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Apricot by Social Solutions: A Time-Saving Powerhouse for Reporting and Statistics
Updated May 23, 2022

Apricot by Social Solutions: A Time-Saving Powerhouse for Reporting and Statistics

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Apricot by Social Solutions

We use Apricot by Social Solutions to do all of our tracking and numbers. Our employees use it to track their time worked, training attended, etc. We track PTO and vacation time for full-time employees with it. We also have multiple grants that we are responsible for reporting, too, and we track all of our client services through the program, which enables us to pull accurate reports and numbers for our grant requirements. We track a variety of information for clients including services rendered, payments made, resources provided, mental health resources, etc. We work with multiple food bank type programs and we track our work with them as well. Everything that needs to be tracked and reported is run through the Apricot system. My favorite part about the program is that I can design every form and report that I need. There are very few limits available when I'm trying to create an effective tracking system for a new program that we bring in.
  • Form logic that basically makes it so I can ask certain questions and, depending on the answers, have a variety of options show up on one form. It's helpful when guiding my employees through their tracking
  • Calendar integration and being able to schedule onto the calendars directly from Apricot - this has saved us a lot of time and increased our effectiveness.
  • The variety of options and items I can add to a form to make it do what I need it to do, and give me the information I want. I can make it calculate when needed, add time as necessary, notes, bullet points, dropdown menus, etc. I feel there are very few limits on what can be created.
  • I would like to see an option where I can 'hide' certain clients from individuals within the organization. Not all clients, but individuals on an as-needed basis.
  • There are times when I need forms to basically 'talk' to each other -- needing information from both forms to get a clear picture. This usually requires some ingenuity on my part to make it happen. I would love to see improvement here.
  • I sometimes have huge forms, and it seems like this can overload the system at times. This makes it difficult to pull reports at times.
  • Apricot has enabled us to streamline systems and save time, which is a huge deal because we have a lot of reporting.
  • Apricot has enabled us to gather accurate stats and data for our organization, which in turn is helping our organization grow.
  • Apricot has enabled us to pull data and see where we are doing well in our organization and where we have room for improvement.
Apricot has enabled us to pull accurate data that shows when our company has experienced growth, when it slacks off, and where we are effective when the growth takes place. Growing can be bumpy, but with this program we have been able to identify the gaps and work to close them. It's been an effective tool for the work we do.
By enabling us to track accurate data and then pull that data into a report, Apricot has made it possible for us to present that information to potential donors and/or funders and not only show the need for the services we provide, but also the effectiveness of our staff and our use of the funds we currently have.
Adobe Acrobat DC, Microsoft 365 (formerly Office 365), Slack
Apricot is highly effective for tracking client services across the board, and for tracking them within individual programs. This is especially useful when you need numbers for outside reporting and/or to grow your organization. So any type of organization where you are in the service of others would likely find this product useful.

I wouldn't expect it to be very effective in other industries, such as retail or food services, but it's adaptable as a program so it may be beneficial.

Using Apricot by Social Solutions

14 - Admin assistants, advocates, managers, financial assistants, housing coordinators - our employees have a wide variety of tasks that they complete and track using the Apricot system. Apricot has been a key piece in creating our tracking systems because it is able to work with a wide range of programs and services. We have built forms and reports to track everything from basic needs services, to payments, to classes and trainings that we offer, to advocacy and therapy services, and so on. It's highly versatile, which is why I like it.
1 - We have one individual manage all things Apricot - whether that's pulling reports or creating forms and tracking. She builds the systems we need for the organization to run smoothly and effectively. She also works with all employees to create forms and tracking that they need for their individual job descriptions.
  • Tracking services that we provide for individual clients
  • Intake and reporting as clients enter our programs
  • Housing coordination and tracking