View360 Client Management System

Designed for you and your team

View360 Client Management System (CMS) is a comprehensive client data management platform specifically created for agencies providing various counselling and assistance services. It includes various intake forms which are customizable as per the agency’s needs, extensive reporting, and state of the art analytics dashboard for easy access to business data. It’s easy, automated, and flexible, enabling you to make informed business decisions and improve customer satisfaction.

Customizable Intake forms

View360 CMS comes with multiple intake forms which are customizable to fit your data intake needs.

Grant Management

Grant Management allows agencies to record the progress of grants from the grant application stage to disbursement. View360 can interface with Microsoft Dynamics and Quick Books to track and update the flow of grants to your accounting system.

KPI Dashboard

View360 has a KPI (Key Performance Indicators) dashboard with several built-in tiles with drill-down capability. You can customize the dashboard and add new tiles to suit your needs. Contact us  to know more about how View360 can help you attain your business goals.

View, Schedule, Email Reports

View360 has several in-built reports and has the capability to customize canned reports or add new reports. These reports can be viewed, scheduled and/or emailed to various stakeholders.