Great for Social Services Agencies!
June 28, 2023

Great for Social Services Agencies!

Chelsea Franzese | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Apricot by Social Solutions

We use Apricot to track all intake and outcome records as we interview folks for financial, food and medication assistance. We also use the program to retain volunteer contact information and hours worked. From this data, we are able to pull reports for grant applications and for other needs.
  • Great online portal for operations whether in office or from home.
  • Decent report building and outputs from data.
  • Excellent Customer Service.
  • Report building could be simplified or rather fields could work better together to provide data outputs.
  • Data input can be a bit clunky for volunteer hours and could be easier.
  • We have all of our data in one place.
  • We can access data from anywhere.
  • Report outputs are better!
IN many ways this program has allowed us to serve clients better by having better data and is transferrable from person to person with the ease of clicks. We could likely use the program for much more than we currently do. It might be helpful to have an annual or bi-annual conversation with the company to make sure we are maximizing use.
The data we can pull out of the system is much easier to put into reports. We can quickly pull answers to grant questions and have many layers of verification of data.
We have no looked into any other programs lately.

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?

No

Did implementation of Bonterra Case Management go as expected?

No

Would you buy Bonterra Case Management again?

Yes

We have come to appreciate it for collecting data and it works well to create a historical record of visits. I would not recommend the product for tracking volunteer hours. We would also love it it had a way to create a queue of requests.