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Sumac vs Bonterra Apricot Comparison (2026)

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Good recommendations?

Sumac

Bonterra Apricot

Overview

Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

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

view more detailsview details

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

view more detailsview details

Video & Screenshots

Pricing

Starting from

179

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.4

132

Value for money

Ease of use

Features

Customer support

73%

would recommend this app

4.2

226

110

Value for money

Ease of use

Features

Customer support

67%

would recommend this app

Pros

“We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back.”

Rodrigo M.

Pograms Manager

“The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes.”

Rodrigo M.

Pograms Manager

“It has improved how we document client interactions, manage referrals, and collect data across multiple programs.”

Maryam J.

Youth Outreach Worker

Pros

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

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.”

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.”

Maxwell O.

Program Manager

Cons

“At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support.”

Maryam J.

Youth Outreach Worker

“The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently.”

Rodrigo M.

Pograms Manager

“Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been.”

Nancy M.

Director

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.”

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.”

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.”

Shirlee D.

DOO