Oasis Insight Features

Oasis Insight

Client intake & reporting solution for food banks

4.28/5 (130 reviews)

Oasis Insight Feature Summary

  • Tracking features
  • Client roadmaps
  • Customer management
  • Requests & referrals
  • Customizable reporting
  • Forms management
  • Case management
  • Case notes
  • Agency directory
  • File uploads
  • Event management
  • Event tracking
  • Location tracking
  • Activity tracking
  • Training management
  • Bulletins
  • Reporting & statistics
  • Search functionality
  • Scanning technology
  • Digital signatures
  • Automatic notifications & alerts
  • Private groups
  • Filtering
  • Feeding program management
  • Records management
  • Real time data
  • Survey management
  • Progress tracking
  • User access control
  • Daily backups

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Competitor Feature Comparison

Oasis Insight Feature Reviews

25 reviewers had the following to say about Oasis Insight's features:

Rao Mattaparthi

Oasis Rocks

2018-11-09

Tracking our CalFresh activity, generating reports needed internally and submitting to the counties.

Pros

Ease of using features, User friendly screens

Cons

Slowness generating some reports especially quarterly/yearly reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Caitlin Sly

Great product!

2018-11-13

It been really helpful as a case management tool when it comes to tracking client data and outcomes.

Pros

It is easy to use even for the not-so-tech savvy.

Cons

The reports are clunky and hard to parse.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Frances Berasi

Food Pantry user

2018-11-12

Before we used Oasis Insight, our whole sign-in process was on index cards and the reporting was all done in an Excel spreadsheet, so there was obviously many more man hours needed to manipulate data. Oasis has made our process so much more manageable and the time savings are tremendous.

Pros

The reporting offers everything we need to generate monthly reports for our local food bank and for gathering statistics for grant writing.

Cons

I wish the reporting could be a little more customizable. There are some fields you cannot uncheck and sometimes just a list of names is desirable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sarah Couture

Oasis for SNAP Applications

2018-11-02

They have amazing customer service.

Pros

All of the various reports that can be generated with the data that has been input.

Cons

that there is not a feature to track scheduled appointment date and times when it comes to SNAP applications

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Beth Finch

Best Value in the Market

2018-11-02

When we present an issue with tracking they are always willing to take as much time as necessary to help us figure out a solution or explain potential work around.

Pros

It is easy to generate reports, input client data, and see information about clients.

Cons

Also the ability to import large amounts of data can be limiting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan Taggart

Executive Director

2018-11-02

We really like the software and are excited to get to the point where we can start scanning the clients who we serve.

Pros

Easy to input information, and once the reports are designed, easy to run a report.

Cons

We need to report based on the town, and the software doesn't let us do that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Debbie Miles

Oasis Insight

2018-11-02

We can track data inhouse and with other agencies.

Pros

It's very easy to enter and update in search mode.

Cons

I'm still getting the knack of monthly reports, but it seems a bit trial and error to get the correct data to show.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Larry Wilson

Excellent Product with a ton of Tools

2018-11-02

The reports we can generate provide us with all the statistics anyone could want

Pros

Ease of use and versatility of the reports generator

Cons

sometimes runs slow, I'm assuming from the number of users online

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marie Mom

Very Useful

2018-11-02

So far so good,love the ease of generating reports.

Pros

Ease of use and versatility of number of things I can track.

Cons

Search. I have discover when a search brings up nothing, if I add the person’s birth date and search again, it finds the info.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Saadia Baloch

Good stable software for managing customers

2018-11-02

I do have some questions about data that was imported from my original data base, as the assistance categories seem to have different names.

Pros

The search and reporting capabilities in Oasis are useful.

Cons

I'd like to be able to get Notes reporting for all customers whether or not they have a notes, so I can see who I've annotated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Barbara Reyes

Easy to use software and convenient data download capability

2018-11-13

The software is absolutely critical to managing pantry client data and having reliable, verifiable data for grant applications.

Pros

The option of easily downloading our client data to Excel is a great help for analysis and for completing grant requests that ask for client data sorted and grouped in various ways and within varying time frames.

Cons

The software is very functional and we don't have any complaints.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wesmyne Faustin

Resident Services Coordinator using Oasis Insight

2018-11-15

We use Oasis to track and print out reports for Mobile Market and it has been fairly easy.

Pros

It is very user friendly and the layout is easy to navigate through.

Cons

Sometime when searching for a person's name manually, you have to ask specific questions to pin-point the right person.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Jaruszewski

Oasis Review

2018-11-02

We are a non-profit organization that runs a good pantry and we are easily able to track our clients.

Pros

The overall functionality is good, ease to navigate and has good reporting.

Cons

Not being an admin of the system, it would be nice if users could delete duplicate records from their own organization.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Peggy Turco

New to Oasis - so far, so good

2018-11-14

Keeping track of clients and generating monthly and annual reports.

Pros

Really like that it generates reports.

Cons

No Spanish translation, no unique fields can be added so that we can tailor it to our program

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick Doane

Great software for a food pantry

2018-11-02

We would recommend it to other pantries for client management.

Pros

It is easy to use. Our volunteers are mostly seniors and they adopted it quickly.

Cons

I know the functionality is there we just can't use it as much as other users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Rodriguez

Oasis insight review

2018-11-02

Pros

I can easily enter valuable data about clients

Cons

The process to pull multiple reports at once is non-existent.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrea Armstrong

Oasis Insight for Food Bank consumer use

2018-11-12

Increases productivity at the site level because it eliminates paper data errors: legibility, missed information.

Pros

Easy to search and input as well as update client information.

Cons

Unable to delete duplicate clients at the site level.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Evie McLarty

Super easy to use

2018-11-02

I would love to see different levels of users and the ability to bulk upload data.

Pros

They keep client information safe and secure!

Cons

Customization is pretty limited and reports are sometime slow. Data can't be pulled all together; ex. case report and application report info do not talk to each other.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Claribel Chavez

Amazing

2018-11-02

Pros

How easily we can track our clients and it has all of the data we need to track.

Cons

Very slow when I click on search.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Margaret Hannemann

Review of Oasis Insight (GBFB user)

2018-11-15

I would like to have more functionality in the reporting ( frequency of visits, etc) and will continue to talk to the support people as I have time.

Pros

I can generate the reports easily that I need for GBFB.

Cons

It could be because we imported and are not using all of the fields that the reports seem to want to have.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
La Rae Woods

Great Tracking Tool

2018-11-09

It’s been a great tool for collecting data to provide the required reports

Pros

Allows us to generate reports to fulfill regional food bank required reporting

Cons

Point of use does not allow data reports or generation of listings for us to use.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
David Lohrey

Review of Oasis Insight

2018-11-02

Pros

Great to have a system focused on NFP with such great functionality. Also the ease of use is super important for programs using volunteers.

Cons

Ad hoc reporting could be made easier for the user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lois Bennett

Speeds processing of Clients

2018-11-02

Sped up filing of monthly reports for TEFAP and eliminated copy and mailing of signatures.

Pros

It improved our signature acquisition process enabling us to more quickly find the client verify eligibility and process signatures.

Cons

Rather inflexible to add fields we would like to track to "tell the story"and advocate for our guests eg What does a typical guest look like?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rocky Peterson

Insight

2018-11-02

Very functional and helpful to see across the region.

Pros

SySystem is very responsive. Like the clarity of use.

Cons

Reporting features are very awkward to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Jacob Ambrose

Great for data tracking

2018-11-02

Pros

Oasis insight is great for tracking data on clients over an extended period of time.

Cons

I would like to see some type of check in process added to the software, that has been our only negative.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more