Great product
January 10, 2025

Great product

Sheena Carman CPSS | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Bonterra Case Management

We use this case management software to track the expenses that we incur for individual clients. We are also able to track attendance and classes using the software. The software allows us to use the information gathered to create reports that we can utilize for quality assurance meetings. At my organization we have many different types of programs and we are able to track participants by name, address, and other identifying information to know the frequency of their visits. I can't say enough good things about the Bonterra Software. I have worked with many different types of software and this is by far one of the most simple easy to maneuver ones.

Pros

  • Easily separates different categories under each client.
  • Client information is easy to find and headings are clear for additional information.
  • Reports are easily ran when needed.

Cons

  • Most things that I would like to adjust are things that our organization needs to change.
  • I would like to see an autosave feature. I have lost documentation because I have failed to save it.
  • We are a non-profit organization. It is helpful for documentation of client files.
As a food pantry we utilize the software to run the numbers on how many people visit the pantry on any given day and run those numbers against years prior to determine need and frequency. It is great to have programming that allows us to see how many community members we are serving and hopefully one day be able to see a decline in that need.
Bonterra makes it easier to separate programs and costs therefore making it easier to identify which programs are spending what. We are able to break down individual programs and costs making it easier to write grants for different programs and separate expenses. Much of our funding comes in for a specific program so it also helps us track the amount spent.
Bonterra case management is what we used when I arrived at this employer. I think it is great and am very happy with it. I don't think there is a comparison to the others because the work I did was slightly different at the other organizations.

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?

I wasn't involved with the implementation phase

Would you buy Bonterra Apricot again?

Yes

With a variety of programs in my company this software is good at handling almost all of them. Sometimes I feel like we are utilizing more of the programs than actually necessary. I utilize almost all of the program.

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