Great Functionality for Non-Profit Storytelling
June 01, 2022

Great Functionality for Non-Profit Storytelling

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

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

Our education-focused non-profit organization uses Apricot 360 to collect and house data regarding the students we serve. We also use it for case management for our young-adult-specific programming. If there is any data we hope to collect, such as demographics, grades, resource availability, etc., we are able to create a way to input and monitor that data in the Apricot system. We also heavily utilize the reporting feature to make data-driven decisions for our organization and have a firm understanding of how our programs impact the students and families we serve.
  • Ease of creating and updating forms
  • Report creation and management
  • Library of free resources to help answer questions regarding the software
  • Chat function to connect almost immediately with someone who is able to help address questions or problems.
  • The Apricot Connect client portal does not currently allow for multiple forms to be created by the same client (i.e. a parent cannot become a Connect User and fill out unique forms for each of their children using the portal)
  • The contract and fees associated with gaining agency-specific Apricot support can be a barrier if the way your organization uses the system changes or if there is turnover in your organization and you no longer have institutional knowledge of the product.
  • Understanding the full scope of what Apricot 360 can do can be challenging; you don't know what you don't know and sometimes it can be tough to figure out what to ask to determine if a feature exists.
  • Positive impact on our storytelling for grant applications
  • Positive impact on our reporting for grants and donors
  • Positive impact on staff time and efficiency
Apricot has allowed us to capture data and conveniently report on that data to find trends that help us better tell our story. It allows us to step back and take a look at the bigger picture as we analyze student and family needs, helping us determine what resources we can best provide to the people we serve. It also allows us to report on specific outcomes to donors and funders.
We have just surpassed our first year of using Apricot. The data we have collected has not been specific enough to diversify our funding streams, but it has allowed us to incorporate new data sets that are inspired by donor requests and grant applications. As we build more robust data sets, I have no doubt our organization will be stronger applicants and be successful in securing funding when requested.

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?

I wasn't involved with the selection/purchase process

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

Our organization has enjoyed learning Apricot and implementing it for case management and data collection for our non-profit. For the things we need to do on a daily basis like maintaining student contact records, logging incident and first aid reports, marking program attendance, and tracking student success, it has worked well. The functionality of the system and ease of use is pretty great, but it also has an abundance of capabilities that can create a steep learning curve. Our organization lost institutional knowledge of the product and our new team members had to learn the system from scratch; that situation was challenging and we did not feel like we received all the support we could have from the Social Solutions Team. That being said, our interactions with customer support specialists have always been positive and the chat function within the system provides an almost immediate response to our questions and needs which has been extremely helpful. Overall the system works well for our non-profit and we are still learning all the system is capable of.