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Bonterra Penelope

Cloud-based case management software for human services.

Table of Contents

Is this product right for your business?

Find out with a

Bonterra Penelope - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: December 2025

Bonterra Penelope overview

What is Bonterra Penelope?

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.

Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com.

Key benefits of using Bonterra Penelope

Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.

Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.

Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.

Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.

Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.

Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.

Starting price

400per user /
per year

Alternatives

with better value for money

Pros & Cons

Features

Reporting

Staff Management

Data Management

User Interface

Bonterra Penelope’s user interface

Ease of use rating:

4.2

(75)

Bonterra Penelope pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(7)

3-4(32)

5(36)

What do users say about Bonterra Penelope?

will only provide you client data to you ONCE for free and only in coding format that only an IT professional could use.

Select to learn more

Who uses Bonterra Penelope?

Based on 75 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Nonprofit Organization Management

Mental Health Care

Individual & Family Services

Hospital & Health Care

Others

Use cases

- Not enough reviews

Bonterra Penelope's key features

Most critical features, based on insights from Bonterra Penelope users:

Scheduling

5.0

(1)

Assessment management

4.0

(1)

Program management

5.0

(1)

Reporting/Analytics

5.0

(1)

Referral management

4.0

(1)

Forms management

4.0

(1)

All Bonterra Penelope features

Features rating:

3.9

(75)

Goal setting/tracking

4.0

(1)

Real-Time reporting

(0)

Progress tracking

(0)

Progress reports

(0)

Payment processing

(0)

Patient records management

(0)

Patient management

(0)

Multi-Location

(0)

Medical history records

(0)

Medical billing

(0)

Invoice management

1.0

(1)

Initial assessments

(0)

HIPAA compliant

(0)

Group Notes

(0)

Graphical data presentation

(0)

For mental/behavioral health

(0)

Employee management

(0)

Email alerts

(0)

Electronic signature

(0)

Client Chart Audit Tools

(0)

Workflow management

(0)

Wait list management

(0)

Treatment planning

(0)

Training management

(0)

Time tracking

(0)

Third-Party integrations

(0)

Template management

(0)

Team Notes

(0)

Task scheduling

(0)

Task management

(0)

Surveys & feedback

(0)

SSL security

(0)

SMS messaging

(0)

Self service portal

(0)

Self Payment

(0)

Role-Based permissions

(0)

Reporting & statistics

2.5

(2)

Reminders

(0)

Referral tracking

(0)

Records management

(0)

Claims management

(0)

Child Welfare Management

(0)

Charting

(0)

Case notes

3.0

(2)

Case management

3.0

(2)

Case List Management

(0)

Calendar management

(0)

Billing & invoicing

1.0

(1)

Authorization Tracking

(0)

Attendance management

(0)

Appointment scheduling

(0)

Appointment management

(0)

Alerts/Escalation

(0)

Administrative Reporting

(0)

Ad hoc reporting

(0)

Activity tracking

(0)

Activity dashboard

(0)

Accounting

(0)

Access controls/permissions

(0)

Electronic payments

(0)

E-Prescribing

(0)

Document templates

4.0

(1)

Document management

2.0

(2)

Data import/export

(0)

Data collection

(0)

Dashboard creation

(0)

Customizable templates

(0)

Customizable reports

(0)

Customizable forms

(0)

Customizable fields

(0)

Credit card processing

(0)

Contact management

(0)

Contact database

(0)

Confirmations/Reminders

(0)

Compliance tracking

(0)

Communication management

(0)

Collaboration tools

(0)

Client portal

(0)

Client management

3.0

(2)

Bonterra Penelope alternatives

Bonterra Penelope

4.2

(75)

Starting from

400

/user

Per year

Free trial

Free version

Ease of Use

3.7

Features

3.9

Value for Money

4.0

Customer Support

4.1

TheraNest

4.4

(997)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Bonterra Apricot

4.2

(224)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

PlanStreet

4.3

(44)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Bonterra Penelope pricing

Value for money rating:

4.0

(75)

Starting from

400

/user

Per year

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Bonterra Penelope price and value

Value for money rating:

4.0

(75)

To see what individual users think of Bonterra Penelope's price and value, check out the review snippets below.

“Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.”

Beth K.

Database Manager

“Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access.”

Elena M.

Developmental Screening Specialist

Bonterra Penelope integrations (1)

Top integrations

Tableau

Bonterra Penelope customer support

What do users say about Bonterra Penelope customer support?

Customer support rating:

4.0

We analyzed 21 verified user reviews to identify positive and negative aspects of Bonterra Penelope customer support.

Widespread user sentiment highlights quick, responsive, and knowledgeable customer support from the Penelope team.

A minority of users report slow response times, limited local support in some regions, and occasional unhelpful service.

Support options

Email/help desk

Faqs/forum

Phone support

Knowledge base

Chat

Training options

Webinars

In person

Documentation

Live online

Videos

To see what individual users say about Bonterra Penelope's customer support, check out the review snippets below.

“The ease of use of the Smart Documents and Forms has enhanced the way we gather demographic and program information for grants and funding purposes. While the overall functionality of the database has been very helpful to capturing client and partner data, we hope further updates with the Search function and Calendar will better serve our organizational needs, for example searching by Event Description (specifically Indirect Events). Both the launch support and technical support team have been wonderful to work with and respond quickly to our inquiries. ”

Courtney W.

VP of Programs and Services

“The customer service and support is always quick, informed and flexible to our needs.”

Alyce W.

Database Administrator

“Took a week and too many emails to get help for a minor fix, and they charge money for a password change.”

Joni M.

Director