ShareVision
sharevision.app
What it is
ShareVision is a cloud-based nonprofit CRM and case-management platform for direct-service organizations. It brings client records, service activity, goals, outcomes, staff workflows, and reporting into one system. Teams can maintain client profiles, case notes, documents, service enrollment histories, and waitlists, while tracking program and individual goals, assessments, indicators, and pre- and post-service surveys. Editable electronic forms and configurable fields let organizations adapt forms to their processes. Alerts can arrive in the app, by email, or by SMS; SMS requires a Twilio account. Calendar connections are available for Google and Microsoft. The responsive web platform works on mobile devices without an app. ShareVision lists encryption, configurable access, permissions, multi-factor authentication, and automated daily backups. It says customer data is held in Canada. Plans start with Simply 10 at $160 a month under an annual commitment, covering 1–10 users, 10 GB of built-in document storage, and unlimited clients and services. A free trial is available, but there is no free plan.
Spec sheet
- What it does
- ShareVision is a cloud-based nonprofit CRM and case-management platform for managing client records, services, goals, outcomes, staff workflows and reporting.Read 1 Oct 2026 · sharevision.app
- Free plan
- NoRead 20 Sep 2026 · sharevision.app
- Security
- The platform provides advanced encryption, customizable access settings, multi-factor authentication, permissions and automated daily backups.Read 1 Oct 2026 · sharevision.app
- Support
- All listed plans include access to the ShareVision Community Forum for technical support.Read 1 Oct 2026 · sharevision.app
- Headquarters
- Sechelt, British Columbia, CanadaRead 28 Sep 2026 · sharevision.app
- Calendar integrations
- ShareVision can connect to Google or Microsoft calendars.Read 1 Oct 2026 · sharevision.app
- Client tracking
- ShareVision supports client profiles and records, case notes, documentation, service enrollment history and waitlists.Read 1 Oct 2026 · sharevision.app
- Company history
- ShareVision was created in 2004 by founder Sven Brindley to address operating challenges at a developmental-services organization in Sechelt, British Columbia.Read 1 Oct 2026 · sharevision.app
- Custom forms
- ShareVision includes editable electronic forms and tools for customizing fields and forms around an organization’s processes.Read 1 Oct 2026 · sharevision.app
- Customer base
- ShareVision says it has helped more than 200 agencies migrate from paper-based systems to online automated environments.Read 1 Oct 2026 · sharevision.app
- Data residency
- ShareVision states that customer data is stored in Canada on database servers behind secure firewalls.Read 1 Oct 2026 · sharevision.app
- Free trial
- ShareVision offers a complimentary, no-obligation two-week trial for available add-on features.Read 1 Oct 2026 · sharevision.app
- Mobile access
- ShareVision works on mobile devices through a responsive cloud platform and requires no app.Read 1 Oct 2026 · sharevision.app
- Notifications
- The notification manager can send in-app, email or SMS alerts, with SMS requiring a Twilio account.Read 1 Oct 2026 · sharevision.app
- Outcomes tracking
- Organizations can track individual and program goals, progress, outcome indicators, assessments and pre- and post-service surveys.Read 1 Oct 2026 · sharevision.app
- Target users
- The platform is built for nonprofits, social-service agencies and community-based organizations that provide direct services.Read 1 Oct 2026 · sharevision.app
Plans and prices
Simply 10 $160 a month annual commitment required 1–10 users · 10 GB built-in document storage · unlimited clients and services Read 1 Oct 2026 · sharevision.app
Simply 25 $320 a month annual commitment required 11–25 users · 10 GB built-in document storage · unlimited clients and services Read 1 Oct 2026 · sharevision.app
Simply 50 $480 a month annual commitment required 26–50 users · 10 GB built-in document storage · 5 JumpStart service credits · unlimited clients and services Read 1 Oct 2026 · sharevision.app
Plenty 100 $800 a month annual commitment required 51–100 users · 100 GB built-in document storage · 40 JumpStart service credits · suite of add-ons Read 1 Oct 2026 · sharevision.app
Plenty 250 $1,250 a month annual commitment required 101–250 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons Read 1 Oct 2026 · sharevision.app
Plenty 500 $2,100 a month annual commitment required 251–500 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons Read 1 Oct 2026 · sharevision.app
Strong points and limits
Strong points
- Tracks client records, service histories, and waitlists.
- Supports individual and program outcome tracking.
- Forms and fields can be customized.
- Works on mobile devices without an app.
- Includes multi-factor authentication and daily backups.
Limits
- No free plan is listed.
- SMS alerts require a Twilio account.
- Plans require an annual commitment.
- The web platform is the listed platform.
Who it suits
ShareVision is aimed at nonprofits, social-service agencies, and community organizations providing direct services. It may fit teams that need client, service, goal, and outcome records alongside customizable forms and reporting.
Verdict
ShareVision covers client management, service tracking, outcomes, and adaptable forms in a mobile-responsive web platform. Check the annual commitment and SMS requirement against your organization's needs.
Where Specifiction places it
- Case Management Software#76 of 1777.7
- Nonprofit Case Management Software#16 of 327.6
