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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

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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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

(240)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Tiffany Nicolette | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Apricot is being used across our organization. I am one of three administrators overseeing one of three programs. We are a social services organization. We work with confidential client information. Apricot provides us with the customizable privacy settings we need. Now we are able to share information across programs without compromising the privacy of clients.
  • Building forms is as easy as drag and drop!
  • Reports are fully customizable.
  • Privacy settings are easy to customize.
  • It's sometimes difficult to locate help topics in the knowledge section. I find I don't always know exactly what I'm looking for, so searching can be a pain.
  • I feel like Apricot has more strange glitches than other database systems.
  • While customization is a strong point, it takes pre-planning to build a database from the ground up.
  • Those who are not naturally tech-savvy find it very difficult to use and do not like that they cannot call a support line for assistance.
If you're working with a group of tech-savvy people, this is a great option. Some of the people on my team do not pick up technology easily. When they have an issue or do not understand how to use a function of the program, they want to be able to call someone at Social Solutions to walk them through the problem.
  • Apricot allows us to customize our reports and get the exact information we need to provide to funders and grantors.
As relatively new users of Apricot by Social Solutions, I do not believe we have had the chance to realize its full benefit. I do believe the customization of the reporting will ultimately allow us to tailor our programming as needed.
The customization of reports allows us to easily pull the information we need to ensure grant compliance. At the drop of a hat, we are able to create a custom report and provide investors and interested parties with hard data showing the impact of our organization.
Although it was not found in the listing, we evaluated PeerPlace and are beginning to evaluate others. PeerPlace was more intuitive and did not require staff dedicated solely to database management. However, the product was not customizable.
For our organization, I do not believe Apricot has made a difference in this area.
Our use of Apricot has not changed over the last year.
The fully customizable reports have enhanced the way we use data. We are able to make better, more informed decisions regarding our clients.
n/a
3
Apricot is used by case managers and administrative assistants.
1
We have one administrative employee who works with the data, builds reports and revises the system
  • General case management
  • Track client progress
  • reporting
  • We have not had the staff to focus on innovation via Apricot
  • We are not sure we will use Apricot in the future.
The customizable nature of this database is a selling point, but for a small organization like ours, it's is a hinderance. Unfortunately, we do not have the staff to focus full time on database management. For this reason, we are unable to use the system to its fullest potential.
No
  • Price
The initial prices point was just right for us. As we used the system, we realized that many of the features we needed were al a carte. This resulted in added expenses, eventually making Apricot more expensive than other options.
We would dig deeper into what is and is not included in the package purchased. We would look for options with light customization features that are also fully usable as purchased.
  • Implemented in-house
Change management was a minor issue with the implementation
  • Knowing how to build out the system to ensure the correct data was collected
Apricot staff somewhat helpful during the build out, but did not communicate how difficult it would be to make changes ourselves
  • Online training
Online training only
Too difficult to follow and customize for our needs
The configurability is far too complex for the average person
Hire someone to do it for you
No - we have not done any customization to the interface
No - we have not done any custom code
n/a
No, it was too costly
The premium support packages are costly. The basic support can sometimes take too long.
n/a
  • The front facing system is easy
  • Drag and drop items
  • The backend of the system is difficult
  • Using reports to extract the info you want.
The front facing side of Apricot is easy enough to use, but the back end of the software (building reports, etc.) is more challenging and not nearly as intuitive.
The system does tend to run slowly when pulling more complex reports
  • none
n/a
  • Quickbooks
No, they do not
  • File import/export
n/a
A very long contract
Be very careful not to sign a long-term contract or ask for an out clause to be added
  • n/a
  • n/a
No
No
Score 2 out of 10
Vetted Review
Verified User
Incentivized
We currently use Apricot for our grant management system. It is only being utilized by one department within our organization. This allows us to have a paperless grant process and it is portable.
  • The system is fairly simple.
  • The tech support does a great job. They usually have a 24 hour response and are very accurate and easy to work with.
  • It does a good job with security for how grant applicants view information and what information is available to our reviewers.
  • The one thing that I could like to see is in the drop down user badge for administrator use. We provide both applicants and volunteer access. They all appear in one list and there is not a way to have them organized. I would like to be able to have these organized so I don't have to scroll through all of the users to find the one that I am looking for.
  • The form linking feature is difficult to use. When the system updates it seems that another portion isn't working correctly.
  • It would also be helpful to only be able to pull out certain information out of the reports instead of it pulling all of the data that has been entered.
The software was not developed for grant use. The system lacks in features that some other grant software has. I would like to be able to make assignments, have a dashboard, and run detailed reports. The system is very manual and has to be rebuilt every year. The forms are easy to build with a drag and drop features and the options are nice. Our volunteers and agencies find it is difficult to use.
  • At the time we purchased Apricot it was better than the last software we used
This software makes it easy to pull data from reports and export them into Excel. It doesn't have the ability to pull a range of data you have to manually pull it out. It is also lacking in the easy to pull impact data from our grants.
We are using this system as a grant intake application system.
Prior to using Apricot we used the CTK software. I like it much better overall. We selected Apricot as CTK was not being used any longer and we needed to upgrade to the Apricot software. I have not used any other software by Social Solutions in order to compare the differences in the products.
Our grant recipients are asked to complete a report, we pull information from reports. However the reporting section of Apricot does not allow the ability to select a range of data and pulls all of the data on the form and the user has to filter it out.
The past year and a half our grant process has been virtual. Our business is not a direct service provider.
We have pulled date from Apricot to include in applying for grants.
We do not provide case management.
3
The department that I work in provide grants to other nonprofits. We use apricot as our application and review platform. Each year we open up the grant process and allow organizations to apply for grants, these grants are then reviewed by staff and volunteers. If a organization receives a grant the agency submits a biannual report on the Apricot platform as well, which is also reviewed by staff and volunteers. This way we can use it to capture measurements and results.
2
The two of us do not have a IT background and have been able to make changes and build what we needed in the program. There are prebuilt templates that can be used or you can build your own. The forms use drag and drop to insert fields and is easy to use. Apricot also provides support through email and offers a chat feature. They are quick to respond and very helpful.
  • Grant Application Submission
  • Biannual Report Submission
  • Tracking of indicators/program measurements
  • Quickly run or create reports to gather needed data
  • It is cloud based software that can be accessed anywhere
  • Build different grant applications into it
  • Track volunteer information
We have used this platform for several years and Social Solutions is making upgrades to improve the functionality. Overall it is easy to use and reports are easy to create. I would like to be able to pull specific range of data other than the wide range of data that has been entered. I would also change to not having o build a process each year to accept applications. However overall the software meets our needs and there is potential to do more with it.
Yes
It replaced CTK.
This was the new product of CTK and it was no longer going to be supportive.
We would take a better look at needs and functionality.
  • Don't know
Yes
  • integration of data
n/a
  • Online training
There are good training guides.
I am glad there is a online library to use for this software.
I don't believe it has the right tools for what we are using it for. However, for someone else it might be great.
n/a
No - there is no facility to customize the interface
No - the product does not support adding custom code
n/a
n/a
The team is usually prompt to respond and can resolve my issue quickly.
No
More often than not their customer service team provides excellent support.
  • form builder is easy to use
  • linking documents
  • building processes
The software wasn't built for what we are currently using it for.
This software doesn't work well for our organization
It is usually available when I need to use it.
I normally don't have a problem with the system.
  • none
  • none
  • File import/export
We have not used any
I don't recall
n/a
I don't know.
Customer support is usually available.
n/a
n/a
No
  • n/a
  • n/a
No
No
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our organization is using Apricot primarily as a case management database for our resident services program. Additionally, resident services will be utilizing it to track participation and outcomes of other group programs and events. In the future, we are hoping to potentially utilize it as a donor database as well.

Our resident services program is fairly new and still being developed. Apricot gives us the tools to track our work with residents all in one place without being tied to paper documents and physical files. It allows us to develop reports to provide our partners and donors. The database will possibly help attract more funding.
  • Apricot's sales staff are very informative and professional. They work at the pace of the organization without pushing a sale, but instead, providing feedback and assistance in making a final decision.
  • I appreciate that you are provided with a decent amount of initial users (10), which can be cost effective to smaller organizations that can't afford to necessarily pay per user if they only have a few staff members using it.
  • The ability for participants to access and complete forms online has been particularly helpful during the COVID-19 pandemic. In general, just being able to access all of our residents' data remotely has made the immediate transition to working from home much easier.
  • It would be helpful if you could 1) reassign tier two forms, and 2) replicate forms or create custom templates to reuse.
  • Tracking attendance and scheduling functions are very challenging to navigate and add to forms.
  • The initial training felt very unstructured. We weren't given a lot of information on what to expect ahead of time and then we were left with little guidance on how to actually best utilize the training, especially for organizations building a new program vs. moving existing documents online.
Apricot seems to have a majority of the functions I was looking for in a case management database, including organizing workflow, linking household members to one household, built-in assessment tools, referral tracking, follow-up reminders, reporting, data visuals, import/export, mobile platforms, etc.

Apricot is also more affordable for smaller nonprofits and/or programs compared to other options.

While Apricot has functions that clients can access remotely, it does not seem to be the best option if this is something that your organization is primarily looking for.
  • We are entering into a new partnership that will be paying us for providing resident services to our buildings. This arrangement comes with more intensive reporting commitments, which Apricot will allow us to do more easily.
  • Our program is still new, but as we apply for more grants the reports Apricot can provide will be essential.
Our program is still new and being developed. But, we have a set amount of families in our 14 buildings that we can provide services to. Apricot will allow us to better track how successful we are at reaching out and working with our whole population.
We have been able to secure funding from a new partnership because we have the reporting capabilities now to track our work. We only got Apricot this year, and therefore, we haven't seen a lot of change yet. But, we hope that we will be able to secure more funding through reporting and documenting our program's success. Additionally, we hope that we can develop it to become a donor database as well.
When doing research for a case management system I looked at a variety of options including some not in your list (Charity Tracker, Sumac, and Notehouse). In the end, the decision was between Apricot and CaseBuddy by CaseWorthy. Ultimately, a large part of the decision came down to the accessibility and helpfulness of Apricot's sales team. Additionally, CaseBuddy had just been released and we were concerned with going with a brand new database system. Otherwise, the functionality of the two seemed very similar.
2
Currently we only have two users. I am the primary administrator and user. Whereas our Tech and Compliance Manager is an additional administrator to allow access to reporting functions and ensure someone else is familiar in using it.
1
I am the primary administrator. We did have an intern at the beginning of the year that utilized the system as well. I supported her in training and problem shooting, and this will be my role with future users as well. I was the key player in the implementation process and I have been the one building out the database. So, I hold the most inside knowledge. My background in working with similar systems helps me navigate and troubleshoot.
  • Case management
  • Program/Event Evaluation
  • Reporting and data tracking functions
  • Remote access to data has been even more important than ever with COVID-19.
  • The function that allows clients to access and complete forms.
  • We would like to eventually build a donor database.
Once most of the building of the database has been completed, the ease of utilization and time saved will be a great ROI. Additionally, the reporting abilities make it possible to attract more funders and complete required reports.
No
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Positive Sales Experience with the Vendor
  • Analyst Reports
Cost and functionality were most important to us as a small nonprofit developing a new program. We wanted the most bang for our buck, but also a quality product. Additionally, as we add more staff there is room for us to grow with the program.
I would have requested more information on what the initial training and implementation process was like.
  • Implemented in-house
No
Change management was minimal
  • We are building a new program and did not have existing documents to use as templates.
  • We realized near the end that our forms were not set up or organized in a way that matched what we wanted.
  • I thought the process would be more directed, and had a challenging time knowing how best to utilize my time during the implementation meetings.
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.
  • In general, the basics of form building are easy to grasp.
  • Once the forms are completed and the system is built out, it is pretty easy to go through workflows.
  • Tracking attendance and scheduling functions are difficult to use.
  • Search features are sometimes complicated.
Yes, but I don't use it
Overall, most of my challenges have been building out the database and that has a lot to do with the fact that we are starting a new program simultaneously and it takes more time.
Terri Willis, MPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot across the whole organization. Apricot is our client intake, volunteer management, staff, and donor data source.
  • One system for all that we do.
  • I can redesign forms as programs change without waiting for a technology personnel from Social Solutions to help. Social Solutions is there if I need assistance.
  • I can generate my own reports without having to conform to someone else's template.
  • The email function is difficult and cumbersome.
Apricot is best for client intake and gathering demographics.
  • Apricot has done more than what I have expected and it continues to provide what we need for reports and information on our clients.
No more Excel spreadsheets that take hours to configure to get the data we need for our grantors.
I purchased Apricot in hopes to obtain a significant grant with the United Way. Due to my database, I have been able to obtain additional grants that were impossible before having Apricot.
I used Powerchurch (a system that was in place before me becoming the Executive Director) and excel spreadsheets. In other words, a hodgepodge of products to get what we needed which was not very accurate. I have been delighted with Apricot for the past 5 years and just signed a contract for another 5 years.
10
Staff and volunteers conduct client intake and reports
6
Very basic skill set is required to operate Apricot
  • Client Intake
  • Donor in-Kinds
  • Volunteer management
  • Our In-kind donations
  • I would like to see the email section enhanced for better productivity.
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.
No
  • Product Features
  • Product Usability
Product usability was the key to my decision making. I like the fact that I can customize my own forms and reports.
I wouldn't change anything
  • Implemented in-house
No
Change management was minimal
  • I did not integrate data so there were very little issues encountered.
Take the time to learn apricot and all the functions before implementation. Know what the end results are before designing forms.
No
Cost
Every time we have a problem it is resolved.
No
Everytime we call they go out their way to help
  • Form Design
  • Custom Reports
  • Email
No
Very well design, almost anyone can use.
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