Bonterra Case Management
About Bonterra Case Management
Bonterra Case Management Pricing
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Most Helpful Reviews for Bonterra Case Management
1 - 5 of 106 Reviews
Andrea
Non-Profit Organization Management, 11 - 50 employees
Used more than 2 years
OVERALL RATING:
3
Reviewed August 2022
Great for system management
Jenny
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
Easy to Use and Very Customizable
This solved a huge reporting problem for us as our old software did not allow custom reports.
PROSThe best part about Apricot is how customizable it is - even for a non-technical person (like me) I am able to implement customized forms and reports.
CONSConnect features (where clients fill out paperwork directly) rely on client email addresses. This could be improved if it accepted usernames or cell numbers (not all my clients have email addresses). In addition, there are 3 ways to track groups attendance right now in Apricot (all reported separately) with different functions - this is a bit confusing and I wish was better integrated.
Reason for choosing Bonterra Case Management
Ease of implementation (did not have to build something custom in Salesforce), and price
Reasons for switching to Bonterra Case Management
Penelope was unable to do custom reporting; unable to do uploads; and was difficult to customize.
Ale
Health, Wellness and Fitness, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2022
Wonderful System But Too Expensive
This system helps us track our services very well and with a great level of detail. It has been challenging incorporating our entire org into it because of the cost. We cannot afford to have all the users we need because their pricing is cost-per-user.
PROSThe 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.
CONSThe cost is the most prohibitive part of this software. Also, it's a bit difficult to find training or tutorials for specific things.
Reason for choosing Bonterra Case Management
We had someone to help build the system for us to start.
Kim
Non-Profit Organization Management, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed July 2019
Started strong with CTK Technology, but Social Solutions is all about the profits from non-profits
Apricot should be able to track all client program activity, assessments, expenses, case management, and outcomes. We have only recently had our system re-designed after two years of not being able to do what we needed, so we haven't seen this level of performance yet. This is our first month online with the correctly re-designed system. Since we are having to manually migrate data, we will still not be able to pull more than monthly data for a while even though we signed contracts for Apricot almost four years.
PROSIt 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.
CONSSocial 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.
Reason for choosing Bonterra Case Management
It seemed to have a user-friendly and simplified format.
Reasons for switching to Bonterra Case Management
Charity Tracker could not be personalized to track the assessments and outcomes that we needed.
Jacob
Legal Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2022
My Review
Product ease of use/implementation with our org.q
CONSI dont care for changes that are made during the reporting period.
Reasons for switching to Bonterra Case Management
Because it was 2016 and we had been using excel