Name: Client Impact
Brand: Better Impact
Rating: 4.5 (2 reviews)

Is Client Impact Right for my organization?

Below you’ll find plenty of information to help you make that decision, and if you’d like to speak with someone on the team to answer any questions, we’d be happy to make it happen.

Just click here to book some time with one of our Software Sales Advisors.

Please note that Client Impact is not a stand-alone offering and must be used with Volunteer Impact. Its main purpose includes associating volunteers with clients so volunteers can have access to information related to their clients and can report on encounters with clients.

Manage Client Profiles

Record client contact details and other important information

Add custom fields (short text, long text, drop down list, check box, date, file upload) to record just about anything

View the client’s photo to get to know them better

Track and Report

Produce reports on feedback provided by volunteers each time they engage with their clients

Report on data stored in the client profile custom fields

Save search queries and column selection on frequently used reports

Accept Online Applications

If applicable, link to a client application form from your website

Customize the application form to include the fields you need

Capture application data right into your volunteer and client management system – no retyping

Search for Clients

Find client profiles from any screen

Search based on any information stored in the client profile

Save search queries and add links to them on your main page dashboard

Include relevant date ranges in saved searches (e.g. last month)

Email and Text

Email or send text messages to individual clients or specific groups

Personalize the email by automatically inserting ‘First Name’

Dress up your emails with tables, fonts, colors or pictures

View prior emails sent

Link Clients and Volunteers

Volunteers can access limited information about clients with whom they are linked.

Volunteers can provide you with feedback after any engagement with clients with whom they are linked.

Configure It for our Needs

Brand the volunteer’s portal and the client's portal to your organization’s look and feel

Add custom fields to client profiles to capture relevant information

Save administrator time with Email templates

Apply different security levels to different administrators

Clients can:

Clients can update their contact details and other information

(Their web portal is compliant with WCAG 2.0 AA)

Ensure Data Security

ISO 27001 / 27017 certified

Data encrypted in transit over the internet and at rest on our servers

24x7x365 server intrusion prevention & third party penetration tests

Brute force protection to prevent password hacking & optional two-factor authentication

5 year uptime of 99.997%

I like to teach myself

Learn at your own pace, guided by our complete library of training videos and further aided by our extensive help files. They're both included in every subscription.

If you'd like you can also book dedicated Q&A sessions with a Member Success Advisor.

Book full training sessions delivered in web meetings with a Member Success Advisor on any of the following:

Strategic Planning & Configuration
Connecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions

Come to our office in Chicago or we can come to you. Book training sessions with a Member Success Advisor on any of the following:

Strategic Planning & Configuration
Connecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions

Descriptions of our Client Impact training sessions:

Planning and Configuration
This 2-part training session is designed for the primary administrator to learn how to set-up their account. Its focus is on the configurable options to meet the organization’s recruitment, scheduling, data collection, reporting, communication and engagement needs, as well as how to add & limit others as administrators in your account.

Connecting Volunteers with Clients
This training is designed for those administrators who are responsible for managing the pairing of volunteers and clients. It will focus on the strategies of connecting volunteers to clients, the administrative connection of profiles, and how to securely share information about your clients to your volunteers.

Reporting on Your Volunteer - Client Interactions
This training is designed for those administrators who are responsible for collecting and running reports related to interactions with your clients. It will focus on the different ways that information can be collected from volunteers and how to generate the applicable reports.

Chat and Email

Friendly and personal support provided by Better Impact team members - Available 24 x 5

Guaranteed first response time of under 10 minutes

Former leaders of volunteers are part of the support team

Telephone

Sometimes it’s a whole lot easier just to talk to someone. In those situations, you can just give us a call at 800-844-1545 Ext 2.

And don’t be surprised if during a chat session, one of our Member Success Advisors suggests hopping on a phone call or quick web meeting together.

Peer to Peer

We're holding periodic virtual user group meetings and we'll be getting back to holding these in-person in a growing number of regions once it is safe to do so.

Leaders of volunteers who use Volunteer Impact and are happy to share their knowledge about getting most out of the software.

Does Client Impact Work The Way I want it to?

We’ve put together over 25 minutes of demonstration video so that you can get a good sense of how Client Impact works. If you have any questions based on what you see, you can book some one-on-one time with Micah or Amy. They’ll be happy to learn about what you’re trying to accomplish, answer your questions and generally help you with whatever you need.

If what you see in the demonstration videos suggests Client Impact is a good fit for your organization, you can give the software a try with a free 30 day trial.