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Apricot 360 is pretty sweet!
September 14, 2022

Apricot 360 is pretty sweet!

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

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

Our organization migrated to Apricot 360 several years ago after doing extensive research in CRM software to move us from the archaic program we were using. Apricot has allowed us to completely revolutionize how we not only collect, manage, and report on data but also how we interact with all of our program participants. Without Apricot 360 and other virtual platforms during the pandemic, we simply could not have accomplished our work and continued to serve clients. We were able to pivot and move our hard copy processes (which was basically everything) for clients online really quickly in response and have since decided all of these new processes we used with the Connect portal and other capabilities will continue to remain in effect in the long-term. It has additionally led us to digitize more of our processes as a result of the positive response and how much easier it made our work for everyone. A happy side effect is that it has helped our company reduce paper waste and be more green!
  • Usability. It is very easy to quickly make changes and create new forms or entries for people to use.
  • Robust reporting capabilities. Quickly build reports on any and all data collected.
  • Integrations with other software and openness to finding solutions.
  • The Connect portal - moving people from portal to portal; being able to customize the end-user experience; being able to access Tier 1 forms from the dashboard of Connect (they're hard to find and alter in any way as an end-user, and we weren't able to integrate a part of our process due to this limitation).
  • Being able to customize success and error messages across the platform. Connect, submission errors for forms, etc. Right now, the options are mostly incredibly generic and don't detail everything needed.
  • More integration options for schedules and video platforms that can be used.
  • Our data reporting capability. We're able to do the most robust reporting we've ever done.
  • Was able to handle our rapid expansion (doubling program in 1 fiscal year).
  • We did have a loss of data near the beginning of our use of the system and never got a clear answer why it happened. Data was never recovered.
  • The cost to add additional users is really high, and there aren't many options to bundle or review user licenses to ensure we're getting the best deal.
Since we first started using Apricot 360, the number of clients that we serve has tripled due to increases in funding and community need. Apricot was able to handle that increase in volume without an issue. We're able to track so much more information on our clients than we were ever able to before and, as a result, provide report outs with more backup verification than ever before as well. This increase in our capabilities allows for greatly improved tracking in numerous areas. When we have new items come up, we're able to start nearly immediately with collecting that information because of how easily we can add new forms and fields to our system.
Our improved ability to track data on our clients, both quality and quantity, and thus being able to report on that information, has allowed us to apply for new funding that we weren't able to previously. In the last 1.5 years, our organization has gone from an annual budget of under $1 million to now over $4 million. A lot of that growth is due to our ability to track our outcomes so well and always have that information at our fingertips.
Apricot best met our needs at the time when we were looking into new CRM software. We really liked the usability of the software and how easy it was to make adjustments and changes. Additionally, the support that we got and the responsiveness of our team were incredible and made the entire process so much better.

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?

Yes

Did implementation of Bonterra Case Management go as expected?

Yes

Would you buy Bonterra Case Management again?

Yes

The software is really easy to navigate and figure out the flow of. New features and additions are easily picked up, and we're able to ensure really good functionality for our staff who use it based on their needs. Utilizing the Connect portals for individual case managers has eased communication as well. We utilize a Tier 1 that allows us to cohort together clients and add group information. We are limited on the number of students that can be added to those and can't adjust those limits, which can make some data tracking a little more strenuous. At the start of the COVID-19 pandemic, we had to pivot to doing our work online which was very heavily paper-based beforehand. With Apricot, it was simpler for us to make that sudden switch.