Bonterra Case Management Reviews - Page 2

- Implementation team very thoughtful and helpful at designing workflow for our unique needs

- Support and customer "success" team responses are not helpful

Hello! I first want to thank you for being an Apricot customer. We greatly appreciate your business and want to acknowledge your experience using our products. It's really terrific to hear that your implementation was successful and that we were able to help you accommodate your unique workflow needs. As far as having being dissatisfied with customer support, we're sorry to hear that we missed the mark and appreciate you bringing this to our attention. We take customer feedback seriously and are committed to making things right. Our Director of Customer Success would be happy to speak with you. Could you please send me an email or reply here so we can set up a convenient time that works for you? Thank you for your patience and understanding! We hope to have the opportunity to turn your experience around. Kind regards, Kathleen

I can easily create my own custom forms from scratch, click and drag report-writing is simple and robust, and customer support is available to live chat anytime during business hours. Employees rave about how much easier Apricot is to use than other client data systems and EHR software they have worked with at previous employers.

There are some features that have been "coming soon" for quite a while. I wish they would come sooner.

We love that the data collection and reporting is fully customizable and versatile

The features that are rolled out do not function as advertised, or work in contrast to previous data management forms/features. There is a lot of potential we are hoping that in time Apricot will rise to.

Meg, thank you for your candid feedback on our case management software. We are pleased to hear our configurable data and reporting tools are serving your organization's needs. Your real-world insights help us continuously improve, and your voice is critical as we work to meet expectations. Thank you for your patience and partnership as we aim to provide the best experience possible. We share your optimism for Bonterra Case Management's future impact.

My favorite thing about this product is the ability to customize and build your own system. We had to move from a dead Access database but needed something affordable that we could customize. We purchased this product to manage our program outcomes but since it is so easy to customize we have expanded the use of the product to other areas. Customer service is incredible, the best I have experienced with a software company. They respond promptly and help to explain and resolve your problem. The customer service cost is included in the cost of the software so you don't have to decide how bad your problem is...you can reach out for help to minimize any disruption to your business. Finally, they are constantly upgrading their system which is free for the user. They ask for improvement ideas and often times implement them after which everyone receives the upgrade. I highly recommend their product!

I really cannot think of anything I do not like about the software. Maybe that it works the best in Google Chrome and I prefer to use Firefox. The use of the software is accessible from any browser but the programmers prefer Chrome so that is where you get the best user experience.

Thank you for the great feedback! We are thrilled that you are happy and are committed to continuing to exceed your expectations. It's why we love what we do!

Being able to store data in one place and easily access data to run reports is critical to our nonprofit. The staff and majority of our volunteers use it daily.

Sometimes I’d prefer to talk with someone versus chat. I find the tiers of forms confusing.

Hi Debbie, thank you for reviewing Bonterra Case Management. We are delighted to hear our case management software is serving your nonprofit's needs for accessible data and streamlined reporting. Thank you for your honest feedback regarding support options and your feedback will be shared with the appropriate people. Please continue sharing suggestions. We are committed to your success.

The Bonterra system is easy and fast to use. In addition if you experience difficulties with the program. The customer service team are easily accessible and helpful.

The added cost in order to make product enhancements. For example if a program needs more data entries in order to be more efficient. The cost of adding the enhancement outweighs the benefit.

Hi Carmen, thanks for recommending our impact management platform and service! We're happy to hear Bonterra has positively impacted your workflow. We get your concerns about the costs for product enhancements and are always working to optimize our offerings for better value and efficiency. Our customer service team is here to support you, and we really value your feedback as it helps us improve.

Ease of entry, tracking of those entries and reporting on that data. Our Chief IT was able to answer all our needs, and then some, and continues to adjust the program as we have grown and moved forward. Our only issue is with the data collection from the property management companies we provide services for and their willingness to share their data!!

Maybe it's the ease and flexibility of it, which is good and bad, the good above is also a bad because we have added and added and now, we need to pare it down as it's become b=very confusing to our new users. That's on us though not the program!

Easily customizable. Continuous development toward more user friendly features. Online features. Ease of building reports and reporting capabilities

The pricing. Use of more complex reporting systems to better filter or analyze data.

the ability to customize all forms and reports.There are some fields that track info for our funders.I have the ability to make the reports exactly as to answer the reports My end users are not too internet savvy, the forms are very user friendly

untimely updates on HMIS/SAGE reports.last time we had a huge ball dropped by Apricot´s team nobody took accountability.

Hi Alina, thank you for your review! We're thrilled that our customizable forms have been beneficial for accurately tracking information for your funders. However, we're sorry to hear about any untimely report experiences. We take accountability seriously, and we'll address this with our support team to make improvements. Your feedback is appreciated. If you have any more thoughts or need assistance, please don't hesitate to reach out.

The ability to customize just about any field and report without having to ask or pay Bonterra to do it for me.

There are a few fields that I am unable to delete and require me to speak with a Bonterra employee if I want to remove them. These are fields in prebuilt forms.

Our Apricot Administrator [sensitive content hidden] has been able to tailor aspects of Apricot for our agency needs so that we can do our day to day work smoothly and efficiently. I really like the way she was able to personalize Apricot for our agency use.

There are times when Apricot is running really slow or will put up a weird error message that can be frustrating. Also when I need to take a phone call and the session times out re-inputting the info can be a pain.

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

I don't like when it pops up with an error message, but then won't clear that message to reload.

Hi Leslie, we're so pleased to hear Bonterra Impact Management has been easy for you to use. Thank you for choosing our platform and for the valuable feedback - it means a lot!

Ability to keep everything organized and streamline of data.

Cost seems to be rising each year significantly.

Hi Daniel, we're thrilled to hear Bonterra Case Management is helping you and your team stay organized and streamline your processes - that's exactly what we aim for! We understand your concern about rising costs, and we're always working to ensure our pricing reflects the value we provide to changemakers like you. Thank you for choosing us for your important work!

It is customizable to your needs. It had a user-friendly design with CTK Technology. CTK was very knowledgeable about their product and focused on helping non-profits with their tracking needs.

Social Solutions bought out CTK right before we signed the contract. They didn't have knowledgeable staff and so our system was designed poorly and never functioned properly. We had to hire an outside contractor that had many years of experience with Apricot (under CTK Tech) to re-design our system this year. When we tried to get Social Solutions to migrate the last two years of data that wouldn't populate correctly, they wanted to charge us a permanent monthly fee to transfer the data from their Apricot design to our newly re-designed forms in Apricot. So we are having to manually transfer two years of data. They have also recently increased their annual fees significantly.

The product is easy to use and highly customizable. If you understand the system (which takes a lot of self-led learning), it can really be a powerful tool.

The cost is the most prohibitive part of this software. Also, it's a bit difficult to find training or tutorials for specific things.

I like that we can enter information for our clients and all of our case managers can see this information. It makes it so much easier to quickly get the information we need.

I do not like building reports. I have had to develop other tracking methods because I do not understand how to build the reports correctly. There are too many filters and complicated things to remember. It is very difficult. I also do not like some of the features when trying to change some of our forms.

Thank you for your time to provide your feedback, Amanda. It's great news to hear that it's easier for your case managers to get the information they need so quickly. We appreciate your honesty about building reports. We're happy to connect you with the team leader who can help clarify specific report resources that are likely to meet your needs. Please reply here and we'll help schedule a time that is convenient for you.

The case management feature and the ease of ability to use the software for our staff is what I like most about it.

The price of the different levels of software purchases. We have hired an outside consultant to work with us to get Apricot to where we need it to be at a much cheaper cost, and have accomplished a whole lot more.

Hi Danelle, Thank you for your valuable feedback on Apricot Social Solutions. We're thrilled to hear the case management feature and software usability are beneficial for your staff. We will pass your feedback about software levels to our product team. It's great to know that your case management software is easy to use and the database is where you need it to be. Thank you for all you do to make the world a better place.

How easy it is to access all needed paperwork and being able to upload documents to files

The Calander/Schedule doesn't work as great as it should for the price we pay!!

Hi Jacquelene, thank you for your review, we're thrilled that you've found Bonterra Impact Management effective and user-friendly! We appreciate your insights on enhancing the calendar functionality and are committed to constantly refining our platform for the greatest good.

I love how customizable it is. We can shape it to do whatever we want and whatever we need it to collect data on and report on.

Once you set something up a certain way in the forms, it's difficult to change and make an edit without having to make reporting way more complex. For example, if you start by collecting data as a radio button option, then realize for reporting or other purposes you want a checkbox option instead, you can't just transform that point into a check box. You'd have to either add more columns to your reporting and remember how to work with it every time you pull the report, or you'd have to export and reimport your data so that it's all a checkbox now.

Staff has been wonderful. Especially the support team. I always get outstanding support for the product.

Price for a non-profit using basic features. Reporting is extremely basic. I would like to have much more reporting flexibility in the basic product.

Hello Cyndi, Thank you for your review! We're delighted to hear that you're happy with our services, especially the support from our team. We appreciate you sharing your pricing and packaging concerns for nonprofits. Your feedback is invaluable, and we're committed to continuously improving our offerings. Thank you for choosing Apricot Social Solutions, and we look forward to serving your needs even better in the future.

search, capacity to create & run reports.

our site is so customized that sometimes customer service cannot solve our problems.

The features are easy to build and maintain. In an environment that is constantly changing due to funder requirements, we needed a program that would grow with our needs.

Sometimes new features aren't described very well to be able to use them right away or there's an extra cost to utilize.

The ability to run reports and data tracking.

There are no step by step user manuals for basics. There should be more videos available to show users how to create profiles and enter data. There should be a manual that would show how each sections relates to another when entering data. We should know what are critical entries or not.