Item: Bonterra Case Management
Rating: 5
Author: Verified User

Use Cases and Deployment Scope

We use Apricot as a database of our clients who receive services through a variety of programs our company offers. Apricot allows us to digitize these files, run reports, and manage our client base.

Pros and Cons

Organized.
Easy to grasp.

I wish individual clients created from within a household auto-populated ALL of the information from the household data.
I wish reports were more easily editable before running them and/or after running them.

Program Delivery

I think we have, as it has lessened the number of spreadsheets and other data entry tasks we must complete. It allows us to easily prepare client rosters and access contact information.

Key Insights

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

Not sure

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

Other Software Used

Bloomerang, Asana, Lessonly, Google Drive

Apricot is great for organizing and searching within our database of clients. Entering clients is an incredibly timely process, however. Especially for households with several people, it can take 30+ minutes just to enter their information. This is largely due to the fact that not everything from a household profile copies over to individual profiles created from the household page. Perhaps this is a user error and could be fixed on our end. I also wish the report running process was more dynamic and easy to understand both before and after the report has been run.

Helpful Platform, Could be More Dynamic.

Software Version

Overall Satisfaction with Apricot by Social Solutions