Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
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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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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…
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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.
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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Reviews and Ratings
(249)Attribute Ratings
Reviews
(1-25 of 97)Companies can't remove reviews or game the system. Here's why
April 01, 2024
Wonderful application
I use Bonterra Case Management to submit progress notes for my participants, to review their case file, to update their treatment plans, to upload other documents pertaining to their file that is of importance. I also receive reminders on when certain documents need to be completed. The business problems addressed would be submitting progress notes after each session with my participant. The scope of my use is daily.
- 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
March 30, 2024
Great well-made system
I use Bonterra Case Management for Collecting customer information and using it to organize projects together, allowing team members to see it all at once, is used to facilitate smooth workflow. The main goal is to ensure smooth operation.
- 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
March 26, 2024
Great product for our organization client management!
We use Bonterra Case Management to manage client contact information, create profiles for our clients, record case notes, record responses for SDOH surveys, initiate inter office referrals, and to run reports for grants and to track impact. Some of our clients fall under multiple programs of our organization, so it also allows other departments to see what action is being taken with the client.
- 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
March 25, 2024
Invaluable in Case Management!
To track all case management services and communication with clients. Each client I have has multiple links and Bonterra Case Management Apricot 360 keeps all of the data on one client connected. Additionally, having all of the client data in one place that all of the employees across our agency may access is invaluable.
- 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
January 11, 2024
Apricot is user friendly and time response back from Bonterra is quick and efficient!
We use Apricot as a client database for record keeping: case note, brief assessment and treatment plan.
- Apricot is user friendly for most of our volunteers.
- Apricot caters to our needs for client record keeping.
- We always get a fast and friendly response back from Bonterra when we reach out to them regarding an issue or question.
- Highlight the "Save Record" button or give it a color that stands out from other option buttons.
Our scope is vast as we provide roughly 30 different services including workforce education, youth literacy, tax filing assistance, immigration legal help, and much more.
- Ease of use on the front end
- User-friendly on the back end in terms of building service forms and reports
- The scheduler is unusable for us due to the requirement of a client email.
- The backend is not always intuitive when it comes to setting up referrals, permissions, etc.
June 30, 2023
Apricot by Social Solutions packs a punch for organizations serving individuals, but is expensive for non-profits
Our organization serves children and families in a non-profit setting after the death of a loved one. We utilize Apricot Core to organize and store information on the families we serve, our volunteers, and our donors & community supporters. Before Apricot by Social Solutions, we lacked the ability to run efficient reports and provide data to our funding sources. We are able to utilize Apricot by Social Solutions to not only store information, but to translate it into outcomes that we can provide for donors and grant opportunities. There are limitations to the product in terms of utilizing it for family-based programming instead of individual-based programming, but we are mostly able to edit things to fit our needs (we just aren't able to use some of the extra features that we pay for because of the nature of our work and the limitations of some of the Apricot Core features).
- 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.
June 29, 2023
Customizable and comprehensive.
We use Apricot by Social Solutions as our client information system. We heavily utilize the forms for assessments, programmatic needs, and intakes. We have built reports based on the information we collect which is used to track outcomes, create narratives, and assess client needs.
- 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.
Apricot is our client database, where we store all of our contact with
people seeking our assistance with domestic violence issues - ranging
from crisis calls, assessments, progress notes to surveys. It allows all
of our staff to follow a client's progress as we assist them and it
allows us to run reports on almost anything we need to measure for our
funders.
- Customizable fields
- Customizable reports
- Customizable searches
- Please stop increasing the costs so dramatically for non-profits
- Find a way to help users learn about the new tools and functions
- Be sure to note when new features are add-ons
June 29, 2023
Flexible Database Management Program
Our organization uses Apricot for our Client Services data management and tracking. This allows us to confidentially keep and update client demographics, assistance and needs. This data is then used to analyze the gaps in services as well as apply for grants.
- 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
June 25, 2023
Great Product!
Apricot 360 has revolutionized how we report our outputs and outcomes to our stakeholders, including school districts, funders, our national office, and state officials. We have been able to implement changes at a moment's notice. We have been able to track the longevity of our work which has been incredibly valuable to our school districts who want to see long-term gains for the services we provide. Our staff is in Apricot 360 daily documenting services, and I can run reports in real-time to support supervisors and staff with the next steps.
- 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.
We are a community non profit and we use Apricot to manage all of our program and participant data
- Versatile
- Customizable
- Somewhat user-friendly on the back end
- customer service and response
- utility of new features
- integration of different features across the platform
September 21, 2022
Apricot by Social Solutions Review
My organization uses Apricot for case management and program tracking purposes.
- User-friendly forms for managing individual and service data
- Good for running simple reports on program data
- Good for managing data for more than one program at a time
- Helpful customer service
- Report with larger sets of data not as user-friendly
- A little bit of a complex process for deleting (archiving) records without them still pulling in reports
- Sometimes the site errors
September 21, 2022
Easy to use, good reporting, still some glitches with attendance reporting features
We offer a variety of social service programs for youth and adults. We use this software to capture all of our demographic information, contact information, etc. We also use it to record any encounters/case notes, capture signatures and consents, and capture outcome information all in one place. Then we use it for reporting as well.
- 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
September 21, 2022
Apricot by Social Solutions: the good and the challenging
I have two roles: First I researched and purchased Apricot as the Co-Founder and Executive Director of a start up nonprofit in West Michigan. I then went on to support that organization after its merger in a consulting capacity. I know support other youth serving non profits who use Apricot. Generally speaking, the organizations I have experience with use Apricot to track client outcomes, hold staff accountable, secure and report to grant funders and improve community strategic planning.
- 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.
September 16, 2022
Hope
Apricot by Social Solutions is used at my organization to track client Data and to track services provided to clients. Data is used for reporting, funding, and grant writing. Apricot by Social Solutions provides built-in reports that support HUD guidelines. When reporting guidelines change and ask for more specific ways of collecting and submitting data Social solutions upgrades its system to match the needs of HUD. Apricot by Social Solutions also has a very good tech support team.
- 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.
September 14, 2022
Apricot 360 is pretty sweet!
Our organization migrated to Apricot 360 several years ago after doing extensive research in CRM software to move us from the archaic program we were using. Apricot has allowed us to completely revolutionize how we not only collect, manage, and report on data but also how we interact with all of our program participants. Without Apricot 360 and other virtual platforms during the pandemic, we simply could not have accomplished our work and continued to serve clients. We were able to pivot and move our hard copy processes (which was basically everything) for clients online really quickly in response and have since decided all of these new processes we used with the Connect portal and other capabilities will continue to remain in effect in the long-term. It has additionally led us to digitize more of our processes as a result of the positive response and how much easier it made our work for everyone. A happy side effect is that it has helped our company reduce paper waste and be more green!
- 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.
Apricot is our primary constituent relationship management software for all direct service clients and services. It's used to document client and service information, manage case details and updates, and produce reports for internal and external use. We have over 30 users and incorporate Apricot with about a dozen direct service programs.
- 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
Apricot has made grant reporting a breeze.
We serve victims of domestic violence and sexual assault. We use Apricot to track crisis hotline callers, residential and non-residential clients and rehousing clients. in 2021 we answered 1,841 crisis hotline calls from people seeking services. We provided safe shelter to 372 individual clients, with 5,862 of safe nights in shelter. We served 202 non-residential clients as well. Apricot tracks services, financial assistance and demographic information that is requested by multiple grants we receive. I've built forms under our client profiles to better streamline requests for services and assistance provided. We track engagements in the community, such as tables and booths at fairs, fundraising events, community education, media coverage, and professional training for outside organizations. We use the Reports section to show staff what data has been entered incorrectly or is missing. I've built reports to turn in monthly, quarterly, and yearly reports to grant funders, and our Board of Directors, as well as collecting data for applying for new grants.
- 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.
We use Apricot for our Case Management Software. Possible Problem - none of our actual IT support team is trained in Apricot, so I am managing the Administration of the Product. I am a Social Worker, not an IT person, so I know that we are not making FULL use of the Apricot capabilities.
- 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.
September 01, 2022
Apricot is Versatile and Always Improving
We use Apricot by Social Solutions to house all of our program and personnel data. We use it to collect registration information for our participants and manage day-to-day engagements such as attendance, services provided, and individual assessments. We are able to capture information over time for each person we serve, to track and measure improvements and progress over time.
- 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
June 14, 2022
Wish we could learn all the tools faster!
We use Apricot to track case management notes.
- 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
Apricot User
We use it as a client records database. It keeps track of our clients demographics and documentation. It allows us to take attendance and document services provided to each person. It allows us to run reports for various funding sources.
- 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
June 01, 2022
Apricot - many pros, but some challenges
Our existing institutional database options were not able to be customized to collect the data we needed to capture; so we looked for an external product that could meet our needs. We needed to track case management of 1,000+ participants with multiple staff members interacting with each participant. We had a need to track static data like demographics, as well as dynamic data such as account balances/transactions and changes in behavior over time. We wanted participants to be able to contribute to the data entry, so having online forms/applications was required. We also had a number of stakeholders we were reporting outcomes to, so being able to customize reports was an important feature.
- 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"
June 01, 2022
Great Functionality for Non-Profit Storytelling
Our education-focused non-profit organization uses Apricot 360 to collect and house data regarding the students we serve. We also use it for case management for our young-adult-specific programming. If there is any data we hope to collect, such as demographics, grades, resource availability, etc., we are able to create a way to input and monitor that data in the Apricot system. We also heavily utilize the reporting feature to make data-driven decisions for our organization and have a firm understanding of how our programs impact the students and families we serve.
- 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.