Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
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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…
Entry-level set up fee?
- Setup fee required
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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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 and Ratings
(249)Attribute Ratings
Reviews
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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