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
Customise 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
Personalise the email by automatically inserting ‘First Name’
Dress up your emails with tables, fonts, colours 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 organisation’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 & ConfigurationConnecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions
Come to our office in London, or we can come to you. Book training sessions with a Member Success Advisor on any of the following:
Strategic Planning & ConfigurationConnecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions
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 1800-844-1545 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.
