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CharityTracker vs Bonterra Apricot Comparison (2026)

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CharityTracker logo

CharityTracker

Bonterra Apricot logo

Bonterra Apricot

Overview

Easy-to-use & HIPAA-compliant human services/social services cloud case management software. Designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more! Helping you positively transform lives.

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.

  • 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
  • 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

Video & Screenshots

Pricing

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

1K

5

4

3

2

1

647

342

65

7

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
would recommend this app

4.2

226

5

4

3

2

1

110

83

18

7

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
would recommend this app

Pros

“Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs.”
CL

Cathy L.

Program Director

“We can add more customized forms and I'm grateful CharityTracker has that flexibility.”
SB

Shayna B.

Residence Director

“CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online .”
SB

Shayna B.

Residence Director

Pros

“Apricot has some very powerful reporting add ons like Results Reporting and ImpactHub, but most users can't access that information.”
AW

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.”
Verified reviewer profile picture

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.”
MO

Maxwell O.

Program Manager

Cons

“It is currently not possible for the same staff member to be an Agency Administrator in multiple agencies, thus increasing the risk of a referral not going through if a staff member is out of the office.”
MS

Miranda S.

Data Analyst

“Searching for a client's name can be challenging when variations in spelling occur but not all of them are appear as a choice.”
SG

Sherri G.

Executive Director

“It is a very useful tool for those of us charged with working with indigent individuals but it has been so poorly adopted by area charities that it makes the work frustrating.”
GH

Greg H.

Worship and Outreach Pastor

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.”
AW

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.”
Verified reviewer profile picture

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.”
SD

Shirlee D.

DOO

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features93
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Bed Management
  • CRM
  • Calendar Management
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Clinical Assessment Tool
  • 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
  • Donor Management
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Employee Management
  • Event Scheduling
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Intake Management
  • Inventory Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Membership Management
  • Mobile Access
  • Multi-Factor Authentication
  • Multi-Location
  • Online Calendar
  • Patient Intake
  • Patient Management
  • Patient Records Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Volunteer Management
  • Wait List Management
  • Workflow Management
  • Total features64
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Attendance Management
  • Bed Management
  • CRM
  • Calendar Management
  • Care Plan Management
  • Case List Management
  • Case Management
  • Case Notes
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Clinical Assessment Tool
  • 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
  • Donor Management
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Employee Management
  • Event Scheduling
  • For Nonprofits
  • For Religious Organizations
  • Forms Management
  • Fundraising Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Intake Management
  • Inventory Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Membership Management
  • Mobile Access
  • Multi-Factor Authentication
  • Multi-Location
  • Online Calendar
  • Patient Intake
  • Patient Management
  • Patient Records Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Volunteer Management
  • Wait List Management
  • Workflow Management

Integrations

  • Total integrations1
  • Oasis Insight
  • Total integrationsN/A
  • Oasis Insight