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Bonterra Case Management

Bonterra Case Management
Formerly Apricot by Social Solutions

Overview

What is Bonterra Case Management?

Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because…

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Recent Reviews

Effective systems

10 out of 10
June 28, 2024
Incentivized
We use Bonterra Case Management Apricot solutions, I really like it for our center, it is a proper digital file for our clients and is an …
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This is a title

10 out of 10
June 26, 2024
Incentivized
Everyday, I input and review data that is generated from a statewide intake system. I use the bulletin feature to access these records, I …
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Wonderful application

10 out of 10
April 01, 2024
Incentivized
I use Bonterra Case Management to submit progress notes for my participants, to review their case file, to update their treatment plans, …
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Review

8 out of 10
March 26, 2024
Incentivized
We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Christopher Winter
QA Manager
HANAC, Inc. (Non-profit Organization Management, 201-500 employees)
Verified User
Professional in Other
Non-profit Organization Management Company, 11-50 employees
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Pricing

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Bonterra Case Management

Bonterra Case Management

N/A
Unavailable

What is Bonterra Case Management?

Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.bonterratech.com/pricing/im…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Bonterra Case Management?

Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission.

Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their clients and mission. It allows nonprofit organizations to track what matters and follow clients throughout their entire lifecycle in a single, unduplicated record.

With Bonterra Case Management, nonprofits can ensure data integrity through functionality that tracks whether the data in the system is complete, entered correctly, and unduplicated. With drag-and-drop functionality and outcomes management capabilities, Bonterra Case Management helps nonprofit organizations transform more lives for the better.

Bonterra Case Management users get real-time access to their data to facilitate collaboration and insights into program performance. Those insights can then be shared by creating reports within the system to present to organization stakeholders, board members, and funders.


Bonterra Case Management Features

  • Supported: Case Management
  • Supported: Outcomes Measurement and Management
  • Supported: Best Practice Forms and Reports
  • Supported: Customizable Forms and Reports
  • Supported: Participant Intake
  • Supported: Secure Data Environment
  • Supported: Smart Form Creation
  • Supported: Mobile Compatibility
  • Supported: Client Information Portal
  • Supported: Client Communication Tools
  • Supported: Automated Rules and Alerts
  • Supported: Calendar Integrations
  • Supported: Workflow Automation

Bonterra Case Management Screenshots

Screenshot of a display of a participant's profile to see important information about that individual at-a-glance.Screenshot of the "My Workspace" area of Bonterra Case Management, that allows users to see upcoming cases, appointments, events, and other notifications in one place.Screenshot of the dashboards that provide at-a-glance insights, while Census data integrations allows users to view demographics of the communities served.Screenshot of the streamlined intake process that helps serve more individuals and ensure they are aligned with the correct services to help them succeed.Screenshot of information, kept secure by assigning users specific roles and permissions to specify access levels.Screenshot of communication with participants to keep them engaged.

Bonterra Case Management Competitors

Bonterra Case Management Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States of America, Australia, United Kingdom
Supported LanguagesEnglish

Bonterra Case Management Downloadables

Frequently Asked Questions

Salesforce.org Nonprofit Cloud, Bonterra ETO, and ClientTrack by Eccovia are common alternatives for Bonterra Case Management.

Reviewers rate Product Scalability highest, with a score of 10.

The most common users of Bonterra Case Management are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(263)

Attribute Ratings

Reviews

(1-25 of 151)
Companies can't remove reviews or game the system. Here's why
June 26, 2024

This is a title

Verified User
Employee in Research & Development
Non-profit Organization Management Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Honestly I use alot of internal spreadsheets that I think Bonterra Case Management could make obselete if the system were efficient for those purposes. Case tracking in two locations is probably a good thing just to be sure data sets are okay, but the second document really just makes searching easier for us. Sometimes The numbers just dont add up, like I know how many cases I reviewed from Bonterra Case Management Apricot 360 but when I look at my monthly totals sometimes Bonterra Case Management Apricot 360 has fewer because they just dont populate when I run that report, I then read and find the missing ones in Bonterra Case Management Apricot 360 and search for them and they populate for the correct time period.
April 01, 2024

Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness

SK
Shari Kipp
Chief Marketing Officer
The United Effort Organization, Inc. (Non-profit Organization Management, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Program Delivery
Yes we run reports so we can get the metrics we need to see how we are improving. This has also given us other ideas regarding how we can be more efficient, what steps we might eliminate (we have eliminated a lot of paper and some spreadsheets!). I would prefer for one of our super users / founders to provide specifics.
March 30, 2024

Great well-made system

Verified User
Employee in Professional Services
Individual & Family Services Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
In our office, Bonterra Case Management has increased the efficiency of our work. Especially since many people are not familiar with computer document processing, by simply inputting information into this system, they can see the results and work in an environment that reduces miscellaneous tasks, greatly helping to achieve goals. Using this system has allowed us to handle more tasks in a shorter amount of time.
March 23, 2024

Case Management experience with Apricot

Verified User
Employee in Human Resources
Human Resources Company, 501-1000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
In the process of achieving this benefit. Bonterra Case Management has allowed the ABCCM to distinguish between who is obtaining the resources they need and who is being stability housed once their stay in our GPD program has been completed. Bonterra has allowed our case managers to have a greater degree in influence in understanding of our clients and their needs.
January 11, 2024

Apricot is user friendly and time response back from Bonterra is quick and efficient!

Verified User
Administrator in Professional Services
1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Use we built a report for case note audits. This allows administrative staff to use this report to audit case notes making sure all case notes are completed in a timely manner. We also have a couple report for client statics. These reports allow us to see how we are doing in terms of client numbers and demographics of our clients.
July 06, 2023

Apricot is a User-Friendly, Economical Client Service Database Solution

Verified User
Administrator in Corporate
Individual & Family Services Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Apricot has helped us scale our services in that we are able to easily track services across our four offices to ensure equity and to track impact. During the pandemic, we were able to provide $4 million in cash assistance for the first time to thousands of workers.
June 30, 2023

Apricot by Social Solutions packs a punch for organizations serving individuals, but is expensive for non-profits

Verified User
Program Manager in Other
Individual & Family Services Company, 1-10 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Our organization uses Apricot by Social Solutions reporting to create a large presentation for our staff and funders at the end of each year to show numbers of clients served, service delivery timing, demographic information, training hours, and other impactful statistics and information. Apricot by Social Solutions makes it simple to report on exactly what we need, so that we can go to grants with exact numbers to show our impact.
June 30, 2023

Apricot by Social Solutions seems overpriced and has mostly underwhelmed for this intermediary non-profit organization

Verified User
Analyst in Research & Development
Non-profit Organization Management Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
I think that the scale of our program delivery is unrelated to our use of Apricot by Social Solutions, largely because no matter how awesome Apricot by Social Solutions is, its functioning and use at our organization won't help address issues related to the pandemic and the current workforce challenges in early childhood education, which are the main barriers we face in scaling the program that we support in Colorado.
June 29, 2023

Very Pricey for Non-Profits, but Lots of Customization Options

Verified User
Supervisor in Professional Services
Mental Health Care Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
One of my issues with Social Solutions is in the question: scale program delivery. I don't know what that means. We are a non-profit, I am a social worker, and we do not have an IT, HR, or other management department. I believe that there are many ways in which this company has extended its customers (which is good) but I feel like it has forgotten how to be relatable to the non-profits and the people who work at them. This is why I am dissatisfied with the price increase; I am sure the capabilities of the software are worth the cost, but no one at my agency knows how to use them or has the time to explore how it can help us. So, we feel that we are stuck with a software that we love, but in many ways (financially, technologically) it is advancing beyond us.
June 28, 2023

Apricot

Verified User
Manager in Product Management
Non-profit Organization Management Company, 11-50 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Apricot has helped us scale our program delivery and is a central client hub for all of the services we provide.
June 28, 2023

Great for Social Services Agencies!

CF
Chelsea Franzese
Assistant Director of Client Services
Crisis Control Ministry (Individual & Family Services, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
IN many ways this program has allowed us to serve clients better by having better data and is transferrable from person to person with the ease of clicks. We could likely use the program for much more than we currently do. It might be helpful to have an annual or bi-annual conversation with the company to make sure we are maximizing use.
June 25, 2023

Great Product!

ME
Morgan Eary
Director of Impact & Evaluation
Communities In Schools Greater Tarrant County (Non-profit Organization Management, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Program Delivery
Our data has truly been revolutionized in what we provide to key stakeholders. We can track things like attendance rates in our program over the last 4 years in CIS, what is the average length of service in our program, etc.
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