Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Blackbaud CRM
Score 7.5 out of 10
N/A
Designed for large, complex organizations as well as federated and international nonprofits.N/A
Bonterra Case Management
Score 8.0 out of 10
N/A
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission. Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their…N/A
Pricing
Blackbaud CRMBonterra Case Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Blackbaud CRMBonterra Case Management
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeRequired
Additional DetailsPricing for Bonterra Case Management is driven by individual usage and needs of the nonprofit. Organizations aren't one-size fits all, so neither is Bonterra's pricing.
More Pricing Information
Community Pulse
Blackbaud CRMBonterra Case Management
Considered Both Products
Blackbaud CRM

No answer on this topic

Bonterra Case Management
Chose Bonterra Case Management
We selected Apricot to warehouse our client data and to be able to serve as a backup to our data reports for our funder. Apricot is more fluid than the three (3) entities I've worked with in the past. In other words, Apricot allows us to now go from Intake Form data entry …
Top Pros
Top Cons
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User Ratings
Blackbaud CRMBonterra Case Management
Likelihood to Recommend
8.7
(36 ratings)
7.9
(157 ratings)
Likelihood to Renew
9.1
(8 ratings)
8.9
(9 ratings)
Usability
-
(0 ratings)
8.6
(6 ratings)
Availability
9.0
(1 ratings)
8.6
(2 ratings)
Performance
-
(0 ratings)
7.0
(2 ratings)
Support Rating
6.9
(7 ratings)
8.8
(10 ratings)
In-Person Training
-
(0 ratings)
10.0
(1 ratings)
Online Training
-
(0 ratings)
5.4
(2 ratings)
Implementation Rating
8.2
(3 ratings)
4.5
(4 ratings)
Configurability
-
(0 ratings)
2.4
(2 ratings)
Ease of integration
-
(0 ratings)
1.0
(2 ratings)
Product Scalability
-
(0 ratings)
4.6
(2 ratings)
Vendor post-sale
-
(0 ratings)
7.5
(2 ratings)
Vendor pre-sale
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Blackbaud CRMBonterra Case Management
Likelihood to Recommend
Blackbaud
It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
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Bonterra
Apricot by Social Solutions is a great program for organizations wanting a user-friendly option to help organize the personal data of individuals served, volunteers, and even donors. It's a program that is built off of an individual page, where you house all the personal information for a single person, and has a virtual "document folder" to house attendance information, enrollments, donations, trainings, and other kinds of pertinent information. Apricot by Social Solutions is not a great solution for organizations wanting to save money on a CRM program (it is quite expensive, in my opinion), and can pose some struggles/limitations for organizations providing family-based programming or wanting to track donors and donations in the most efficient way.
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Pros
Blackbaud
  • Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen
  • Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later
  • well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting
  • Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information
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Bonterra
  • Updates built in reports to match the requirements for HUD reporting.
  • Innovative ways to batch and group clients data collections.
  • Offer ongoing training when new features are added.
  • Constantly making it user friendly with updates that support standardized data entry
  • Sharing data about clients with partner agencies
  • Having controls where data is only shared with users who should have access to it
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Cons
Blackbaud
  • Certain aspects of Blackbaud are oddly non-customizable.
  • Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility
  • There should be a flag in constituent search to show which people in the results list are deceased.
  • Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff.
  • Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive.
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Bonterra
  • Almost every year I get a new customer care support person, and it can be hard to reorient each new person to my unique business case and use of Apricot by Social Solutions
  • In the past, I have had issues with communication from different departments in Apricot by Social Solutions about what I was getting as part of my contract. In my experience, when I had my initial meeting to kick off upgrading our Apricot by Social Solutions instance, the majority of the information the project consultant had was incorrect. I had to send an email to someone else to rectify the situation.
  • If Apricot by Social Solutions was compatible with phones that would be really helpful.
  • I wish the font size and formatting were more customizable when building out forms in Apricot by Social Solutions (e.g., more similar to how customizable Surveymonkey is with different surveys).
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Likelihood to Renew
Blackbaud
We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
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Bonterra
I went to the Summit a few weeks ago to learn about the future expansion and vision of Social Solutions. I already been with Apricot for 5 years and researched other products I still come back to Apricot and where it can grow with us.
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Usability
Blackbaud
No answers on this topic
Bonterra
Without any formal IT education, I was able to utilize their articles and videos to teach myself how to configure and customize the software to our organization (although I do recommend their Apricot Admin training to polish your skills). The majority of users are able to adapt immediately with minimal training.Staff that have challenges with technology in general do adapt to using the system once you can create buy in and engagement (although it does take time and training)
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Reliability and Availability
Blackbaud
No answers on this topic
Bonterra
It is usually available when I need to use it
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Performance
Blackbaud
No answers on this topic
Bonterra
The system does tend to run slowly when pulling more complex reports
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Support Rating
Blackbaud
I have not personally had to reach out to Blackbaud CRM Support, because we have a central office that manages the Blackbaud CRM relationship. However, any time I've reached out to our support team, there is nothing they can't figure out by utilizing the support they receive from Blackbaud CRM. I've not had any issues that have gone unresolved, and they can always get things done in a timely fashion.
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Bonterra
This is a difficult question to answer because when I hear the word "support" I think of this in multiple levels. The customer service on the front end, with my account manager is pretty good. There was a time for about a year and a half where I didn't even want to get to know this persons name because they wouldn't be there there long enough for me to get to know them. For the past 8-9 months we've had the same account manager, and this is helpful as a way to grow our trust in Apricot social solutions as well as the account manager understanding the needs of our organization. The technical support is also fine. The issues we most have problems with is how the technical support is calculated and the lack of roll-over of technical support time. If our account has 1 hour of technical support per month, but we don't need any technical support for 4 months, it would be great to have the ability to use those 4 hours (as time allows per the IT calendar) when we need them, even if it falls within one month. We've also had instances of working with IT persons who didn't seem to care at all about our issues, and seemed eager to put our call behind them and get onto the next without much thought as to why we were calling them in the first place. We've also had instances where the IT person didn't seem to really be listening to what it is we needed, and was heck bent on what they THOUGHT we needed rather than listening to what we actually did need. While we also have had experiences of working with IT persons who were absolutely great at working through issues. They were patient and understanding and would explain why a solution (c)would or (c)would not work. We even worked through those options in real time if they were unsure whether a data solution would work or not. That was great because we felt heard.
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In-Person Training
Blackbaud
No answers on this topic
Bonterra
Online training only
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Online Training
Blackbaud
No answers on this topic
Bonterra
There are good training guides.
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Implementation Rating
Blackbaud
Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
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Bonterra
There need to be specialists who know how to best work with an organization developing a new program, not just transferring existing forms to a digital format.
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Alternatives Considered
Blackbaud
Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
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Bonterra
The ability to customize Apricot and the simple interface is incredibly appealing. Salesforce CMS may be more well known, and cheaper for nonprofits, but it's also seen as the "Cadillac" version and is overwhelming for many small to mid sized organizations. The build out can be expensive as well, although there is a more general knowledge about the product and integration options.
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Scalability
Blackbaud
No answers on this topic
Bonterra
This software doesn't work well for our organization
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Return on Investment
Blackbaud
  • Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments.
  • Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level.
  • Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team.
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Bonterra
  • Our data reporting capability. We're able to do the most robust reporting we've ever done.
  • Was able to handle our rapid expansion (doubling program in 1 fiscal year).
  • We did have a loss of data near the beginning of our use of the system and never got a clear answer why it happened. Data was never recovered.
  • The cost to add additional users is really high, and there aren't many options to bundle or review user licenses to ensure we're getting the best deal.
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ScreenShots

Bonterra Case Management Screenshots

Screenshot of a display of a participant's profile to see important information about that individual at-a-glance.Screenshot of The "My Workspace" area of Bonterra Case Management allows users to see upcoming cases, appointments, events, and other notifications in one place.Screenshot of Dashboards provide at-a-glance insights, while Census data integrations allows users to view demographics of the communities served.Screenshot of the streamlined intake process that helps serve more individuals and ensure they are aligned with the correct services to help them succeed.Screenshot of information, kept secure by assigning users specific roles and permissions to specify access levels.Screenshot of Communication with participants to keep them engaged.