Skip to main content
TrustRadius
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…

Read more
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 …
Continue reading
Read all reviews

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

View all pros & cons
Return to navigation

Pricing

View all pricing
N/A
Unavailable

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

Would you like us to let the vendor know that you want pricing?

9 people also want pricing

Alternatives Pricing

What is Pega Platform?

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

What is NeoCase?

NeoCase, headquartered in France, offers HR case management, employee self-service system, and employee knowledgebase to enterprises.

Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(234)

Attribute Ratings

Reviews

(1-9 of 9)
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
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.
Score 2 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Terri Willis, MPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
September 22, 2017

Apricot Works

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have been using the program for 3.5 years, now, and it continues to grow and improve. Customer service is excellent as well.
Return to navigation