The Apricot team's responsiveness puts it heads and shoulders above the rest
May 19, 2022

The Apricot team's responsiveness puts it heads and shoulders above the rest

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

Software Version

Apricot Essentials

Overall Satisfaction with Apricot by Social Solutions

We use Apricot to maintain records of client training and outcomes. Apricot allows our staff to enter client training records when they are out in the field. They can immediately record any progress the client has made in their training to keep records current. Apricot is flexible, allowing us to customize the data entry forms and design reports specific to our needs.
  • Customer support is outstanding. The team at Apricot is extremely responsive and knowledgeable. If they don't know an answer, they will research it until they can resolve the issue.
  • The team at Apricot has also shown great interest and willingness to address issues and update their product to meet the needs of their users.
  • The product's flexibility makes it a great choice for organizations of various sizes and in different fields.
  • It would be great if the different features were offered individually rather than as a group so that organizations with smaller budgets can get some of the additional functionality with a huge increase in cost.
  • Staff at our organization use Assistive Technology to access computers (JAWS and NVDA). At times, the HTML coding in Apricot is not up to the current standards for use with assistive technology.
  • Allows us to consolidate and easily maintain client records
  • Allows us to track the outcomes we need to report back to our funders
  • Decreases the paperwork and time needed for staff to maintain client records
We have not achieved this benefit.
One of the key ways we use Apricot is to track client outcomes. Funders are focusing more and more on quantitative measures for client outcomes in grant requests. We were able to design Forms that track training goals when they are set and when they are achieved. This allows us to report to funders, quantitatively, what percentage of goals individual clients achieve and what clients achieve overall. We have had funders tell us how much they appreciate our outcomes reporting.

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Apricot is well-suited as a CRM tool for a team working with clients in the field. It provides immediate access to client data and allows staff to add notes while in the field. It is also well suited for customized reporting. Apricot is user-friendly, not requiring staff who are computer geeks to administer it. I have no experience with database design, yet I am able to easily administer this database.

Using Apricot by Social Solutions

7 - The people using Apricot represent all areas within our nonprofit. The Executive Director uses it to monitor numbers served and outcomes. The Director of Development is the administrator and uses the database to gather reports for accounting, funders, case management and communications to donors. The Case Manager uses reports to ensure client training is being offered in a timely manner, that clients are progressing through training and that all training needs are being addressed. The Case Manager also uses the database to send new client referrals to staff. The program staff use Apricot to enter in training records and to track progress toward training goals.
1 - The person administering the database should be detail-oriented and understand the needs of both the staff inputting data and staff running reports. The person should be able to see the big picture of how the data will be used.
  • Case management: tracking clients from referral to closure
  • Tracking outcomes
  • Reporting to accounting, funders and donors
There is no product out there that offers the same functionality and flexibility.