Client Impact

Client Impact can help streamline your internal and external processes while reducing your administrative workload. Choose our client management software as your CRM solution to tailor your approach to each client while optimizing your organization to operate at peak efficiency.

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 and professional data protection

✓ HIPAA Compliant CRM

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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 client information 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 client management 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

Better Impact Reviews

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