-based organizations.
Experience the power of ShareVision first-hand by signing up for a live web demo. See how you can navigate through our management software systems, understand how we handle task management, client records, time tracking, and much more. With ShareVision, witness the transformative potential of cloud-based case management software.
ShareVision believes in the power of comprehensive assessments. Our software comes with a robust set of tools for service providers to conduct detailed evaluations of the individuals and communities they serve. These assessments inform your program management, helping to adapt services to the evolving needs of your clientele.
We're proud to be part of the Social Solutions ecosystem. As such, we're committed to providing human services organizations with an exceptional dashboard experience. Our configurable dashboards allow you to monitor and manage your resource and client management tasks in real-time, giving you a comprehensive picture of your operations at a glance.
We firmly believe in the transformative potential of digital integration. ShareVision’s management software options provide a multitude of solutions, allowing you to leverage technology to enhance the efficiency and effectiveness of your operations. Uncover new possibilities for service delivery and client management through our diverse software suite.
The intake process is an essential first step in service provision. ShareVision's intuitive intake form streamlines the entry point for new clients, making it easier to collect, organize, and access vital information right from the start. This smooth beginning leads to more efficient and effective service delivery down the line.
In the complex world of nonprofit organizations and human services, having a reliable and robust management software solution is critical. ShareVision, with its variety of tools and features, stands ready to assist your organization navigate the demanding landscape of service provision. Our software enables you to manage your resources better, track progress, and make informed decisions based on real-time data.
Effective resource management is vital for any organization, more so for nonprofits operating on tight budgets and resources. ShareVision’s powerful resource management features help you optimize the utilization of your resources, ensuring that you deliver maximum value with every decision and action.
ShareVision's configurable dashboards offer a comprehensive overview of your organization's activities. With real-time data and intuitive visualizations, you can monitor your operations, track your performance, and make informed decisions. It's all about giving you the complete picture to guide your strategies and actions
ShareVision has crafted an exemplary software that aids human service organizations in their pursuit of excellence. Our comprehensive software suite includes critical features such as document management, contact management, and more, designed with the unique needs of human services organizations in mind.
Nonprofit case management requires a multi-faceted approach. ShareVision's nonprofit case management software enables seamless program management, from client intake process to recording case notes, and everything in between. By eliminating the need for paper files, we offer an environment-friendly and efficient alternative to traditional methods.
Unleash efficiency with ShareVision's modules for workflow. These modules enable automation of routine tasks, saving your valuable time, and reducing errors. Whether it’s managing tasks, tracking employee schedule, or overseeing client records, our workflow modules have got you covered.
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We believe in providing value at every price point. Our pricing plans are designed to accommodate organizations of all sizes, ensuring you have access to the tools you need to succeed. Enjoy key features like task management, document management, and outcomes tracking, all within your budget.
Powered by advanced analytics and innovative cloud-based solutions, ShareVision offers a comprehensive management platform to foster care and human services organizations. Our commitment to facilitating service delivery and boosting organizational efficiencies sets us apart in the realm of case management software.
Case management software is a specialized type of software that helps organizations effectively manage and record case notes, track attendance, create service plans, and implement service programs. At its core, it enables the project management team to oversee and execute cases or projects within a centralized location.
While both case management and Customer Relationship Management (CRM) systems centralize data, their primary focuses differ. A CRM primarily aids in managing relationships and interactions with customers or clients, whereas case management software is more comprehensive. Case management software, such as our Nonprofit case management software, additionally assists in service planning, compliance, outcome reporting, and more.
A case management system is designed to simplify and streamline case handling. It aids in recording case notes, tracking attendance, form creation, and annual reporting, all in a simple and efficient manner. Its primary purpose is to improve firm performance and reduce the risk of errors, thereby boosting efficiency and productivity.
Nonprofit case management involves managing the unique cases and operations of a nonprofit organization, often including service planning, compliance monitoring, outcome reporting, and more. Nonprofit case management software, like ShareVision, offers tools tailored to the needs of nonprofits, helping them maintain a high level of service while reducing administrative hours, thereby reducing costs
The cost of nonprofit CRM software can vary based on features, users, and specific needs of the organization. However, at ShareVision, we are committed to providing reasonable prices for our services. Specific pricing can be found on our website or by reaching out to our team for a quote.
Yes, a nonprofit can significantly benefit from a CRM. It helps manage donor relationships, track service programs, ensure compliance, and utilize reporting tools. A CRM can also assist with trust accounting and simplifying the billing process, making it a valuable tool for any nonprofit organization.
Nonprofit cloud case management is a modern approach that employs cloud-based case management software programs to manage nonprofit operations. It allows organizations to access their data from any location and ensures that all information is stored in a single source, which is crucial for document sharing and data management.
While there can be overlaps, case management isn't exactly the same as CRM. Case management software often incorporates many CRM features but goes a step further by including tools for creating service plans, outcomes tracing, attendance, reporting and compliance. In essence, case management software, such as our Nonprofit case management software, offers a more holistic solution, encompassing not just client relations but overall case handling.
Breakwater Designs Limited
PO Box 1980,
Sechelt, BC V0N 3A0
Call us: 1.866.971.4325
Email: info@sharevision.ca