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
Bonterra Case Management
Editions & Modules
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Offerings
Pricing Offerings
Bonterra Case Management
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup Fee
Required
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 was not part of that process; I began using Bonterra Case Management Apricot Core in 2022 upon joining this nonprofit and have not used anything similar. In my prior career in marketing for diagnostic / medical device companies I would compare this to my use of …
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Chose Bonterra Case Management
Salesforce and Salesforce Maps was an extremely frustrating application to use. It was not user friendly and took away so much time from what I needed to be doing. Bonterra Case Management is the complete opposite of that.
N/A - Apricot by Social Solutions was selected before I started working at Invest in Kids. I have not been in a position yet to shop for similar products.
Penelope by Social Solutions did not have flexible reporting, did not have import capability, and was less flexible to configure. However, Penelope did have billing tracking capability.
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 …
We needed a system that added more user-friendly instructions. The ability to enter and retrieve more information through various platforms. Multiple users with more control over what data is shared. More user control but more support.
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 …
Apricot by Social Solutions is a complete product. I don't have to start the product from scratch; instead, it is built and more user-friendly. For example, it is hard to build a database with Microsoft Access, and if I have questions about it, I may not find answers as easily …
The data we need to collect and analyze is very well handled by Apricot. The Microsoft products are much simpler and don't have the robust analysis that Apricot can give us. Apricot by Social Solutions is a more complete product and they are adding new things all the time. …
Our previous database was hosted on a server. It was called Alice. They quit making updates for Alice years ago and quit selling it all together shortly after. We were limping along on a server based database that could only be accessed by being on-site and plugged into an …
In ETO, we don't have access to create our report; we are just users. In Apricot by Social Solutions, we have more access, and as administrator, I am able to do everything from my side, but sometimes we need help from the support team, like copying the form.
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.
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).
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)
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.
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.
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.