Glad we switched
March 27, 2024
Glad we switched
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.
- Data collection
- customizable to fit program needs
- user friendly
- collaborative
- 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 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?
Yes
Did implementation of Bonterra Case Management go as expected?
Yes
Would you buy Bonterra Case Management again?
Yes