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Bonterra Apricot vs Casebook Comparison (2026)

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Bonterra Apricot

Casebook

Overview

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.

Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.

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

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.2

226

110

Value for money

Ease of use

Features

Customer support

67%

would recommend this app

4.2

Value for money

Ease of use

Features

Customer support

64%

would recommend this app

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

Pros

“The calendar and reminder features have been especially useful for keeping up with check-ins and deadlines, and the reporting tools make it easy to track progress and share updates with donors and stakeholders.”

Adri M.

Peer Mentor

“From onboarding to troubleshooting to running through hypothetical situations with the CSM team, they have always made themselves available when needed and have a clear understanding of what caseworkers need from a case management platform.”

Allie A.

Community Care Manager

“I like that it is modernized with features that allow us to see our clients with their personal photos, upload information to see immediately, and process their information quickly.”

Andria S.

Human Services Project Manager

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

Cons

“Setting up the initial configuration felt less intuitive than the daily navigation, and it took more time and effort than I originally anticipated to get everything aligned with our specific needs.”

Monique S.

Coordinator of School Services

“I am not thrilled with each staff member having to create their own intake profile for the same person.”