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Easy to use, good reporting, still some glitches with attendance reporting features
September 21, 2022

Easy to use, good reporting, still some glitches with attendance reporting features

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

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

We offer a variety of social service programs for youth and adults. We use this software to capture all of our demographic information, contact information, etc. We also use it to record any encounters/case notes, capture signatures and consents, and capture outcome information all in one place. Then we use it for reporting as well.
  • Ease/flexibility of configuration
  • Front-end user design
  • Flexible reporting
  • Ability to import from other databases
  • Can be a bit glitchy, especially in reporting
  • For sending forms externally, the options require email addresses for each person which sometimes is not available
  • Tracking group/attendance information has several different features that are not compatible with eachother
  • Easier and better reporting
  • Saved time by import ability
  • Saved time by easier front end and back end use
This will help us scale program delivery over time -- as we scale our programs we need a system that can keep up with the volume of grant reporting required, which this will allow us to do. Because it is relatively easy to train front end users, this also helps us scale. However, we need to invest in more scalable training options.
This allows us to more easily meet grant requirements because the flexible reporting allows us to produce numbers more easily.
Penelope by Social Solutions did not have flexible reporting, did not have import capability, and was less flexible to configure. However, Penelope did have billing tracking capability.

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?

No

Would you buy Bonterra Case Management again?

Yes

Apricot by Social Solutions is great for a Social Service organization that needs to capture individual client data. It's strength is in tracking individuals - you can record groups and classes (and we do use it for this), but it is a bit more glitchy on these. It's great for organizations small enough that they can't invest in a custom salesforce configuration or other custom builds. I'm a non-technical person and I was able to configure it. Configuring it correctly for what you want to know is critical, so I recommend investing in support from Apricot and someone internal with logic model or research expertise. Front end use fairly easy for people who have at least some basic computer comfort.