Freedom251 › Case Management Software
ShareVision
by ShareVision
What ShareVision is
ShareVision is a cloud-based nonprofit CRM and case-management platform for organizations providing direct services. Teams can manage client profiles, case notes, documents, service enrollment histories, waitlists, staff workflows, and reporting. The platform tracks individual and program goals, progress, outcome indicators, assessments, and pre- and post-service surveys. Editable electronic forms and customizable fields help organizations adapt intake and other processes. A notification manager sends in-app, email, or SMS alerts; SMS requires a Twilio account. ShareVision connects with Google and Microsoft calendars and works on mobile devices through a responsive web platform without a separate app. Security controls include encryption, configurable access settings, permissions, multi-factor authentication, and automated daily backups. ShareVision states that customer data is stored in Canada on database servers behind secure firewalls. Paid plans require an annual commitment and start at $160 a month for Simply 10, covering 1–10 users, 10 GB of built-in document storage, and unlimited clients and services.
Who it suits
It suits nonprofits, social-service agencies, and community organizations that provide direct services and need client, outcome, form, and workflow management. Mobile browser access helps teams working away from desktops.
What it does well
- Client records, case notes, and service histories
- Goal, outcome, assessment, and survey tracking
- Editable forms and custom fields
- Mobile access without a separate app
- Daily automated backups and multi-factor authentication
What to know first
- No free plan
- Plans require an annual commitment
- SMS alerts require a Twilio account
- Starting plan supports up to 10 users
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Simply 10 | annual commitment required · 1–10 users · 10 GB built-in document storage · unlimited clients and services | $160 a month |
| Simply 25 | annual commitment required · 11–25 users · 10 GB built-in document storage · unlimited clients and services | $320 a month |
| Simply 50 | annual commitment required · 26–50 users · 10 GB built-in document storage · 5 JumpStart service credits · unlimited clients and services | $480 a month |
| Plenty 100 | annual commitment required · 51–100 users · 100 GB built-in document storage · 40 JumpStart service credits · suite of add-ons | $800 a month |
| Plenty 250 | annual commitment required · 101–250 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons | $1,250 a month |
| Plenty 500 | annual commitment required · 251–500 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons | $2,100 a month |
As sharevision.app lists them, read 1 Oct 2026. The maker's own page has the final word.
Verdict
ShareVision brings nonprofit case management, outcomes, forms, notifications, and reporting into a cloud platform. Its plan structure scales users and storage, while mobile access and Canadian data hosting address operational requirements.
Facts from ShareVision's own pages
- Calendar integrations
- ShareVision can connect to Google or Microsoft calendars. · sharevision.app, 1 Oct 2026
- Client tracking
- ShareVision supports client profiles and records, case notes, documentation, service enrollment history and waitlists. · sharevision.app, 1 Oct 2026
- Company history
- ShareVision was created in 2004 by founder Sven Brindley to address operating challenges at a developmental-services organization in Sechelt, British Columbia. · sharevision.app, 1 Oct 2026
- Customer base
- ShareVision says it has helped more than 200 agencies migrate from paper-based systems to online automated environments. · sharevision.app, 1 Oct 2026
- Custom forms
- ShareVision includes editable electronic forms and tools for customizing fields and forms around an organization’s processes. · sharevision.app, 1 Oct 2026
- Data residency
- ShareVision states that customer data is stored in Canada on database servers behind secure firewalls. · sharevision.app, 1 Oct 2026
- Free plan
- No · sharevision.app, 20 Sept 2026
- Free trial
- ShareVision offers a complimentary, no-obligation two-week trial for available add-on features. · sharevision.app, 1 Oct 2026
- Headquarters
- Sechelt, British Columbia, Canada · sharevision.app, 28 Sept 2026
- Mobile access
- ShareVision works on mobile devices through a responsive cloud platform and requires no app. · sharevision.app, 1 Oct 2026
- Notifications
- The notification manager can send in-app, email or SMS alerts, with SMS requiring a Twilio account. · sharevision.app, 1 Oct 2026
- Outcomes tracking
- Organizations can track individual and program goals, progress, outcome indicators, assessments and pre- and post-service surveys. · sharevision.app, 1 Oct 2026
- Security
- The platform provides advanced encryption, customizable access settings, multi-factor authentication, permissions and automated daily backups. · sharevision.app, 1 Oct 2026
- Support
- All listed plans include access to the ShareVision Community Forum for technical support. · sharevision.app, 1 Oct 2026
- Target users
- The platform is built for nonprofits, social-service agencies and community-based organizations that provide direct services. · sharevision.app, 1 Oct 2026
- 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. · sharevision.app, 1 Oct 2026
Where ShareVision stands on Freedom251
- Case Management Software#85 of 177
- Nonprofit Case Management Software#19 of 32