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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

(250)

Attribute Ratings

Reviews

(51-75 of 166)
Companies can't remove reviews or game the system. Here's why
May 24, 2022

Apricot is As Advised! Great Product that Continues to Expand and Growth with Our Growing Agency

JO
Jacie Okojie
Director of Resident Support Department
Del-Mor Dwellings (Mental Health Care, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Well suited for service delivery tracking, less well suited for creating and sending management correspondence due to lack of formatting and print features exportable from the site. This causes duplication in work, wish we could use forms to print the information obtained through the site in a more user-friendly way.
May 23, 2022

A Social Solution you can use!

Christina Eller | TrustRadius Reviewer
Christina Eller
Data and Evaluation Coordinator
Healthy Learners (Non-profit Organization Management, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot 360 is a cloud-based database that allows user access while working in the field remotely, and also maintains confidentiality and privacy requirements of our constituents (i.e., HIPAA compliance). Because the database is sourced in the cloud, data is updated in real-time for more accurate reporting and efficient workflows. Support is conveniently available through phone, email, and chat at no additional charge. The Apricot Support team is very knowledgeable and helpful in solving organization-specific data quality needs. Apricot's design is very well suited for organizations involved in social services, where personal and demographic information is gathered on constituents and stored in electronic document folders. These folders also contain linked service records and provide a useful snapshot of constituents' needs and services.
May 23, 2022

Apricot by Social Solutions: A Time-Saving Powerhouse for Reporting and Statistics

Verified User
Administrative Assistant in Human Resources
Non-profit Organization Management Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is highly effective for tracking client services across the board, and for tracking them within individual programs. This is especially useful when you need numbers for outside reporting and/or to grow your organization. So any type of organization where you are in the service of others would likely find this product useful.

I wouldn't expect it to be very effective in other industries, such as retail or food services, but it's adaptable as a program so it may be beneficial.
May 19, 2022

Apricot; Virtually Nutritious

JY
Jeremiah Young
IT Specialist
Peace Neighborhood Center (Non-profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
When an Organization or Company is in need of a customizable and accessible online database Apricot provides excellent services especially when dealing with large sums of files/paperwork/documents. For smaller businesses or groups I don't believe Apricot would be worth the inital cost and upkeep but for larger groups it most definitely provides a nearly immeasurable service for data upkeep.
May 19, 2022

The Apricot team's responsiveness puts it heads and shoulders above the rest

CM
Cheryl Megurdichian
Director of Development and Communications
Second Sense (Non-profit Organization Management, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is well-suited as a CRM tool for a team working with clients in the field. It provides immediate access to client data and allows staff to add notes while in the field. It is also well suited for customized reporting. Apricot is user-friendly, not requiring staff who are computer geeks to administer it. I have no experience with database design, yet I am able to easily administer this database.
May 19, 2022

Flexible and cost effective

BS
Bettina Schempf
CEO (Chief Executive Officer)
Old Mill Center for Children and Families, Inc. (Non-profit Organization Management, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is a great solution for multi-site agencies or networks with the same processes - it allows for one design and system rollout via user profile Apricot works well with clients that have individuals and households as part of service delivery and measurement I have not used Apricot for programs with electronic intake forms outside the system - ie importing data into predesigned fields on an ongoing basis
May 18, 2022

Make your busy life easier

Verified User
Director in Other
Mental Health Care Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
We are a mid-size stand-alone victim assistance provider and this works well for us. We have reduced the maintenance of paper files by using Apricot and can better guarantee confidentiality as staff works a hybrid office/remote schedule. Larger organizations with multiple departments may have difficulty with having this fit all their varied needs.
May 18, 2022

Great program for nonprofits

Verified User
Administrator in Other
Individual & Family Services Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is great for creating custom forms to collect information on clients. We can easily build forms with various questions/topics and can fill them out quickly. They are then saved cleanly and easy to search for later. I also like that reports can be created to create printouts with various client info that we can then give to clients. Because we have to print copies of different forms for families to sign, it would be nice if there was a digital signature option so we could keep everything in the database.
May 17, 2022

Apricot does not always meet your Social Solutions

Polly-Beth Odom | TrustRadius Reviewer
Polly-Beth Odom
Executive Director
Daybreak, Incorporated (Mental Health Care, 11-50 employees)
Score 1 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I was excited about Apricot by Social Solutions when we were provided the sales pitch. The $10,000.00 per year price tag seemed high, but I was sure that there would be technical support included in that cost per year. Unfortunately, that is not the case. This is an expensive system with limited support. I believe that this is not the system to use for case management if you have intensive documentation requirements to meet. It is a good system if you are a non-profit that does not have the required documentation needs.
March 31, 2022

Not worth the investment. Better products out there!

Verified User
Director in Customer Service
Non-profit Organization Management Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I think that Apricot Social Solutions can work well for any organization that has the time and finances to invest a lot of resources into it. If you need reports updated frequently, this may not be the system for you unless you're super tech-savvy! I am fairly comfortable with technology and databases, and Apricot has taken me several years to learn and understand comfortably. I do still have to do a fair amount of manipulation during reporting periods because it doesn't seem like the pre-built reports (which we purchased the service for because we were assured they were accurate and would save us so much time) pull the correct information.
November 24, 2021

New user, great implementation experience

Verified User
Vice-President in Quality Assurance
Non-profit Organization Management Company, 51-200 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The product is suitable for organizations who provide case management as the foundation of their services. Great for agencies in need of HUD, VOCA, or HHSC reporting made easier. Well suited for organizations wanting client data entry to be mobile, not limited to a server. The functionality does get challenging if you have multiple government funders.
June 28, 2021

Apricot Review from a 5-year Admin/User

Verified User
Manager in Other
Non-profit Organization Management Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It will be important that someone on the staff has thorough knowledge of computers, database, and/or time and willingness to learn how to build forms and reports. It could be [easy] to create a mess with your data, if you do not fully understand how to create forms, implement rules for forms, understanding linking properties, etc.
May 18, 2021

Great for the tech savvy!

Tiffany Nicolette | TrustRadius Reviewer
Tiffany Nicolette
Director of Resident Services
Edgewood Management (Real Estate, 501-1000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you're working with a group of tech-savvy people, this is a great option. Some of the people on my team do not pick up technology easily. When they have an issue or do not understand how to use a function of the program, they want to be able to call someone at Social Solutions to walk them through the problem.
May 11, 2021

Apricot - Great but can be Greater

Verified User
Administrative Assistant in Other
Philanthropy Company, 11-50 employees
Score 2 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The software was not developed for grant use. The system lacks in features that some other grant software has. I would like to be able to make assignments, have a dashboard, and run detailed reports. The system is very manual and has to be rebuilt every year. The forms are easy to build with a drag and drop features and the options are nice. Our volunteers and agencies find it is difficult to use.
May 11, 2021

Apricot by Social Solutions--Love it!

Jamie Caroland | TrustRadius Reviewer
Jamie Caroland
Independent Consultant
Challengers Independent Living, Inc. (Non-Profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot presents a manageable amount of record and reporting options for small service organizations that don't have large reporting or record-keeping needs of government or large government-partnering stakeholders. I have used both Apricot and Social Solutions ETO SaaS systems, so can speak from experience on the back end of report and record management. Apricot would probably be less appropriate for large institutions, where large aggregate data information may be queried under other parameters.
May 11, 2021

Customizable and Flexible for all Case Management/Human Services Organizations!

Angela C. Brust-Balogun | TrustRadius Reviewer
Angela C. Brust-Balogun
Data & Retention Coordinator
Social Enterprise and Training (SEAT) Center (Non-Profit Organization Management, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Human service organizations with a case management framework are best served by use of this software. It can serve any size organization with 1 or multiple programs. The organization should have an individual or 2 to dedicate time as administrators of the software. They will need to understand data, software design, and the needs of the organization in order to best customize and manage the software.
May 11, 2021

Figuring it out

ZG
Zack Gentry
Director of Programs
Modesto Gospel Mission (Non-profit Organization Management, 11-50 employees)
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Apricot is great for case management. Our case managers find it easy to use and really like the fact that it is cloud based. For our Emergency Shelter and Treatment Program, it doesn't track "bed assignments" the way we desire.
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