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Bonterra Apricot

Score9.2 out of 10

333 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

  • Robust, customizable, and accurate reporting and data generation capabilities
  • User-friendly interface with easy navigation and helpful in-page tips
  • Strong data security measures for credentials and client information

Cons

  • Frequent performance and speed issues that impede timely work completion
  • User interface and navigation could be more intuitive and aesthetically pleasing
  • Limitations in data entry and editing functionalities

Bonterra Apricot Helps in Housing

Incentivized
Shel Bailey
Community Building Associate in Human Resources at Central City Concern (1001-5000 employees)

Use Cases and Deployment Scope

I use Bonterra Apricot to determine who should and should not be in the building during my shift. It helps me keep people safe by providing quick and easy access to tenant rosters, and updated photos. In emergency situations, I'm able to quickly look up pertinent information for emergency services.

Pros

  • Keeps track of current tenant rosters.
  • Organizes tenant data.
  • Provides up to date photos.
  • Easily to up date and share.

Other Software Used

Microsoft 365, UKG Pro

Bonterra Apricot bombshell

Incentivized
Samantha Landi
Registration Specialist in Customer Service at Cook Inlet Tribal Council (201-500 employees)

Use Cases and Deployment Scope

Our large organization uses Bonterra Apricot for case management purposes. I currently don't have access to edit any existing profile but I use it daily to verify if a participant is enrolled in services as well as what service, also I check it to make sure the current application has been submitted. If there is a edit needed I just contact a financial assistance admin and ask them to update the info. I am sure case management has a lot more to say about Bonterra Apricot but I find it super helpful tool.

Pros

  • Quick view information
  • program enrollments, also unenrollment's
  • Case manager info
  • e-files are helpful
  • viewing e-files

Return on Investment

  • My scope of use with Bonterra Apricot is very low on the totem pole but I love being able to view information. Bonterra Apricot is a very useful tool in my organization, I am actually impressed with the flo of the service.

Other Software Used

ChromeOS, Lexis for Microsoft Office, Microsoft Teams

Apricot is a part of my everyday

Incentivized
Robert Thomas
TEACHER in Professional Services at CYDC (11-50 employees)

Use Cases and Deployment Scope

It helps my organization stay on top of communications and helps me to stay organized

Pros

  • CORRECT SPELLING
  • HELPS ME TO BE PROFESSIONAL
  • REMINDERS
  • I CAN SAVE MY WORK

Cons

  • UPDATES

Return on Investment

  • IT HELPS MY CO WORKERS TO BE THE BEST

Bonterra Apricot a great tool.

Incentivized
Verified User
Supervisor in Quality Assurance (11-50 employees)

Use Cases and Deployment Scope

I use Bonterra Apricot in my organization as a data storage regarding services and client's profiles. we report every service provided in person or virtually at Bonterra Apricot. This product address data being centralize in a place, it helps encounter a client's profile for any new service and report it. I use Bonterra Apricot to complete intakes, report services and report outreach efforts. It helps maintaining a profesional relationship with clients because it let you know when is needed to follow up or update. Bonterra Apricot is doing a great job.

Pros

  • Storage
  • Update
  • Search and found
  • Historial

Cons

  • Glitching
  • reporting when platform is down.
  • don't recognized information and states is pending still

Return on Investment

  • Stores the documentation require by the contractor.
  • The authenticator is very helpful to maintain information safe.
  • Is hard when Bonterra Apricot is down and there is no information about it.

Other Software Used

Wix, Microsoft Teams, Microsoft 365

I like it but dont love paid add-ons

Incentivized
Verified User
Employee in Quality Assurance (11-50 employees)

Use Cases and Deployment Scope

we use Apricot as our CRM where we input all of our client data and all of the services they receive. it helps so that everything is in one unified place and we know the full story of each client. We use Apricot for both manual data entry as well as running reports.

Pros

  • Agregate data
  • create forms
  • data validate

Cons

  • dont like costly add ons
  • the outcomes feature is confusing
  • connect should not require password

Return on Investment

  • shows impact for funders
  • made things more effieicent

Alternatives Considered

Devart Excel Add-ins

Other Software Used

Constant Contact

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