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).
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(250)Attribute Ratings
Reviews
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September 16, 2022
Hope
Apricot by Social Solutions is used at my organization to track client Data and to track services provided to clients. Data is used for reporting, funding, and grant writing. Apricot by Social Solutions provides built-in reports that support HUD guidelines. When reporting guidelines change and ask for more specific ways of collecting and submitting data Social solutions upgrades its system to match the needs of HUD. Apricot by Social Solutions also has a very good tech support team.
September 14, 2022
Apricot 360 is pretty sweet!
Our organization migrated to Apricot 360 several years ago after doing extensive research in CRM software to move us from the archaic program we were using. Apricot has allowed us to completely revolutionize how we not only collect, manage, and report on data but also how we interact with all of our program participants. Without Apricot 360 and other virtual platforms during the pandemic, we simply could not have accomplished our work and continued to serve clients. We were able to pivot and move our hard copy processes (which was basically everything) for clients online really quickly in response and have since decided all of these new processes we used with the Connect portal and other capabilities will continue to remain in effect in the long-term. It has additionally led us to digitize more of our processes as a result of the positive response and how much easier it made our work for everyone. A happy side effect is that it has helped our company reduce paper waste and be more green!
September 14, 2022
Pleased Costumer
I use Apricot Social Solutions daily as a database to keep clients' records, run reports, create forms, and simplify our work by keeping the client's information confidential. It is friendly to use, and if I have questions, I can reach out to their friendly team, and they help me quickly to find answers.
September 14, 2022
Apricot is a Good ROI
The organization uses Apricot by Social Solutions as a client, volunteer, and donor database. My department keeps track of the number of volunteers and the hours they put in as well as the donors and the dates and amounts donated. Our CEO uses the donor database to keep in touch with the donors. I run reports to keep track of the number of volunteers and the amount of work they do for us which we can use in grants to show public support.
Apricot is our primary constituent relationship management software for all direct service clients and services. It's used to document client and service information, manage case details and updates, and produce reports for internal and external use. We have over 30 users and incorporate Apricot with about a dozen direct service programs.
September 14, 2022
Data roundup.
As a Case Manager, I work with clients who are formally incarcerated, system impacted, struggle with houselessness and or struggle with addiction. I assist clients with setting and achieving goals that ultimately lead to their independence. I use Apricot to input and track data on my clients. This data can then be used for funding/grant writing. Working with my population is what we are passionate about; the data allows us to fund this work, and Apricot makes that possible.
September 14, 2022
Apricot has made grant reporting a breeze.
We serve victims of domestic violence and sexual assault. We use Apricot to track crisis hotline callers, residential and non-residential clients and rehousing clients. in 2021 we answered 1,841 crisis hotline calls from people seeking services. We provided safe shelter to 372 individual clients, with 5,862 of safe nights in shelter. We served 202 non-residential clients as well. Apricot tracks services, financial assistance and demographic information that is requested by multiple grants we receive. I've built forms under our client profiles to better streamline requests for services and assistance provided. We track engagements in the community, such as tables and booths at fairs, fundraising events, community education, media coverage, and professional training for outside organizations. We use the Reports section to show staff what data has been entered incorrectly or is missing. I've built reports to turn in monthly, quarterly, and yearly reports to grant funders, and our Board of Directors, as well as collecting data for applying for new grants.
September 13, 2022
Apricot Review 2022.
We use Apricot for our Case Management Software. Possible Problem - none of our actual IT support team is trained in Apricot, so I am managing the Administration of the Product. I am a Social Worker, not an IT person, so I know that we are not making FULL use of the Apricot capabilities.
September 12, 2022
Helpful Platform, Could be More Dynamic.
We use Apricot as a database of our clients who receive services through a variety of programs our company offers. Apricot allows us to digitize these files, run reports, and manage our client base.
September 12, 2022
Has delivered on its promise.
Demographics and services data collection and tracking. Outcome tracking and evaluation. Program evaluation. Internal reporting and accountability. Grant performance reports. Grant applications PR and press releases.
September 08, 2022
Good software
In my organization, we are using Apricot by Social Solutions to manage our participant data and create our monthly, weekly, and yearly reports. I am solving any issue relative to user or participant, like creating an account, creating reports, and forms, solving duplicate data issues, and professional yearly reports.
September 08, 2022
Good software. Still working through the bumps
We use Apricot to document a client's relationship with the agency. Every staff and client interaction is recorded in a client's profile as well as confidential therapy case notes. We also use Apricot to refer clients across programs within the agency.
September 01, 2022
Sold big promises, not lived up to
We use Apricot by Social Solutions as our EHR program for a nonprofit that serves children and families throughout their lifespan.
September 01, 2022
Apricot is Versatile and Always Improving
We use Apricot by Social Solutions to house all of our program and personnel data. We use it to collect registration information for our participants and manage day-to-day engagements such as attendance, services provided, and individual assessments. We are able to capture information over time for each person we serve, to track and measure improvements and progress over time.
June 14, 2022
Wish we could learn all the tools faster!
We use Apricot to track case management notes.
June 01, 2022
New user experience
Case management and grant reporting. Use of Tier 1 and 2 forms for client and activity tracking. Use reports for pulling data for required grant reporting.
June 01, 2022
Apricot User
We use it as a client records database. It keeps track of our clients demographics and documentation. It allows us to take attendance and document services provided to each person. It allows us to run reports for various funding sources.
June 01, 2022
Apricot - many pros, but some challenges
Our existing institutional database options were not able to be customized to collect the data we needed to capture; so we looked for an external product that could meet our needs. We needed to track case management of 1,000+ participants with multiple staff members interacting with each participant. We had a need to track static data like demographics, as well as dynamic data such as account balances/transactions and changes in behavior over time. We wanted participants to be able to contribute to the data entry, so having online forms/applications was required. We also had a number of stakeholders we were reporting outcomes to, so being able to customize reports was an important feature.
June 01, 2022
Great Functionality for Non-Profit Storytelling
Our education-focused non-profit organization uses Apricot 360 to collect and house data regarding the students we serve. We also use it for case management for our young-adult-specific programming. If there is any data we hope to collect, such as demographics, grades, resource availability, etc., we are able to create a way to input and monitor that data in the Apricot system. We also heavily utilize the reporting feature to make data-driven decisions for our organization and have a firm understanding of how our programs impact the students and families we serve.
We use Apricot as our case management and data/impact tracking software. We started scoping the project in December 2020. We vetted nine vendors and selected and executed a contract with Social Solutions Apricot360 in April 2021. We have completed discovery, scope, and configuration, testing, and implementation. With the implementation of this software, we will be able to increase the reach, growth, and depth of our program impact. Case studies from Apricot360 have shown the ROI of this project will dramatically increase productivity and growth. We functioned for 5 years with a siloed, manual organizational tool that has caused our program implementation to be fractured, tedious, and dependent upon manual and dual reporting. Apricot360 streamlined processes, automated workflows, increase data integrity, security, and compliance, and allows us to easily pull reports and track research outcomes. This has enabled us to build stronger and more meaningful connections with the foster care community. It will also allow us to expand our reach and serve more youth and families without compromising the strength of the relationships fostered by our programs.
May 31, 2022
Makes the tedious tasks easy and seemless
I use it for service tracking with our clients, entering timecards, and for booking appointments on my Google calendar. It is really clean and easy to transition from one page to the next and is great at searching clients by names, IDs, or by any criteria I want. I probably don't even know the entire application's potential, but I use it to run reports on various aspects of tracking as well.
May 31, 2022
Skeptically Optimistic User
We run school programs and we use them to track attendance, mentor, and administer pre-post testing of our students.
May 30, 2022
Helpful Data Tracker. Unlimited Customizations
We use it to manage medical information through forms for all of our patients. As well as track classes that they have taken to earn points for material goods and we track how many points they've earned and used and what they have spent them on. We run reports to see what our volume is for all of the different services we offer and how successful we have been a month to month and provide that information to our donors and to organizations that provide grants.
May 26, 2022
Okay enough
Score 7 out of 10
Vetted Review
Verified User
We use Apricot to manage individual data and their interactions with our organization (participation at events, activities, conversations, etc). We also link individuals to families, small businesses whom we work with, and organizational partners. We are beginning to build more interactions and differentiated 2nd tier forms, like COVID financial support, targeted surveys, and invoicing. Some partners report/invoice through our database as well.
Community League of the Heights is a non-profit organization that has multiple departments. We have implemented Apricot in most of the departments. My department is social services and we log into Apricot our interactions with our tenants. Apricot is helpful in keeping track of many different things that the organization needs to keep track of.