Review
March 26, 2024
Review
Score 8 out of 10
Vetted Review
Verified User
Software Version
Apricot 360
Overall Satisfaction with Bonterra Case Management
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We use it as a place to manage our operational systems to for a one-stop place to find our data for easy access.
- flexibility to build the system you need
- easy end user implementation
- ability to hold large amounts of data for data mining
- some of our data has disappeared after implementation
- it can be clunky to run reports if you're not an administrator, particularly after updates
- it would be nice if client search could be first middle and last name as we have several clients who have similar names but are not related to each other
- we own our data
- we have a place to easily manage client profiles without large spreadsheets or multiple spreadsheets
- we have a place to manage our volunteer onboarding and profiles
we have a place to track the data asked for in grants
I have no idea. I wasn't part of securing these systems
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?
Yes
Would you buy Bonterra Case Management again?
Yes