What is Outcome Tracker?

Outcome Tracker is a nonprofit CRM and outcome management platform built by Nonprofitly. It helps nonprofits, social service organizations, and Children's Savings Account programs collect client data, track outcomes, and generate funder-ready reports — all in one place.

What types of organizations use Outcome Tracker?

Outcome Tracker serves housing and homelessness organizations, family services, youth and education programs, community development organizations, Children's Savings Account (CSA) programs, and social services agencies across the United States and Canada.

Does Outcome Tracker support Children's Savings Account programs?

Yes. Outcome Tracker has deep expertise in Children's Savings Account (CSA) program management. We support CSA programs across the United States with tools for participant enrollment, 529 account integration, incentive tracking, family portals, and funder reporting. We manage over $1 billion in assets and savings for families.

How is Outcome Tracker different from Salesforce Nonprofit or Apricot by Bonterra?

Unlike Salesforce Nonprofit, which requires significant customization and technical resources, Outcome Tracker is purpose-built for nonprofits and social service organizations. It includes built-in outcome surveys, funder reporting, client portals, and CSA program tools out of the box — with a dedicated implementation team to get you up and running quickly.

Can Outcome Tracker generate HUD 9902 reports?

Yes. Outcome Tracker supports HUD 9902 reporting for housing counseling agencies, as well as SBA Nexus (formerly EDMIS) reporting. These compliance reports can be generated directly from the platform.

How long does it take to implement Outcome Tracker?

Most organizations are up and running within days, not months. Our dedicated implementation team works with you to configure the platform around your specific programs, import existing data, and train your staff.

Does Outcome Tracker integrate with other systems?

Yes. Outcome Tracker integrates with Ascensus and TIAA 529 accounts, Emma and Constant Contact for email marketing, DownHome Loan Manager, bank and credit union accounts, and supports data import and export via spreadsheets with scheduled automatic data exchanges.

System Requirements — Outcome Tracker

Technical

System Requirements

Everything you need to know to access Outcome Tracker from your browser. No software installation required.

Last updated: 2026 · Questions? Contact us at help@nonprofitly.com

The following requirements apply to users accessing Outcome Tracker through a web browser. No software installation is required — Outcome Tracker is a fully cloud-based platform. System requirements are updated periodically as the platform evolves.

Note for administrators: These requirements apply to all Authorized Users accessing the Outcome Tracker administrative interface. Client portal users accessing public-facing forms and portals have lighter requirements and may use any modern mobile or desktop browser.

Supported Web Browsers

Outcome Tracker is optimized for use with current and prior major releases of the following browsers. We recommend keeping your browser updated to the latest version for the best performance and security.

Browser	Minimum Version	Notes
Google Chrome	Current and prior major release	Recommended for best performance
Mozilla Firefox	Current and prior major release	Fully supported
Microsoft Edge	Current and prior major release (Chromium-based)	Fully supported
Apple Safari	Version 15 or later	macOS and iOS supported
Internet Explorer	Not supported	Please upgrade to Microsoft Edge

Operating Systems

Operating System	Support Status
Windows 10 / 11	Fully supported
macOS 12 (Monterey) or later	Fully supported
ChromeOS	Fully supported via Chrome browser
Ubuntu / Debian Linux	Supported via Chrome or Firefox
iOS 15 or later	Supported for client portal and mobile-responsive views
Android 10 or later	Supported for client portal and mobile-responsive views

Internet Connection

Requirement	Specification
Minimum speed	5 Mbps download / 2 Mbps upload
Recommended speed	25 Mbps or higher for best performance
Connection type	Broadband internet (cable, fiber, or equivalent)
Proxy / firewall	Outbound HTTPS (port 443) must be permitted to .vistashare.com and .vistashare.ca

Display & Screen Resolution

Requirement	Specification
Minimum resolution	1280 × 720 (HD)
Recommended resolution	1920 × 1080 (Full HD) or higher
Mobile / tablet	Client portals and public-facing forms are mobile-responsive. The administrative interface is optimized for desktop use.

Browser Settings

The following browser settings are required for Outcome Tracker to function correctly:

JavaScript: Must be enabled
Cookies: Must be enabled (session and persistent cookies are required for authentication — see our Privacy Policy for details)
Pop-ups: Allow pop-ups from outcometracker.com and vistashare.com for report generation and file downloads
SSL/TLS: TLS 1.2 or higher required (supported by all modern browsers)

Authentication

Outcome Tracker supports the following sign-in methods:

Username and password — available on all subscription tiers
Google Single Sign-On (SSO) — available on all subscription tiers
Custom SSO / SAML — available for Professional and Enterprise tier subscribers (Microsoft Entra ID, Okta, OneLogin, and compatible providers)

Data Export & Reporting

Reports and data exports from Outcome Tracker require the following:

A PDF viewer (Adobe Acrobat Reader or equivalent, or built-in browser PDF support) for report downloads
Microsoft Excel 2016 or later, Google Sheets, or compatible spreadsheet application for XLSX exports

Login URLs

Use the following URLs to access Outcome Tracker:

Region	Login URL
United States	www.vistashare.com/ot2/security/login/
Canada	www.vistashare.ca/ot2/security/login/

Need Help?

If you are experiencing technical difficulties accessing Outcome Tracker, please contact our support team at help@nonprofitly.com. Support is available Monday through Friday, 8:00 AM to 6:00 PM Eastern Time.

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