Glad we switched
March 27, 2024

Glad we switched

Robert Heckler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Bonterra Case Management

We utilize this program as the base program for program execution and record keeping. This product allows us to track client intake and program progression. The data collected in this program allow us to easily provide grant reports and program success. We utilize it to track donors and their contributions. This program allows us to consolidate the majority of our operations and information.

Pros

  • Data collection
  • customizable to fit program needs
  • user friendly
  • collaborative

Cons

  • ability to upload client photographs
  • provide in-depth training on the user platforms and dashboard
  • role assignments and permissions could be a little more direct
  • allows for more accurate grant reporting
Still new to Bonterra Case Management so it has not aided in this area yet. However, due to the reporting capabilities it will help in grant writing and providing numbers to donors etc.
previously used Charity Tracker, Bonterra Case Management is more user friendly, more customizable, and more bang for the buck.

Do you think Bonterra Apricot delivers good value for the price?

Yes

Are you happy with Bonterra Apricot's feature set?

Yes

Did Bonterra Apricot live up to sales and marketing promises?

Yes

Did implementation of Bonterra Apricot go as expected?

Yes

Would you buy Bonterra Apricot again?

Yes

We utilize this program for the management of transitional housing for homeless veterans. This program serves our purpose above and beyond our needs. Very suited for any client-based social work-related organization. Due to its customizable ability, it is very universal. The features of this program make it useable in pretty much any client based service

Comments

  • Kathleen Connelly | TrustRadius Reviewer
    Hi Robert, thanks for recommending us to any client-based service! We're proud to support your work in transition housing for homeless veterans. It's an honor to hear that we are effectively supporting you in your recordkeeping and grantwriting efforts. Thanks for all you do!

More Reviews of Bonterra Apricot