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ShareVision
ShareVision · Sechelt, British Columbia, Canada · founded 2004
Plans and prices
Simply 10
1–10 users · 10 GB built-in document storage · unlimited clients and services
Read 1 Oct 2026 · sharevision.app
Simply 25
11–25 users · 10 GB built-in document storage · unlimited clients and services
Read 1 Oct 2026 · sharevision.app
Simply 50
26–50 users · 10 GB built-in document storage · 5 JumpStart service credits · unlimited clients and services
Read 1 Oct 2026 · sharevision.app
Plenty 100
51–100 users · 100 GB built-in document storage · 40 JumpStart service credits · suite of add-ons
Read 1 Oct 2026 · sharevision.app
Plenty 250
101–250 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons
Read 1 Oct 2026 · sharevision.app
Plenty 500
251–500 users · 100 GB built-in document storage · 50 JumpStart service credits · suite of add-ons
Read 1 Oct 2026 · sharevision.app
On the record
- Calendar integrations
- ShareVision can connect to Google or Microsoft calendars.sharevision.app · read 1 Oct 2026
- Client tracking
- ShareVision supports client profiles and records, case notes, documentation, service enrollment history and waitlists.sharevision.app · read 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 · read 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 · read 1 Oct 2026
- Custom forms
- ShareVision includes editable electronic forms and tools for customizing fields and forms around an organization’s processes.sharevision.app · read 1 Oct 2026
- Data residency
- ShareVision states that customer data is stored in Canada on database servers behind secure firewalls.sharevision.app · read 1 Oct 2026
- Free trial
- ShareVision offers a complimentary, no-obligation two-week trial for available add-on features.sharevision.app · read 1 Oct 2026
- Mobile access
- ShareVision works on mobile devices through a responsive cloud platform and requires no app.sharevision.app · read 1 Oct 2026
- Notifications
- The notification manager can send in-app, email or SMS alerts, with SMS requiring a Twilio account.sharevision.app · read 1 Oct 2026
- Outcomes tracking
- Organizations can track individual and program goals, progress, outcome indicators, assessments and pre- and post-service surveys.sharevision.app · read 1 Oct 2026
- Security
- The platform provides advanced encryption, customizable access settings, multi-factor authentication, permissions and automated daily backups.sharevision.app · read 1 Oct 2026
- Support
- All listed plans include access to the ShareVision Community Forum for technical support.sharevision.app · read 1 Oct 2026
- Target users
- The platform is built for nonprofits, social-service agencies and community-based organizations that provide direct services.sharevision.app · read 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 · read 1 Oct 2026
