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Helpful Data Tracker. Unlimited Customizations
May 30, 2022

Helpful Data Tracker. Unlimited Customizations

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

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

We use it to manage medical information through forms for all of our patients. As well as track classes that they have taken to earn points for material goods and we track how many points they've earned and used and what they have spent them on. We run reports to see what our volume is for all of the different services we offer and how successful we have been a month to month and provide that information to our donors and to organizations that provide grants.
  • Collecting Information
  • Smart Forms
  • Reports
  • Sending forms to clients
  • scheduler doesn't work efficiently. Should be more like Calendly. more user friendly.
  • scheduled text messages to groups or people with appointments in the scheduler. also adding templates to select for the messages.
  • We have applied for and received two grants that require monthly reports and those are done very quickly now (under an hour to do both) It was also easier to apply for the grants because of it
  • We are able to measure the success of our Google Ads that we implemented
  • We are able to measure the success of our client process
  • We are able to see the weak spots of anything we do because we track every step
  • We are able to see what tasks we haven't done and what clients haven't been followed up with properly because of it. Whereas most clients wouldn't have been followed up with properly in the past.
Yes, it has helped us know how many clients we're able to manage based on the number of volunteers we have.
Yes, we have applied for two grants and received them. One is for $12,000. The other has provided over $15,000.

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?

Yes

Would you buy Bonterra Case Management again?

Yes

For anyone who needs digital forms filled out that will use that data to create reports to measure success or to keep track of tasks that need to be done with that information I highly recommend it.