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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Bonterra Guided Fundraising
Score 7.9 out of 10
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Bonterra Guided Fundraising offers a nonprofit fundraising suite of applications, with donor management features like intelligent tracking of donor readiness and targeted messaging.
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Pricing
Bonterra Case Management
Bonterra Guided Fundraising
Editions & Modules
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Offerings
Pricing Offerings
Bonterra Case Management
Bonterra Guided Fundraising
Free Trial
Yes
Yes
Free/Freemium Version
No
No
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.
Pricing is based on how many contacts are imported into the Donor Management System. All packages have unlimited users, unlimited campaigns, unlimited peer-to-peer pages, unlimited emails and communications, and optional events and auctions. They all also include full support and complete data migration.
Apricot best met our needs at the time when we were looking into new CRM software. We really liked the usability of the software and how easy it was to make adjustments and changes. Additionally, the support that we got and the responsiveness of our team were incredible and …
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.
Specifically, the customer service is one of the best of any online service we have used. The staff is respectful and speedy, and I have never had any occasion to be disappointed in their help. The silent auction tool we have used for the past two online silent auctions has been excellent. We are about to use the new service. I've been working on setting it up, and so far, so good. We would really like to track our volunteers in Network for Good somehow. Not to do recruitment or volunteer forms, as we don't use public recruitment of volunteers for our use. However, volunteer hours are very important as we do fundraising and grantwriting, as they show our excellent relationship with the community. I'd like to be able to track the volunteer hours... especially if they are also donors. I sure would appreciate a REAL text-to-give, where it's not 10 numbers to text-to-give but just 6 or so. We have tried using this and the feedback we have gotten is "This isn't so easy." To be able to say: "Text MITTENS to 123456" is a lot cleaner than "Text MITTENS to 888-888-8888." Granted this is a small thing, but this is what people ask about.
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).
Individual contact listing being required before the company or business causes some business to be dropped if the individual leaves the business
when you have a donor who donated both as a business and as an individual sometimes one or the other does not come up in the listing when you search for an amount for the year
FaceBook donations being identified by at least who did the fundraiser, not the donors. I do a birthday fundraiser every year for Caring Carroll and there is no indication that it came from me. The money comes in but we do not know where it came from who held the fundraiser.
The fact that the FaceBook donations go into our Network for Good database before we even have the money is confusing.
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.
We are still learning and rebuilding our nonprofit using this platform, so this year is a trial run to see how we can increase our network and our donations. So long as we are able to see a significant return on investment in terms of donations received through the platform, we will renew for next year.
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)
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.
Bonterra customer service is slow and terrible. They take forever to address the actual issue, constantly making incorrect assumptions about the issue. I have spent more than 45 minutes on hold, just to speak with a customer service representative when the chat function was unable to provide assistance with my issue.
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.
For us, Bonterra Guided Fundraising offered the best overall bang for the buck. There were cheaper options that didn't over the features we needed and more expensive options that we felt didn't offer features as good as the ones we were seeing at Bonterra. For an overall option that did more of what we wanted to do, Bonterra was the best choice for us.
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.
We signed up with Network for Good in the fall of 2022 & had a last minute end of year giving campaign using videos we made in Network for Good & emailing them. We also used giving pages & listed a variety of giving amounts that a donor could select.
We experienced at least a 20% increase in giving.
Increase in our communication with donors because there are tools in Network for Good that make it easy.
Our organization looks more professional with the giving pages & it accommodates ways to give.
