Bonterra Apricot Reviews and Ratings

Rating: 9.3 out of 10

Score

9.3 out of 10

Community insights

TrustRadius Insights for Bonterra Apricot are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Customization Options: Users have appreciated the software's extensive customization features, enabling efficient case management of multiple clients. The ability to tailor the system to specific program needs has been highlighted as a significant advantage by streamlining workflows and enhancing overall productivity.

Search Functionality: Reviewers have found the search function particularly beneficial for quick and easy access to client information and reports. This feature not only saves time but also ensures that users can locate relevant data promptly for informed decision-making.

User-Friendly Interface: Customers have praised the software for its smooth interface, intuitive navigation, and abundant support resources both locally and globally. The user-friendly design contributes significantly to ease of use, making it accessible for volunteers with varying levels of experience in client record-keeping tasks.

Reviews

206 Reviews

Bonterra Review.

Rating: 9 out of 10

Incentivized

January 12, 2026

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.

Likelihood to Recommend

Bonterra is well-suited for case management and for non-profits. I would not recommend it for data visualization or SQL.

Verified User

Supervisor (51-200 employees)

Vetted Review

9 years of experience

The Great Review.

Rating: 9 out of 10

Incentivized

December 8, 2025

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.

Likelihood to Recommend

Secure case note documentation: It is well-suited for organizations like the NAMI Living Room that need a secure, reliable system for storing sensitive client information and maintaining confidentiality. Also, it allows for continuity of care as staff can easily access past notes and track progress.

Amber Gonzaque

Recovery Support Specialist at NAMI (51-200 employees)

Vetted Review

1 year of experience

View profile

User Friendly Tracking Software

Rating: 9 out of 10

Incentivized

August 19, 2025

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

Likelihood to Recommend

I am very likely to recommend Bonterra Apricot to any colleague. It is user-friendly and allows print function, which is what I appreciate for my client files. Tracking client classes taken and their outcomes is beneficial to our organization for training purposes, as well as to educate students about their achievements.

Lanear Montgomery

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

Vetted Review

2 years of experience

Derek Sprague review 2025.

Rating: 9 out of 10

Incentivized

August 7, 2025

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.

Likelihood to Recommend

As we accept residents into our program, we ask for and enter all relevant information. There are many different categories of information that can be recorded and/or tracked.

Derek Sprague

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

Vetted Review

5 years of experience

My 1st loving tech solution

Rating: 9 out of 10

Incentivized

August 1, 2025

Use Cases and Deployment Scope

Apricot is very helpful with program management and robust reporting. Compliance reporting, outcomes reporting, data quality management, case management, and staff management are common themes. As the data specialist, I run analysis to the interest of our stakeholders within the court system and child welfare system. Consumer satisfaction surveys, staff documentation, and case assignments can be facilitated with the product.

Pros

grouping and graphing in reports
role based permissions; guest user access
easy to update/make changes to program details
helpful reading materials

Cons

Apricot has been improving since I've started with it. I get to be apart of the design team and I'm constantly seeing changes.
It's been about 5 years using the tool, I've adjusted to it. Having to click to refresh the page is sometimes concerning for sub-contractors, but they adjust as well.
I'd like to network and find a way to help those who may be looking for help with the tool.

Likelihood to Recommend

Apricot suits us well with staff experienced and passionate about data entry. As a person who enjoys data system, I think it's well suited for advance users. SQL is sometimes beyond my comfort, so the system is well suited for those with a team. databased exports seem to be more challenging than I'd admit. I also don't have much experience with SQL exports.

Verified User

Analyst in Research & Development (11-50 employees)

Vetted Review

5 years of experience

Apricot

Rating: 8 out of 10

Incentivized

August 1, 2025

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

Likelihood to Recommend

Our team has a lot of different steps to take in regard to their jobs. Apricot is very helpful in breaking everything down into separate folders that makes everyone's job more organized and flowing. Everything has a specific place, which also makes it easy to recognize if someone on the team is doing their job well or if someone needs additional training. The biggest flaw in Apricot is the Connect system, as I stated in a previous question. A big perk to Apricot in the beginning was being able to send out resources directly to a large group. However, not every resource is applicable for all families. We manage a large population of families, so it's very hard to organize it manually. There needs to be a way to filer out who we want to send things to right through the system instead of having to do it 1 by 1.

Verified User

Manager in Customer Service (11-50 employees)

Vetted Review

2 years of experience

Apricot contributes to our organization's success

Rating: 10 out of 10

Incentivized

July 31, 2025

Use Cases and Deployment Scope

I use Apricot for logging case notes and tracking data for families I work with in shelter. We are able to keep all data for our families in one place that is accesible to all case managers in the organization so staff can stay up to date on the work being done and challenges families may be experiencing.

Pros

User friendly
Clean and organized layout
Functional

Cons

Allow users to be away from Apricot without timing out
Once something is saved, don't show the window that says changes you made may not be saved.

Likelihood to Recommend

For my purposes of tracking participant case notes and data, Apricot functions well. The layout is sleek and organized, and the platform is user friendly making for an easy adjustment period for new staff. We are able to track important deadlines on the home page so the user doesn't need to take time out of their day to see what needs to be prioritized, they can just jump into the work.

Verified User

Employee (51-200 employees)

Vetted Review

3 years of experience

HIGHLY RECOMMEND Bonterra Apricot - Just Use It.

Rating: 10 out of 10

Incentivized

July 27, 2025

Use Cases and Deployment Scope

Our organization utilizes Bonterra Apricot to manage Case Notes, Client Dashboards, track direct financial assistance, perform Data Reporting, and log dates of significant importance for clients, among many other tasks. The product has addressed problems with other software we've used, which frequently had errors in data reporting or very slow times waiting for reports to generate. At times, these reports would run for hours before giving an error notification and needing to be rerun. Bonterra Apricot is the exact opposite. Numbers are accurate, and reports are generated and updated immediately.

Pros

Ease of navigation combined with plenty of user-friendly tips located on each page.
Fast and accurate data reports.
Multiple field search options to ensure a client or case can be located.
Very strong security measures to protect users' credentials.

Cons

More color!

Likelihood to Recommend

Bonterra Apricot is ideal for every scenario I can think of, especially if your business tracks numbers, records financials, logs client information, and has dashboards for individuals, groups, and more. Case Notes for clients are well-layered without being overbearing or cluttered with too much information on the screen. Scenarios where it's less appropriate may be simply for teams of 5-7 staff in size, where tracking can be much more manageable without needing software to do so.

Robert Carrillo

IT & Data Specialist in Information Technology at InterFaith Shelter Network (11-50 employees)

Vetted Review

5 years of experience

Verified on LinkedIn

Apricot for Nonprofits

Rating: 8 out of 10

Incentivized

July 24, 2025

Use Cases and Deployment Scope

We are a nonprofit. We use Bonterra Apricot to do intake information for the families we serve. It helps us keep track of our services. We use secure webforms to allow families to request our services more easily. It helps us track different programs, trainings, and events. It also helps us pull reports and track data for our grants.

Pros

Reporting
Linking Records.
Tech Support.
Forms are easy to create.

Cons

More intuitive features.
Better guides and self-help built in.
Allow forms to change depending on what is clicked.

Likelihood to Recommend

Apricot is great for working in the social services or non-profit sector. So, Apricot has the forms we need and is built for organizations like ours to collect data on the families we help and run reports for ourselves to improve and for our grant purposes. Apricot can be complicated and is not intuitive when building forms, linking records, and so on. It can take years to fully utilize all the features, so it’s not suitable for short-term use.

Michele Lappin

Data Mgr & Tech Coord in Information Technology at The Center for Exceptional Families (1-10 employees)

Vetted Review

2 years of experience

It works for Us.

Rating: 8 out of 10

Incentivized

July 22, 2025

Use Cases and Deployment Scope

We use the program to keep track of our clients and the services we provide. We created a program that logs attendance in classes, tracks the services provided, and reports on the statistics of what we offer and the volume of work we do. We need to be able to prove the services provided, so the information entered can be used in reporting for grants.

Pros

Allows for us to customize what we are doing and what the output is.
Addresses problems swiftly. Good support.

Cons

There are several things in the "suggestion" area that have been there for a while. For instance, to be able to see the client's age instead of just the birthdate. Many people want this, but I don't understand why it can't be done for us.
Luckily, whenever an issue arises, it's not there for long, as you have a fairly quick turnaround for resolving them.
Being able to view notes and other information sources with just a drop-down, instead of opening the entire note, would be preferred.
There are times when the system is just slow or doesn't work at all and it takes a little extra time for it to be resolved. This causes some stress.

Likelihood to Recommend

Bonterra works great with allowing us to customize and create a program that meets our needs to document and track the services we provide. It allows us to grow with the program and create a system that grows with us. It is definitely a program that surpasses by leaps and bounds the previous program we had. I look forward to seeing what more we can do with it.

Laura Lawrence

Patient Navigator in Customer Service at Michelle's Place Cancer Resource Center (1-10 employees)

Vetted Review

1 year of experience

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