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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

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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Apricot

6 out of 10
June 28, 2023
Incentivized
Apricot 360 is our Client Services CRM. It holds all of our client data including case notes, demographic data as well as all services …
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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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Pricing

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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…

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 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

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

(247)

Attribute Ratings

Reviews

(26-50 of 163)
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September 14, 2022

Apricot is a Good ROI

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It is very intuitive in the report setup
  • Once the pages that track data are set up, it is easy for people to use.
  • It is easy to export the reports.
  • When the birthdate is put in, it doesn't calculate the person's age correctly after the first year.
  • Sometimes, certain parts of the database are not available to a user as they were the day before.
  • The billing invoices aren't always automatically emailed every month. At times, I have to email them about it, but they are then usually sent within a day or two.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Enable customization of forms.
  • Create a usable and friendly interface for staff who feel less than confident navigating new systems and technologies.
  • Create good opportunities for data manager training and customer support.
  • We are not completely satisfied with Apricot's reporting structure. They have made some great strides in the three years that we have used Apricot, particularly with the launch of Apricot Results Reporting. However, I don't think they've quite struck the right balance of powerful analytics and accessible report-building usability.
September 14, 2022

Data roundup.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Customization
  • Intuitive
  • Easy to use.
  • I make detailed notes of when I input information and data that was missing. I consider both times to be flukes.
  • It would be nice to have the ability to open previous notes. I get around this by opening a separate tab (within the same browser), so I can pull up previous notes while I input data.
  • add dashes to phone numbers. currently, all phone is 9515551234. It would be nice to auto-add dashes: 951-555-1234
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Form rules are great to use the same form to track different clients served based on what options were selected.
  • Email triggers keep supervisory staff aware of financial requests, transportation requests as well as hotline callers requesting specific services.
  • Customer Care is always quick to reply to requests for assistance and give detailed answers in a timely manner. They are always polite.
  • This may just be my problem, but being able to build a report to show household records and the clients associated with the household record.
September 13, 2022

Apricot Review 2022.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Easy, Intuitive to set up.
  • Manages a large database of client info.
  • Easy to set up needed reports for different funding sources.
  • it would be great if data could be pulled from Archived Records.
  • It would be great if records could be Archived in batches.
  • The Date field is funky - sometimes it requires the full mm/dd/yyyy and sometimes not. The Dropdown calendar to choose dates is unwieldy if not using the current month.
  • Once a field is set up, it is difficult to make a change - sometimes, as time goes by, it becomes clear that it works smoother with a different format.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • Organized.
  • Easy to grasp.
  • I wish individual clients created from within a household auto-populated ALL of the information from the household data.
  • I wish reports were more easily editable before running them and/or after running them.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Customization
  • Reports and exports.
  • Tech Support.
  • Trainings
  • Setting up programs. That area does not store/accept all the information entered.
  • System/record ID for tier 2 forms seems to be different from the associated tier 1 form. This adds extra scrubbing work after data has been exported to excel to remove duplicates. This is especially tedious if Record ID is selected as a filter during report creation.
September 08, 2022

Good software

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • User-friendly
  • Good software for non-profit organizations
  • Easy to manage
  • I would like be able use query with SQL server
  • With my technical background I would like to able create professional reports
  • I'd like to be able to use all of important functions in Apricot by Social Solutions
Krystal Minniefield | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Custom reporting makes it easy for us to create reports that satisfy particular funder needs.
  • Apricot technical support is very knowledgeable and responsive.
  • The UI is very user friendly and it has a modern appearance.
  • We received very little guidance during implementation. I believe many mistakes were made in the setup of our software.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It is very versatile and customizable
  • It has the capacity to cross-section various data points
  • Customizable reports help to pull data very quickly
  • The external facing components need attention - such as intake and user-entered information
  • They are rolling out features that are somewhat incompatible with the rest of the system, and need to be able to integrate better
  • Point-person and near constant changes in staffing
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Keeps our data safe
  • Provides ample tools to allow us to store data
  • There are so many tools but we don't use them because we don't know how - the interface is not super user-friendly in terms of knowing how to navigate various screens/options/reporting.
June 01, 2022

New user experience

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Training tools.
  • Customer service (chat).
  • Adaptable to needs.
  • Importing data is very confusing.
  • Linking forms is confusing.
  • Apricot database blueprint/handout for orgs to use when creating their own.
June 01, 2022

Apricot User

Daphne' Adams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Creates unique reports
  • Effective chat team for assistance
  • Stores information
  • System can be designed to fit our needs
  • Connection with outlook calendar
  • Better onboarding pass off
  • Ability to import to other systems
Karen L. Serna, AFC® | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Customizable reports
  • Easy to bulk upload data
  • Easy user management
  • Better formatting options for external (participant)-facing forms
  • More general templates for common forms, etc.
  • Ability to hide items under "search records"
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of creating and updating forms
  • Report creation and management
  • Library of free resources to help answer questions regarding the software
  • Chat function to connect almost immediately with someone who is able to help address questions or problems.
  • The Apricot Connect client portal does not currently allow for multiple forms to be created by the same client (i.e. a parent cannot become a Connect User and fill out unique forms for each of their children using the portal)
  • The contract and fees associated with gaining agency-specific Apricot support can be a barrier if the way your organization uses the system changes or if there is turnover in your organization and you no longer have institutional knowledge of the product.
  • Understanding the full scope of what Apricot 360 can do can be challenging; you don't know what you don't know and sometimes it can be tough to figure out what to ask to determine if a feature exists.
H. Kathleen Ender | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Streamline processes
  • Increase data integrity, security, and compliance
  • Allow us to easily pull reports and track research outcomes
  • Some end user function/access open up to deleting linking relationships
  • Internal multi-site programs, make it hard to work around end user access/visibility
  • Logins for clients make for potential access issues
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Timecard Tracking
  • Client Searching
  • Linking and scheduling calendars
  • Work flows when entering specific information about clients.
  • How many sections there are to schedule an appointment in the calendar. It gets time-consuming to enter in 5 different sections for just date, am time, pm time, who's a calendar in the company, and title it.
  • Having to change any time input to am and pm individually, instead of it guess that if the first time is 11:00 am, the next one with me is in pm.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Collecting Information
  • Smart Forms
  • Reports
  • Sending forms to clients
  • scheduler doesn't work efficiently. Should be more like Calendly. more user friendly.
  • scheduled text messages to groups or people with appointments in the scheduler. also adding templates to select for the messages.
May 26, 2022

Okay enough

Score 7 out of 10
Vetted Review
Verified User
  • Direct service case management tracking.
  • Form logic when applicable.
  • Simple reports & bulletins.
  • Access control/permissions for user, sites, and programs.
  • Lack of features in being able to report data.
  • Lack of capabilities for tracking funders/donors.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Very organized
  • Easy to maneuver the site
  • The support from Apricot has been extremely helpful
  • Sometimes the forms have an error when loading certain information
  • Sometimes the site malfunctions
  • Sometimes things that were uploaded could not be found
May 25, 2022

Apricot Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Record set up/date entry is easy and intuitive
  • Data output/reporting is accurate
  • Easy to customize to meet organization's needs
  • Reports could be refined to give a more professional product
  • Add/increase capability to track grants, events and in-kind donations
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Flexibility in form creation and usage
  • Customer Service support in training and being available when needed
  • User friendly format
  • Continued Growth and Improvement Culture
  • Increased Organization features in Site (folders being able to be organized)
  • Increased customizable features for Printing forms to PDF formats or formats that would allow for official correspondence
  • Synch with Outlook
  • Increased Customization of individual administration users viewing site
  • Increased ability to permanently delete items without need for assistance
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