Designed for large, complex organizations as well as federated and international nonprofits.
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Bonterra Case Management
Score 9.2 out of 10
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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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Pricing
Blackbaud CRM
Bonterra Case Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Blackbaud CRM
Bonterra Case Management
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
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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.
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 …
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
Best suited for tracking clients individually. When it comes to managing a family record it becomes more difficult. The household is a nice linking tool however with each family member (we could have anywhere from 2 - 6 people in a household) you have to duplicate everything for it to show in the individual record. Example for a family of 4, that's 4 assessments, 4 consents (we have 5 different consents so that's essentially 20 consents being done), etc. When it comes to service notes it's even more difficult. If we visit with mom and student about student school and mom getting a job, that's notes in different files. We can't link that 1 visit to do 1 note in both mom and student's record. The class and terms is a great tool to track group services however it doesn't link to the individual file. There are quick notes but using that means if I want to report on students who received tutoring I'd have to pull a report from service notes in the individual file and class and terms for our after school program then add the numbers together.
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
Updates and or edits to clinical records, demographics, times, notes, etc.
Continuity of client records. All access to clients records allowing for each role to be able to review all services or what services have been provided to the client.
Safety; Bonterra platform when left unattended will automatically prompt a count down to close out if not being utilized. This is extremely helpful in emergency situations. At times we have a in-person crisis that needs immediate attention and can pull us away from an Bonterra case notes. Because of this feature the platform will lock and need a password for re-entry.
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.
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
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)
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.
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.
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.
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.
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.
Good morning. [...] ACS requires team members to utilize databases specific to PPRS services. These are somewhat outdated and rather antiquated. For example, if team members need information they are required to search both systems to collect pertinent data. Bonterra Case Management allows us to have one system for our data collection needs. Thank you.
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.
Apricot by Social Solutions allows us to translate our services into numbers and graphics that can help potential funding sources to understand the impact of our work.
Apricot by Social Solutions is an expensive program for non-profits. For our small team, we spend around $10,000 per year to be able to utilize Apricot by Social Solutions, which is a very big cost to us when there are less expensive options out there.
Apricot by Social Solutions has helped to streamline our intake process, which has, in turn, eliminated staff time.