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…
Wonderful application
Great well-made system
Glad we switched
Review
Great product for our organization client management!
Invaluable in Case Management!
Thank you, Bonterra Case Management!
Case Management experience with Apricot
Apricot is user friendly and time response back from Bonterra is quick and efficient!
Apricot is a User-Friendly, Economical Client Service Database Solution
Apricot by Social Solutions packs a punch for organizations serving individuals, but is expensive for non-profits
Apricot by Social Solutions seems overpriced and has mostly underwhelmed for this intermediary non-profit organization
Customizable and comprehensive.
A small non-profit social services agency experience using Apricot
Awards
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Pricing
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
- 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.
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Reviews and Ratings
(249)Attribute Ratings
- 8.9Likelihood to Renew9 ratings
- 8.6Availability2 ratings
- 7Performance2 ratings
- 8.6Usability6 ratings
- 8.8Support Rating10 ratings
- 5.4Online Training2 ratings
- 10In-Person Training1 rating
- 4.5Implementation Rating4 ratings
- 2.4Configurability2 ratings
- 4.6Product Scalability2 ratings
- 1Ease of integration2 ratings
- 8Vendor pre-sale1 rating
- 7.5Vendor post-sale2 ratings
Reviews
(1-25 of 110)Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
- Customizable to our needs to case manage many clients
- Search Clients; Reports
- View document folder, check enrollments
- Reminders or "ticklers" so we don't miss an action or appointment
- Some information seems repetitive in different files (but might be how we set up our customization).
- Bigger message to remind me to SAVE Record :)
- I have found it hard to link records, but I'm not a super user
Wonderful application
- Simplify the note submitting process
- Pin important sections in a person's file
- Easy Access information
- Submitting notes--> the next options should be in the center of the screen for simplicity, not on the top
- The ability to submit a note twice should be taken away
Great well-made system
- customer information management
- accessibility to check information from anywhere
- Gathering vast amounts of tasks together for efficient and quick handling of work all at once
Glad we switched
- Data collection
- customizable to fit program needs
- user friendly
- collaborative
- ability to upload client photographs
- provide in-depth training on the user platforms and dashboard
- role assignments and permissions could be a little more direct
Great product for our organization client management!
- Creating and customising reprorts
- Creating and customizing forms
- Collecting and updating client information
- Recording case notes
- Fix some of the bugs for system to run smoother
- More intuitive use
Invaluable in Case Management!
- links data to one client
- maintains client information in real-time
- conveniently notifies when a client is assigned, via email
- crashes quite a bit
- when a link is added the alert can be more visible
- Add an alert where the system notifies you of duplicate information
Case Management experience with Apricot
- Interface is smooth and easy to navigate.
- Plentiful resources both locally and globally.
- Message and resource notifications.
- Streamlines accessibility and accountability.
- client/professional reviews
- updated contact and referral information
Apricot by Social Solutions packs a punch for organizations serving individuals, but is expensive for non-profits
- Apricot by Social Solutions does a great job of making database administration simple and effective. It is easy for someone in the non-profit sector without much prior experience in similar programs to work on the back end of Apricot by Social Solutions building forms and doing reporting.
- Apricot by Social Solutions is a generally user-friendly program that our staff of many different ages and abilities are able to utilize effectively.
- The buildability of the program is a major plus for our organization, allowing us to cater Apricot by Social Solutions with exactly what we need for our programming and services.
- Apricot Core seems like it adds great functionality, but organizations that serve minors or provide family-based programming aren't able to use any of the features outside of the Form Logic. We have asked for this functionality to be available for our family-based programming and were told a few years ago that it was coming soon and have not had any updates since.
- The turnover at Apricot by Social Solutions makes building a connection with their staff extremely difficult.
- Apricot by Social Solutions customer service will only get on the phone or a Zoom call with you in extreme emergencies. All questions and issues are handled through their website chat and email, which can pose challenges in timely answers and conclusions for complex issues.
We also have staff on our internal team (the team that supports teachers with training and coaching) log into Apricot by Social Solutions as standard users and complete information about their coaching visits as well as a fidelity assessment about teacher's delivery of the program to students. Lastly, we use Apricot by Social Solutions for our annual RFP process, where directors of early childhood centers and school districts will log in as a guest user and complete the RFP application that we have set up in Apricot by Social Solutions.
- Send out regular email updates to customers
- Host webinars that alert customers to product improvements
- Provide clear troubleshooting information for addressing data entry issues
- Almost every year I get a new customer care support person, and it can be hard to reorient each new person to my unique business case and use of Apricot by Social Solutions
- In the past, I have had issues with communication from different departments in Apricot by Social Solutions about what I was getting as part of my contract. In my experience, when I had my initial meeting to kick off upgrading our Apricot by Social Solutions instance, the majority of the information the project consultant had was incorrect. I had to send an email to someone else to rectify the situation.
- If Apricot by Social Solutions was compatible with phones that would be really helpful.
- I wish the font size and formatting were more customizable when building out forms in Apricot by Social Solutions (e.g., more similar to how customizable Surveymonkey is with different surveys).
Customizable and comprehensive.
- Customizable.
- Real-time reports.
- Notifications.
- Forms.
- Because it is highly customizable, it can be difficult for new users to navigate and administrators to maintain because there are so many steps that can be overlooked.
- It would be very helpful for people who are not users to submit data/forms.
- Forms are easily changed
- Extremely intuitive
- User friendly
- We are using Apricot Core and for a small nonprofit which is perpetually underfund, the product takes a big chunk of our budget!
Flexible Database Management Program
- Flexibility depending on specific organization need
- Their chat function is very useful and supportive
- Knowledge base is extensive
- Permission sets can be complex and confusing
- DOB and other calculation fields do not update unless record is saved
- Many standard functions of database management require specialized knowledge
Great for Social Services Agencies!
- Great online portal for operations whether in office or from home.
- Decent report building and outputs from data.
- Excellent Customer Service.
- Report building could be simplified or rather fields could work better together to provide data outputs.
- Data input can be a bit clunky for volunteer hours and could be easier.
Great Product!
- Track longevity of services.
- External web links to reach people beyond paper.
- Customizable
- We are able to implement changes from any entity at a moment's notice.
- The biggest feedback we receive from our staff is that it is a lot of clicking.
Still Getting Familiar
- Self help options available
- Ability to enter/store information
- offer refresher webinars/classes quarterly for new employees
- offer refresher webinars/classes quarterly for administrators such as the common mistakes webinar
Easy to use, good reporting, still some glitches with attendance reporting features
- Ease/flexibility of configuration
- Front-end user design
- Flexible reporting
- Ability to import from other databases
- Can be a bit glitchy, especially in reporting
- For sending forms externally, the options require email addresses for each person which sometimes is not available
- Tracking group/attendance information has several different features that are not compatible with eachother
Apricot by Social Solutions: the good and the challenging
- Form builder is easy to use
- Standard user navigation is intuitive and looks simple to follow
- Basic reporting and graph functionality
- I appreciate how friendly and helpful chat ALWAYS is
- I see the company invest in improvements regularly
- I think the 360 Results Reporting is incredibly difficult to use
- I wish there was a way to update colors across the platform to streamline with our branding
- It wasnt clear when you export and import data that many of the reports will be forever impacted due to the "creation" date change.
Hope
- Updates built in reports to match the requirements for HUD reporting.
- Innovative ways to batch and group clients data collections.
- Offer ongoing training when new features are added.
- Constantly making it user friendly with updates that support standardized data entry
- Sharing data about clients with partner agencies
- Having controls where data is only shared with users who should have access to it
- Some features like creating households will lock you out after so many attempts
- I would like to be able to save a record and come back to it at any point. You have to complete many steps before you can save a record.
Apricot 360 is pretty sweet!
- Usability. It is very easy to quickly make changes and create new forms or entries for people to use.
- Robust reporting capabilities. Quickly build reports on any and all data collected.
- Integrations with other software and openness to finding solutions.
- The Connect portal - moving people from portal to portal; being able to customize the end-user experience; being able to access Tier 1 forms from the dashboard of Connect (they're hard to find and alter in any way as an end-user, and we weren't able to integrate a part of our process due to this limitation).
- Being able to customize success and error messages across the platform. Connect, submission errors for forms, etc. Right now, the options are mostly incredibly generic and don't detail everything needed.
- More integration options for schedules and video platforms that can be used.
Pleased Costumer
- Great customer service
- Keep information confidential
- Easy to build forms
- Help us to keep the client's information organized
- It doesn't have a system to update automatically date of births.
- Sometimes their team members use technical language when helping their customers to solve issues and if the customer is new to using Apricot by Social Solutions they may gets confused.
- Sometimes I have to export data to manipulate it into unduplicated information.
Apricot is a Good ROI
- 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.
- 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.
Data roundup.
- 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
Apricot has made grant reporting a breeze.
- 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.
Helpful Platform, Could be More Dynamic.
- 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.