ShareVision vs Tracker

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.

Tracker is a cloud-based case management platform for prosecution, moving criminal matters from arrest through final disposition. It imports arrest data and citations, centralizes case information and provides statewide witness and defendant data. Teams can use statewide charge forms and generate indictments, accusations, subpoenas and pleadings from case records. Calendaring tracks statutory clocks, court dates and discovery deadlines. TED publishes discovery to defense counsel through a GCIC-compliant site and logs sends, receipts and downloads. Tracker also records victim-witness services and post-adjudication reporting. Permissions and audit trails address sensitive criminal justice information. Integrations exchange data with Georgia Crime Information Center, CJEP e-filing, Judicial Data Exchange and Pardons & Parole notifications; CJEP covers 50 counties, while Judicial Data Exchange is local to five circuits. Pricing is on request; a free plan and trial are listed.