Salesforce for veteran support organizations, from a team that has served.
Visios is veteran-owned, and half our team are veterans. We build systems that help you deliver consistent, high-quality care to veterans and their families.
Background photo: a veteran with family, or a veteran-serving team
We understand the mission
Our founder served in the U.S. Air Force, and service shapes how we work: clear plans, dependable follow-through, and respect for the people you serve.
Sound familiar?
What we hear from veteran support organizations before we start working together.
See how we fix these →- More people can see sensitive information than should.
- Staff export everything to spreadsheets to get real answers.
- The mobile app doesn't fit how your people work in the field.
- Your other tools don't talk to Salesforce, so staff type things twice.
What you can do
Coordinate care
See every service a veteran and their family receives, across programs and partners.
Manage intake and referrals
Online applications and referral forms that land directly in your system.
Run programs smoothly
Scheduling, transportation, housing, and case follow-up in one place.
Report outcomes
Show funders and partners the difference you make, with reports you can trust.
Protect sensitive information
Access controls so each person sees only what they should.
Real work
What we've built for veteran service organizations
Case management and supportive services
Intake, progress toward each veteran's goals, and housing, workforce, and transportation services, coordinated in one system.
Reports funders can rely on
100s of hours saved each year on recurring reports
Timely, audit-ready impact reports for government agencies and foundations. Staff no longer rebuild the same reports from spreadsheets every week or month.
Volunteers in one place
Community and veteran volunteers tracked together: skills, background checks and certifications, availability, and service hours.
Real work · crisis response
Built for a humanitarian special operations and crisis response organization
Deployment readiness at a glance
One profile for each responder: contact history, specialized certifications, medical and skills clearances, and real-time availability to deploy.
Coordinated deployments
Deployment coordination, team schedules, and mission communications run automatically across active response efforts worldwide.
Leadership dashboards
Real-time dashboards show deployment timelines, mission results, and volunteer contributions for leaders and funding partners.
Experience with veteran-serving programs
We have built systems for veteran services centers, including a veteran transportation program with live vehicle tracking, and supported veteran housing and recovery organizations.
[Client testimonial from a veteran support partner]
Common questions
Can Salesforce handle case management?
Yes. We set up case tracking around your programs and the way your staff work.
Can veterans apply online?
Yes. Our portal accelerator gives applicants a secure place to apply and check status.
Start with a free 1-day consultation.
A discovery call, a review of your Salesforce setup, and tailored recommendations, delivered at no cost to you.