Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
The [...] is an all-volunteer nonprofit 501(c)(3) tax-exempt organization with a mission to help people experiencing or at risk of …
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).
Comparisons
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Reviews
(1-10 of 10)Companies can't remove reviews or game the system. Here's why
14
Admin assistants, advocates, managers, financial assistants, housing coordinators - our employees have a wide variety of tasks that they complete and track using the Apricot system. Apricot has been a key piece in creating our tracking systems because it is able to work with a wide range of programs and services. We have built forms and reports to track everything from basic needs services, to payments, to classes and trainings that we offer, to advocacy and therapy services, and so on. It's highly versatile, which is why I like it.
7
The people using Apricot represent all areas within our nonprofit. The Executive Director uses it to monitor numbers served and outcomes. The Director of Development is the administrator and uses the database to gather reports for accounting, funders, case management and communications to donors. The Case Manager uses reports to ensure client training is being offered in a timely manner, that clients are progressing through training and that all training needs are being addressed. The Case Manager also uses the database to send new client referrals to staff. The program staff use Apricot to enter in training records and to track progress toward training goals.
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
50
Crisis/Hotline
Medical Advocate
Shelter
Legal
Counseling
Grant Reporting
Community Services
Medical Advocate
Shelter
Legal
Counseling
Grant Reporting
Community Services
November 24, 2021
New user, great implementation experience
120
Program division - shelter, hotline, counseling, housing, education, children services
May 18, 2021
Great for the tech savvy!
3
Apricot is used by case managers and administrative assistants.
May 11, 2021
Apricot - Great but can be Greater
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.
July 20, 2020
New User and Program
2
Currently we only have two users. I am the primary administrator and user. Whereas our Tech and Compliance Manager is an additional administrator to allow access to reporting functions and ensure someone else is familiar in using it.
June 02, 2020
New User Experience
8
direct support professionals providing support services to clients and the database manager
November 27, 2018
No more Excel Spreadsheets!
10
Staff and volunteers conduct client intake and reports
September 22, 2017
Apricot Works
15
We originally purchased and began using Apricot as a Case Management software. We had previously been using a spreadsheet for all of our client data. After thoroughly reviewing 4 alternative software programs and at least identifying several others, we decided on Apricot. We find the program to be so accessible and useful that we have expanded it for use by our Volunteer Engagement and Development departments.