Bonterra Case Management review
June 28, 2024
Bonterra Case Management 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 store client’s personal information and documents, input case notes and run reports to analyze our data and stay in compliance with internal and external requirements.
Pros
- Keep track of document’s expiration dates and notifying us when they’re expired or about to expire.
- It gives us the ability to keep confidential information safe.
- The ability to keep track of client’s moves.
Cons
- Faulty reports.
- Faulty automated emails.
- Slow to load.
- Information is kept safe and we’re able to transfer cases in a more efficient way and seamless to our clients.
- It’s easier to stay in compliance thanks to the numerous reports.
- Bonterra Case Management saves us time.
We have achieved this benefit because Bonterra Case Management saves us time and allows us to focus on connecting and supporting clients and connecting with stakeholders and people in the community.
Bonterra Case Management has reports that allows us to quickly gather information needed when applying for funds or providing impact information to donors. It’s a reliable way to store and obtain information on clients, services and impact.
Bonterra Case Management has many more features, is more reliable, organized and faster.
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?
I wasn't involved with the selection/purchase process
Did implementation of Bonterra Apricot go as expected?
No
Would you buy Bonterra Apricot again?
Yes
Comments
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