Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
The [...] is an all-volunteer nonprofit 501(c)(3) tax-exempt organization with a mission to help people experiencing or at risk of …
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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April 01, 2024
Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
Score 8 out of 10
Vetted Review
Verified User
The [...] is an all-volunteer nonprofit 501(c)(3) tax-exempt organization with a mission to help people experiencing or at risk of homelessness move towards self-sufficiency and find a safe home in our community (Santa Clara County, California). Volunteer case managers use Bonterra Case Management Apricot Core to track programs to help people apply for public assistance and affordable housing. The business problems include the need to understand as much as we can about each client's needs to triage, then help with immediate needs, while also creating a roadmap to find housing.
- 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
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 27, 2024
Glad we switched
We utilize this program as the base program for program execution and record keeping. This product allows us to track client intake and program progression. The data collected in this program allow us to easily provide grant reports and program success. We utilize it to track donors and their contributions. This program allows us to consolidate the majority of our operations and information.
- 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
March 26, 2024
Review
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We use it as a place to manage our operational systems to for a one-stop place to find our data for easy access.
- flexibility to build the system you need
- easy end user implementation
- ability to hold large amounts of data for data mining
- some of our data has disappeared after implementation
- it can be clunky to run reports if you're not an administrator, particularly after updates
- it would be nice if client search could be first middle and last name as we have several clients who have similar names but are not related to each other
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.
We use Apricot by Social Solutions at Invest in Kids to collect data from classroom teachers that are located across the state of Colorado. These teachers are delivering a classroom program to students, a program that our organization provides training and coaching in for the teachers delivering the curriculum to students. We have set up the system so that teachers log in as guest users and complete surveys at the beginning and end of the school year to record demographic information and complete short standardized measures about each student's behavior. The software makes it easy to link the pre- and post-test records using the Apricot Tier I and Tier II record structure.
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.
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).
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.
We are a social services nonprofit agency serving newly arrived immigrants, mainly from the Middle East/North Africa, South Asia, and Central/South America. We have three (3) main programs - Case Management, Immigration Legal, and Adult/Youth Educational programs. In addition to doing a general intake for all clients, we also have specialized program intakes, capturing additional information specifically for that program. We use the reporting feature for providing monthly management reports, statistics for grant writing (especially demographic data), where are clients emigrated from and where they are living now.
- 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!
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
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
Still Getting Familiar
We use Apricot to manage the needs of our clients, track their support goals, and share resources/referrals.
- 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
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.
September 14, 2022
Pleased Costumer
I use Apricot Social Solutions daily as a database to keep clients' records, run reports, create forms, and simplify our work by keeping the client's information confidential. It is friendly to use, and if I have questions, I can reach out to their friendly team, and they help me quickly to find answers.
- 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.
September 14, 2022
Apricot is a Good ROI
The organization uses Apricot by Social Solutions as a client, volunteer, and donor database. My department keeps track of the number of volunteers and the hours they put in as well as the donors and the dates and amounts donated. Our CEO uses the donor database to keep in touch with the donors. I run reports to keep track of the number of volunteers and the amount of work they do for us which we can use in grants to show public support.
- 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.
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 12, 2022
Helpful Platform, Could be More Dynamic.
We use Apricot as a database of our clients who receive services through a variety of programs our company offers. Apricot allows us to digitize these files, run reports, and manage our client base.
- 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.
September 08, 2022
Good software
In my organization, we are using Apricot by Social Solutions to manage our participant data and create our monthly, weekly, and yearly reports. I am solving any issue relative to user or participant, like creating an account, creating reports, and forms, solving duplicate data issues, and professional yearly reports.
- User-friendly
- Good software for non-profit organizations
- Easy to manage
- I would like be able use query with SQL server
- With my technical background I would like to able create professional reports
- I'd like to be able to use all of important functions in Apricot by Social Solutions