Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
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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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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…
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Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
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
Bonterra Case Management Competitors
Bonterra Case Management Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States of America, Australia, United Kingdom |
| Supported Languages | English |
Bonterra Case Management Downloadables
- Data Sheet: An overview of the Bonterra Case Management comprehensive case management solution.
- Case Study: How ARCHS uses technology to empower their partners with resiliency, creativity, and flexibility.
- Case Study: How Communities in Schools of Tarrant county increased staff productivity and student success using technology that enabled efficiencies of case management data collection and reporting.
- Case Study: How Deaconess Nurse Ministry used technology to provide better service and improved data accuracy and availability.
- Case Study: How Employ Milwaukee utilizes technology to improve service delivery, and increase and manage funding more effectively.
- Case Study: How technology is used by the California, multi-service agency, First 5 Riverside, to empower partnerships that increase family resilience.
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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Reviews
(26-50 of 166)Companies can't remove reviews or game the system. Here's why
September 16, 2022
Hope
Apricot by Social Solutions is used at my organization to track client Data and to track services provided to clients. Data is used for reporting, funding, and grant writing. Apricot by Social Solutions provides built-in reports that support HUD guidelines. When reporting guidelines change and ask for more specific ways of collecting and submitting data Social solutions upgrades its system to match the needs of HUD. Apricot by Social Solutions also has a very good tech support team.
- Updates built in reports to match the requirements for HUD reporting.
- Innovative ways to batch and group clients data collections.
- Offer ongoing training when new features are added.
- Constantly making it user friendly with updates that support standardized data entry
- Sharing data about clients with partner agencies
- Having controls where data is only shared with users who should have access to it
- Some features like creating households will lock you out after so many attempts
- I would like to be able to save a record and come back to it at any point. You have to complete many steps before you can save a record.
September 14, 2022
Apricot 360 is pretty sweet!
Our organization migrated to Apricot 360 several years ago after doing extensive research in CRM software to move us from the archaic program we were using. Apricot has allowed us to completely revolutionize how we not only collect, manage, and report on data but also how we interact with all of our program participants. Without Apricot 360 and other virtual platforms during the pandemic, we simply could not have accomplished our work and continued to serve clients. We were able to pivot and move our hard copy processes (which was basically everything) for clients online really quickly in response and have since decided all of these new processes we used with the Connect portal and other capabilities will continue to remain in effect in the long-term. It has additionally led us to digitize more of our processes as a result of the positive response and how much easier it made our work for everyone. A happy side effect is that it has helped our company reduce paper waste and be more green!
- Usability. It is very easy to quickly make changes and create new forms or entries for people to use.
- Robust reporting capabilities. Quickly build reports on any and all data collected.
- Integrations with other software and openness to finding solutions.
- The Connect portal - moving people from portal to portal; being able to customize the end-user experience; being able to access Tier 1 forms from the dashboard of Connect (they're hard to find and alter in any way as an end-user, and we weren't able to integrate a part of our process due to this limitation).
- Being able to customize success and error messages across the platform. Connect, submission errors for forms, etc. Right now, the options are mostly incredibly generic and don't detail everything needed.
- More integration options for schedules and video platforms that can be used.
September 14, 2022
Pleased Costumer
I use Apricot Social Solutions daily as a database to keep clients' records, run reports, create forms, and simplify our work by keeping the client's information confidential. It is friendly to use, and if I have questions, I can reach out to their friendly team, and they help me quickly to find answers.
- Great customer service
- Keep information confidential
- Easy to build forms
- Help us to keep the client's information organized
- It doesn't have a system to update automatically date of births.
- Sometimes their team members use technical language when helping their customers to solve issues and if the customer is new to using Apricot by Social Solutions they may gets confused.
- Sometimes I have to export data to manipulate it into unduplicated information.
September 14, 2022
Apricot is a Good ROI
The organization uses Apricot by Social Solutions as a client, volunteer, and donor database. My department keeps track of the number of volunteers and the hours they put in as well as the donors and the dates and amounts donated. Our CEO uses the donor database to keep in touch with the donors. I run reports to keep track of the number of volunteers and the amount of work they do for us which we can use in grants to show public support.
- It is very intuitive in the report setup
- Once the pages that track data are set up, it is easy for people to use.
- It is easy to export the reports.
- When the birthdate is put in, it doesn't calculate the person's age correctly after the first year.
- Sometimes, certain parts of the database are not available to a user as they were the day before.
- The billing invoices aren't always automatically emailed every month. At times, I have to email them about it, but they are then usually sent within a day or two.
Apricot is our primary constituent relationship management software for all direct service clients and services. It's used to document client and service information, manage case details and updates, and produce reports for internal and external use. We have over 30 users and incorporate Apricot with about a dozen direct service programs.
- Enable customization of forms.
- Create a usable and friendly interface for staff who feel less than confident navigating new systems and technologies.
- Create good opportunities for data manager training and customer support.
- We are not completely satisfied with Apricot's reporting structure. They have made some great strides in the three years that we have used Apricot, particularly with the launch of Apricot Results Reporting. However, I don't think they've quite struck the right balance of powerful analytics and accessible report-building usability.
September 14, 2022
Data roundup.
As a Case Manager, I work with clients who are formally incarcerated, system impacted, struggle with houselessness and or struggle with addiction. I assist clients with setting and achieving goals that ultimately lead to their independence. I use Apricot to input and track data on my clients. This data can then be used for funding/grant writing. Working with my population is what we are passionate about; the data allows us to fund this work, and Apricot makes that possible.
- Customization
- Intuitive
- Easy to use.
- I make detailed notes of when I input information and data that was missing. I consider both times to be flukes.
- It would be nice to have the ability to open previous notes. I get around this by opening a separate tab (within the same browser), so I can pull up previous notes while I input data.
- add dashes to phone numbers. currently, all phone is 9515551234. It would be nice to auto-add dashes: 951-555-1234
September 14, 2022
Apricot has made grant reporting a breeze.
We serve victims of domestic violence and sexual assault. We use Apricot to track crisis hotline callers, residential and non-residential clients and rehousing clients. in 2021 we answered 1,841 crisis hotline calls from people seeking services. We provided safe shelter to 372 individual clients, with 5,862 of safe nights in shelter. We served 202 non-residential clients as well. Apricot tracks services, financial assistance and demographic information that is requested by multiple grants we receive. I've built forms under our client profiles to better streamline requests for services and assistance provided. We track engagements in the community, such as tables and booths at fairs, fundraising events, community education, media coverage, and professional training for outside organizations. We use the Reports section to show staff what data has been entered incorrectly or is missing. I've built reports to turn in monthly, quarterly, and yearly reports to grant funders, and our Board of Directors, as well as collecting data for applying for new grants.
- Form rules are great to use the same form to track different clients served based on what options were selected.
- Email triggers keep supervisory staff aware of financial requests, transportation requests as well as hotline callers requesting specific services.
- Customer Care is always quick to reply to requests for assistance and give detailed answers in a timely manner. They are always polite.
- This may just be my problem, but being able to build a report to show household records and the clients associated with the household record.
September 13, 2022
Apricot Review 2022.
We use Apricot for our Case Management Software. Possible Problem - none of our actual IT support team is trained in Apricot, so I am managing the Administration of the Product. I am a Social Worker, not an IT person, so I know that we are not making FULL use of the Apricot capabilities.
- Easy, Intuitive to set up.
- Manages a large database of client info.
- Easy to set up needed reports for different funding sources.
- it would be great if data could be pulled from Archived Records.
- It would be great if records could be Archived in batches.
- The Date field is funky - sometimes it requires the full mm/dd/yyyy and sometimes not. The Dropdown calendar to choose dates is unwieldy if not using the current month.
- Once a field is set up, it is difficult to make a change - sometimes, as time goes by, it becomes clear that it works smoother with a different format.
September 12, 2022
Helpful Platform, Could be More Dynamic.
We use Apricot as a database of our clients who receive services through a variety of programs our company offers. Apricot allows us to digitize these files, run reports, and manage our client base.
- Organized.
- Easy to grasp.
- I wish individual clients created from within a household auto-populated ALL of the information from the household data.
- I wish reports were more easily editable before running them and/or after running them.
September 12, 2022
Has delivered on its promise.
Demographics and services data collection and tracking. Outcome tracking and evaluation. Program evaluation. Internal reporting and accountability. Grant performance reports. Grant applications PR and press releases.
- Customization
- Reports and exports.
- Tech Support.
- Trainings
- Setting up programs. That area does not store/accept all the information entered.
- System/record ID for tier 2 forms seems to be different from the associated tier 1 form. This adds extra scrubbing work after data has been exported to excel to remove duplicates. This is especially tedious if Record ID is selected as a filter during report creation.
September 08, 2022
Good software
In my organization, we are using Apricot by Social Solutions to manage our participant data and create our monthly, weekly, and yearly reports. I am solving any issue relative to user or participant, like creating an account, creating reports, and forms, solving duplicate data issues, and professional yearly reports.
- User-friendly
- Good software for non-profit organizations
- Easy to manage
- I would like be able use query with SQL server
- With my technical background I would like to able create professional reports
- I'd like to be able to use all of important functions in Apricot by Social Solutions
September 08, 2022
Good software. Still working through the bumps
We use Apricot to document a client's relationship with the agency. Every staff and client interaction is recorded in a client's profile as well as confidential therapy case notes. We also use Apricot to refer clients across programs within the agency.
- Custom reporting makes it easy for us to create reports that satisfy particular funder needs.
- Apricot technical support is very knowledgeable and responsive.
- The UI is very user friendly and it has a modern appearance.
- We received very little guidance during implementation. I believe many mistakes were made in the setup of our software.
September 01, 2022
Sold big promises, not lived up to
We use Apricot by Social Solutions as our EHR program for a nonprofit that serves children and families throughout their lifespan.
- Customizable
- Sales
- Customer service post sales
- Technological support
- Communication
September 01, 2022
Apricot is Versatile and Always Improving
We use Apricot by Social Solutions to house all of our program and personnel data. We use it to collect registration information for our participants and manage day-to-day engagements such as attendance, services provided, and individual assessments. We are able to capture information over time for each person we serve, to track and measure improvements and progress over time.
- It is very versatile and customizable
- It has the capacity to cross-section various data points
- Customizable reports help to pull data very quickly
- The external facing components need attention - such as intake and user-entered information
- They are rolling out features that are somewhat incompatible with the rest of the system, and need to be able to integrate better
- Point-person and near constant changes in staffing
June 14, 2022
Wish we could learn all the tools faster!
We use Apricot to track case management notes.
- Keeps our data safe
- Provides ample tools to allow us to store data
- There are so many tools but we don't use them because we don't know how - the interface is not super user-friendly in terms of knowing how to navigate various screens/options/reporting.
June 01, 2022
New user experience
Case management and grant reporting. Use of Tier 1 and 2 forms for client and activity tracking. Use reports for pulling data for required grant reporting.
- Training tools.
- Customer service (chat).
- Adaptable to needs.
- Importing data is very confusing.
- Linking forms is confusing.
- Apricot database blueprint/handout for orgs to use when creating their own.
June 01, 2022
Apricot User
We use it as a client records database. It keeps track of our clients demographics and documentation. It allows us to take attendance and document services provided to each person. It allows us to run reports for various funding sources.
- Creates unique reports
- Effective chat team for assistance
- Stores information
- System can be designed to fit our needs
- Connection with outlook calendar
- Better onboarding pass off
- Ability to import to other systems
June 01, 2022
Apricot - many pros, but some challenges
Our existing institutional database options were not able to be customized to collect the data we needed to capture; so we looked for an external product that could meet our needs. We needed to track case management of 1,000+ participants with multiple staff members interacting with each participant. We had a need to track static data like demographics, as well as dynamic data such as account balances/transactions and changes in behavior over time. We wanted participants to be able to contribute to the data entry, so having online forms/applications was required. We also had a number of stakeholders we were reporting outcomes to, so being able to customize reports was an important feature.
- Customizable reports
- Easy to bulk upload data
- Easy user management
- Better formatting options for external (participant)-facing forms
- More general templates for common forms, etc.
- Ability to hide items under "search records"
June 01, 2022
Great Functionality for Non-Profit Storytelling
Our education-focused non-profit organization uses Apricot 360 to collect and house data regarding the students we serve. We also use it for case management for our young-adult-specific programming. If there is any data we hope to collect, such as demographics, grades, resource availability, etc., we are able to create a way to input and monitor that data in the Apricot system. We also heavily utilize the reporting feature to make data-driven decisions for our organization and have a firm understanding of how our programs impact the students and families we serve.
- Ease of creating and updating forms
- Report creation and management
- Library of free resources to help answer questions regarding the software
- Chat function to connect almost immediately with someone who is able to help address questions or problems.
- The Apricot Connect client portal does not currently allow for multiple forms to be created by the same client (i.e. a parent cannot become a Connect User and fill out unique forms for each of their children using the portal)
- The contract and fees associated with gaining agency-specific Apricot support can be a barrier if the way your organization uses the system changes or if there is turnover in your organization and you no longer have institutional knowledge of the product.
- Understanding the full scope of what Apricot 360 can do can be challenging; you don't know what you don't know and sometimes it can be tough to figure out what to ask to determine if a feature exists.
We use Apricot as our case management and data/impact tracking software. We started scoping the project in December 2020. We vetted nine vendors and selected and executed a contract with Social Solutions Apricot360 in April 2021. We have completed discovery, scope, and configuration, testing, and implementation. With the implementation of this software, we will be able to increase the reach, growth, and depth of our program impact. Case studies from Apricot360 have shown the ROI of this project will dramatically increase productivity and growth. We functioned for 5 years with a siloed, manual organizational tool that has caused our program implementation to be fractured, tedious, and dependent upon manual and dual reporting. Apricot360 streamlined processes, automated workflows, increase data integrity, security, and compliance, and allows us to easily pull reports and track research outcomes. This has enabled us to build stronger and more meaningful connections with the foster care community. It will also allow us to expand our reach and serve more youth and families without compromising the strength of the relationships fostered by our programs.
- Streamline processes
- Increase data integrity, security, and compliance
- Allow us to easily pull reports and track research outcomes
- Some end user function/access open up to deleting linking relationships
- Internal multi-site programs, make it hard to work around end user access/visibility
- Logins for clients make for potential access issues
May 31, 2022
Makes the tedious tasks easy and seemless
I use it for service tracking with our clients, entering timecards, and for booking appointments on my Google calendar. It is really clean and easy to transition from one page to the next and is great at searching clients by names, IDs, or by any criteria I want. I probably don't even know the entire application's potential, but I use it to run reports on various aspects of tracking as well.
- Timecard Tracking
- Client Searching
- Linking and scheduling calendars
- Work flows when entering specific information about clients.
- How many sections there are to schedule an appointment in the calendar. It gets time-consuming to enter in 5 different sections for just date, am time, pm time, who's a calendar in the company, and title it.
- Having to change any time input to am and pm individually, instead of it guess that if the first time is 11:00 am, the next one with me is in pm.
May 31, 2022
Skeptically Optimistic User
We run school programs and we use them to track attendance, mentor, and administer pre-post testing of our students.
- organizes attendance
- student profiles
- variety of features
- the phone app interface. Students can't locate the submit buttons on some phones
- expensive
- confusing to set up - not intuitive
- running reports
May 30, 2022
Helpful Data Tracker. Unlimited Customizations
We use it to manage medical information through forms for all of our patients. As well as track classes that they have taken to earn points for material goods and we track how many points they've earned and used and what they have spent them on. We run reports to see what our volume is for all of the different services we offer and how successful we have been a month to month and provide that information to our donors and to organizations that provide grants.
- Collecting Information
- Smart Forms
- Reports
- Sending forms to clients
- scheduler doesn't work efficiently. Should be more like Calendly. more user friendly.
- scheduled text messages to groups or people with appointments in the scheduler. also adding templates to select for the messages.
May 26, 2022
Okay enough
Score 7 out of 10
Vetted Review
Verified User
We use Apricot to manage individual data and their interactions with our organization (participation at events, activities, conversations, etc). We also link individuals to families, small businesses whom we work with, and organizational partners. We are beginning to build more interactions and differentiated 2nd tier forms, like COVID financial support, targeted surveys, and invoicing. Some partners report/invoice through our database as well.
- Direct service case management tracking.
- Form logic when applicable.
- Simple reports & bulletins.
- Access control/permissions for user, sites, and programs.
- Lack of features in being able to report data.
- Lack of capabilities for tracking funders/donors.
Community League of the Heights is a non-profit organization that has multiple departments. We have implemented Apricot in most of the departments. My department is social services and we log into Apricot our interactions with our tenants. Apricot is helpful in keeping track of many different things that the organization needs to keep track of.
- Very organized
- Easy to maneuver the site
- The support from Apricot has been extremely helpful
- Sometimes the forms have an error when loading certain information
- Sometimes the site malfunctions
- Sometimes things that were uploaded could not be found