AgileCase vs ShareVision
AgileCase
agilecase.comShareVision
sharevision.appSide by side
| Figure | AgileCase | ShareVision |
|---|---|---|
| Price from | $25/mo | $160/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 6 |
| Spec score · Case Management Software | 8.7 (#11) | 7.7 (#76) |
| Free plan | No | No |
| Security | AgileCase states that it uses 256-bit SSL encrypted channels, encrypts user accounts, restricts support-staff access to private data, tokenizes uploaded document names and maintains full backups. | The platform provides advanced encryption, customizable access settings, multi-factor authentication, permissions and automated daily backups. |
| Support | AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses. | All listed plans include access to the ShareVision Community Forum for technical support. |
| Target users | AgileCase says its customers include foundations, not-for-profits, charities, law firms and banks. | The platform is built for nonprofits, social-service agencies and community-based organizations that provide direct services. |
Plans
ShareVision
- Simply 10$160 a month
- Simply 25$320 a month
- Simply 50$480 a month
- Plenty 100$800 a month
- Plenty 250$1,250 a month
- Plenty 500$2,100 a month
In their own words
ShareVision
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.