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CaseWorthy vs Bonterra Apricot Comparison (2026)

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Bonterra Apricot logo

Bonterra Apricot

Overview

A scalable case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.

Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

0.01

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

44

5

4

3

2

1

25

16

1

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
would recommend this app

4.2

226

5

4

3

2

1

110

83

18

7

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
would recommend this app

Pros

“This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client.”
HD

Hannah D.

Product

“I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. ”
AL

Amelia L.

Program Director & Social Worker

“This list is what we are currently working off of with our support team.”
HD

Hannah D.

Product

Pros

“Apricot has some very powerful reporting add ons like Results Reporting and ImpactHub, but most users can't access that information.”
AW

Alexsander W.

Data Manager

“I have always found Apricot to be a fantastic means of tracking client outcomes and experiences as well as attendance, demographics, goals, referrals and associated contacts relevant to their care plans.”
Verified reviewer profile picture

Jacquelyn V.

Case Manager I

“I like that we can customize forms to fit our needs and there are numerous templates from form designer that can be put to use.”
MO

Maxwell O.

Program Manager

Cons

“We asked if an alias box could be added to the client demographics and have the client files be searchable that way, they told us no, they could not do that.”
RS

Raven S.

Program Manager

“These are just a couple of the many examples of how difficult it was for us working with them.”
RS

Raven S.

Program Manager

“I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." ”
mc

mary c.

Coordinator of Homeless Programs

Cons

“For example, I wanted to build a report that showed if a client had been marked as attending a program, but didn't have an enrollment for that program and it was impossible from my end.”
AW

Alexsander W.

Data Manager

“Thus, when adding a document that is back-dated, or editing the submission of older entries....the order of the data becomes disorganized.”
Verified reviewer profile picture

Jacquelyn V.

Case Manager I

“Bonterra has bought up a LOT of nonprofit support systems and software and has JACKED UP the price on everything while at the same time reducing support and customization features until the products are not worth the hassle.”
SD

Shirlee D.

DOO

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features83
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Templates
  • Email Tracking
  • Employee Management
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • Forms Management
  • Goal Setting/Tracking
  • Grant Management
  • HIPAA Compliant
  • Interaction Tracking
  • Member Database
  • Membership Management
  • Mobile Access
  • Multi-Location
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Website Integration
  • Workflow Management
  • Total features64
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Templates
  • Email Tracking
  • Employee Management
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • Forms Management
  • Goal Setting/Tracking
  • Grant Management
  • HIPAA Compliant
  • Interaction Tracking
  • Member Database
  • Membership Management
  • Mobile Access
  • Multi-Location
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Website Integration
  • Workflow Management

Integrations

  • Total integrations11
  • ActiveCampaign
  • Adobe Acrobat
  • Adobe Acrobat Reader
  • Docusign
  • Google Maps
  • Microsoft Power BI
  • MySQL
  • ServTracker
  • Twilio
  • WordPress
  • YouTube
  • Total integrationsN/A
  • ActiveCampaign
  • Adobe Acrobat
  • Adobe Acrobat Reader
  • Docusign
  • Google Maps
  • Microsoft Power BI
  • MySQL
  • ServTracker
  • Twilio
  • WordPress
  • YouTube