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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 163)
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March 27, 2024

Glad we switched

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We utilize this program for the management of transitional housing for homeless veterans. This program serves our purpose above and beyond our needs. Very suited for any client-based social work-related organization. Due to its customizable ability, it is very universal. The features of this program make it useable in pretty much any client based service
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Bonterra Case Management is well suited for the typical situations in our organization. Our department (insurance services) does not typically use all of the features, but with the overlap of our clients receiving other services, it is helpful in seeing the overall care for our clients.) The tools and reports are helpful in keeping track of goals and tasks due.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Bonterra has been very helpful in helping us with building reports or if we run into any issues with Apricot, we always get a quick response back. Getting a quick response back is very crucial since sometimes these issues comes up right before a clinic shift, where our volunteers needs access to the client records. Thank you Bonterra and it's staff!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
For smaller nonprofits, especially, Apricot is designed in a way that most people can manage without tech expertise. It's nice to have control over our database rather than outsourcing everything and being dependent on others outside the organization.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Apricot by Social Solutions is a great program for organizations wanting a user-friendly option to help organize the personal data of individuals served, volunteers, and even donors. It's a program that is built off of an individual page, where you house all the personal information for a single person, and has a virtual "document folder" to house attendance information, enrollments, donations, trainings, and other kinds of pertinent information. Apricot by Social Solutions is not a great solution for organizations wanting to save money on a CRM program (it is quite expensive, in my opinion), and can pose some struggles/limitations for organizations providing family-based programming or wanting to track donors and donations in the most efficient way.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
I think it is difficult to use Apricot by Social Solutions sometimes for our particular use because we are not a direct service provider but an intermediary, and thus we have had to figure out some workarounds for making the system work for us in terms of data collection and management. I also wish I could do more data cleaning and analysis within Apricot by Social Solutions, so that I could generate accurate and cleaned up dashboards based on the these analyses that I could share with our sites. That was the original vision when we purchased Apricot by Social Solutions prior to my hiring, and unless I'm just greatly missing out all the capabilities of Apricot by Social Solutions, I don't think that is possible (or at least not based on the way we currently collect data).
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We love the customization options, so I think this is well-suited to almost any company. When we compared it to another brand offered to non-profits, it looked more professional and also allows multiple tabs to be opened, which increased our productivity when working with multiple clients or using multiple forms for the one client.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Apricot is well suited to building your own forms and reports based on individual business needs. However, basic templates are not readily available and the base training when purchased is extremely limited. So do plan to take some time to assess your needs and design how your forms will flow and work together.
June 28, 2023

Apricot

Score 6 out of 10
Vetted Review
Verified User
Incentivized
It is well suited for entering case notes and client data. It doesn't work well away from a computer because the mobile site doesn't have the functionality to do dynamic queries which are on all of our forms.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have come to appreciate it for collecting data and it works well to create a historical record of visits. I would not recommend the product for tracking volunteer hours. We would also love it it had a way to create a queue of requests.
June 25, 2023

Great Product!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have had the best support in Apricot through our ASC, client success manager, and account manager. Whenever we have a question, they are quick a response, and typically a solution is given during that response. They not only help us implement our ideas but also help us think of different ways of organizing or collecting information so that we can collect information we never knew we wanted to analyze.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
It's useful if you need to collect straightforward data points, and can be customized to do so. It however is not appropriate for any client-facing uses. It does not function well as a tool to gather large quantities of data in bulk, and can be quite manual.
Jennifer Heipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Apricot by Social Solutions is great for a Social Service organization that needs to capture individual client data. It's strength is in tracking individuals - you can record groups and classes (and we do use it for this), but it is a bit more glitchy on these. It's great for organizations small enough that they can't invest in a custom salesforce configuration or other custom builds. I'm a non-technical person and I was able to configure it. Configuring it correctly for what you want to know is critical, so I recommend investing in support from Apricot and someone internal with logic model or research expertise. Front end use fairly easy for people who have at least some basic computer comfort.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I think for small to medium nonprofits, Apricot by Social Solutions meets the basic needs. I think because there are fewer orgs in this industry using this platform, there does feel to be a lack of general knowledge and support. Also, I think the price and standard package of 10 users does make it out of reach for many orgs. I would encourage a smaller package and maybe two tiers of HMIS packages.
September 16, 2022

Hope

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Apricot by Social Solutions is user-friendly when you need to retrieve client data entered. You can retrieve /search for information in different ways besides names. It allows you to retrieve data based on race, age, gender, etc. The support team is really amazing. I have experienced a client specialist get on a virtual call with me and walk me through creating a report. I have been stuck trying to figure out what error I made while running a report. The client specialist took the time to look through my support and tell me what needed to be corrected. I have worked with other data companies and they do not have a great support team like Apricot.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The software is really easy to navigate and figure out the flow of. New features and additions are easily picked up, and we're able to ensure really good functionality for our staff who use it based on their needs. Utilizing the Connect portals for individual case managers has eased communication as well. We utilize a Tier 1 that allows us to cohort together clients and add group information. We are limited on the number of students that can be added to those and can't adjust those limits, which can make some data tracking a little more strenuous. At the start of the COVID-19 pandemic, we had to pivot to doing our work online which was very heavily paper-based beforehand. With Apricot, it was simpler for us to make that sudden switch.
September 14, 2022

Pleased Costumer

Score 9 out of 10
Vetted Review
Verified User
Incentivized
(Appropriate)-We collect information and run end-of-the-month reports to help us keep track of our budget. Also, we can evaluate the client's improvement through a rating system. (Less appropriate)-When we open a file stated longer than a year ago and refer to the client's date of birth, we get erroneous information since the system doesn't update the calculation automatically.
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