Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
The [...] is an all-volunteer nonprofit 501(c)(3) tax-exempt organization with a mission to help people experiencing or at risk of …
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).
Comparisons
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(250)Attribute Ratings
Reviews
(51-75 of 145)Companies can't remove reviews or game the system. Here's why
By enabling us to track accurate data and then pull that data into a report, Apricot has made it possible for us to present that information to potential donors and/or funders and not only show the need for the services we provide, but also the effectiveness of our staff and our use of the funds we currently have.
May 19, 2022
Apricot; Virtually Nutritious
With such a detailed database we were able to create more detailed reports and queries to view the long term affects of our programs. With having been with Social Solutions for a long period our information can be better separated and viewed to see which services are providing the most affects so that we can invest more into similar programs. We can also view which neighborhoods are getting the most assistance to that we can have better tools in place for them in the future.
One of the key ways we use Apricot is to track client outcomes. Funders are focusing more and more on quantitative measures for client outcomes in grant requests. We were able to design Forms that track training goals when they are set and when they are achieved. This allows us to report to funders, quantitatively, what percentage of goals individual clients achieve and what clients achieve overall. We have had funders tell us how much they appreciate our outcomes reporting.
May 18, 2022
Make your busy life easier
Our grantors are very pleased when they see the secure and confidential record keeping that Apricot provides. The monthly and quarterly reports generated by Apricot make the reporting requirements easier to meet. We are able to administer more grants and apply for more grant funding, with the data we can collect.
Score 1 out of 10
Vetted Review
Verified User
I imagine some agencies are able to use the templates and forms to get the reports to secure funding, but for organizations using the system for more robust services, this system does not meet the mark. Truthfully, I am fearful that I will now have to return money to funders due to the unresolved issues with the support team.
March 31, 2022
Not worth the investment. Better products out there!
No, Apricot has not helped us to secure more funding or secure more diversified funding streams.
Being a non-profit, I wouldn't say that Apricot has helped us secure more funding, but it has been able to help us provide the data requested much more easily.
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
Yes, we have been able to increase the number of grants we can apply for due to the data being available to show the justification for those grants. Our donor funding has increased dramatically due to being able document our service data.
November 30, 2021
Go Get Them Cowboy!
We do reports but it does not help secure more funding.
November 24, 2021
New user, great implementation experience
I have yet to confirm this.
June 28, 2021
Apricot Review from a 5-year Admin/User
Apricot [by Social Solutions] has given us greater ability to measure the success of our organization with raw data and statistics required for most grant applications. Our grant-writers are able to ask me for any specific numbers/totals that they need and I am able to quickly run a report and filter our data down to provide them the numbers they need by date, group, etc. Our comprehensive data collection allows to examine our annual impact to predict future budget needs quite accurately. In our annual appeal letters, we are able to share, in great detail, exactly what levels of funding are needed for specific areas of our organization.
May 18, 2021
Great for the tech savvy!
The customization of reports allows us to easily pull the information we need to ensure grant compliance. At the drop of a hat, we are able to create a custom report and provide investors and interested parties with hard data showing the impact of our organization.
May 14, 2021
Useful database solution for non-profits
We have been able to easily report on our metrics with Apricot and communicate our impact to donors. Our Development Director doesn't have to look in many different places and talk to many staff to get this info.
May 13, 2021
Great results in a snap...!!!
Yes, the database is quite secure for our needs, we apply the RLA feature to ensure the individual access to the records and their owners.
May 11, 2021
Apricot - Great but can be Greater
We are using this system as a grant intake application system.
May 11, 2021
Apricot by Social Solutions--Love it!
This organization derives major reimbursement funding from state government support, with additional support from private funders. It is our desire to secure additional renewal funding from current private funders, in addition to newly-secured grants. Apricot has already provided our executives and directors with graph-enhanced reports (with very specific drilled-down data), presented to current funders who desired efforts-to-outcomes for our clients concerning their entries in our programs, graduation records, and employment histories. We were also able to further drill down high school data upon the funder's request. We are awaiting pending renewal of funding.
At the end of 2018, for the first time we had aggregate data from an organizational standpoint. We have recently used that reporting to apply for funding but it is too early to tell if it has had an impact.
May 11, 2021
Apricot by Social Solutions Review
We can tailor reports specifically to the information we are tracking in grants, using specific wording and information to track and see via Apricot.
May 11, 2021
Figuring it out
It hasn't helped us secure more funding at this point.
December 19, 2020
Apricot - Excellent Software for nonprofit program tracking
Apricot has allowed us to collect data through reports that we can use in grants to request funding from current and potential donors. For example, in a recent grant request, we provided the funder with the number of days clients spend on our waiting list for Safe at Home repairs averaged through the past fiscal year. We presented them with a goal of shortening this waiting list time as the need for increased funding.
September 07, 2020
Apricot review for health programs (non-profit)
I don't think we have identified a direct correlation, but Apricot has definitely made responding to our funders much easier. We can provide fast metrics when we are looking for grant opportunities. In addition to that, we are more efficient at managing the number of participants that we have and can increase or decrease the number to meet program goals.
September 06, 2020
Our journey to automation has begun!
This is not something that Apricot has had any effect on. Our funding streams come straight out of the state agencies that we are contracted with and are not tied to Apricot. We do however anticipate that once we are able to report on treatment success measures and share that data it may increase our referrals.
August 31, 2020
Best well-rounded database to track all data needs!
Data drives funding. Being able to capture accurate data has increased our federal funding significantly.
August 30, 2020
A lot of functionality and ways to customize!
Allows us to capture the data requested from our primary grantors and secure further funding.
August 29, 2020
Apricot at a glance!
It has allowed our grant manager to access reports and numbers very quickly that tell impactful stories about who funders are helping and the resources utilized in a numeric format that rationalize funding requested.