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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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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
- The ability to complete grant reporting prior to the due dates
- The ability to start comparing yearly data to see the impact of the agency and where we should focus our attention in the community
- Ability for crisis staff to immediately have access to the client's information so they are well informed when they take a call. No longer having to search for paper files and review those paper records, prior to speaking with the client. This allows us to communicate much faster in a better-informed way.
- Ability to pull data quickly to help with new grants we apply for
- Ability for Legal to create their documentation while in court using their phones
- Ability to become paperless for all departments
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.
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.
Used FamCare, but never made it through implementation. Also had Out Client, and also never made it through that implementation.
We have a medical advocate program and a Lethality Screening program. Both of these are used in Apricot and are setup for the ability of our crisis center to due outreach at specific times with these clients. They have the ability to know when and what the last outreach outcome was. This has increased our program participation for all services.
We moved our entire staff to work from home. Since Apricot is Web based their were no issues in continuing our work. The challenges we had with Apricot were around the ability to send out our surveys and consent forms using the web based forms. It was too hard for the clients to complete. Our survey return rate dropped drastically. It would be nice to have a cleaner way to get this types of forms to clients. We do not use Connect as our clients can not afford to be exposed using a system by the abuser.
We did have to change our counseling sessions and Crisis interventions to be virtual using Zoom.
We did have to change our counseling sessions and Crisis interventions to be virtual using Zoom.
The data has helped us apply and obtain new grants in different areas then we have before. We have used the data to help us determine what communities need our services but are not able to obtain them. The fact that we have all departments using Apricot allows a full picture of the client for any of our departments staff. The ability to work with that client has become more informed and more efficient.
We have numerous bulletins (reports) that display on the user's home page. Client appointments, Lethality Outreach Schedule, Medical Accompaniment Outreach Schedule, Clients approved or attending group counseling sessions, clients that need to be added to the counseling waitlist. This gives staff one place to go to see what tasks need to be completed and easy access to the records.
We have number of aggregate reports that help out with our funding amounts and our Counseling sessions.
We have number of aggregate reports that help out with our funding amounts and our Counseling sessions.
50
Crisis/Hotline
Medical Advocate
Shelter
Legal
Counseling
Grant Reporting
Community Services
Medical Advocate
Shelter
Legal
Counseling
Grant Reporting
Community Services
2
To build out the system, the person needs to have a computer science background with database knowledge, ability to construct forms that will be both user friendly and obtain the correct data points needed. They also need to think outside the box and develop ways of obtaining data that has not been thought of before. They need to have excellent communication skills to help guide the end users.
- Full Client Intake for Crisis and Legal (could be 30+ forms based on the case)
- Pulling the needed reporting data for over 50 grants
- Begin using case management with our community services department
- Using reporting to document outcomes to increase support and funding
- Client Appointments - Allows staff to know who has an appointment, who has canceled and who is a repeated no-show.
- Aggregate reports that show each staff members funding allocation and if they are meeting the funding assignment. This is critical for grant funding.
- Connecting the legal department to the crisis department once they are cleared from any conflict checking
- Connecting forensic exam clients to legal staff via easy access to legal calendar for appointments
- Creating the semi-annual lethality report, pulling the data from Apricot and manipulating in a spreadsheet to conform to the required output. Use to take staff member 2 to 3 weeks, now it is about 1 hour
- Ability to have staff document assigned tasks time spent for management review
- Case Management
Yes, there is a need to have access to support without a limited number of case openings.
Yes
I have reported issues but the communication of when they are resolved is not always received.
I recently had an aggregate report that was no longer working. I was not able to determine why as no changes had been made to the report. The support specialist was able identify the issue (a apostrophe in the name field) and resolve the issue quickly.
- Building Forms
- Building reports
- Workflows
- Data Entry
- Searching
- User maintenance
- CAPER and APR report
- Secure Web Forms
Yes
We currently do not use it has we have forms with functionality the mobile solution does not support
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.
- Apricot allows us to customize our reports and get the exact information we need to provide to funders and grantors.
As relatively new users of Apricot by Social Solutions, I do not believe we have had the chance to realize its full benefit. I do believe the customization of the reporting will ultimately allow us to tailor our programming as needed.
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.
Although it was not found in the listing, we evaluated PeerPlace and are beginning to evaluate others. PeerPlace was more intuitive and did not require staff dedicated solely to database management. However, the product was not customizable.
For our organization, I do not believe Apricot has made a difference in this area.
Our use of Apricot has not changed over the last year.
The fully customizable reports have enhanced the way we use data. We are able to make better, more informed decisions regarding our clients.
n/a
3
Apricot is used by case managers and administrative assistants.
1
We have one administrative employee who works with the data, builds reports and revises the system
- General case management
- Track client progress
- reporting
- We have not had the staff to focus on innovation via Apricot
- We are not sure we will use Apricot in the future.
No
- Price
The initial prices point was just right for us. As we used the system, we realized that many of the features we needed were al a carte. This resulted in added expenses, eventually making Apricot more expensive than other options.
We would dig deeper into what is and is not included in the package purchased. We would look for options with light customization features that are also fully usable as purchased.
- Implemented in-house
Change management was a minor issue with the implementation
- Knowing how to build out the system to ensure the correct data was collected
- Online training
Hire someone to do it for you
No - we have not done any customization to the interface
No - we have not done any custom code
n/a
No, it was too costly
n/a
- The front facing system is easy
- Drag and drop items
- The backend of the system is difficult
- Using reports to extract the info you want.
- none
n/a
- Quickbooks
No, they do not
- File import/export
n/a
A very long contract
Be very careful not to sign a long-term contract or ask for an out clause to be added
- n/a
- n/a
No
No
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.
- At the time we purchased Apricot it was better than the last software we used
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.
We are using this system as a grant intake application system.
Prior to using Apricot we used the CTK software. I like it much better overall. We selected Apricot as CTK was not being used any longer and we needed to upgrade to the Apricot software. I have not used any other software by Social Solutions in order to compare the differences in the products.
Our grant recipients are asked to complete a report, we pull information from reports. However the reporting section of Apricot does not allow the ability to select a range of data and pulls all of the data on the form and the user has to filter it out.
The past year and a half our grant process has been virtual. Our business is not a direct service provider.
We have pulled date from Apricot to include in applying for grants.
We do not provide case management.
3
The department that I work in provide grants to other nonprofits. We use apricot as our application and review platform. Each year we open up the grant process and allow organizations to apply for grants, these grants are then reviewed by staff and volunteers. If a organization receives a grant the agency submits a biannual report on the Apricot platform as well, which is also reviewed by staff and volunteers. This way we can use it to capture measurements and results.
2
The two of us do not have a IT background and have been able to make changes and build what we needed in the program. There are prebuilt templates that can be used or you can build your own. The forms use drag and drop to insert fields and is easy to use. Apricot also provides support through email and offers a chat feature. They are quick to respond and very helpful.
- Grant Application Submission
- Biannual Report Submission
- Tracking of indicators/program measurements
- Quickly run or create reports to gather needed data
- It is cloud based software that can be accessed anywhere
- Build different grant applications into it
- Track volunteer information
Yes
It replaced CTK.
This was the new product of CTK and it was no longer going to be supportive.
We would take a better look at needs and functionality.
- Don't know
Yes
- integration of data
- Online training
I am glad there is a online library to use for this software.
n/a
No - there is no facility to customize the interface
No - the product does not support adding custom code
n/a
n/a
No
More often than not their customer service team provides excellent support.
- form builder is easy to use
- linking documents
- building processes
- none
- none
- File import/export
We have not used any
n/a
n/a
n/a
No
- n/a
- n/a
No
No
July 09, 2020
The Last Database You'll Ever Need!
We use Apricot Essentials to track and manage all our client data across multiple sites and programs. In addition to storing all our client data, our primary use for Apricot is its reporting functionality. We also use the Connect Portal to allow clients to submit reports off-site.
- Extremely powerful search features.
- Advanced reporting abilities that are very easy to set up and use.
- Entirely 100% customizable to our org's precise needs.
- AMAZING tech support!
- Super user-friendly, even for non-tech types.
- Location/heat maps are limited to a relatively small number of data points.
- Would be nice to print reports from the document folder (i.e. full list of records).
- More a la carte features.
- Apricot has made us FAR more productive because we spend far less time entering and reporting data.
- A report that used to take me 3 days to build with several spreadsheets and pivot tables now takes me a few hours with Apricot's extremely powerful reporting tools.
- The search engine is incredibly powerful. Only have a client's phone number (or part of it)? That's okay, you can search by that!
- We upgraded from Essentials to Core to access additional functionality. It's pricey but SO worth it.
To the extent that our employees are much more productive (due to less time spent messing with a database that didn't fit our needs in the past), our staff has much more time to focus on program delivery. Everyone who has worked with a database that doesn't quite fit knows just how much time gets wasted on data entry and reporting. The beauty of Apricot is that you can build it EXACTLY how you want it, which streamlines everything and frees up more staff time for programming.
We were able to write our Apricot system into grants that required sophisticated data management and reporting systems. It doesn't exactly pay for itself, but it did open doors that may previously have been closed to us.
We used several sub-par databases before finding Apricot. When we decided to find a new system in 2017, we looked at a dozen options. We selected Apricot because of its powerful engines and 100% customizability. Once we began using it, we were pleasantly surprised at just how simple it was to build our system, and (super importantly) the amazing Tech Support team!
No
We've never needed to pay for more support, the system is so easy to use, and the tech support team helps with any little thing we run into.
Yes
Yes, within a day's time the bug was fixed and the tech support team took care of fixing all the resulting mistakes in my data. I pointed it out and didn't have to lift a finger—they just fixed it all!
When we transitioned from Essentials to Core, our account manager helped me understand how to best utilize all the new features and even set up many of them for me!
November 27, 2018
No more Excel Spreadsheets!
We use Apricot across the whole organization. Apricot is our client intake, volunteer management, staff, and donor data source.
- One system for all that we do.
- I can redesign forms as programs change without waiting for a technology personnel from Social Solutions to help. Social Solutions is there if I need assistance.
- I can generate my own reports without having to conform to someone else's template.
- The email function is difficult and cumbersome.
- Apricot has done more than what I have expected and it continues to provide what we need for reports and information on our clients.
No more Excel spreadsheets that take hours to configure to get the data we need for our grantors.
I purchased Apricot in hopes to obtain a significant grant with the United Way. Due to my database, I have been able to obtain additional grants that were impossible before having Apricot.
I used Powerchurch (a system that was in place before me becoming the Executive Director) and excel spreadsheets. In other words, a hodgepodge of products to get what we needed which was not very accurate. I have been delighted with Apricot for the past 5 years and just signed a contract for another 5 years.
10
Staff and volunteers conduct client intake and reports
6
Very basic skill set is required to operate Apricot
- Client Intake
- Donor in-Kinds
- Volunteer management
- Our In-kind donations
- I would like to see the email section enhanced for better productivity.
No
- Product Features
- Product Usability
Product usability was the key to my decision making. I like the fact that I can customize my own forms and reports.
I wouldn't change anything
- Implemented in-house
No
Change management was minimal
- I did not integrate data so there were very little issues encountered.
No
Cost
No
Everytime we call they go out their way to help
- Form Design
- Custom Reports
- Email
No