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…
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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
(250)Attribute Ratings
Reviews
(51-75 of 159)Companies can't remove reviews or game the system. Here's why
May 19, 2022
Apricot; Virtually Nutritious
- Provided easily accessible online forms for clients to fill out at their pleasure for our organizations services
- Provides a unique tool where clients can be easily contacted in groups via email or text with updates and news we can share
- Allows accountability for staff when mistakes are made via the history portion to view who had made a mistake and when and how for future improvement
- Allows us to consolidate and easily maintain client records
- Allows us to track the outcomes we need to report back to our funders
- Decreases the paperwork and time needed for staff to maintain client records
May 19, 2022
Flexible and cost effective
- Apricot has had a positive impact through the elimination of spreadsheets and consolidation of data capture and management
- Apricot allows our team to access program data on a stable platform and with inbuilt data backup and safety
May 18, 2022
Make your busy life easier
- grantors like it - a positive during audits and site visits
- more affordable than other products
- easy to train new staff
May 18, 2022
Great program for nonprofits
- We are able to have exact numbers on the clients we work with, and can pull that information super quickly with the custom-built reports.
Score 1 out of 10
Vetted Review
Verified User
- The lack of a solution by their support staff may end up costing my agency hundreds of thousands of dollars. So, A VERY NEGATIVE IMPACT.
- The staff liked the ease of use in documentation using Apricot.
- It is a plus that forms can be edited and updated easily once you understand the system.
March 31, 2022
Not worth the investment. Better products out there!
- Easier to pull data than previously on spreadsheets.
- Easier to input data rather than using all paper.
- Reporting has been so much easier.
- Maintenance of electronic files is simple.
- Providing access to auditors for remote access has been great.
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
- 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
November 30, 2021
Go Get Them Cowboy!
- Good tracking.
- Good reports tracking and creating.
- Updates sometimes affect my reports.
November 24, 2021
New user, great implementation experience
- Accurate data entry.
- Reliable reporting.
- Able to audit staff data entry.
June 28, 2021
Apricot Review from a 5-year Admin/User
- Positive: Allowed us to create a comprehensive mailing list that we can easily update and run every time we complete a mailer.
- Positive: Allows us to run frequent reports to analyze our data, discover our strengths and weaknesses and report our stats to key stakeholders.
- Negative: The rising annual costs has forced us to leave. This will be a huge project, and not something I would have ever wanted to do, but we can no longer justify the expense for our usage of this product.
May 18, 2021
Great for the tech savvy!
- Apricot allows us to customize our reports and get the exact information we need to provide to funders and grantors.
May 14, 2021
Useful database solution for non-profits
- We are able to track metrics that can then be gathered easily with reports and communciated to donors and potential donors.
- Apricot has allowed our team to keep records on clients and more easily be on the same page with knowing client needs.
May 13, 2021
Great results in a snap...!!!
- I still do not have the necessary experience to analyze their financial impact on the organization, but I expect a positive impact in the way we are using it for our mission.
May 11, 2021
Apricot - Great but can be Greater
- At the time we purchased Apricot it was better than the last software we used
May 11, 2021
Apricot by Social Solutions--Love it!
- As I am not part of the executive team, and staff became users in August, I cannot provide ROI dollar specifics, but I can report that the big objectives were (1) to cut down the time spent in handwritten and MS Office-based forms and change to one-time database entries and auto-updating reporting capabilities, and (2) have data reportable for stakeholders (executive team, directors, board members, state and local reporting agencies, private funders, and potential funders).
- As a relatively new organization (less than 5 years old), our last annual report was compiled by hand and from multiple manual spreadsheets and tracking forms. Nevertheless, it did not adequately capture all of the clients we served in any capacity. With Apricot implementation this year, we were able to report on serving over 200 clients and to give specific outcomes and data related to those we served, not just for specific programs but for the organization as a whole.
- Any human service agency can tell you that the needs of their clients change over time. While we could give anecdotal evidence of those trends before Apricot, we can now collect and track, in real time, data to inform any organizational shifts we will need to make to meet those needs.
May 11, 2021
Apricot by Social Solutions Review
- Apricot allows us to view client outcomes and make sure we are meeting the goals set for clients and providers.
May 11, 2021
Figuring it out
- We are a non-profit so we aren't looking for an ROI per se.
- The positive is that a team member can be off-site and look up to see if a particular person is or has received services.
May 11, 2021
We love Apricot 360.
- We have been able to create reports for grants and account reporting so much more easily than with previous systems.
- It has become much easier for us to keep track of what staff are working with each client and in what capacity.
December 19, 2020
Apricot - Excellent Software for nonprofit program tracking
- Great reporting data
- Safe place to store all client data
- User friendly software for all staff
September 07, 2020
Apricot review for health programs (non-profit)
- It has helped us prepare invoices and monthly reporting to funders in a more timely manner.
- It has allowed us to develop a network of partner to receive referrals from.
- It has allowed us to be on top of services provided and any missed opportunities.
September 06, 2020
Our journey to automation has begun!
- The biggest impact this system has had for us is in making our data centralized and therefore much easier to report on.
- We have been able to decrease paper usage by about 80% and are well on our way to finally becoming fully electronic for records storage and reporting.
- We honestly have not seen a negative impact thus far.
August 31, 2020
Best well-rounded database to track all data needs!
- Accurate data collection has increased funding.