Client Impact
Client Management Software
What are you looking for in your next client management software?
✓ Intuitive interface, easy to use CRM software solution
✓ Knowledgeable and friendly support online or by phone
✓ Customizable client profiles and organization profiles
✓ Direct associations between volunteers and clients
✓ Tracking and reporting on hours, outputs, feedback
✓ Individual and mass targeted email and text communications
✓ Desktop and mobile online portals for applicable clients
✓ Encrypted data storage in Canada
Client Impact Feature Overview
Client Profiles
* Comprehensive contact information
* Unlimited custom fields of various types
* Client photo
* Find client profiles from any screen
Organization Configurations
* Unlimited number of administrators
* Ability to limit functions available to administrators
* Custom branding of a client portal
* Connect social media feeds to our client management software
Tracking and Reporting
* Custom reporting based on client interactions
* Association between specific volunteers and clients
* Save search queries on frequently used reports
* Select applicable columns and view raw data reports on screen
* All data exportable to Excel for advanced reporting
Individual & Targeted Mass Communications
* Email clients directly from the software
* Email clients based on a customizable set of filters
* Merge ‘First Name’ into email
* Dress up your emails tables, fonts, color, pictures
* Record of emails stored in the software
* Send text messages
Desktop & Mobile Online Client Portals
* Clients (who access the internet) can update their contact details
* Keep clients up to date with news that affects them
* Use our client profiles software to brand the portal to your organization’s look
Awesome Support by Phone and Online
* 24×5 Phone support and chat support
* Weekend email support for CRM software solutions
* Searchable online user manual with videos
* Over 125 years of nonprofit sector experience
* Onsite and web meeting training available
Professional Data Hosting & Protection
* Part of your HIPAA compliance strategies
* Data encrypted in transit over the internet
* Passwords encrypted (such that not even we can read them)
* 24x7x365 server monitoring for intrusion attempts & prevention
* Penetration tests on our servers run annually
* Brute Force Protection to prevent password hacking
* Optional Two Factor Authentication for administrators
* 5 year uptime of 99.997%
* For more information see Why IT Loves Working With Us
Enterprise Functionality
* For organizations with multiple locations / departments
* Allow some decentralized configuration within your accounts
* Centralize appropriate configuration options across your entire system
* Produce reports across selected or all accounts
* Communicate with clients across selected or all accounts
* Email templates available to all accounts
Fully Integrated with Volunteer Impact
* Associate specific volunteers with specific clients
* Control what client data associated volunteers can see
* Collect reporting feedback on clients from volunteers
* Restrict or grant administrative access to Volunteer Impact
Ties in with all Better Impact products
* Volunteer Impact – A full featured and affordable volunteer CRM and scheduling tool
* Donor Impact – Available as a beta, pre-release version for those with basic requirements
* Member Impact – A simple membership CRM and communications tool
Would you like to learn more?
Sign up for a Client Impact demonstration webinar 🙂
For service in English, please book with Brandi.
Brandi
Pour le service en Français, réservez un rendez-vous avec Cameron.
Cameron
Why schedule this time with Brandi or Cameron?
Get some help in determining which version of our software is the best fit for your environment
Ask whatever questions you have based on the software demonstrations online
Get answers to questions about pricing, preparing a quote or placing an order