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…
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Classy
Score 7.5 out of 10
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Classy is a fundraising platform that supports direct giving and peer-to-peer fundraising, recurring donations, and event management. Classy offers nonprofits the tools to provide the right experience to the right donor at the right time. Classy gives nonprofits access to customizable campaigns, best-in-class integrations, and an expansive library of resources including always-available care agents and hands-on fundraising coaches. Together, the vendor states that Classy and…
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Pricing
Bonterra Case Management
Classy
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Bonterra Case Management
Classy
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Required
Optional
Additional Details
Pricing 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.
Well suited to tracking aid needed and provided to people; to developing a plan for helping - a roadmap. We use it to also identify which volunteers can help on various projects, to try to leverage volunteer experiences and linking to specific client needs.
Well suited for organizations with large fundraising programs or many recurring donors, especially those who have the staffing to devote to reporting and fundraising data analysis. Variety of payment options is good for mobile-first or younger audiences who may be taking more frequent advantage of payment methods like Venmo and Apple Pay. Most useful if it is used in tandem as an event registration/event hosting platform (Classy Event Registration or Classy Live) as attendee data and fundraising is kept in a single place. Less appropriate for smaller organizations, or folks that will not be doing crowdfunding/peer-to-peer/events. There are other platforms that do standard donation pages well that have fewer bells and whistles but are accordingly cheaper.
Apricot by Social Solutions does a great job of making database administration simple and effective. It is easy for someone in the non-profit sector without much prior experience in similar programs to work on the back end of Apricot by Social Solutions building forms and doing reporting.
Apricot by Social Solutions is a generally user-friendly program that our staff of many different ages and abilities are able to utilize effectively.
The buildability of the program is a major plus for our organization, allowing us to cater Apricot by Social Solutions with exactly what we need for our programming and services.
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).
Campaigns lack customization options which can be limiting- while you can add code to make some changes, there is a basic framework that you can't always override.
Slow to roll out some donor payment options like Venmo.
Not inexpensive price point and on an annual contract, so the software is definitely an investment.
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.
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)
VERY easy to use, but lacks flexibility. But very easy to learn and master, even for someone with technical skills. They offer live chat which is a great help for on-demand support. At higher call volumes, you may wait 10 minutes, but I’ve never waited for more than that and the support if 90% of the time very helpful.
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.
Classy's team was very helpful as we transitioned over, and helped us get everything set up quite easily. The few times we've had issues or questions, their online chat feature has been a quick way to get answers. On Giving Tuesday last year, the site went down, but Classy was quick with communication to its clients and had the problem resolved in about an hour. I know that if we have any problems or questions, the company and its team will be responsive and helpful. That makes a difference to me and our small team. We don't have time to troubleshoot or stay on hold for a long time waiting for support.
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.
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.
I have not used any other platforms like Classy. Given I came into this organization after Classy was already chosen, I was pleased with how easy it was to learn the platform and how user-friendly the entire thing is. Although I haven't used any other platforms like it, I would highly recommend it.
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.
This has been nothing but positive. We use the basic version so there is no fee associated with it other than a percentage of each transaction. So everything that comes in is added revenue where the only investment is staff time, but there is no monetary investment.
