Bonterra Apricot vs ServeManager

Clio

Salesforce Service Cloud

PDFelement

Bonterra Penelope

CaseWorthy

ddSuite

Compare Bonterra Apricot and ServeManager based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

Penelope by Athena Software is cloud-based case management software for human services and nonprofits. Ours is a secure and configurable client management system for social services with flexible reporting, smart forms, and a mobile client portal designed to improve the customer experience.

CaseWorthy is a scalable, purpose-built case management platform enabling community, human services, & government agencies to manage clients, complete intake, self-enrollment & service workflows, manage & send referrals, create & generate reports, manage individuals & groups agency-wide.

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.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Administrative Reporting

Alerts/Escalation

Alerts/Notifications

Appointment Management

Assessment Management

Attendance Management

Calendar Management

Case Management

Case Notes

Client Management

Client Portal

Collaboration Tools

Communication Management

Compliance Management

Contact Database

Contact Management

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard Creation

Data Collection

Data Import/Export

Document Management

Document Storage

Document Templates

Drag & Drop

Electronic Signature

Email Alerts

Event Scheduling

For Nonprofits

Forms Management

Goal Setting/Tracking

HIPAA Compliant

Member Database

Mobile Access

Multi-Location

Program Management

Progress Reports

Progress Tracking

Real-Time Analytics

Real-Time Reporting

Records Management

Referral Management

Referral Tracking

Registration Management

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Scheduling

Self Service Portal

SSL Security

Task Management

Task Scheduling

Time Tracking

Training Management

Volunteer Management

Workflow Management

Bonterra Apricot

Android

Web-based

Windows

iPad

iPhone

Director of Operations

It has been a pleasure working with Apricot. If you are a small organization moving from Access or Excel, this is an affordable good first step.

Director

Kudos to Apricot for designing a system that is flexible, powerful, and affordable.

National Project Coordinator

Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.

Crisis Speicialist

I like that it is user friendly and it's very easy to find what you are looking for.

Easy to use and very friendly, great application and integrates well with other applications.

Director of Quality Improvement

We have received great customer service from our Advanced Support Consultant. I like that we can make changes to forms and implement new processes on our own.

Case Manager

New features: ability to sort services by date, type of service—so helpful. M very glad this was added.

Executive Director

I have also filed a complaint with the Texas Attorney General's office with this information. The price of this platform is very high considering there is no support.

Customer Service is amazing. Chat Help informative and available.

Shelter Manager

It was bad about not saving material and you had to put the same information in multiple times. It would freeze up a lot.

Work Incentives Coordinator

I like the ease of use and it is easy to learn.

Director of Client Services 

Customer Service is excellent through Manage services. They are always willing to make my problem so much better.

Director of Collective Impact

Easy built-in reporting interface, and really responsive tech support.

Although frustrating, this was digestible and perhaps the transition would work itself out. We recently learned that this isn't the only problem.

Program Manager

Hopefully in the near future we will see some AI integration.

Social Worker

At this point we continued to attempt to back out of our contract to no avail.

Operations Manager

We regularly experience glitches for no reason.

As it turns out, Social Solutions has now quadrupled its pricing model and so a system that used to cost about $6000 under CTK is now well over $20,000 under Social Solutions.

Bonterra Apricot screenshot: My Workspace in Apricot

Bonterra Apricot screenshot: Apricot Dashboard

Bonterra Apricot screenshot: Apricot Connect

Bonterra Apricot screenshot: Apricot Participant Profile

Bonterra Apricot screenshot: Apricot Schedule

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

PDFelement is a cloud-based and on-premise PDF editor that assists users in creating, editing, protecting, and signing PDFs across desktop, mobile, and web platforms. The tool allows users to modify PDF content similar to a word processor, incorporating text, images, shapes, and the ability to import and edit layers. Users can also adjust the size, color, and font styles, insert links, and apply watermarks to their documents.

ServeManager is a cloud-based legal case management solution that enables law firms to streamline affidavit management, invoicing, job routing, automated notifications, and more. Users can track job statuses and access job history using GPS and timestamp data, files, or service photos.

Accounting

Archiving & Retention

Billing & Invoicing

Document Generation

Email Management

Expense Tracking

File Sharing

For Legal Professionals

Invoice Management

Mobile App

Online Payments

Third-Party Integrations

ServeManager

Owner

I wish there was a tab under serve status for the bad addresses. When you log an attempt as a bad address it just shows up in serve manager as an attempt.

Process Server

The team at ServeManager is often updating the software and the software does a great job at keeping me on top of all of my serves. It keeps me organized and my clients love the quick updates.

President

I am pleased with the functionality and ease associated with preparation of Declarations and other legal documents.

Administrator

We appreciate the work put into this system. The staff at SM is very helpful as well, and always pleasant.

I am happy with the ServeManager software and the support group is great.

I am a long time user of ServeManager. Its easy of use is awesome and the platform is very easy to use.

I've been very happy with ServeManager. The staff is quick to respond and help with any questions I've had.

Private Investigator 

In total, I am very glad that I shifted to this program, and I would highly recommend it for anyone who has high volumes of process services to complete.

Legal Analyst

Now on the platform you click on the address and it does nothing more than give you the step, no audio or turn by turn which is very poor usage and now adds more time.

This software is extremely user friendly, save you a lot time of money and extremely reliable.

Partner

Great customer service and it is a very very stable platform.

Director/ Owner

I am the owner of a small process serving business in New Zealand. I found it simple to set up (I used the trial for 2 days before deciding that this was perfect for my needs), and very user friendly.

I like that this not only makes the serve process easier, but it integrates billing, affidavits and customer updates in a super simple process.

The software is easy to learn and covers everything I need to do the job. Customer service is excellent.

I have had a wonder experience with ServeManager. I talked to them about specific forms I needed integrated for specific clients and they set the forms up so that everything worked perfectly.

These precludes having to establish three separate accounts and confuse clients due to overlapping geographical entities.

managing member

Super easy to use along with a low monthly cost.

director

The reports are generally cumbersome and not intuitive. The reporting is very limited.

Bonterra Apricot vs ServeManager Comparison (2026)

Bonterra Apricot

ServeManager

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives