Oasis Insight Features

Oasis Insight

Client intake & reporting solution for food banks

4.33/5 (145 reviews)

Oasis Insight Feature Summary

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

Competitor Feature Comparison

Access Control
Activity Tracking
Alerts / Escalation
Automatic Backup
Automatic Notifications
Barcode Scanning
Case Management
Client Management
Customizable Reporting
Data Filtering
Digital Signature
Event Management
Event Tracking
Forms Management
Inventory Management
Location Tracking
Order Management
Progress Tracking
Project Notes
Real Time Data
Records Management
Reporting & Statistics
SSL Security
Search Functionality
Survey Management
Training Management
Visit WebsiteCompare App
Access Control
Activity Tracking
Alerts / Escalation
Automatic Backup
Automatic Notifications
Barcode Scanning
Case Management
Client Management
Customizable Reporting
Data Filtering
Digital Signature
Event Management
Event Tracking
Forms Management
Inventory Management
Location Tracking
Order Management
Progress Tracking
Project Notes
Real Time Data
Records Management
Reporting & Statistics
SSL Security
Search Functionality
Survey Management
Training Management
Visit WebsiteCompare App
Access Control
Activity Tracking
Alerts / Escalation
Automatic Backup
Automatic Notifications
Barcode Scanning
Case Management
Client Management
Customizable Reporting
Data Filtering
Digital Signature
Event Management
Event Tracking
Forms Management
Inventory Management
Location Tracking
Order Management
Progress Tracking
Project Notes
Real Time Data
Records Management
Reporting & Statistics
SSL Security
Search Functionality
Survey Management
Training Management
Visit WebsiteCompare App

Oasis Insight Feature Reviews

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

Art Pagano

Features Lacking - User Interface Bloated

2019-11-23

This is coming from a database designer and user that almost never recommend Excel for this type of data application.

Pros

Client intake processing and reporting with a variety of other reporting available.

Cons

When exporting a client list for contact purposes; either for general informational or food recall notification.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Joe Garbus

Oasis Review

2019-04-17

Pros

It really helps keep me on track when it comes to client management, quotes, etc.

Cons

Initial learning curve was a bit tricky, but once you learn the basics it's a very easy system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Simon Solutions


Thanks so much, Joe! We're honored to serve you.

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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
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
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
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
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
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
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
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. It will make us more efficient.

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
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
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
Barbara Reyes

Easy to use software and convenient data download capability

2018-11-13

We use Oasis Insight to track client data for a food pantry.

Pros

Data input is fast and easy, and being able to search for client records using a combination of various criteria (last name, first name, DOB, case #, etc.) is very flexible.

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
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
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
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
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
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
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
Sarah Elliott

Oasis Insight

2018-11-14

Oasis allows us to pull together information quickly to report out to the larger organization and also for us to gauge how we are doing.

Pros

The customer service experience has been very positive.

Cons

There are a few occasions I have not been able to pull together the information from a report myself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Marilyn Bartley

SERVE inc.

2018-11-02

We are able to track assistance and have reports readily available.

Pros

We were able to actually have an affordable software and were able to stop using excel.

Cons

Sometime OASIS can work slowly. I am not sure why.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Oasis Review

2018-11-02

My experience is been great, I like how easy it is to navigate and look for essential information rather than scrambling through CalWin.

Pros

It is easy to navigate and obtain reports when needed.

Cons

That there is no tab for documents specifically.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
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
Lori Townsend

Review

2018-11-05

It has allowed us to streamline our data, and made it more accurate and more accessible than the Excel spreadsheets we were using previously.

Pros

Customer service is by far the best feature of the software

Cons

I can't pull out the data in the way that I need it; also, the data retrieval methods are confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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