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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

Review

8 out of 10
March 26, 2024
Incentivized
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We …
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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
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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

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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

(247)

Attribute Ratings

Reviews

(1-25 of 163)
Companies can't remove reviews or game the system. Here's why
March 27, 2024

Glad we switched

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We utilize this program as the base program for program execution and record keeping. This product allows us to track client intake and program progression. The data collected in this program allow us to easily provide grant reports and program success. We utilize it to track donors and their contributions. This program allows us to consolidate the majority of our operations and information.
  • Data collection
  • customizable to fit program needs
  • user friendly
  • collaborative
  • ability to upload client photographs
  • provide in-depth training on the user platforms and dashboard
  • role assignments and permissions could be a little more direct
We utilize this program for the management of transitional housing for homeless veterans. This program serves our purpose above and beyond our needs. Very suited for any client-based social work-related organization. Due to its customizable ability, it is very universal. The features of this program make it useable in pretty much any client based service
March 26, 2024

Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We use it as a place to manage our operational systems to for a one-stop place to find our data for easy access.
  • flexibility to build the system you need
  • easy end user implementation
  • ability to hold large amounts of data for data mining
  • some of our data has disappeared after implementation
  • it can be clunky to run reports if you're not an administrator, particularly after updates
  • it would be nice if client search could be first middle and last name as we have several clients who have similar names but are not related to each other
Building the system you want for your needs is great. Data gathering is clunky
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Bonterra Case Management to manage client contact information, create profiles for our clients, record case notes, record responses for SDOH surveys, initiate inter office referrals, and to run reports for grants and to track impact. Some of our clients fall under multiple programs of our organization, so it also allows other departments to see what action is being taken with the client.
  • Creating and customising reprorts
  • Creating and customizing forms
  • Collecting and updating client information
  • Recording case notes
  • Fix some of the bugs for system to run smoother
  • More intuitive use
Bonterra Case Management is well suited for the typical situations in our organization. Our department (insurance services) does not typically use all of the features, but with the overlap of our clients receiving other services, it is helpful in seeing the overall care for our clients.) The tools and reports are helpful in keeping track of goals and tasks due.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
To track all case management services and communication with clients. Each client I have has multiple links and Bonterra Case Management Apricot 360 keeps all of the data on one client connected. Additionally, having all of the client data in one place that all of the employees across our agency may access is invaluable.
  • links data to one client
  • maintains client information in real-time
  • conveniently notifies when a client is assigned, via email
  • crashes quite a bit
  • when a link is added the alert can be more visible
  • Add an alert where the system notifies you of duplicate information
If I need data on a client in real-time, I can rely on Bonterra Case Management Apricot 360 representing the latest information regardless of who inputted it.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Bonterra Case Management for our data collection/organization service. It helps to keep our data all in one spot for easy use across our many different programs.
  • Inputting Data
  • Storing Data
  • Communicating data
  • Sharing data between departments
  • Keeping data secure and private
We used Bonterra Case Management for our Human Resource Management and have been able to input employees into our Apricot system easily and update when needed.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Bonterra Case Management in my organization by obtaining resources to meet my clients needs whether that be in a nearby city or town or in a different state. The business problems that Bonterra addresses involve issues around networking, funding, and resource guides. The scope of my cases involve medical care, mental health care, stable housing, food and nutrition resources, transportation, and family/social advocacy.
  • Interface is smooth and easy to navigate.
  • Plentiful resources both locally and globally.
  • Message and resource notifications.
  • Streamlines accessibility and accountability.
  • client/professional reviews
  • updated contact and referral information
In my experience Bonterra has allowed me to connect my clients with resources for housing and food in a completely different state.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot as a client database for record keeping: case note, brief assessment and treatment plan.
  • Apricot is user friendly for most of our volunteers.
  • Apricot caters to our needs for client record keeping.
  • We always get a fast and friendly response back from Bonterra when we reach out to them regarding an issue or question.
  • Highlight the "Save Record" button or give it a color that stands out from other option buttons.
Bonterra has been very helpful in helping us with building reports or if we run into any issues with Apricot, we always get a quick response back. Getting a quick response back is very crucial since sometimes these issues comes up right before a clinic shift, where our volunteers needs access to the client records. Thank you Bonterra and it's staff!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our scope is vast as we provide roughly 30 different services including workforce education, youth literacy, tax filing assistance, immigration legal help, and much more.
  • Ease of use on the front end
  • User-friendly on the back end in terms of building service forms and reports
  • The scheduler is unusable for us due to the requirement of a client email.
  • The backend is not always intuitive when it comes to setting up referrals, permissions, etc.
For smaller nonprofits, especially, Apricot is designed in a way that most people can manage without tech expertise. It's nice to have control over our database rather than outsourcing everything and being dependent on others outside the organization.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Our organization serves children and families in a non-profit setting after the death of a loved one. We utilize Apricot Core to organize and store information on the families we serve, our volunteers, and our donors & community supporters. Before Apricot by Social Solutions, we lacked the ability to run efficient reports and provide data to our funding sources. We are able to utilize Apricot by Social Solutions to not only store information, but to translate it into outcomes that we can provide for donors and grant opportunities. There are limitations to the product in terms of utilizing it for family-based programming instead of individual-based programming, but we are mostly able to edit things to fit our needs (we just aren't able to use some of the extra features that we pay for because of the nature of our work and the limitations of some of the Apricot Core features).
  • Apricot by Social Solutions does a great job of making database administration simple and effective. It is easy for someone in the non-profit sector without much prior experience in similar programs to work on the back end of Apricot by Social Solutions building forms and doing reporting.
  • Apricot by Social Solutions is a generally user-friendly program that our staff of many different ages and abilities are able to utilize effectively.
  • The buildability of the program is a major plus for our organization, allowing us to cater Apricot by Social Solutions with exactly what we need for our programming and services.
  • Apricot Core seems like it adds great functionality, but organizations that serve minors or provide family-based programming aren't able to use any of the features outside of the Form Logic. We have asked for this functionality to be available for our family-based programming and were told a few years ago that it was coming soon and have not had any updates since.
  • The turnover at Apricot by Social Solutions makes building a connection with their staff extremely difficult.
  • Apricot by Social Solutions customer service will only get on the phone or a Zoom call with you in extreme emergencies. All questions and issues are handled through their website chat and email, which can pose challenges in timely answers and conclusions for complex issues.
Apricot by Social Solutions is a great program for organizations wanting a user-friendly option to help organize the personal data of individuals served, volunteers, and even donors. It's a program that is built off of an individual page, where you house all the personal information for a single person, and has a virtual "document folder" to house attendance information, enrollments, donations, trainings, and other kinds of pertinent information. Apricot by Social Solutions is not a great solution for organizations wanting to save money on a CRM program (it is quite expensive, in my opinion), and can pose some struggles/limitations for organizations providing family-based programming or wanting to track donors and donations in the most efficient way.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot by Social Solutions at Invest in Kids to collect data from classroom teachers that are located across the state of Colorado. These teachers are delivering a classroom program to students, a program that our organization provides training and coaching in for the teachers delivering the curriculum to students. We have set up the system so that teachers log in as guest users and complete surveys at the beginning and end of the school year to record demographic information and complete short standardized measures about each student's behavior. The software makes it easy to link the pre- and post-test records using the Apricot Tier I and Tier II record structure.

We also have staff on our internal team (the team that supports teachers with training and coaching) log into Apricot by Social Solutions as standard users and complete information about their coaching visits as well as a fidelity assessment about teacher's delivery of the program to students. Lastly, we use Apricot by Social Solutions for our annual RFP process, where directors of early childhood centers and school districts will log in as a guest user and complete the RFP application that we have set up in Apricot by Social Solutions.
  • Send out regular email updates to customers
  • Host webinars that alert customers to product improvements
  • Provide clear troubleshooting information for addressing data entry issues
  • Almost every year I get a new customer care support person, and it can be hard to reorient each new person to my unique business case and use of Apricot by Social Solutions
  • In the past, I have had issues with communication from different departments in Apricot by Social Solutions about what I was getting as part of my contract. In my experience, when I had my initial meeting to kick off upgrading our Apricot by Social Solutions instance, the majority of the information the project consultant had was incorrect. I had to send an email to someone else to rectify the situation.
  • If Apricot by Social Solutions was compatible with phones that would be really helpful.
  • I wish the font size and formatting were more customizable when building out forms in Apricot by Social Solutions (e.g., more similar to how customizable Surveymonkey is with different surveys).
I think it is difficult to use Apricot by Social Solutions sometimes for our particular use because we are not a direct service provider but an intermediary, and thus we have had to figure out some workarounds for making the system work for us in terms of data collection and management. I also wish I could do more data cleaning and analysis within Apricot by Social Solutions, so that I could generate accurate and cleaned up dashboards based on the these analyses that I could share with our sites. That was the original vision when we purchased Apricot by Social Solutions prior to my hiring, and unless I'm just greatly missing out all the capabilities of Apricot by Social Solutions, I don't think that is possible (or at least not based on the way we currently collect data).
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot by Social Solutions as our client information system. We heavily utilize the forms for assessments, programmatic needs, and intakes. We have built reports based on the information we collect which is used to track outcomes, create narratives, and assess client needs.
  • Customizable.
  • Real-time reports.
  • Notifications.
  • Forms.
  • Because it is highly customizable, it can be difficult for new users to navigate and administrators to maintain because there are so many steps that can be overlooked.
  • It would be very helpful for people who are not users to submit data/forms.
Apricot is highly customizable, so I would only recommend it to organizations that have the capacity and ability to build and maintain the software.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a social services nonprofit agency serving newly arrived immigrants, mainly from the Middle East/North Africa, South Asia, and Central/South America. We have three (3) main programs - Case Management, Immigration Legal, and Adult/Youth Educational programs. In addition to doing a general intake for all clients, we also have specialized program intakes, capturing additional information specifically for that program. We use the reporting feature for providing monthly management reports, statistics for grant writing (especially demographic data), where are clients emigrated from and where they are living now.
  • Forms are easily changed
  • Extremely intuitive
  • User friendly
  • We are using Apricot Core and for a small nonprofit which is perpetually underfund, the product takes a big chunk of our budget!
User friendly, intuitive, forms/reports easily changed but the product is expensive!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Apricot is our client database, where we store all of our contact with people seeking our assistance with domestic violence issues - ranging from crisis calls, assessments, progress notes to surveys. It allows all of our staff to follow a client's progress as we assist them and it allows us to run reports on almost anything we need to measure for our funders.
  • Customizable fields
  • Customizable reports
  • Customizable searches
  • Please stop increasing the costs so dramatically for non-profits
  • Find a way to help users learn about the new tools and functions
  • Be sure to note when new features are add-ons
We love the customization options, so I think this is well-suited to almost any company. When we compared it to another brand offered to non-profits, it looked more professional and also allows multiple tabs to be opened, which increased our productivity when working with multiple clients or using multiple forms for the one client.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses Apricot for our Client Services data management and tracking. This allows us to confidentially keep and update client demographics, assistance and needs. This data is then used to analyze the gaps in services as well as apply for grants.
  • Flexibility depending on specific organization need
  • Their chat function is very useful and supportive
  • Knowledge base is extensive
  • Permission sets can be complex and confusing
  • DOB and other calculation fields do not update unless record is saved
  • Many standard functions of database management require specialized knowledge
Apricot is well suited to building your own forms and reports based on individual business needs. However, basic templates are not readily available and the base training when purchased is extremely limited. So do plan to take some time to assess your needs and design how your forms will flow and work together.
June 28, 2023

Apricot

Score 6 out of 10
Vetted Review
Verified User
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 provided to them.
  • Querying
  • Forms
  • Ease of Use
  • Tasks
  • Communication with Clients
  • Mobile Site
It is well suited for entering case notes and client data. It doesn't work well away from a computer because the mobile site doesn't have the functionality to do dynamic queries which are on all of our forms.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot to track all intake and outcome records as we interview folks for financial, food and medication assistance. We also use the program to retain volunteer contact information and hours worked. From this data, we are able to pull reports for grant applications and for other needs.
  • Great online portal for operations whether in office or from home.
  • Decent report building and outputs from data.
  • Excellent Customer Service.
  • Report building could be simplified or rather fields could work better together to provide data outputs.
  • Data input can be a bit clunky for volunteer hours and could be easier.
We have come to appreciate it for collecting data and it works well to create a historical record of visits. I would not recommend the product for tracking volunteer hours. We would also love it it had a way to create a queue of requests.
June 25, 2023

Great Product!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Apricot 360 has revolutionized how we report our outputs and outcomes to our stakeholders, including school districts, funders, our national office, and state officials. We have been able to implement changes at a moment's notice. We have been able to track the longevity of our work which has been incredibly valuable to our school districts who want to see long-term gains for the services we provide. Our staff is in Apricot 360 daily documenting services, and I can run reports in real-time to support supervisors and staff with the next steps.
  • Track longevity of services.
  • External web links to reach people beyond paper.
  • Customizable
  • We are able to implement changes from any entity at a moment's notice.
  • The biggest feedback we receive from our staff is that it is a lot of clicking.
We have had the best support in Apricot through our ASC, client success manager, and account manager. Whenever we have a question, they are quick a response, and typically a solution is given during that response. They not only help us implement our ideas but also help us think of different ways of organizing or collecting information so that we can collect information we never knew we wanted to analyze.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We are a community non profit and we use Apricot to manage all of our program and participant data
  • Versatile
  • Customizable
  • Somewhat user-friendly on the back end
  • customer service and response
  • utility of new features
  • integration of different features across the platform
It's useful if you need to collect straightforward data points, and can be customized to do so. It however is not appropriate for any client-facing uses. It does not function well as a tool to gather large quantities of data in bulk, and can be quite manual.
September 21, 2022

Still Getting Familiar

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Apricot to manage the needs of our clients, track their support goals, and share resources/referrals.
  • Self help options available
  • Ability to enter/store information
  • offer refresher webinars/classes quarterly for new employees
  • offer refresher webinars/classes quarterly for administrators such as the common mistakes webinar
I've only been using for one-year so still a new user and figuring things out. But overall, I'm satisfied with Apricot by Social Solutions.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
My organization uses Apricot for case management and program tracking purposes.
  • User-friendly forms for managing individual and service data
  • Good for running simple reports on program data
  • Good for managing data for more than one program at a time
  • Helpful customer service
  • Report with larger sets of data not as user-friendly
  • A little bit of a complex process for deleting (archiving) records without them still pulling in reports
  • Sometimes the site errors
Apricot by Social Solutions has been well suited for our non-profit organization in terms of managing and tracking individual, service, and program related data.
Jennifer Heipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We offer a variety of social service programs for youth and adults. We use this software to capture all of our demographic information, contact information, etc. We also use it to record any encounters/case notes, capture signatures and consents, and capture outcome information all in one place. Then we use it for reporting as well.
  • Ease/flexibility of configuration
  • Front-end user design
  • Flexible reporting
  • Ability to import from other databases
  • Can be a bit glitchy, especially in reporting
  • For sending forms externally, the options require email addresses for each person which sometimes is not available
  • Tracking group/attendance information has several different features that are not compatible with eachother
Apricot by Social Solutions is great for a Social Service organization that needs to capture individual client data. It's strength is in tracking individuals - you can record groups and classes (and we do use it for this), but it is a bit more glitchy on these. It's great for organizations small enough that they can't invest in a custom salesforce configuration or other custom builds. I'm a non-technical person and I was able to configure it. Configuring it correctly for what you want to know is critical, so I recommend investing in support from Apricot and someone internal with logic model or research expertise. Front end use fairly easy for people who have at least some basic computer comfort.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have two roles: First I researched and purchased Apricot as the Co-Founder and Executive Director of a start up nonprofit in West Michigan. I then went on to support that organization after its merger in a consulting capacity. I know support other youth serving non profits who use Apricot. Generally speaking, the organizations I have experience with use Apricot to track client outcomes, hold staff accountable, secure and report to grant funders and improve community strategic planning.
  • Form builder is easy to use
  • Standard user navigation is intuitive and looks simple to follow
  • Basic reporting and graph functionality
  • I appreciate how friendly and helpful chat ALWAYS is
  • I see the company invest in improvements regularly
  • I think the 360 Results Reporting is incredibly difficult to use
  • I wish there was a way to update colors across the platform to streamline with our branding
  • It wasnt clear when you export and import data that many of the reports will be forever impacted due to the "creation" date change.
I think for small to medium nonprofits, Apricot by Social Solutions meets the basic needs. I think because there are fewer orgs in this industry using this platform, there does feel to be a lack of general knowledge and support. Also, I think the price and standard package of 10 users does make it out of reach for many orgs. I would encourage a smaller package and maybe two tiers of HMIS packages.
September 16, 2022

Hope

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Apricot by Social Solutions is user-friendly when you need to retrieve client data entered. You can retrieve /search for information in different ways besides names. It allows you to retrieve data based on race, age, gender, etc. The support team is really amazing. I have experienced a client specialist get on a virtual call with me and walk me through creating a report. I have been stuck trying to figure out what error I made while running a report. The client specialist took the time to look through my support and tell me what needed to be corrected. I have worked with other data companies and they do not have a great support team like Apricot.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
The software is really easy to navigate and figure out the flow of. New features and additions are easily picked up, and we're able to ensure really good functionality for our staff who use it based on their needs. Utilizing the Connect portals for individual case managers has eased communication as well. We utilize a Tier 1 that allows us to cohort together clients and add group information. We are limited on the number of students that can be added to those and can't adjust those limits, which can make some data tracking a little more strenuous. At the start of the COVID-19 pandemic, we had to pivot to doing our work online which was very heavily paper-based beforehand. With Apricot, it was simpler for us to make that sudden switch.
September 14, 2022

Pleased Costumer

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
(Appropriate)-We collect information and run end-of-the-month reports to help us keep track of our budget. Also, we can evaluate the client's improvement through a rating system. (Less appropriate)-When we open a file stated longer than a year ago and refer to the client's date of birth, we get erroneous information since the system doesn't update the calculation automatically.
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