ShareVision vs Trackops

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.

Trackops has no write-up on Specifiction yet; its figures are above.