Bonterra Apricot - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate Bonterra Case Management's comprehensive client management capabilities. They report that the software allows for detailed and organized client profiles, making it easy to access important information such as demographics, case history, and service interactions. Users find it helpful for tracking client progress, managing caseloads, and documenting interactions. They indicate that it is easy to organize and navigate records, although some mention occasional difficulties in looking up clients. They also value the real-time availability of client information for staff. Of the 18 Bonterra Case Management users who gave detailed accounts of their use of Client Management, 100% rated this feature as important or highly important.

Reviewers indicate that Bonterra Case Management's reporting and statistics capabilities are valuable for generating reports for funders, licensing bodies, and internal audits. They find it easy to extract and export data, which is essential for grant applications and compliance. Users appreciate the customizable nature of the reports, although some note that the system can be slow when adding many columns. They also mention the importance of these reports for evaluating service provider performance and client engagement. Of the 29 Bonterra Case Management users who gave detailed accounts of their use of Reporting & Statistics, 93% rated this feature as important or highly important.

Users report that Bonterra Case Management's case notes capabilities are essential for tracking client progress and standardizing documentation. They appreciate the ability to link case notes to problems, goals, and action steps, which helps in creating detailed progress reports. Reviewers find the notes easy to format and access, although some mention that printing them can be time-consuming. They also value the spell check capability and the ability to build customizable case note forms. Of the 18 Bonterra Case Management users who gave detailed accounts of their use of Case Notes, 83% rated this feature as important or highly important.

Reviewers highlight the importance of Bonterra Case Management's data import/export capabilities for maintaining data accuracy and supporting reporting needs. They find it easy to upload and download client-related documents, which is helpful for compliance and organizational growth. Users appreciate the interoperability with other programs, although some wish for better duplicate entry detection. They also mention that the capability is intuitive and works well with Excel, making data management more efficient. Of the 20 Bonterra Case Management users who gave detailed accounts of their use of Data Import/Export, 80% rated this feature as important or highly important.

Reviewers appreciate the customizable reports capabilities of Bonterra Case Management. They find it beneficial to adjust the format, layout, and content of reports to meet specific agency needs. Users report that this flexibility saves time compared to previous methods like paper or Excel spreadsheets. They also value the ability to create different reports for various programs, although some feel limited by the current system's functionality. Customizable reports are seen as a key selling point for the software. Of the 19 Bonterra Case Management users who gave detailed accounts of their use of Customizable Reports, 79% rated this feature as important or highly important.