Bonterra Apricot 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. Apricot 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. Apricot offers configurable forms and fields so organizations can customize their experience to their clients and mission. It allows…
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HubSpot CRM
Score 8.4 out of 10
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HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Pricing
Bonterra Apricot
HubSpot CRM
Editions & Modules
No answers on this topic
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
Offerings
Pricing Offerings
Bonterra Apricot
HubSpot CRM
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Required
No setup fee
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.
I would say the way we are able to track information amongst our team of 4 but serve 30+ active program participants, 80+ graduates, volunteers, and staff engagement, which was complicated before doing most of our documentation and tracking through Google Suite. With the system there is imbedded accountability for case managers and leadership to be sure we are all doing our part and simultaneously tracking data which helps us to have more time to engage face to face.
Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.
Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
Task management is simple but effective.
Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
Gmail integration is quite smooth along with email tracking.
More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
I would like to see more native options for automation.
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.
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
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)
It's designed to get started quickly. The basic level of features and functions is elementary to use. It's highly adaptable to your organization's needs and how you want to utilize the CRM. It can be easily accessed via the web and mobile, and has been seamlessly integrated into other tools we use outside of Hubspot.
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.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
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.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
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.
Comparing all the CRMs, HubSpot has excellent third-party integration tools that can get you integrated with any native app within seconds and let you sync all the data instantly. The deal pipeline is well synchronized to help you prioritize deals and send contracts to win the deal and bring in business. I didn't find this in any other CRMs, and it's a very important factor for any startup to thrive.
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.
Tough to measure specifically, but time gained by having contacts available at-a-glance
Approximately 12% increase in Sales team following up on quotes, leading to a 4-7% increase in positive outcomes from conversations with customers (negotiations whereas they may have been lost previously with no post-quote contact)
