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Bonterra Case Management
Case management software for nonprofits of any size
Recommended
Anthony B.
Nonprofit Organization Management, 51-200 employees
Used daily for 1-2 years
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Helps me to stay on my veterans whereabouts.
Helps me to stay on my veterans whereabouts.
Not enough color options to adjust for my eyesight.
Laverne J.
Nonprofit Organization Management, 51-200 employees
Used weekly for 6-12 months
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Wonderful experience You can write your papers in the context that’s needed feedback It’s great to learn and grow
I like that you can get to each page discreetly you’re right your case, notes, clearly express and submit without any problem Very simplistic.
That you can’t save the notes you can write, but you can’t save notes and a little more space to write notes Some notes can be very long given a little bit more limitation would be great
Laverne, we're thrilled you find our case note system simplistic and easy to use! We hear you on the need for more space and saving options - we're always looking to improve, so your feedback helps us make Bonterra even better for dedicated professionals like you.
Morgan E.
Individual & Family Services, 51-200 employees
Used daily for 2+ years
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This software is easy to use and navigate.
There are several limitations that we previously had with our ACCESS based software. There are several spots that we require lots of clicks.
Albert F.
Music, 11-50 employees
Used daily for 6-12 months
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everything being in one place. sometimes seems cluttered but need to learn
sometimes seems like too much in one place
Albert, we appreciate your honest review - we're always working to strike the perfect balance between comprehensive features and a clean, intuitive interface to empower amazing users like you.
priscilla P.
Government Administration, 201-500 employees
Used daily for 1-2 years
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Overall, the software comes highly recommended and I will recommend it to other sister companies.
It gives reports of all services rendered to the population we service. It a convenient was to keep track of all of the files. We can go paperless.
Only the administrator is allowed to see everything beyond the page being worked on. More than one user should be allowed to see everything.
John B.
Computer Software, 1-10 employees
Used daily for less than 6 months
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Worked on another product for a long long time (which is also very good and powerful). Moved over to Apricot recently, and have been very pleased. It's not quite as powerful as the other product, but it's more user-friendly, and also a lot less expensive.
Simple-to-understand form structure. They use a "Folder" concept to help you understand how the data is organized. Easy to link data from one folder to another. The form builder has a lot of simple but powerful features (like automated "Other" fields). The report engine is simple enough for most modestly tech savvy folk. And probably my favorite is the security controls...you can build security sets that inherit from other security sets. Saves a lot of time.
There's a lot of whitespace that seems unnecessary. Means you might have to scroll a while. Reporting/exporting data is good, but not quite as powerful as some other products.
Greg D.
Civic & Social Organization, 51-200 employees
Used daily for 1-2 years
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Excellent support team. Good flexibility
Cost. Complex to set up. Liked the name Apricot much better!
Kevin R.
Nonprofit Organization Management, 51-200 employees
Used weekly for 2+ years
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Overall it is a good system but i do believe like stated above their are somethings that could be better but that goes with anything
I like the system as a whole but their are some bug that need worked out
I would like to see more point blank categories for some things. I would also like to see more reports offered
Monica D.
Nonprofit Organization Management, 1,001-5,000 employees
Used daily for 6-12 months
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Overall it's been good, currently having to adjust to the new changes being made.
The ease of use. I enjoy having one platform to use that is inclusive.
Sometimes it is difficult to locate certain tabs, being able to bold the most common used tabs would be beneficial.
Misty S.
Legal Services, 11-50 employees
Used daily for 2+ years
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It gets all of the details we need, filed into a pretty easy to access format
I hate that I have to type in most of the info at least twice because it doesn't save from one page to the other
Terri S.
Hospital & Health Care, 51-200 employees
Used weekly for less than 6 months
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Our outside consultant is great and has been able to figure out most of our needs. The Bonterra online chat is very helpful and they usually respond quickly. So far so good.
The robust capabilities to create the data and then report on it.
If you don't have a well versed IT department, it's sometimes difficult set up forms and reports. We are grateful to have an outside consultant to help us, but it sure isn't free.
Nick L.
Religious Institutions, 1-10 employees
Used daily for less than 6 months
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Best tool we've found in the 4 years of running our school
Very thorough product with a great deal amount of functions. We have an online school and need to capture a lot of data for the students that enroll. The type of school we have demands we have constant interaction with them. This is tool has allowed us to create customized forms to enroll and track to our needs. We can also have online enrollments automatically create records we have embed into our website. Their library of information is extremely helpful and valuable. Also you can purchase an import tool to allow you to import from your present data into Apricot.
It's very robust and requires learning but not as difficult as Salesforce which is why we chose this. However, be prepared to take time to learn and take advantage of live chats with customer support.
Sarah W.
Nonprofit Organization Management, 51-200 employees
Used daily for 6-12 months
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I really enjoy it, it is my first time using a platform like this.
I like that it is user friendly and it's very easy to find what you are looking for.
I don't like that it's sometimes unclear where you have to click to get where you need to go.
Michele P.
501-1,000 employees
Used daily for 1-2 years
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This software is highly functional and affordable for the value it has to offer. You can select different software package depending on your non-profit needs. Very user friendly
When first getting this software there is a lot of setting up and creating forms which does request a lot of alternation and time commitment.
Kelly B.
11-50 employees
Used daily for 6-12 months
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It has been easy to navigate and makes my work day easier.
Bonterra has an easy flow and awesome support services.
I definetly struggled early on with timing out and remebering to save. I would love a larger save reminder!
Gina T.
1-10 employees
Used daily for 6-12 months
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Although I haven’t had the chance to try out all that many products focused on non-profits exlcusively, I would have to say this one is my favorite. It is customizable and includes so many different features that it can truly be your all in one non-profit management software.
The initial setup and learning process required in order to get into a good rythmn and efficiently use all features is pretty long and time consuming but worth it in the end.
LaShero T.
Nonprofit Organization Management, 51-200 employees
Used daily for 6-12 months
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My overall experience has been very positive, Bonterra Case Management is so friendly.
I thoroughly enjoy the ease of use of Bonterra Case Management.
There is not anything that I dislike about Bonterra Case Mangement.
Derrick M.
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In using Apricot (under its previous owner CTK) for years, we couldn't have said enough wonderful things about it. It was affordable, flexible, and robust in its capability. Furthermore, customer service was top notch and had quick response rates. Unfortunately since Social Solutions has bought out CTK, it has fallen apart in several ways. First, the system has never been this unstable. We've had about a dozen service interruptions in the past 2 months (records not being searchable, secure web forms crashed, system lag and/or downtime, etc.). Although frustrating, this was digestible and perhaps the transition would work itself out. We recently learned that this isn't the only problem. 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. The system hasn't really changed and so there hasn't been a tripling in the quality of service, which in fact quality of service has gone down since the transition. On top of all of this, existing subscribers prior to the transition will be hit with a 10% increase in their contracts year over year until it reaches their current pricing model. Needless to say, Social Solutions took a wonderful product and drove it into the ground!
No pros were added to this review
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Tinisha H.
Individual & Family Services, 11-50 employees
Used daily for 6-12 months
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Positive
Ease of end user use and adaptability for multiple programs
Sometimes the tier 1 and tier 2 can be a challenge
Thank you, Tinisha, for taking the time to give us a review. Regarding Tier 1 and 2, do you know about our resource library that has many articles and videos that can hopefully help make it less challenging? https://intercom.help/apricot-articles/en/?q=Tier+1, Feel free to reach out to me if this doesn't address your need and I'll connect you with someone who can help.
Kris K.
Nonprofit Organization Management, 11-50 employees
Used weekly for 1-2 years
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It stayed very similar so it was easy to use daily and didn’t get confusing for someone who has used the previous system for years!
The switch was very seamless! It made it a very easy transition!
I didn’t really see a big issue during the development so it did not pose any issues! It did take away our ability to add or change some options when putting information into a clients account.
Sarah L.
Facilities Services, 51-200 employees
Used daily for 6-12 months
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I really enjoy it the experience and learning more of what Bonterra is about.
very clear and understand to follow along with
Not having an option for more interaction
Erin P.
Religious Institutions, 1-10 employees
Used daily for 1-2 years
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Easy to use. The program allows you to measure outcomes easily, which is helpful to provide to donors.
It took a lot of time to set up out soft ware program, specifically for our organization. There is little customer support for this process.
Wendy C.
1-10 employees
Used daily for 2+ years
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It was just 'ok'. There are so many things they can do differently to make it a much better, smoother running product!
No pros were added to this review
No cons were added to this review
Christopher S.
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We have been using Apricot for perhaps 3 months now in some form. We switched from the old CTK ODM system, and the switch has been managed extremely well. The data forms and reports were done correctly, and the technical support is responsive and of very high quality. The new Apricot system is super easy to use, very flexible to individualize, and also easy to control in terms of access. We area large state and national system, and have data that includes clinical, educational, training, fiscal, and evaluation information. We have found it very easy to not only create very simple and easy forms, but very powerful and flexible reporting options. We have even used the system to promote funding through grants and contracts, being able to give funders assurances that real-time monitoring of program data is possible. We have staff using the system with little or no formal education/training in data to highly sophisticated Ph.D. folks who use data systems all of the time. This one is our favorite, and the most powerful opportunity for us is our future use of online connectivity to powerful statistical packages. Kudos to Apricot for designing a system that is flexible, powerful, and affordable.
No pros were added to this review
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Karla r.
Hospital & Health Care, 51-200 employees
Used weekly for 1-2 years
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me parece muy buena solución para manejo de datos en lineal y que lo podemos utilizar muchas personas a la vez en diferentes partes del mundo
que podamos muchas personas utilizar la plataforma a la vez
hasta el momento no he encontrado algo que no me guste de la plataforma
Showing original review in Spanish. See translation