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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
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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 19, 2022
Flexible and cost effective
We utilize Apricot in three different programs. 1) Tracking daily client performance data in a mental health program to document client progress and success 2) Managing client intake and activities for home visiting programs serving 0-3-year-old children and 3) Managing client data comprehensively for early childhood programs including state reporting
- Summary reports by client, period and location
- Customization of forms for different programs and needs
- Managing access based on user need
- Online user assistance
- Archiving of records - this is cumbersome and there should be an option to delete a record if it was truly added in error
- Complicated formulas - sometimes those will only work with a redesign of the system but training is limited on how to include those in system design upfront
- Drag and drop dashboards - it would be good to have functionality for standard reports and dashboard associated with them (ie client demographics, new client counts, caseloads)
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
May 18, 2022
Great program for nonprofits
We use Apricot for managing our client database. When we work with families, we input the information into Apricot in order to manage who we work with. We also use Apricot for our grant/other reporting, as we are able to pull the information easily. This product helps us stay organized when we are taking information and scheduling appointments with families.
- Easy to build forms
- Great customer support and resources to learn the program better
- super buildable to our organizations needs
- sometimes the program does not load properly or reports are slow to load
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.
Our organization is a non-profit providing social service. We needed a program that could share information and referrals across services when needed while also providing confidentiality and minimizing duplication.
- Support.
- Training.
- User-friendly.
- Useful functions may be locked out without purchasing them.
- Q&A section could be better organized.
- Connection with other users is limited.
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
It is used across all departments for Non-Profit Domestic Violence and Sexual Assault Victims. The departments include: Shelter, Crisis, Legal, Counseling, and Grant reporting.
- Build a customized solution to fit specific workflow
- Build customized reports to pull data from the system
- Customer support is very responsive.
- Workflow management (no way to remove in-process workflows)
- Signature component (make witness optional)
- Graphing could be enhanced to allow multiple yearly comparisons.
- CAPER reporting is very cumbersome
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.
November 24, 2021
New user, great implementation experience
Apricot is being used by our Program division, which includes shelter, housing, hotline, counseling, children's court services, and violence prevention education. It has enabled us to go almost paperless. It has enabled us to accurately record services and run reports. It is helping reduce silos so that when a client comes to us they are served by the entire organization, not individual programs.
- Creating edits and forms does not require IT expertise.
- There is a client portal for electronic forms.
- It is internet based.
- HUD reporting is pre-built in the system.
- Reporting feature now includes graphs with color.
- Chat support is very responsive.
- VOCA report is pre-built but can't be used to accurately report all services provided.
- Some features are limited if you use Apple/ipad products.
June 28, 2021
Apricot Review from a 5-year Admin/User
We use Apricot [by Social Solutions to] record data in multiple areas of our organization. The main problem Apricot solves is it provides flexibility. We were able to move from pen/paper tracking and mountains of spreadsheets to safe electronic storage of our many different types of records. The wide range of options for form creation and linking allows our organization to track data from all areas including: clients, volunteers, donors, mailing lists, etc. We can all access our data from any area of our building, and while we are offsite.
- Wide range of customizations available for building forms and reports.
- Freedom to build your own forms and reports from scratch. Able to build many different reports to isolate different kinds of data, from main records.
- Customer service responds quickly with via their chat window.
- Tutorial videos and quizzes great tool for training staff to use the database.
- Cost greatly increases each year that you are a customer. After 5 years, we are not renewing our contract this year and going with a different product.
- Some of the customer support agents I have communicated with were not the most professional.
- As an administrator, much of my learning of Apricot is self-taught as the customer service often directs you to read articles in their Knowledge Base to get your questions answered. This could be frustrating to someone hoping that Apricot agents will help you build items or understand the how-to's.
May 18, 2021
Great for the tech savvy!
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.
May 14, 2021
Useful database solution for non-profits
We use Apricot Core across our whole organization. We are a non-profit working with immigrants and refugees. For our ESL classes, we track attendance, scores, childcare needs, and many other important metrics. Across all of our programs, we are able to easily keep track of client data and any issues or concerns we have with clients.
- Data protection
- Flexibility of software
- Support offered
- Continual development of software
- Unexpected price increases - Every year the price increases a different amount and we don't find out until a month before we are expected to pay.
- Staff reorganization - We have had around 5 account managers since we joined Apricot 3 years ago.
- Cost of extra support is unrealistic for small non-profits
May 13, 2021
Great results in a snap...!!!
Apricot has been selected to manage our institutional database that allows us to register cases and follow up on the different processes and actions that help us achieve our main objective with the participants: placing them in jobs where they can develop a career mainly in the construction industry and related. The system was developed to be used across the organization and with external actors like other organizations who refers applicants to our offices.
- Create cases forms, it has many template examples.
- Construct a strong workflow with our process.
- Create reports easily to follow our actions and goals.
- It allows us to focus on our processes rather than software management. The hosting and support is pretty good.
- A better "what you see what you get" feature in the report generation.
- Must allow protecting fields from editing by the RLA feature.
- It should allow edit linked auto-populated fields between forms (if we do a modification in a secondary Tier form but from another Tier, by example)
May 11, 2021
Apricot - Great but can be Greater
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.
May 11, 2021
Apricot by Social Solutions--Love it!
Apricot is being used by the executive, HR, director, managerial, and social work staff levels (including two administrator user slots). It was chosen to migrate data management from a non-integrated manual recordkeeping (paper file) system to an electronic database.
- Human service organizations are often required to provide efforts-to-outcomes reports for their stakeholders. There are different databases that can provide standard templates and query wizards that can be tailored for customized reporting, depending on size and needs of the organization. We chose Apricot because it fits the needs of smaller organizations. Our package came with both a small number of templates that are easily adaptable to required reporting forms, and the ability to create forms from scratch.
- As an administrator, I can easily save and publish forms and reports, and then view them either as administrator or as one of the user accounts without having to log off as administrator, which saves a lot of time and keystrokes.
- Apricot's online Help Center (tab available on user dashboard) is very comprehensive, offering, in addition to instructional articles, short, simple how-to videos for users and administrators. I have used them for myself and for training staff.
- Apricot is built on a "file folder" structure, using categories called profiles. Our main profile is for our clients. Each client has a profile with static demographic info (the "file folder"), and within that profile structure, forms are completed and filed for that client, easily searchable and accessible. If a complete, to-date historical record is needed for the client in a presentation format, everything for that client can be produced in with a simple menu command for that purpose.
- Reports can be created to include data across multiple profiles. Data is reported in real time as entered or updated. Data fields in the report can be filtered easily. No queries or wizards needed. Reports are accessed without need for third-party platforms. Graphic enhancements are very attractive and available during report-building.
- Administrators get a very thorough hands-on training through basic "boot camps" and additional follow-ups, depending on level of services purchased.
- I found it very easy to train staff down-line because of the navigational ease in Apricot's user dashboard. No way to get lost!
- Drag-and-drop features in right pallette of report-builder could be improved. Space is small for too many drop-down and scrolling options.
- Systems Field section on all forms could include more comprehensive historical data entry record. It currently includes the form creator and the latest user to update or edit data in the form (plus dates for same); would be useful to include latest two or three user edit/update records.
- Incorporate a true auto-populating feature, rather than a linking system beween records or profile data. Correcting, deleting, or revising data links when creating or revising forms has, at times, been confusing or complicated.
Our non-profit organization uses Apricot by Social Solutions to manage data for the entire organization. What I really love about it, is that I am able to customize it to meet the needs of multiple programs within our organization and that it is flexible enough to grow as we do. In addition, I can design reports that inform the work of our frontline staff and increase their buy-in and support of the required data collection. Our end of year reporting as an organization, as well as data collection for various grant funders has been much improved. Training, resources, and technical support are all excellent, would highly recommend this software to any human service agency/non-profit.
- Site administrator is able to custom design forms and reports to organizational needs.
- Excellent training, resources, and technical support.
- Case management framework for human service-oriented organizations.
- Some features, such as aggregate reporting and are add-ons with an additional cost.
May 11, 2021
Apricot by Social Solutions Review
Apricot is used by several departments in my organization. We use Apricot to track statistics for trainings (# of people trained, location, content shared), client data (demographics, services provided, case notes), outcomes of services given (goals met by clients) and different programs the client engages in at our organization.
- Create and run reports to gather statistics and compare trends.
- Client information stored in an efficient and organized manner.
- Live chat and easy-to-search help center.
- Adding a Copy-Form feature, like the copy-report.
- Allowing merge of duplicate profiles to be assigned to regular staff users, not just administrators.
May 11, 2021
Figuring it out
We use Apricot for case management in our New Life Program and our emergency shelter. We do want to ultimately use it for employee record keeping as well, so it would then also be used by our Administration Department and other Department heads. Right now, it is only our Program Department that uses it.
- It allows you to build out what is necessary for your organization.
- It is easy to use.
- We were told at the time of purchase that it would do some things it doesn't.
- We paid for a member of Apricot to "help" input our records and formulate things from our old system to Apricot. We didn't receive the level of service we anticipated.
May 11, 2021
We love Apricot 360.
Our agency uses Apricot for all of our senior services departments within the agency. This makes up about 1/3 of the company. It allows us to keep track of the services our agency is provided for our clients across the agency.
- Apricot allows for simple access and tracking of each client across the agency so all necessary staff can understand a client's full story.
- Allows us to track a client’s involvement with activities and attendance in programs.
- Allows quick reference and transfer of calls from clients to the correct case manager.
- A function that would automatically update a “Today’s Date” option for anytime the record is updated.
- Being able to condense the various fields when laying out a form would be wonderful. There tends to be much-wasted space on a page due to the way the fields default to their size.