ShareVision vs Socianote

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.

Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.