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
✓ Customisable client profiles and organisation 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 and professional data protection
Client Impact Feature Overview
Client Profiles
* Comprehensive contact information
* Unlimited custom fields of various types
* Client photo
* Find client profiles from any screen
Organisation 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 customisable 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 organisation’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 organisations with multiple locations / departments
* Allow some decentralised configuration within your accounts
* Centralise 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
Would you like to learn more?
Sign up for a Volunteer Impact demonstration webinar 🙂
sales@BetterImpact.co.nz
Andy
Karen
Better Impact Reviews