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Great program for nonprofits
May 18, 2022

Great program for nonprofits

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Apricot Essentials

Overall Satisfaction with Apricot by Social Solutions

We use Apricot for managing our client database. When we work with families, we input the information into Apricot in order to manage who we work with. We also use Apricot for our grant/other reporting, as we are able to pull the information easily. This product helps us stay organized when we are taking information and scheduling appointments with families.
  • Easy to build forms
  • Great customer support and resources to learn the program better
  • super buildable to our organizations needs
  • sometimes the program does not load properly or reports are slow to load
  • We are able to have exact numbers on the clients we work with, and can pull that information super quickly with the custom-built reports.

Do you think Bonterra Case Management delivers good value for the price?

Yes

Are you happy with Bonterra Case Management's feature set?

Yes

Did Bonterra Case Management live up to sales and marketing promises?

Yes

Did implementation of Bonterra Case Management go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra Case Management again?

Yes

Apricot is great for creating custom forms to collect information on clients. We can easily build forms with various questions/topics and can fill them out quickly. They are then saved cleanly and easy to search for later. I also like that reports can be created to create printouts with various client info that we can then give to clients. Because we have to print copies of different forms for families to sign, it would be nice if there was a digital signature option so we could keep everything in the database.