Okay enough
May 26, 2022

Okay enough

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Apricot by Social Solutions

We use Apricot to manage individual data and their interactions with our organization (participation at events, activities, conversations, etc). We also link individuals to families, small businesses whom we work with, and organizational partners. We are beginning to build more interactions and differentiated 2nd tier forms, like COVID financial support, targeted surveys, and invoicing. Some partners report/invoice through our database as well.
  • Direct service case management tracking.
  • Form logic when applicable.
  • Simple reports & bulletins.
  • Access control/permissions for user, sites, and programs.
  • Lack of features in being able to report data.
  • Lack of capabilities for tracking funders/donors.
  • Maintaining a database that direct service staff is already familiar with.
  • Being able to keep some of our data in a secured space.
  • Harder to engage all staff in using the database & nondirect service staff rely on other methods of data-keeping.
To some degree, yes. We are able to track certain program deliveries pretty accurately to help us in decision makings. Limits in features and functions can sometimes make it hard to expand how we can capture data outside of the conventional direct service way.
Being able to track some of the individuals served and reporting on those data.

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

Not sure

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


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


Did implementation of Bonterra Case Management go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra Case Management again?


I would recommend Apricot for organizations that don't have a lot of data capacity and trying to capture mostly direct service work. I would not recommend Apricot for organizations that track data in different ways or more complex ways.