ShareVision

What ShareVision does

ShareVision, operated by Breakwater Designs Limited and headquartered in Sechelt, British Columbia, is a cloud-based SaaS customer relationship management (CRM) platform purpose-built for nonprofit social service agencies. The firm was founded in 2004 and operates with 11–50 employees, indicating a small, privately-held, bootstrapped software business without external institutional funding. Its customer base consists entirely of nonprofit and NGO organizations, with publicly named accounts such as Supportive Homes, Posabilities, Phippen House, CISS, Essex, Owen Sound, Spectrum, and Inclusion Langley. Vertical reach spans Community Living, Developmental Disabilities, Behavioural Health, Child and Youth Services, Jobs/Employment, and Shelters, with web-based sector landing pages for each.

The platform combines client information management, outcomes tracking, staff and services management, role-based access, and accreditation/compliance support into a single cloud-native system delivered through sharevision.app. Core modules — Client Tracking, Outcomes Tracking, Staff Management, Services Management, Roles, and Accreditation — sit alongside supporting features including editable forms, calendar/file integration, multi-channel notifications (in-app, email, SMS via Twilio), and built-in onboarding wizards. The product architecture is web-based and mobile-responsive, requiring no installed application, and integrates with Microsoft Office for data export and templating. Reported customer outcomes include rapid onboarding (new staff productive in days), large single-tenant deployments (100+ staff users at Owen Sound), and operational continuity (paperless workflows and remote work enablement during COVID-19).

ShareVision monetizes exclusively via subscription SaaS contracts, with annual billing and pricing scaled by user count and storage capacity plus optional add-on modules for advanced features. Go-to-market is sales-led and direct, with prominent "Book a Live Demo" and "Chat with an Expert" CTAs, supported by content marketing (website, blog, sector pages), search optimization, and a customer-only community forum. Distribution is global via cloud delivery, though the customer base is concentrated in North American social service organizations. There is no indication of reseller, marketplace, or channel partner distribution in the source material.

Name

ShareVision

Legal name

Breakwater Designs Limited

Website

https://sharevision.ca

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

ShareVision is a cloud-based SaaS CRM for nonprofit social service agencies, offering client tracking, outcomes measurement, staff workflow management, and accreditation support across sectors such as community living, developmental disabilities, and behavioural health, sold via annual subscriptions.

Ownership category

akta.pro rank

Product category

Nonprofit CRM Software

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Social CRM & Community Engagement Platforms (HDAEAFAF)

akta.pro secondary industry

CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

Keywords

• Nonprofit CRM software
• Case management software
• Client tracking platform
• Social services technology
• Outcomes tracking software

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Cloud-based CRM software delivered as a subscription service. Pricing varies by user numbers and storage capacity. Supports small nonprofits with scalable plans for organizational growth.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

ShareVision sells a cloud-based CRM platform purpose-built for social service agencies and nonprofits. The platform centralizes client records, tracks outcomes and goals, organizes staff workflows, manages service delivery, controls role-based access, and supports accreditation and compliance, delivered as an annual SaaS subscription scalable by user count and storage.

Product overview

ShareVision is a unified cloud-based nonprofit CRM platform designed for social service agencies and nonprofits. The platform integrates multiple modules including Client Tracking, Outcomes Tracking, Staff Management, Services Management, Roles, and Accreditation, all accessible through a single cloud-based system. The core platform provides client information management, goal tracking, staff workflow organization, and compliance support. Additional features include editable forms with a standard form library, a notification system supporting in-app, email, and SMS alerts, built-in wizards for streamlined setup of clients and services, and calendar/file management capabilities. The platform also includes add-on modules available for purchase and serves multiple sectors including Community Living, Developmental Disabilities, Behavioural Health, Child and Youth Services, Jobs and Employment, and Shelters.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Tracking Cloud-based client information management module that centralizes constituent records, maintains detailed contact details, enables online communication, and supports task management through shared calendars and documents for nonprofit and social service teams.
• Outcomes Tracking Advanced analytics and dashboard module for monitoring client progress, capturing insights at every engagement level, and setting and tracking individual client goals aligned with key performance indicators.
• Staff Management Module that organizes staff workflows, manages employee information, and coordinates staff activities across organizational levels for social service agencies.
• Services Management Module that manages service delivery including entering and exiting clients to and from services, with built-in wizards for streamlined setup and administration.
• Roles Module that defines user permissions and access settings to support organizational mission-critical operations, ensuring secure and strategic access to data and key performance indicators.
• Accreditation

Quantifiable outcome

• New team members consistently able to get up and running in matter of days
• +2 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature7 records

Partnerships

One partnership is on record.

• Breakwater Designs LimitedcoreTechnology or IntegrationBreakwater Designs Limited is the company behind ShareVision, responsible for product development, support, and education. They are described as the 'Break Water Design team' providing implementation support and training to ShareVision customers.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CiviCRM: CiviCRM is an open-source constituent relationship management platform widely used by nonprofits and NGOs for contact management, events, memberships, and case tracking. It competes with ShareVision as an alternative for budget-constrained nonprofits, especially in the social services sector.
• CharityEngine: CharityEngine is an all-in-one nonprofit CRM and fundraising platform with donor management, email marketing, events, and volunteer coordination. It targets the same small-to-mid nonprofit segment as ShareVision with a similarly integrated module-based approach.
• CharityTracker: CharityTracker provides case management and shared client intake software for churches, shelters, and community service organizations. It directly overlaps with ShareVision's shelter, community services, and outcomes tracking modules serving similar small social service organizations.
• NeonCRM: NeonCRM is a cloud-based CRM built specifically for small to mid-sized nonprofits, offering constituent management, fundraising, programs, and reporting. It targets the same small/mid nonprofit buyer as ShareVision with comparable pricing models and feature scope.
• Social Solutions Apricot: Apricot is a cloud-based case management and outcomes tracking platform designed for nonprofits and social service agencies. It directly competes with ShareVision in the same buyer profile, with overlapping modules for client tracking, outcomes measurement, and reporting for community-based organizations.

Broad incumbents

• Microsoft Cloud for Nonprofit: Microsoft Cloud for Nonprofit extends Dynamics 365, Microsoft 365, and Azure with nonprofit-specific solutions for program management, fundraising, and constituent engagement. As a hyperscaler incumbent, it competes indirectly with ShareVision for mid-market social service agencies already standardized on the Microsoft stack.
• Salesforce Nonprofit Cloud: Salesforce.org offers a nonprofit-specialized CRM built on the Salesforce platform, serving mission-driven organizations with fundraising, program management, and case management capabilities. As the dominant CRM incumbent, it competes with ShareVision at the high end of the nonprofit market while sharing CRM platform functionality.
• HubSpot for Nonprofits: HubSpot offers a discounted CRM and marketing automation bundle for nonprofits, including contact management, email marketing, and reporting. While broader in scope than ShareVision, it competes for the same small/mid nonprofit buyer with greater brand recognition and integration ecosystem.
• Bonterra (formerly Network for Good / Social Solutions): Bonterra consolidates multiple nonprofit software brands including Network for Good and Social Solutions, providing fundraising, case management, and outcomes tools for social good organizations. It competes in the same nonprofit/social services market as ShareVision with a broader portfolio across multiple verticals.

Emerging players

• Giveffect: Giveffect is an all-in-one nonprofit management platform covering donor CRM, volunteer management, programs, events, and member management. It overlaps with ShareVision in serving small/mid nonprofits with a modern cloud alternative, including social services and community organizations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ShareVisionInfo
• Facebookfacebook.com/161189477317699
• LinkedInlinkedin.com/company/ShareVision

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ShareVision