Flexible Database Management Program
June 29, 2023

Flexible Database Management Program

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

Software Version

Apricot Core

Overall Satisfaction with Apricot by Social Solutions

Our organization uses Apricot for our Client Services data management and tracking. This allows us to confidentially keep and update client demographics, assistance and needs. This data is then used to analyze the gaps in services as well as apply for grants.
  • Flexibility depending on specific organization need
  • Their chat function is very useful and supportive
  • Knowledge base is extensive
  • Permission sets can be complex and confusing
  • DOB and other calculation fields do not update unless record is saved
  • Many standard functions of database management require specialized knowledge
  • Increase in hard data for grant proposals
  • Allows for better analyzing data to see gaps in coverage
  • Case Managers can get a quicker overview of a client's status
As noted in previous answers, Apricot has assisted in increasing our funding, tracking client progress, and improved the delivery of services and referrals to our clients.
Apricot has improved our data management and analytical tools so that we can provide more targeted information when applying for funding. In one instance, our funding stream increased from an annual average of $150,000 to over $300,000.
Prior to Apricot, our organization was all physical (paper) record based.

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

Fluxx Grantseeker, Microsoft Office 2016 (discontinued), Slack
Apricot is well suited to building your own forms and reports based on individual business needs. However, basic templates are not readily available and the base training when purchased is extremely limited. So do plan to take some time to assess your needs and design how your forms will flow and work together.