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Bonterra Case Management

Bonterra Case Management
Formerly Apricot by Social Solutions

Overview

What is Bonterra Case Management?

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…

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Recent Reviews

Review

8 out of 10
March 26, 2024
Incentivized
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We …
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Apricot

6 out of 10
June 28, 2023
Incentivized
Apricot 360 is our Client Services CRM. It holds all of our client data including case notes, demographic data as well as all services …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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What is Bonterra Case Management?

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…

Entry-level set up fee?

  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Bonterra Case Management?

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 clients and mission. It allows nonprofit organizations to track what matters and follow clients throughout their entire lifecycle in a single, unduplicated record.

With Bonterra Case Management, nonprofits can ensure data integrity through functionality that tracks whether the data in the system is complete, entered correctly, and unduplicated. With drag-and-drop functionality and outcomes management capabilities, Bonterra Case Management helps nonprofit organizations transform more lives for the better.

Bonterra Case Management users get real-time access to their data to facilitate collaboration and insights into program performance. Those insights can then be shared by creating reports within the system to present to organization stakeholders, board members, and funders.


Bonterra Case Management Features

  • Supported: Case Management
  • Supported: Outcomes Measurement and Management
  • Supported: Best Practice Forms and Reports
  • Supported: Customizable Forms and Reports
  • Supported: Participant Intake
  • Supported: Secure Data Environment
  • Supported: Smart Form Creation
  • Supported: Mobile Compatibility
  • Supported: Client Information Portal
  • Supported: Client Communication Tools
  • Supported: Automated Rules and Alerts
  • Supported: Calendar Integrations
  • Supported: Workflow Automation

Bonterra Case Management Screenshots

Screenshot of a display of a participant's profile to see important information about that individual at-a-glance.Screenshot of The "My Workspace" area of Bonterra Case Management allows users to see upcoming cases, appointments, events, and other notifications in one place.Screenshot of Dashboards provide at-a-glance insights, while Census data integrations allows users to view demographics of the communities served.Screenshot of the streamlined intake process that helps serve more individuals and ensure they are aligned with the correct services to help them succeed.Screenshot of information, kept secure by assigning users specific roles and permissions to specify access levels.Screenshot of Communication with participants to keep them engaged.

Bonterra Case Management Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States of America, Australia, United Kingdom
Supported LanguagesEnglish

Frequently Asked Questions

Salesforce.org Nonprofit Cloud, Bonterra ETO, and ClientTrack by Eccovia are common alternatives for Bonterra Case Management.

Reviewers rate Support Rating highest, with a score of 8.8.

The most common users of Bonterra Case Management are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(247)

Attribute Ratings

Reviews

(1-25 of 106)
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Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
Jennifer Heipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
September 16, 2022

Hope

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 made the entire process so much better.
September 14, 2022

Pleased Costumer

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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 as if I contact Apricot customer service.
September 14, 2022

Apricot is a Good ROI

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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. Before we got Apricot we used Excel to keep track of services to clients and it was a huge spreadsheet. Powerpoint we use for presentations. We tried building a database in Access but didn't have the time. It was much easier just to use Apricot.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 ethernet cable. The database was huge and took up a whole server on its own. It often crashed, and only one person knew how to reset it. If they were off work or not available, staff had no way of accessing client records. With Apricot being a cloud-based database, we are able to access it at any time from any location. I have not experienced a 'crash' with Apricot, and if Apricot is doing a systemwide update, they are good to let us know before it happens and the days and times to expect interment access to the site. They do these updates on the weekends and at night or late evenings.
September 08, 2022

Good software

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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