Good software. Still working through the bumps
September 08, 2022

Good software. Still working through the bumps

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

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

We use Apricot to document a client's relationship with the agency. Every staff and client interaction is recorded in a client's profile as well as confidential therapy case notes. We also use Apricot to refer clients across programs within the agency.

Pros

  • Custom reporting makes it easy for us to create reports that satisfy particular funder needs.
  • Apricot technical support is very knowledgeable and responsive.
  • The UI is very user friendly and it has a modern appearance.

Cons

  • We received very little guidance during implementation. I believe many mistakes were made in the setup of our software.
  • Staff is able to access Apricot wherever because it is cloud-based as opposed to our older system that was on our local network.
  • Our agency has overly customized the database and there are many redundant fields that make it difficult to successfully run concise reports.
We have not fully achieved this benefit but we are working towards this by refining the database with a new dedicated Systems Analyst.
I don't believe Apricot has helped the agency secure more funding or secure more diversified funding streams.
I actually believed ETO is a better solution than Apricot, however, Apricot is a more cost-effective solution.

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

Apricot is very well suited for the human services industry where clients are provided with services such as case management, legal advocacy, prevention education, etc. It is not well suited for other industries that require more statistical data such as medical facilities.

Comments

  • Kim Phipps | TrustRadius Reviewer
    Thank you for the review, Krystal. We are glad to learn that you're able to customize reports to satisfy funders specific needs.

More Reviews of Bonterra Case Management