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 and Ratings
(249)Attribute Ratings
Reviews
(51-75 of 166)Companies can't remove reviews or game the system. Here's why
May 25, 2022
Apricot Review
We use Apricot for all aspects of our Client Management: Track and manage clients throughout the training process. Track and manage donor data and contributions. Manage communication with clients and donors. Compile reports for state and grantors. Manage and track the distribution of hard goods via foster closets.
May 24, 2022
Apricot is As Advised! Great Product that Continues to Expand and Growth with Our Growing Agency
We use Apricot to track all of our resident support services, all of the details and demographics of our 140 residents, all of the information on their current housing, lease agreement, their rental payments, management correspondence, housing application, customer satisfaction surveys, and various individual assessments used to direct services within the agency.
May 23, 2022
A Social Solution you can use!
Healthy Learners uses Apricot 360 by Social Solutions to track the students we serve and the services we coordinate statewide. Apricot 360 employs an intuitive, user-friendly interface for tracking social services electronically, while maintaining the confidentiality and privacy needs of our students, including HIPAA compliance. We collect and store data on our students, households, schools, school districts, service providers, and donors. Additionally, we use Apricot to collect information on health screenings, mental health initiatives, training events, community engagement opportunities, as well as our yearly surveys. We've built reports specific to our performance and evaluation goals, so users and administrators can access this data in real-time. Our Apricot is really a one-stop-shop for us to see the impact of our organization's initiatives.
We use Apricot by Social Solutions to do all of our tracking and numbers. Our employees use it to track their time worked, training attended, etc. We track PTO and vacation time for full-time employees with it. We also have multiple grants that we are responsible for reporting, too, and we track all of our client services through the program, which enables us to pull accurate reports and numbers for our grant requirements. We track a variety of information for clients including services rendered, payments made, resources provided, mental health resources, etc. We work with multiple food bank type programs and we track our work with them as well. Everything that needs to be tracked and reported is run through the Apricot system. My favorite part about the program is that I can design every form and report that I need. There are very few limits available when I'm trying to create an effective tracking system for a new program that we bring in.
May 19, 2022
Apricot; Virtually Nutritious
With a plenthora of clients and the hassle of keeping personal information safe Apricot provides said safe easy and reliable source to keep said detailed information
We use Apricot to maintain records of client training and outcomes. Apricot allows our staff to enter client training records when they are out in the field. They can immediately record any progress the client has made in their training to keep records current. Apricot is flexible, allowing us to customize the data entry forms and design reports specific to our needs.
May 19, 2022
Flexible and cost effective
We utilize Apricot in three different programs. 1) Tracking daily client performance data in a mental health program to document client progress and success 2) Managing client intake and activities for home visiting programs serving 0-3-year-old children and 3) Managing client data comprehensively for early childhood programs including state reporting
May 18, 2022
Make your busy life easier
We are a comprehensive crime victim provider agency. We need to be able to store our data in a safe, confidential manner that is easy to input and easy to retrieve. This database meets both of those goals with the added benefit of being able to customize monthly and quarterly reports. We keep our notes on the system, accessing them in the office or from remote locations. We have found this to be the best option for us and would recommend it to other victim service providers.
May 18, 2022
Great program for nonprofits
We use Apricot for managing our client database. When we work with families, we input the information into Apricot in order to manage who we work with. We also use Apricot for our grant/other reporting, as we are able to pull the information easily. This product helps us stay organized when we are taking information and scheduling appointments with families.
Score 1 out of 10
Vetted Review
Verified User
Our agency was promised a software solution to meet our case management needs that would be user-friendly with a great support section. Nothing could be further from the truth. In my experience, Seven (7) months in and we have found a major issue with one of the forms created by the Apricot team, and we cannot get a resolution. Let me reframe that, we can IF I pay an additional $3,000.00 for eight (8) hours of support for the year. That's $375.00 per hour. Communication with the help desk is only through chat, and there is no phone number to call to request assistance when an issue is found.
March 31, 2022
Not worth the investment. Better products out there!
We utilize Apricot Social Solutions to manage and track participant information. We also use it to report our demographics and usage data to our funders appropriately. In the past, we have used a series of Excel spreadsheets to get the job done, but that proved to be incredibly hard to manage and very meticulous to pull data from.
Our organization is a non-profit providing social service. We needed a program that could share information and referrals across services when needed while also providing confidentiality and minimizing duplication.
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
It is used across all departments for Non-Profit Domestic Violence and Sexual Assault Victims. The departments include: Shelter, Crisis, Legal, Counseling, and Grant reporting.
November 30, 2021
Go Get Them Cowboy!
We use the Apricot database for service, support and reports.
November 24, 2021
New user, great implementation experience
Apricot is being used by our Program division, which includes shelter, housing, hotline, counseling, children's court services, and violence prevention education. It has enabled us to go almost paperless. It has enabled us to accurately record services and run reports. It is helping reduce silos so that when a client comes to us they are served by the entire organization, not individual programs.
June 28, 2021
Apricot Review from a 5-year Admin/User
We use Apricot [by Social Solutions to] record data in multiple areas of our organization. The main problem Apricot solves is it provides flexibility. We were able to move from pen/paper tracking and mountains of spreadsheets to safe electronic storage of our many different types of records. The wide range of options for form creation and linking allows our organization to track data from all areas including: clients, volunteers, donors, mailing lists, etc. We can all access our data from any area of our building, and while we are offsite.
May 18, 2021
Great for the tech savvy!
Apricot is being used across our organization. I am one of three administrators overseeing one of three programs. We are a social services organization. We work with confidential client information. Apricot provides us with the customizable privacy settings we need. Now we are able to share information across programs without compromising the privacy of clients.
May 14, 2021
Useful database solution for non-profits
We use Apricot Core across our whole organization. We are a non-profit working with immigrants and refugees. For our ESL classes, we track attendance, scores, childcare needs, and many other important metrics. Across all of our programs, we are able to easily keep track of client data and any issues or concerns we have with clients.
May 13, 2021
Great results in a snap...!!!
Apricot has been selected to manage our institutional database that allows us to register cases and follow up on the different processes and actions that help us achieve our main objective with the participants: placing them in jobs where they can develop a career mainly in the construction industry and related. The system was developed to be used across the organization and with external actors like other organizations who refers applicants to our offices.
May 11, 2021
Apricot - Great but can be Greater
We currently use Apricot for our grant management system. It is only being utilized by one department within our organization. This allows us to have a paperless grant process and it is portable.
May 11, 2021
Apricot by Social Solutions--Love it!
Apricot is being used by the executive, HR, director, managerial, and social work staff levels (including two administrator user slots). It was chosen to migrate data management from a non-integrated manual recordkeeping (paper file) system to an electronic database.
Our non-profit organization uses Apricot by Social Solutions to manage data for the entire organization. What I really love about it, is that I am able to customize it to meet the needs of multiple programs within our organization and that it is flexible enough to grow as we do. In addition, I can design reports that inform the work of our frontline staff and increase their buy-in and support of the required data collection. Our end of year reporting as an organization, as well as data collection for various grant funders has been much improved. Training, resources, and technical support are all excellent, would highly recommend this software to any human service agency/non-profit.
May 11, 2021
Apricot by Social Solutions Review
Apricot is used by several departments in my organization. We use Apricot to track statistics for trainings (# of people trained, location, content shared), client data (demographics, services provided, case notes), outcomes of services given (goals met by clients) and different programs the client engages in at our organization.
May 11, 2021
Figuring it out
We use Apricot for case management in our New Life Program and our emergency shelter. We do want to ultimately use it for employee record keeping as well, so it would then also be used by our Administration Department and other Department heads. Right now, it is only our Program Department that uses it.
May 11, 2021
We love Apricot 360.
Our agency uses Apricot for all of our senior services departments within the agency. This makes up about 1/3 of the company. It allows us to keep track of the services our agency is provided for our clients across the agency.