Outcome Tracker customizable portals and forms enable you to engage remotely with clients via their computer, tablet, or phone. Clients can:
– Inquire online
– Complete the 641 online
– Electronic Signature for the 641 and other forms/documents
– Self-enroll in classes and workshops
– Complete surveys
– Securely upload documents, such as business plans and financial statements
– View video resources and download documents
– Receive messages from you via email or text message
When counselors are able to visit clients on-site, they can use a tablet to access and enter client information. Outcome Tracker’s client pages adapt to the size of the screen.
Beyond your standard SBA data needs, Outcome Tracker enables you to configure fields, forms, tabs, reports and more for your local needs. It is all integrated with the rest of your client data.
Using Outcome Tracker’s reporting tool, you can slice and dice your data using queries, crosstab tables, and charts. View key dashboard reports on your homepage and download chart images for use in slides or documents.
Serve your clients remotely or in person. Customize for local needs. Report on your results. Contact us to learn more.
For WBCs that are members of the Association of Women’s Business Centers (AWBC), VistaShare provides the discounted Outcome Tracker Starter package. Use the Starter Package model for WBCs right out of the box and optionally customize for local needs.