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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

Wonderful application

10 out of 10
April 01, 2024
Incentivized
I use Bonterra Case Management to submit progress notes for my participants, to review their case file, to update their treatment plans, …
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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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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

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SK
Shari Kipp
Chief Marketing Officer
The United Effort Organization, Inc. (Non-profit Organization Management, 1-10 employees)
Verified User
Professional in Professional Services
Mental Health Care Company, 11-50 employees
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Pricing

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Bonterra Case Management

Bonterra Case Management

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

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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 Competitors

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

Bonterra Case Management Downloadables

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

(249)

Attribute Ratings

Reviews

(26-50 of 166)
Companies can't remove reviews or game the system. Here's why
September 16, 2022

Hope

MG
Michelle Grayson
Records Specialist
Hopeful Horizons (Non-profit Organization Management, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
September 14, 2022

Apricot 360 is pretty sweet!

Verified User
Program Manager in Other
Higher Education Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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

Verified User
Director in Customer Service
Non-profit Organization Management Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
(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.
September 14, 2022

Apricot is a Good ROI

JW
Janice Wheeler
Director of Operations
Hill Country Family Services Inc. (Non-profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I think it is well suited to tracking volunteers once it is set up correctly. The technicians are very helpful if you have a problem. Set up a report then run the report. You can export the report to Excel and you can have a mailing list of volunteers or a monthly list of the hours volunteers put in. We categorize our volunteers by programs so we know how many hours are put in for each program.
September 14, 2022

Satisfaction with Apricot Usage in a Direct Service Nonprofit Environment.

Verified User
Director in Research & Development
Non-profit Organization Management Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I have often recommended Apricot to other small or mid-sized nonprofit organizations that are looking to implement a central database for the first time without the support of a robust data management team. For larger organizations with more staff infrastructure to manage more complex data management software, Apricot may not meet their needs.
September 14, 2022

Data roundup.

Verified User
Employee in Professional Services
Individual & Family Services Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Our team has customized the program to mimic paper forms for Case Manager Assessment; this makes it easy to enter the information into Apricot. After the initial Assessment, weekly meetings are conducted, and handwritten notes (SOAP) are added to Apricot. Apricot allows us to input information while meeting with clients. We feel it's not appropriate to have a computer, creating a barrier between the client and us.
September 14, 2022

Apricot has made grant reporting a breeze.

RS
Rachael Schmidt
Shelter Manager
Northwest Arkansas Women's Shelter (Non-profit Organization Management, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is very user-friendly. Any new employee under the age of 40 that I train to use the software comment on how user-friendly it is, how easy to navigate it, and how smoothly the process flows.
September 12, 2022

Helpful Platform, Could be More Dynamic.

Verified User
Employee in Other
Mental Health Care Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is great for organizing and searching within our database of clients. Entering clients is an incredibly timely process, however. Especially for households with several people, it can take 30+ minutes just to enter their information. This is largely due to the fact that not everything from a household profile copies over to individual profiles created from the household page. Perhaps this is a user error and could be fixed on our end. I also wish the report running process was more dynamic and easy to understand both before and after the report has been run.
September 12, 2022

Has delivered on its promise.

MW
Michael Wahome
Emoyment and Special Projects Manager
Starting Over Inc (Non-profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The product is easy to customize. A deficiency is that some fields cannot be accessed for reports. This has necessitated some trial and error and re-entry of data several times. There should be a way for the platform to notify an administrator of this during the drag-and-drop process.
September 08, 2022

Good software

Verified User
Manager in Human Resources
Non-profit Organization Management Company, 501-1000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot by Social Solutions is an easy and user-friendly software that is helpful in most nonprofit organizations. I prefer the Apricot 360 or the Core version. Improve and give this accessibility to database management to create the most professional forms and reports. Unfortunately, the query section is closed, and I could not use that part.
September 08, 2022

Good software. Still working through the bumps

Krystal Minniefield | TrustRadius Reviewer
Krystal Minniefield
Director of Finance
House of Ruth (Non-profit Organization Management, 11-50 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is very well suited for the human services industry where clients are provided with services such as case management, legal advocacy, prevention education, etc. It is not well suited for other industries that require more statistical data such as medical facilities.
September 01, 2022

Sold big promises, not lived up to

Verified User
Program Manager in Quality Assurance
Individual & Family Services Company, 201-500 employees
Score 4 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you had asked me a year ago, my answer would have been much more positive. In my experience, in the past year, we have had multiple problems with Apricot by Social Solutions. We tried to upgrade, gave a very clear use case for our upgrade, and then found out eight months later the upgrade would not be able to address our needs. Throughout the upgrade process, we hit roadblock after roadblock. In my experience, our upgrade specialist was great, but everyone else that we worked with was slow to respond and talked around the issues, and all of our concerns have to go to their mysterious "leadership team" to see what possibilities there are to fix the problem. Our account manager, who is our main contact, is seriously lacking in communication. Emails and questions go days to weeks without answers or even acknowledgment. Their on-demand technical help used to be great, there were a handful of representatives and I knew I would get quick and accurate answers. There seems to have been a lot of turnover in that department over the last year, and now more often than not my questions have to be "taken to email" and the answer is either our system is too big, or they can't figure out why it is happening.
September 01, 2022

Apricot is Versatile and Always Improving

Verified User
Manager in Research & Development
Non-profit Organization Management Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Very appropriate for data collection and gathering. You can capture any type of information you need as long as you can build the form for it. The form building is very intuitive and easy. Less appropriate for using with a participant, for scheduling or generally communicating to participants through apricot.
June 14, 2022

Wish we could learn all the tools faster!

KT
Kirsten Taylor
Executive Director
Pueblo Rape Crisis Services (Individual & Family Services, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
We have a very small team of users (3) for Apricot, and we always hope that we will find time to really dig into learning more about the tools Apricot has to offer because we know it would help us cut down on all the manual data collection we do for our small organization. But when we do have time, the interface can be frustrating to navigate and so we give up, knowing that we are not using the tools to their greatest benefit.
June 01, 2022

Apricot - many pros, but some challenges

Karen L. Serna, AFC® | TrustRadius Reviewer
Karen L. Serna, AFC®
Director, Student Money Management Office
Austin Community College, Financial Aid Office (Higher Education, 5001-10,000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Getting it up and running and customized to your use does take a lot of time and resources. It's necessary to have team members who are very comfortable using/learning/navigating new technology and have expertise in data management. OR -- have money in your budget to outsource the set up. From conversations with Social Solutions staff prior to purchasing, I really thought it was going to be easy to set up. Easy is of course a relative term. For me, it was not easy. There were days I wanted to give up and go back to our Excel spreadsheets. Fortunately, I found an internal staff member who coached me through setting up a data base and suggested my team and I set up weekly "Explore" sessions with Apricot. As a team, we did that for 6 weeks, and we finally got things up and running -- once we overcame that major hurdle, we started to love Apricot. But, it wasn't easy.
June 01, 2022

Great Functionality for Non-Profit Storytelling

Verified User
Director in Other
Non-profit Organization Management Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Our organization has enjoyed learning Apricot and implementing it for case management and data collection for our non-profit. For the things we need to do on a daily basis like maintaining student contact records, logging incident and first aid reports, marking program attendance, and tracking student success, it has worked well. The functionality of the system and ease of use is pretty great, but it also has an abundance of capabilities that can create a steep learning curve. Our organization lost institutional knowledge of the product and our new team members had to learn the system from scratch; that situation was challenging and we did not feel like we received all the support we could have from the Social Solutions Team. That being said, our interactions with customer support specialists have always been positive and the chat function within the system provides an almost immediate response to our questions and needs which has been extremely helpful. Overall the system works well for our non-profit and we are still learning all the system is capable of.
May 31, 2022

We enjoy Apricot360 and how it empowers our case managers!

H. Kathleen Ender | TrustRadius Reviewer
H. Kathleen Ender
Chief Program Officer
National Angels (Non-profit Organization Management, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
After a very thorough vetting process, we were thrilled to be transitioning our old database management software and partnering with a more robust case-management software, Apricot360. We 1000% recommend folks going with the implementation partner SideKick Solutions until you have a full in-house IT department. We love how customizable Apricot360 is to meet the needs of our National Angels case managers and increase efficiency, so they can spend more time serving children, youth, and families! One of the features that really stood out was their reporting – being able to easily pull reports that generate real-time data, we will be able to track our outcomes and prove our impact both as a National Organization and on a local level. We hope to see hours that are no longer going to be spent on dual-recording data, tracking data, and manual reporting --> increase the number of people we serve and the depth of service we can provide.
May 31, 2022

Makes the tedious tasks easy and seemless

Verified User
Employee in Other
Individual & Family Services Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is super amazing for tracking lots of data about many different clients. It is really great at running reports so you can look at the broad picture of any selection. Some workflows are tedious and time-consuming, and the am and pm time stuff seems like it could be fixed very easily.
May 31, 2022

Skeptically Optimistic User

GD
Gretchen Downey
VP Programs
Sharefest (Non-profit Organization Management, 11-50 employees)
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It can track attendance of programs, workshops, and classes; student profile features; uploading of forms and docs within the student profiles is a good feature. The setup is confusing and the week-long training left out major areas needed to properly set up Apricot 360. It resulted in lost time and building the platform incorrectly. It isn't well suited for non-profits who can't afford such a high program software cost year after year.
May 26, 2022

Okay enough

Verified User
General Manager in Professional Services
Non-profit Organization Management Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I would recommend Apricot for organizations that don't have a lot of data capacity and trying to capture mostly direct service work. I would not recommend Apricot for organizations that track data in different ways or more complex ways.
May 25, 2022

Apricot Review by Community League of the Heights

BL
Bianca Lopez
Resident Services Coordinator
Community League of the Heights (CLOTH) (Civic & Social Organization, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
As I mentioned, my team inputs all of our interactions with our tenants. It is super easy to navigate the site and super simple to upload our information. It is extremely convenient because it stores all of our data and is easy to access the information we input.
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