Skip to main content
TrustRadius
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…

Read more
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 …
Continue reading

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
Read all reviews

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

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing
N/A
Unavailable

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

Would you like us to let the vendor know that you want pricing?

9 people also want pricing

Alternatives Pricing

What is Pega Platform?

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

What is NeoCase?

NeoCase, headquartered in France, offers HR case management, employee self-service system, and employee knowledgebase to enterprises.

Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(248)

Attribute Ratings

Reviews

(51-75 of 143)
Companies can't remove reviews or game the system. Here's why
Polly-Beth Odom | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We have not been able to run reports that give us the specific data we need. By the time the "trainers" get to the reporting section, there is little time to actually learn about the product. If I want to pay more money, I can learn how to develop the reports.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We've spent more time learning how to use this product to best suit our needs than pulling data from it and working programs around it. For a while, we were unsure if the data that we were pulling is accurate because the OJP reports installed in the system are 5 years old.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Building reports is simple and has definitely eased the burden of gathering data for multiple funder requirements. It has been a time-saver and an asset to be able to pull data quickly, easily, and accurately.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The data we use helps us identify the areas in the community that we need to focus on. A few recent examples are the need to focus on Human Trafficking education and identification, teen sexual assault, the effect COVID-19 has had on those in abusive relationships. We have recently started a new community service department that is using the Apricot data to determine where to create satellite facilities.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are new to using Apricot. We just implemented 3 months ago, creating new forms. We completed our report creation last month. We are still working to streamline data entry with staff. I did add a not grant funded feature to our system which allows staff to record when they provide a service that is not funded. This will help us determine additional funding needs.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization has been able to scale program delivery using Apricot [by Social Solutions]. We have developed new layers of our organization each year, including the major development of an adult education program open to our communities. This new program requires separate tracking for students including: demographics, multiple class participation tracking of attendance, homework, completion, etc. We have been able to easily build new layers to our database, create dozens of new reports without running into any limiting factors or issues.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
One way Apricot has helped our organization is by tracking the history of a client with our organization. Doing this, we are able to better serve our clients by knowing what they have done in the past with us and their progress over time with us.
Max Mayorga Chávez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have easily passed the concept, design and implementation processes of the databases. After a couple of months since or launching, we began to experience a better way to obtain significant data and information from our database.
Score 2 out of 10
Vetted Review
Verified User
Incentivized
This software makes it easy to pull data from reports and export them into Excel. It doesn't have the ability to pull a range of data you have to manually pull it out. It is also lacking in the easy to pull impact data from our grants.
Jamie Caroland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In the short amount of time Apricot has gone live for our organization, we have been able to convert 3 years of enrollment, education, and employment data for our clients into an aggregate report requested by one of our private funders in consideration for future grantmaking. We have also been able to import donation and event registration data from recent fundraising efforts for annual recordkeeping. Reported fundraising data can be beneficial for attracting potential funders.
May 11, 2021

Figuring it out

Score 5 out of 10
Vetted Review
Verified User
Incentivized
We are still in the process of learning all the functions of Apricot--what it can and cannot be used for. We hope that the more we use it the more we can see how it can be used in different areas of our organization. At this point, it is used solely for case management.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Apricot has allowed us to collect data for our projects/clients that can be used to pull reports to provide to our funders. For example, we are able to track the amount of time a client remains on our waiting list prior to receiving services and compare that to data from previous years. This data is beneficial to show to funders to show the way their funding has shortened waiting list time.
Additionally, we also track addresses of our clients to show funders the numbers of clients on our waiting list in different areas of our city. This allows us to show where the need is greatest.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have increased the number of partners we work with and we have expanded our referral network. Our diabetes program depends on referrals from different sources so it is important that we are able to track potential participants with this tool. In addition to that, we are able to follow what stage of the program each participant is going through.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Although we've been using the program for about a year, we are just getting to the point where we feel we can use the data to measure our successes. It has taken us quite some time to develop some of our therapy forms that would measure our treatment success. We are very excited to begin seeing the outcomes of the measurable data in the next couple of months.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Apricot allows for us to track all program data as well as service delivery and outcomes. For example, we utilize the database to track outcomes and successes of our clients. The ensures that we are not only providing services but that our services are making a difference.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are working towards this goal, but have not fully achieved it. We are able to get basic client demographics, caseloads and services provided, but still working to determine how to better capture data for such an extremely transient client base.
August 29, 2020

Apricot at a glance!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Apricot has allowed us to visually see which programs have high attendance and which seem to correlate with positive results for our clients, allowing us to make programmatic and operational decisions each year in regards to grant funding and program innovation.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are working hard right now to do an overhaul of our system since our program has changed drastically in the last 5 years. We are trying to get our Connect online, take advantage of signatures in the forms, and just make it a better user experience. We are currently working through this, so we have no concrete way to say that we've achieved that yet. Having the new features from CORE added as well as having Connect expand to include more than just administrators has been extremely helpful.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have been able to learn which programs work for the communities we serve and which don’t. Being able to follow-up with a former client to gage where they are since being in our program and track their goal progression gives us an idea of how effective our services are. In one of our programs, “Faith & Finances,” a financial counselor followed-up with one particular client was able to consolidate some bills saving her over $400 per month. She was able to remain in her home and is financially stable.
August 14, 2020

Apricot One Stop

Nazgol Zand | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We've been able to expand and scale our program throughout the city and through multiple organizations, scaling our impact. In addition to replicating the programs, Apricot has allowed us to better support and collaborate within our organization, using referral features to better provide services to the participants.

Looking at the reports, we've been able to get more immediate feedback and staff at all level has been able to take that feedback to better provide program and services or identify specific programs and services necessary to support a participant's success.
Return to navigation