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Bonterra Apricot

Score9.2 out of 10

325 Reviews and Ratings

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What is Bonterra Apricot?

Bonterra Apricot is a community-centered case management platform with built-in intelligence that supports insights, efficient services, and impact.

Apricot 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 the case management solution, nonprofits can ensure data integrity through functionality that tracks whether the data in the system is complete, entered correctly, and unduplicated. The application gives 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.

Categories & Use Cases

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Who Buys & Uses Bonterra Apricot

Bonterra Apricot Reviews

What users are saying about Bonterra Apricot.
View all Bonterra Apricot reviews

Pros

  • Accurate and customizable reporting and data generation
  • Intuitive user interface and navigation
  • Secure client data management protocols

Cons

  • Slow system performance and loading times
  • Unintuitive user interface and navigation
  • Limited data entry and editing flexibility

The Great Review.

Incentivized
Amber GonzaqueView profile
Recovery Support Specialist at NAMI (51-200 employees employees)

Use Cases and Deployment Scope

We use Bonterra Apricot in our organization, specifically at NAMI Living Room, primarily for case note documentation. The product addresses several key business problems for our team. It streamlines efficient case management by providing a secure and accessible platform for recording client interactions and progress. This ensures continuity of care and helps us maintain necessary compliance standards for mental health service documentation. The software also reinforces data security for sensitive client information. Our current scope of use is contained within the living room program, allowing for team-specific access and collaboration while managing data appropriately.

Pros

  • Secure client data management.
  • Structured note taking.
  • Easy data retrieval.
  • Compliance and reporting assistance.

Cons

  • Reporting complexity.
  • System performance and connectivity.
  • Cost and support.

Return on Investment

  • Increased Efficiency.
  • Tangible Metric.
  • Training times.

Derek Sprague review 2025.

Incentivized
Derek Sprague
Phase 1 Supervisor in Customer Service at Renewal Ranch (11-50 employees employees)

Use Cases and Deployment Scope

I work for a non-profit ministry, and all of our resident files and records are entered and kept in Apricot. A couple of the challenges to this record keeping are that there are many and often changes to this information, and the Bonterra Apricot system can be tailored to meet these demands. Troubleshooting can also be a challenge, but help has been readily available whenever it has been required. We are able to keep track of all the information generated by a one-year stay in our program and have it available and current at all times. I have been a blessing to this ministry in many ways.

Pros

  • Tailors to our specific needs using language I create.
  • Keeps and categorizes all sorts of information.
  • Provides support and technical assistance.

Cons

  • Spell check.
  • Easier set up.
  • Simple and safe sign in.

Return on Investment

  • Ease of recording information.
  • Streamlined our intake and outtake process.
  • Eased the process of applying for grants and tracking intake fees.

Other Software Used

1Password, Excellor

User Friendly Tracking Software

Incentivized
Lanear Montgomery
Executive Director at Assured Lifestyle Housing (11-50 employees employees)

Use Cases and Deployment Scope

We utilize Bonterra Apricot in our Resource Center organization. The business problems this product addresses are the tracking that is much needed to ensure clients are receiving the services they are inquiring about.

Pros

  • Tracking Client Classes
  • Tracking Client specific Interactions
  • Tracking Client Outcomes

Cons

  • I like the way it is nothing to complain about

Return on Investment

  • Customer metrics improve higher retention
  • Customer satisfaction in classes being offered
  • Tracking group sizes of each class to determine what is being utilized more

Other Software Used

Tasks for Zendesk, Microsoft 365 Business Premium, Tableau Desktop

Bonterra Review.

Incentivized
Verified User
Supervisor (51-200 employees employees)

Use Cases and Deployment Scope

We use Bonterra to track our participants from the Applicant to retention. Bonterra helps us keep our data in one organized platform and pull reports, graphs, and bulletins to more easily use the data for decision-making.

Pros

  • Easy to build out what your company needs to track.
  • Versatility in creating and editing reports.
  • Helpful support options.

Cons

  • More training around results reporting.
  • More options for bulletins customization.
  • Flexibility with report mass deleting.

Return on Investment

  • Faster pull of data and reporting.
  • Easier tracking of a participant outcome.
  • Easy editing of tools we need.

Alternatives Considered

Sales Force Optimization

Apricot

Incentivized
Verified User
Manager in Customer Service (11-50 employees employees)

Use Cases and Deployment Scope

Apricot is used as our case management system. We use it to document care plans, communication notes, upload related case files, and as a database for local referrals. We were in-between systems previously, and Apricot has been able to elevate our work in a more organized fashion. It's also been helpful for data collection and making sure we are able to demonstrate impact.

Pros

  • The ability to create multiple reports
  • Keeps our cases organized on an individual basis and household basis
  • It's very user friendly and easy to navigate

Cons

  • The Connect feature is poor. We were hoping to use it to send resources to families geographically, but the system does not have that function to filter at this time. A way to filter the people you want to message without having to do it manually is needed
  • Apricot can run very slow in general and I have to hit the refresh button multiple times
  • N/A

Return on Investment

  • I cannot give a response with numbers specifically at this time, but it's been a great way to track our data.

Alternatives Considered

RealTime

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