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Bonterra Apricot Reviews & Product Details

Bonterra Apricot Overview

What is Bonterra Apricot?

Bonterra Case Management provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting.

Bonterra Apricot Details
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Product Description

Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of any size.

How do you position yourself against your competitors?

Bonterra Case Management is helping hundreds of nonprofits and public sector agencies prove their impact and secure more funding. Not only that, but our platform is purpose-built to support our clients’ needs.

On average, 3.5x more services can be delivered by our clients as a result of efficiencies gained by using Social Solutions software. Meanwhile, clients experience a 40% time reduction in time spent managing service delivery.

Highlights:

- Comprehensive case management with intuitive data collection features
- A library of forms for case management, donor tracking, volunteer management, and more
- Data integrations that give you a better understanding of the communities you serve
- Reports designed to measure and manage outcomes and secure more funding
- Ways to communicate and collaborate with your community like never before
- The ability to easily create new and expand existing programs
- Full visibility across multiple sites and programs
- A secure and compliant cloud-based platform that is accessible anytime, anywhere


Seller Details
Seller
Bonterra
Company Website
Year Founded
2022
HQ Location
Austin, United States
Twitter
@BonterraTech
842 Twitter followers
LinkedIn® Page
www.linkedin.com
1,289 employees on LinkedIn®
Description

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from
.5% to 3% by
033. It's a lofty goal, but we're confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth. Bonterra’s solutions collectively support a unique network of over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies.


AM
Overview Provided by:

Recent Bonterra Apricot Reviews

Anissa P.
AP
Anissa P.Small-Business (50 or fewer emp.)
0.0 out of 5
"Customer Support is AWFUL!!!"
Software is great. Just better hope nothing goes wrong!
Tiffany W.
TW
Tiffany W.Mid-Market (51-1000 emp.)
5.0 out of 5
"User Friendly"
There are so many things that I appreciate about the Apricot program by Bonterra. It is super easy to navigate and when doing intakes, it is almost...
CN
Chanda N.Small-Business (50 or fewer emp.)
5.0 out of 5
"Bonterra Apricot Review"
Very easy to learn and navigate. Make a detailed case file for each participant.
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Bonterra Apricot Media

Bonterra Apricot Demo - Bonterra Case Management Connect
Connect is a mobile-friendly, easy-to-access feature that allows participants to apply for services, view and make updates to select information and gain a deeper understanding of their progress through the organization’s programs.
Bonterra Apricot Demo - Bonterra Case Management Census Dashboard
The Census Data Dashboard is an interactive map powered by a google maps integration that allows users to dig into the demographic make-up of the communities they serve.
Bonterra Apricot Demo - Bonterra Case Management Schedule
Apricot Schedule redefines how appointments are created and conducted in your day-to-day operations. Schedule allows you to sync your external calendar accounts, schedule appointments, and link your video conferencing account right from within Apricot.
Bonterra Apricot Demo - Bonterra Case Management Participant Profile
A participant's profile consolidates all of their information and data, so you can connect them with the best services to help them succeed. You can track a person’s assessments, progress towards goals, attendance, upcoming appointments, and more.
Bonterra Apricot Demo - Bonterra Case Management Closed-Loop Referrals
Closed-Loop Referrals provides a two-way communication path between community-based organizations using Apricot, making it easy to share data proactively and productively. Additionally, organizations gain visibility into the progress of service delivery, allowing for more effective referrals.
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Video Reviews

229 Bonterra Apricot Reviews

4.3 out of 5
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229 Bonterra Apricot Reviews
4.3 out of 5
229 Bonterra Apricot Reviews
4.3 out of 5

Overall Review Sentiment for Bonterra ApricotQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Tiffany W.
TW
Program Case Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

There are so many things that I appreciate about the Apricot program by Bonterra. It is super easy to navigate and when doing intakes, it is almost impossible to miss anything required because it always lets you know when you try to save a step and go on to the next (which was extremely helpful when I first started using the program). I appreciate the ease in sending referrals and it has been super helpful when working with a new client coming from a different program to be able to see all the previous case notes. I look forward to continuing to keep learning new ways to utilize the different aspects of Apricot by Bonterra as I advance in my career. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

I would imagine that there are things that some people dislike but I personally do not have anything negative to say or anything I have found that I don't like. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Receiving and sending internal and external referrals, reports (that I do not personally use in my current role), case management and so much more, I feel like I am constantly learning new things I can use the Apricot system for . Review collected by and hosted on G2.com.

T R.
TR
Volunteer Counselor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Bonterra Apricot?

Bonterra Case is easy to use and gets the job done. It is helpful to be able to use multiple features to locate a client (eg, phone number, name, and counselor name, among others) Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

Every now and then I have issues with locating a client. I've been using this software for over 5 years now and this is very rare. But, knowing the client exists you just keep searching. It might be a matter of using their phone number, or just logging off and then logging back on. I would say this is an uncommon occurrence on the average. Our clinic does not use billing and some clients use aliases due to our services being confidential. So it might be trickier since we don't use full names with our documentation. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

I have not had any experience with this to be able to answer. Review collected by and hosted on G2.com.

DC
Case wroker
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

Bonterra is easy to use and follow along. Bonterra was also easy to learn and is user friendly to maintain. The list of item gise the user the order to follow when enetering in information. From the overview aspect it is easy to look at. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

The least helpful aspect of this program is the timeout feature. While typing in lenghty progress notes it always a good idea to save regulraly and often or one can loose their notes. The secon issues comes while trying to uese the View Folder function- soemtimes an error message pops up and the entire page will not load. This doesn't happen often, however whne it does it seems to be an all day issue. Loggin out and back in doesn't seem to fix it. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Bonterra is helping our company track transitional housing clients throughout their tranisitional housing program. This benfits our program by helping us track success stries and statistics. Review collected by and hosted on G2.com.

Sheena C.
SC
Fresh Start Program Facilitator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

I like the ease of use compared to some othere electronic record programs that I have used in the past. I like the path feature that will walk you through the next steps of a specific new client. I have one time had to use the customer support feature and had no problems reaching the assistance that I needed. The program is easy to navigate on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

I can not think of anything that I do not like, I know that organizationally there are things that we would like to add to other things but we have not explored if the program will allow us to make those changes. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Bonterra Case management helps my organization file each client and their needs in an orderly manner. We are able to document each client and the quantity of services required. Our organization offers many resources and this program allows us to monitor which clients are utilizing which resources. Our organization is able to minimize much of the paper that we were previously using to document everything electronically. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Apricot

Hi Sheena, your review made our day! We love to hear how you're using the path feature to guide your team through client intake. The shift from paper files to tracking everything digitally is huge, and it's great to hear that you're finding Bonterra so user-friendly. Thank you so much for your feedback!

LH
Case Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

This system is efficient and it provided the much need information I need as a case manager for current and former clients and in this field that is vital. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

There is not much I dislike about this sytem as I stated before it is not complex as other systems that most non-profits utilize and it provides you with the information we need as a case manager. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

the system will let me know if I can allow a client to safely enter into our program and for the type of organization we are that is very important. Review collected by and hosted on G2.com.

TP
Economic Mobility Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

Bonterra Case Management (formerly Apricot) has been a great tool to operate and navigate through for case management and collecting data. The customer support is quick and easy to get a resolve. It has been easy to implement any changes and to be able to navigate through any updates presented, along with any integrations that are presented as well. I use Bonterra Case Management (formerly Apricot) on a daily basis, throughout the day. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

I am new to using Bonterra Case Management (formerly Apricot) and currently I do not have any major issues that I do not believe needs attention. There was a slight issue with timinig out quicker than the alotted time out given but I believe that has now been resolved. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Any data we may need to keep track of is being solved and we are benefitting which allows us to be able to effectively communicate to our participants the progress they have made and that they are making. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Apricot

Temika, thank you for your glowing feedback! We're delighted Bonterra's case management software is helping you track data effectively and communicate participant progress. Your experience with our customer support and ease of navigation is exactly what we aim for - keep making that positive impact in your daily work!

Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

The layout of the page is easy to navigate. I like that you can apply many filters to search for clients or specific data. Adding case notes and other information is really simple. And the report running feature is especially helpful. I use this platform regularly and I appreciate how easy it is to use. I almost never come across something that I need assistance with. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

Sometimes the reports don't update immediately when you add new information under a client, such as direct client assistance. I've had to run the report multiple times. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Bonterra keeps all client progress in order and makes it easy to document. Case notes are often cumbersome to keep track of but Bonterra makes it simple. Review collected by and hosted on G2.com.

Joseph S.
JS
Director of Grants &amp; Finance
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonterra Apricot?

Using the platform to build forms and generate reports is straightforward, and Bonterra's ability to keep all our client information organized is absolutely crucial. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

Sometimes there are discrepancies when running parallel reports, but this can be resolved with careful form construction. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Bonterra is helping us track client information and service provision, with reports that allow us to provide vital programmatic outcomes to funders and the public. Review collected by and hosted on G2.com.

Verified User in Human Resources
UH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

I like the ease of access the most. The site is very user friendly and every button/option available serves a purpose. I learned the site pretty quickly in the past few months that our organization implemented it, and it has made my daily usage/case management much more streamlined. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

The main downside I have experienced wtih this site is that it times out fairly quickly. I often have the site up in the background while I work on other things, and when I return to the site, it logs me out and I must re-sign in. This is not a huge issue, as I am sure there is some sort of security reason for this feature. Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

The problem this site solves is that it makes the ease of case managing hundreds of people much easier. This directly benefits me as I am saving a lot of time that I would otherwise be spending sifting through dozens of case notes or documents. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Apricot

Thank you for your detailed feedback! We're thrilled to hear that Bonterra's case management software is making your daily work more streamlined and that you found it easy to learn. We appreciate your understanding about the timeout feature - it is there to help keep your account secure. Your success in managing hundreds of cases more efficiently is exactly what we aim for - keep making that positive impact!

Michele K.
MK
Peer Support Specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Bonterra Apricot?

That whenever I have a question about the program, all I need to do is create and IT ticket and I get the answer usually that same day Review collected by and hosted on G2.com.

What do you dislike about Bonterra Apricot?

I am always learning a new way that things have to be done. And sometimes its very different to the way I was taught Review collected by and hosted on G2.com.

What problems is Bonterra Apricot solving and how is that benefiting you?

Puts all the client info in one place Review collected by and hosted on G2.com.