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Bonterra Case Management (formerly Apricot) Reviews & Product Details - Page 3

Bonterra Case Management (formerly Apricot) Overview

What is Bonterra Case Management (formerly 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 Case Management (formerly Apricot) Details
Product Website
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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
843 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 Case Management (formerly Apricot) Reviews

Verified User
C
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Very easy to work with."
Am able to access a lot of information quickly.
T R.
TR
T R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Bonterra Case Management Works Well!"
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, a...
Michele K.
MK
Michele K.Enterprise (> 1000 emp.)
3.5 out of 5
"Always learning something new"
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
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Bonterra Case Management (formerly Apricot) Media

Bonterra Case Management (formerly 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 Case Management (formerly 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 Case Management (formerly 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 Case Management (formerly 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 Case Management (formerly 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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226 Bonterra Case Management (formerly Apricot) Reviews

4.3 out of 5
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Overall Review Sentiment for Bonterra Case Management (formerly Apricot)Question

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.
Verified User in Civic & Social Organization
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonterra Case Management (formerly Apricot)?

Bonterra Case management has been an amazing resource for our case management team to track clients, use various surveys to track clients. Bonterra also has an amazing tracking system so we can keep up to date with our clients progress. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

At first Bonterra does not feel as user friendly and takes some time to learn and get used to but it is an amazing resource. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Bonterra provides a resource for all of our case management needs and all of our data to be in one place. Review collected by and hosted on G2.com.

JJ
Resident Service Manager
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 Case Management (formerly Apricot)?

Uploading data has become much easier and running reports don't call for medication. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

Not being able to see my last data entry on the dash board. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Reports for gants was a problem Apricot has solved. I am able to gather data alot faster for grant writting. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Case Management (formerly Apricot)

Hi James, love that description of your reporting experience - "don't call for medication" made me smile! Since you mentioned the dashboard visibility issue, I'll make sure our product team hears this feedback so we can keep making your grant writing process even smoother and faster. Thank you for sharing your experience and helping us build better tools for the social good community!

Verified User in Mental Health Care
AM
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 Case Management (formerly Apricot)?

It has been helpful to move away from excel spreadsheets for everything and have all our data stored in one location. We have spent less time on building reports and sending them to funders than we used to in the past. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

The learning curve has been steep for the staff here. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Ease of extrating data for reports has been great. Starting to utilize the platform as a CRM for our donors has been helpful. Review collected by and hosted on G2.com.

Verified User in Human Resources
UH
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 Case Management (formerly Apricot)?

I love how easy it is to enter information and to have it transfer to other areas within the application. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

I dislike that the budget function is never accurate. That is a vital part of our assessments and it can become very frustrating. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

This program allows for easy access to client information as well as a safe and secure way to keep records. Review collected by and hosted on G2.com.

Madelynn B.
MB
Supportive Programs Coordinator
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 Case Management (formerly Apricot)?

Does not require you to be super detailed but allows us as a team or collaborate and provide necesary details. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

Can be confusing to configure and figure out youth profiles. You have to learn how to search in Apricot terms. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Apricot is solving problems with communication and not doing more work than needed. This helps with youth relationships and working with youth in ways that best meet them where they are at and provides a collaborative approach. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Case Management (formerly Apricot)

Hi Madelynn, thank you for your thoughtful feedback! We're glad Bonterra is helping your team collaborate efficiently while maintaining those crucial youth relationships. We hear you on the search and configuration challenges, and are always working to make our platform more intuitive - your insights help us improve how we support amazing organizations like yours that are making a real difference in young people's lives.

MM
Outreach Coordinator/Forensic Interviewer
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 Case Management (formerly Apricot)?

I like how it links all the aspects of a case together. It is like having neat, organized folders that are very easy to find. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

I think it would be a better experience if I could modify the main menu to personalize it. I would love to have control over the cases that I am linked to and have them right there on the home screen. It would be great to have a place on the home screen for the active cases and even to be able to archive the older cases from years ago. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

It is helping our Child Advocacy Center keep track of the cases we see and services we provide to families and kids. It is the best way we keep our cases organized. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Case Management (formerly Apricot)

Hey McKenzie, we appreciate your valuable feedback! We're delighted to hear that Bonterra Case Management helps you keep cases organized and secure, making it easier to manage your work. Your suggestions are super helpful. Thanks for choosing Bonterra!

Verified User in Individual & Family Services
UI
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 Case Management (formerly Apricot)?

This product has enabled my team and I to effectively input data and document processes in a streamlined manner. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

While it is effective in documentation, it can display various modules to navigate through to get to target actions. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

This product enables our team to throughouly identify where our case processes are within their steps of our program. It creates transparency and effeciency of our direct services to our clients. Review collected by and hosted on G2.com.

Daniel A.
DA
Executive Director
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 Case Management (formerly Apricot)?

Overall a very user-friendly platform. I couple bugs here and there, but Apricot responds usually pretty quickly to resolve them and communicates to acknowledge that they are happening and actively finding a solution. My Case Managers are happy with the platform and ease of services. It has allowed us to spend more time with clients and less worried about paperwork, etc. The implimentation took longer than anticipated but this is because we really built it how we needed it to perform. We use Apricot 360 every single day and it has made our jobs so much easier. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

Price has gone up significantly between years 1 and 2 of having the platform. I am concerned moving forward about price increases. I wish there was better technical assistance with building reports. Building reports feature can be kind of confusing and I think this could be redone to make it easier to understand. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Time management, organization, and keeping track of tasks. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Case Management (formerly Apricot)

Hi Daniel, shredding your paper charts - wow! Thank you for your insightful review of Bonterra Case Management. We're delighted to hear it has been a user-friendly platform, enabling your case managers to spend more time with clients and less time on paperwork. We are actively working on, and committed to continuously enhancing, our solutions to better meet your needs while providing exceptional value. Your experience motivates us to keep innovating for customers like you.

Natalie R.
NR
Executive Director
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 Case Management (formerly Apricot)?

Our agency moved from using an internal system to using Apricot - it has increased our ability to track service metrics and have meaningful data. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

It was work to create and onboard staff to the new system. Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

Apricot allows us to accurately provide data to our board, for grants and for internal purposes. It has also allowed us to create a better intake system for referral partners. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra Case Management (formerly Apricot)

Hi Natalie, thank you for sharing your experience! We're thrilled that Bonterra Case Management has enhanced your data tracking and metrics capabilities. We understand that system implementation and staff training take effort - thank you for investing the time to make it work for your organization. It's fantastic to hear how you're using the platform to improve your intake system and provide better data insights to your board and grant partners. Keep up the great work!

Verified User in Individual & Family Services
AI
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 Case Management (formerly Apricot)?

The thing that I like most about Bonterra Case Management is how customizable it is. When it was first introduced to us, as Apricot, I didn't think we would be able to utilize it. However, since then, we have been able to tailor it to our company's needs and continue editing it as we grow. It is very easy to use and once our staff went through training they caught on quickly. We use it every day and other than when it is down for maintenance, I haven't heard many complaints from our staff. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Case Management (formerly Apricot)?

I do not have any complaints with this platform. I do wish that there was a training section. Maybe there is and I just haven't explored the site enough! Review collected by and hosted on G2.com.

What problems is Bonterra Case Management (formerly Apricot) solving and how is that benefiting you?

It is helping us keep all of our client information centralized. Being able to run reports and sort through multiple filters is great. Review collected by and hosted on G2.com.