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Apricot is a Good ROI
September 14, 2022

Apricot is a Good ROI

Janice Wheeler | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Apricot Essentials

Overall Satisfaction with Apricot by Social Solutions

The organization uses Apricot by Social Solutions as a client, volunteer, and donor database. My department keeps track of the number of volunteers and the hours they put in as well as the donors and the dates and amounts donated. Our CEO uses the donor database to keep in touch with the donors. I run reports to keep track of the number of volunteers and the amount of work they do for us which we can use in grants to show public support.
  • It is very intuitive in the report setup
  • Once the pages that track data are set up, it is easy for people to use.
  • It is easy to export the reports.
  • When the birthdate is put in, it doesn't calculate the person's age correctly after the first year.
  • Sometimes, certain parts of the database are not available to a user as they were the day before.
  • The billing invoices aren't always automatically emailed every month. At times, I have to email them about it, but they are then usually sent within a day or two.
  • The data that is tracked can be changed as the information needed for grants changes or expands.
  • This database works extremely well to track the data needed to show a client's improvement and prove the money was well spent.
  • We would not be as effective with outcomes if we used a simple spreadsheet.
Through Apricot data we can know the average number of people we have coming in for services each month. We can also estimate how many new clients we are getting each month and whether the trend is going up or down. We expanded the amount of food we were purchasing for our pantry when we noticed we were having more people coming due to the recent rise in the cost of gas and groceries putting their budgets in a bind.
We are able to prove our numbers by using assessments showing clients' progress as they move from crisis to empowerment. They work with the case manager to set S.M.A.R.T. goals and the clients are monitored as to how they are proceeding in achieving their goals. This is all recorded in Apricot so the case managers can keep track of the clients and their needs and we can show the improvement the programs provide for the clients.
The data we need to collect and analyze is very well handled by Apricot. The Microsoft products are much simpler and don't have the robust analysis that Apricot can give us. Apricot by Social Solutions is a more complete product and they are adding new things all the time. Before we got Apricot we used Excel to keep track of services to clients and it was a huge spreadsheet. Powerpoint we use for presentations. We tried building a database in Access but didn't have the time. It was much easier just to use Apricot.

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

I think it is well suited to tracking volunteers once it is set up correctly. The technicians are very helpful if you have a problem. Set up a report then run the report. You can export the report to Excel and you can have a mailing list of volunteers or a monthly list of the hours volunteers put in. We categorize our volunteers by programs so we know how many hours are put in for each program.