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Penelope

Penelope
Formerly Penelope by Social Solutions

Overview

What is Penelope?

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

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Recent Reviews

Not very happy

6 out of 10
May 25, 2022
Penelope by Social Solutions is our case management system. We use it for case notes, for calendars, and even for reporting incidents and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Basic

$400

On Premise
per year per user

Entry-level set up fee?

  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Penelope?

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

  • Track each family’s service history in a single file that contains all of their information.
  • Configurable forms to save time with automated workflows, scheduling and billing tools.
  • Reduced data errors to improve reporting, measure outcomes and secure more funding.

Penelope Features

  • Supported: Forms Management
  • Supported: Reporting & Statistics
  • Supported: Appointment Scheduling
  • Supported: Charting
  • Supported: Claims Management
  • Supported: Compliance Tracking
  • Supported: E-Prescribing
  • Supported: Employee Management
  • Supported: For Mental/Behavioral Health Practices
  • Supported: Initial Assessments
  • Supported: Medical Billing
  • Supported: Self Service Portal
  • Supported: Task Scheduling
  • Supported: Treatment Planning
  • Supported: Case Management
  • Supported: Child Welfare Management
  • Supported: Document Management
  • Supported: Reporting & Statistics
  • Supported: Scheduling
  • Supported: Time Tracking
  • Supported: Training Management
  • Supported: Activity Dashboard
  • Supported: Activity Tracking
  • Supported: Appointment Management
  • Supported: Billing & Invoicing
  • Supported: Calendar Management
  • Supported: Case List Management
  • Supported: Document Management
  • Supported: HIPAA Compliant
  • Supported: Medical History Records
  • Supported: Patient Management
  • Supported: Patient Records Management
  • Supported: Payment Processing
  • Supported: Referral Management
  • Supported: Reporting & Statistics
  • Supported: Task Management
  • Supported: Treatment Planning
  • Supported: Case Notes
  • Supported: Client Management
  • Supported: Document Management
  • Supported: Forms Management
  • Supported: Goal Setting/Tracking
  • Supported: Program Management
  • Supported: Referral Management
  • Supported: Reporting/Analytics
  • Supported: Scheduling

Penelope Video

Penelope Integrations

Penelope Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based, On-premise, On-premise, On-premise, On-premise
Operating SystemsWeb-Based, Mac, Windows, Linux, Chromebook
Mobile ApplicationNo
Supported CountriesUSA, Canada, Australia, New Zealand, UK, Ireland
Supported LanguagesEnglish

Penelope Downloadables

Frequently Asked Questions

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

CaseWorthy, ClientTrack by Eccovia, and FAMCare are common alternatives for Penelope.

The most common users of Penelope are from Small Businesses (1-50 employees).

Penelope Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)40%
Mid-Size Companies (51-500 employees)60%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(35)

Attribute Ratings

Reviews

(1-18 of 18)
Companies can't remove reviews or game the system. Here's why
Shaeleen Power | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have used a database from one of our sister agencies in the past but it was not catered to our specific needs and services the way Penelope is. We were able to create our own personalized database with only information pertinent to our organization in particular as opposed to having to fit into a pre-developed template. If we needed something changed we had to go through two separate contacts and wait for changes to take place, which could take weeks if they were even approved. It was not efficient and often took more time out of our day to use instead of saving time.
December 11, 2021

Penelope for Non-Profits

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Penelope is more controlled, well designed, and easy to use. We like that Penelope has some structure to it while having a decent amount of opportunities to be configurable to our own specific needs. Our staff finds Penelope easy to navigate and enter their data into the system in a reliable and easy way. We valued that at the time of purchase, Penelope was a Canadian company that understood our specific needs as a Canadian nonprofit.
Rich Nichols | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
While I'm not familiar with using many other systems, we did perform an exhaustive database search before choosing Penelope. We liked Penelope because while it wasn't the cheapest, it offers an abundance of features that aligned with our operation and seems the simplest to onboard and maintain.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We looked at many different programs available and we felt that Penelope met our needs the best. It was also in the right price range for our organization. Penelope’s staff were also the nicest, most helpful of the sales staff that we talked with. We also had really liked Civicore but in the [end,] we went with Penelope.
December 06, 2021

Customizeopolis

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Creating our own database allowed us to fully customize it to meet our needs. The Xencia system allowed us to select from a plethora of choices to create/customize the system that worked best for us.
August 04, 2021

My Experience

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I have used the HMIS (Homeless Management Information System) data base. I have not ever evaluated this particular data base. One thing different about it, we do not build our own profile, someone does it and it is the same for everyone that uses it. Also, they provide much training for this particular data base and provide many workshops.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Working at this particular job, this is the first time I have ever used Penelope and I have never used any other products by Social Solutions. Penelope, for me, is for a company that loves to be organized, who loves to save trees, and who needs things done in a timely manner.
August 02, 2021

Nonprofit Penelope use

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Different use case scenarios. Penelope by Social Solutions is a better fit for case management and management of a nonprofit company as opposed to management of a private therapy office which is what I used therapy notes for. Penelope by Social Solutions would be recommended to others in the nonprofit field as well as social work.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Needle
My last job at a law firm used Needles and, although it was user-friendly, it wasn’t as pleasing, aesthetically. I wouldn’t say I “selected” Penelope, as it was upper management who chose the program. However, both programs are equally viable options in an administrative arena. To me, Needles strikes me as better for larger caseloads. For instance, I oversaw 2,300 cases with needles. Whereas at my current job, I have about 20 on average.
December 19, 2018

Our Penelope!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I have not reviewed any new software in detail. I have looked at new software in summary and was informed the cost was too high to pursue a change in applications at this time.
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