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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(250)Attribute Ratings
Reviews
(26-50 of 113)Companies can't remove reviews or game the system. Here's why
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. 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
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
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
May 25, 2022
Apricot Review
We use Apricot for all aspects of our Client Management: Track and manage clients throughout the training process. Track and manage donor data and contributions. Manage communication with clients and donors. Compile reports for state and grantors. Manage and track the distribution of hard goods via foster closets.
- Record set up/date entry is easy and intuitive
- Data output/reporting is accurate
- Easy to customize to meet organization's needs
- Reports could be refined to give a more professional product
- Add/increase capability to track grants, events and in-kind donations
May 24, 2022
Apricot is As Advised! Great Product that Continues to Expand and Growth with Our Growing Agency
We use Apricot to track all of our resident support services, all of the details and demographics of our 140 residents, all of the information on their current housing, lease agreement, their rental payments, management correspondence, housing application, customer satisfaction surveys, and various individual assessments used to direct services within the agency.
- Flexibility in form creation and usage
- Customer Service support in training and being available when needed
- User friendly format
- Continued Growth and Improvement Culture
- Increased Organization features in Site (folders being able to be organized)
- Increased customizable features for Printing forms to PDF formats or formats that would allow for official correspondence
- Synch with Outlook
- Increased Customization of individual administration users viewing site
- Increased ability to permanently delete items without need for assistance
May 23, 2022
A Social Solution you can use!
Healthy Learners uses Apricot 360 by Social Solutions to track the students we serve and the services we coordinate statewide. Apricot 360 employs an intuitive, user-friendly interface for tracking social services electronically, while maintaining the confidentiality and privacy needs of our students, including HIPAA compliance. We collect and store data on our students, households, schools, school districts, service providers, and donors. Additionally, we use Apricot to collect information on health screenings, mental health initiatives, training events, community engagement opportunities, as well as our yearly surveys. We've built reports specific to our performance and evaluation goals, so users and administrators can access this data in real-time. Our Apricot is really a one-stop-shop for us to see the impact of our organization's initiatives.
- Ensures data integrity
- User-friendly, intuitive interface
- Real-time reporting
- Results reporting
- Integration abilities, specifically school district data
- Mobile version
We use Apricot by Social Solutions to do all of our tracking and numbers. Our employees use it to track their time worked, training attended, etc. We track PTO and vacation time for full-time employees with it. We also have multiple grants that we are responsible for reporting, too, and we track all of our client services through the program, which enables us to pull accurate reports and numbers for our grant requirements. We track a variety of information for clients including services rendered, payments made, resources provided, mental health resources, etc. We work with multiple food bank type programs and we track our work with them as well. Everything that needs to be tracked and reported is run through the Apricot system. My favorite part about the program is that I can design every form and report that I need. There are very few limits available when I'm trying to create an effective tracking system for a new program that we bring in.
- Form logic that basically makes it so I can ask certain questions and, depending on the answers, have a variety of options show up on one form. It's helpful when guiding my employees through their tracking
- Calendar integration and being able to schedule onto the calendars directly from Apricot - this has saved us a lot of time and increased our effectiveness.
- The variety of options and items I can add to a form to make it do what I need it to do, and give me the information I want. I can make it calculate when needed, add time as necessary, notes, bullet points, dropdown menus, etc. I feel there are very few limits on what can be created.
- I would like to see an option where I can 'hide' certain clients from individuals within the organization. Not all clients, but individuals on an as-needed basis.
- There are times when I need forms to basically 'talk' to each other -- needing information from both forms to get a clear picture. This usually requires some ingenuity on my part to make it happen. I would love to see improvement here.
- I sometimes have huge forms, and it seems like this can overload the system at times. This makes it difficult to pull reports at times.
May 19, 2022
Apricot; Virtually Nutritious
With a plenthora of clients and the hassle of keeping personal information safe Apricot provides said safe easy and reliable source to keep said detailed information
- Customer Support is especially supportive when troubleshooting or trying to think-tank certain aspects of your database like form ideas or Query Filters
- User Interface is immeasurably customizable with varied multiple options allowing for a unique look for every company or organtization
- Database Administrative tools are easy to access and provide varied methods of filtering the amount of viewable resources users can access
- I feel that the pricing of Users is a tad bit ridiculous with the prices scaling unusually high for more than the default amount of users at what it felt like an unreasonable ask in price
- Some Professional administrative tools like copying a form can only be done by Social Solution staff members and such a tool for each company/organizations administrator would definitely help go a long way
- Opening up more offices across the country/globe might provide better hours to reach key staff members instead of being held to one specific time zone
We use Apricot to maintain records of client training and outcomes. Apricot allows our staff to enter client training records when they are out in the field. They can immediately record any progress the client has made in their training to keep records current. Apricot is flexible, allowing us to customize the data entry forms and design reports specific to our needs.
- Customer support is outstanding. The team at Apricot is extremely responsive and knowledgeable. If they don't know an answer, they will research it until they can resolve the issue.
- The team at Apricot has also shown great interest and willingness to address issues and update their product to meet the needs of their users.
- The product's flexibility makes it a great choice for organizations of various sizes and in different fields.
- It would be great if the different features were offered individually rather than as a group so that organizations with smaller budgets can get some of the additional functionality with a huge increase in cost.
- Staff at our organization use Assistive Technology to access computers (JAWS and NVDA). At times, the HTML coding in Apricot is not up to the current standards for use with assistive technology.
May 18, 2022
Make your busy life easier
We are a comprehensive crime victim provider agency. We need to be able to store our data in a safe, confidential manner that is easy to input and easy to retrieve. This database meets both of those goals with the added benefit of being able to customize monthly and quarterly reports. We keep our notes on the system, accessing them in the office or from remote locations. We have found this to be the best option for us and would recommend it to other victim service providers.
- easy to customize reports
- easy to customize data fields
- storage of confidential client files
- some mandatory fields are redundant
- more storage space for files would be welcome!
- it took months to get the billing correct as we need a "wet" signature on our claim form
Score 1 out of 10
Vetted Review
Verified User
Our agency was promised a software solution to meet our case management needs that would be user-friendly with a great support section. Nothing could be further from the truth. In my experience, Seven (7) months in and we have found a major issue with one of the forms created by the Apricot team, and we cannot get a resolution. Let me reframe that, we can IF I pay an additional $3,000.00 for eight (8) hours of support for the year. That's $375.00 per hour. Communication with the help desk is only through chat, and there is no phone number to call to request assistance when an issue is found.
- The site when working properly is easy to use.
- Customer service contact (I don't want to use a chat feature to try to explain a complex issue).
- Referring users back to training videos in the midst of an emergent issue is not at all helpful.
March 31, 2022
Not worth the investment. Better products out there!
We utilize Apricot Social Solutions to manage and track participant information. We also use it to report our demographics and usage data to our funders appropriately. In the past, we have used a series of Excel spreadsheets to get the job done, but that proved to be incredibly hard to manage and very meticulous to pull data from.
- Clean interface.
- Responsive customer service.
- I would like to see the pre-built reports updated. Some of them change with the funders and Apricot has stated they will not be updating them.
- The system is not very intuitive and can be difficult to learn. Having custom reports built is expensive.
November 30, 2021
Go Get Them Cowboy!
We use the Apricot database for service, support and reports.
- Support tracking
- Various Services tracking
- Reports
- When Social Solutions update the site, it some time messed up my reports.
- I should be able to adjust some of the data layouts myself instead of having Apricot by Social Solutions do it.