# Bonterra Penelope Software Reviews, Demo & Pricing - 2026 > Review of Bonterra Penelope Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/legal/penelope-profile --- [Home](https://www.softwareadvice.com/) / [Nonprofit Software](https://www.softwareadvice.com/category/4280-nonprofit/) / Bonterra Penelope Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/legal/penelope-profile/reviews/)[Alternatives](https://www.softwareadvice.com/legal/penelope-profile/alternatives/) # Bonterra Penelope 2026: Benefits, Features & Pricing Wondering if Bonterra Penelope is right for your organization? Our Nonprofit Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Bonterra Penelope 4.2 [(75)](https://www.softwareadvice.com/legal/penelope-profile/reviews/) Pricing Starting at $400.00 per year ### About Bonterra Penelope Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports. The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations. They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices. Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com. Wondering if Bonterra Penelope is right for your organization? Our Nonprofit Software selection experts can help you in 15 minutes or less. ## Bonterra Penelope User Interface ## Popular Bonterra Penelope Alternatives Main Product Bonterra Penelope 4.2 [(75)](https://www.softwareadvice.com/legal/penelope-profile/reviews/) Ratings Breakdown - 3.73Ease of use - 4.02Value for money - 4.13Customer support - 3.93Functionality Pricing Starting at $400.00 per year Get Price Alternative Product [TheraNest](https://www.softwareadvice.com/medical/theranest-profile/) 4.4 [(1033)](https://www.softwareadvice.com/medical/theranest-profile/reviews/) Ratings Breakdown - 4.30Ease of use - 4.26Value for money - 4.39Customer support - 4.13Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [PlanStreet](https://www.softwareadvice.com/human-services/planstreet-profile/) 4.4 [(45)](https://www.softwareadvice.com/human-services/planstreet-profile/#reviews) Ratings Breakdown - 4.31Ease of use - 4.38Value for money - 4.67Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [Bonterra Apricot](https://www.softwareadvice.com/nonprofit/apricot-profile/) 4.2 [(226)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 3.92Value for money - 4.06Customer support - 4.09Functionality Pricing Available upon request Get Price Alternative Product [Community CareLink](https://www.softwareadvice.com/medical/community-carelink-profile/) 4.4 [(44)](https://www.softwareadvice.com/medical/community-carelink-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.44Value for money - 4.77Customer support - 4.25Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [NewOrg](https://www.softwareadvice.com/nonprofit/neworg-profile/) 4.8 [(73)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.84Value for money - 4.95Customer support - 4.72Functionality Pricing Starting at $250.00 per month Get Price ## Bonterra Penelope Pricing and Plans Starting price: $400.00 per year Free Trial Free Version Basic $400.00 per user, per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Bonterra Penelope Features - Popular features found in Nonprofit Accounting Campaign Management CRM Customizable Forms Donor Management Electronic Payments Event Management Fundraising Management Grant Management Membership Management Registration Management Volunteer Management - More features of Bonterra Penelope Access Controls/Permissions Activity Dashboard Activity Tracking Ad hoc Reporting Administrative Reporting Alerts/Escalation Appointment Management Appointment Scheduling Assessment Management Attendance Management Authorization Tracking Billing & Invoicing Calendar Management Case List Management Case Management Case Notes Charting Child Welfare Management Claims Management Client Chart Audit Tools Client Management Client Portal Collaboration Tools Communication Management Compliance Tracking Confirmations/Reminders Contact Database Contact Management Credit Card Processing Customizable Fields Customizable Reports Customizable Templates Dashboard Creation Data Collection Data Import/Export Document Management Document Templates Electronic Signature Email Alerts Employee Management E-Prescribing For Mental/Behavioral Health Forms Management Goal Setting/Tracking Graphical Data Presentation Group Notes HIPAA Compliant Initial Assessments Invoice Management Medical Billing Medical History Records Multi-Location Patient Management Patient Records Management Payment Processing Program Management Progress Reports Progress Tracking Real-Time Reporting Records Management Referral Management Referral Tracking Reminders Reporting/Analytics Reporting & Statistics Role-Based Permissions Scheduling Self Payment Self Service Portal SMS Messaging SSL Security Surveys & Feedback Task Management Task Scheduling Team Notes Template Management Third-Party Integrations Time Tracking Training Management Treatment Planning Wait List Management Workflow Management ## Bonterra Penelope Integrations Tableau Integration rated undefined from -1 review Dr. First Integration rated undefined from -1 review ## Bonterra Penelope User Reviews Overall Rating 4.2 Ratings Breakdown 5 48% 4 40% 3 3% 2 5% 1 4% Secondary Ratings Ease of Use 3.7 Value for money 4.0 Customer support 4.1 Functionality 3.9 MARIE S. Verified reviewer Individual & Family Services 501-1000 employees Used daily for more than 2 years Review source Reviewed November 2018 I like this program!! 5 At first it was daunting as there is SO much information but once we figured it out I love it! I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs. Ratings Breakdown 3 Ease of use 5 Functionality Pros: Being able to read my staff input by generating a report whenever I need it. Being able to pull reports to the tableau so I can see my numbers just like that. Cons: Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers. Read More SR Susan R. Verified reviewer Non-Profit Organization Management 2-10 employees Used monthly for more than 2 years Review source Reviewed March 2021 EXcellent system for client files and caseload management 4 We love Penelope for report writing and for documenting outputs for different projects including quality assurance reviews - we know that we are not using Penelope to it's full capacity and there is a lot more potential for improved and different methods of reporting. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management Cons: Customization of the software was a challenge for us to understand our needs with respect to the many different functions and options available - using the sandbox was helpful in working out a few of the errors we made in planning Reasons for choosing Bonterra Penelope flexibility, recommendation from \[SENSITIVE CONTENT HIDDEN\] at PHAN (now MOYO), Price options, Canadian based Read More CP Christine P. Verified reviewer Mental Health Care 2-10 employees Used weekly for more than 2 years Review source Reviewed November 2023 Want to leave this service but they hold your data hostage 1 Extremely poor experience. Cannot even describe how obtuse the customer service and technical support is Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: Theres not much that I can think of that I like about it. Have seen several much better more user friendly options. There are apps like asana for task management and harvest for time tracking and many invoicing apps that work better for cheaper. Cons: very outdated and not user friendly. Cant keyword search so case notes become a wall of unusable info. Cant run excel reports, only clunky pdf ones. takes way too many clicks to do anything. poor customer service even though we've been customers almost 10 years. will only provide you client data to you ONCE for free and only in coding format that only an IT professional could use. Want to charge twice the cost of a years service for them to extract the data in a usable format. They say this will take 35 hours-- shouldnt they have the code and process for that down pat, as something they do all the time? make it impossible to leave the service unless you want to abandon all of your historical data and manually input your clients into a new system or pay an exorbanent amount of money. feel taken advantage of. they are not staying current with competitors. Read More MM Miguel M. Verified reviewer Hospital & Health Care 501-1000 employees Used daily for less than 2 years Review source Reviewed September 2020 Penelope from the Perspective of Reporting and Program Surveillance 5 I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually. Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope. Ratings Breakdown 4 Ease of use 4 Customer support 5 Functionality Pros: Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily. Cons: I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out. Read More AW Alyce W. Verified reviewer Non-Profit Organization Management 1001-5000 employees Used daily for more than 2 years Review source Reviewed September 2020 many used 5 We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues. Cons: The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope. Reasons for choosing Bonterra Penelope Penelope had the highest security requirements of software that met the needs of our organization. The security protocol is very impressive. Read More VR Verified Reviewer Religious Institutions 51-200 employees Used other for more than 2 years Review source Reviewed February 2019 It does a lot 4 Overall, there are a million types of software for mental health out there. And Penelope is a solid, experienced, reliable, excellent customer-service option that keeps getting better. I trust Penelope, I like that it keeps improving, and I look forward to seeing some of the problems fixed! Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Penelope offers a wide range of options for customizable software. Our counseling center is a practice of about 50 professionals, and in the search for software, we realized that our software needs are a bit unique. Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs. Cons: It's expansive (which is good), but keep in mind that it takes time to train, set up, install, teach others, and learn how to best use. In addition, the reports are sometimes be transferred to excel and other times not. There is no mobile version yet (they are working on it), but mobile use is important for in-the-field or during-the-commute work. SO when the mobile version is up and running, it will be amazing. Read More Kathy S. Verified reviewer Religious Institutions 201-500 employees Used daily for more than 2 years Review source Reviewed August 2017 Penelope has given us great flexibility with our student counselor population! 5 Our student counselors are learning great skills in using an electronic records system. Reports are much easier to run, supervisors can access the progress notes and other documents at any time, and can be alerted to situations like suicidal ideation or risk. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: Students have access everywhere; outcome measures are great, and the ability to see visual score charts across time is especially effective for clients. Cons: It is hard to delete some mistakes. Written instructions are still not as clear as I would like. I still find it complex when setting up new outcome measures. Read More VR Verified Reviewer Non-Profit Organization Management 11-50 employees Used daily for more than 2 years Review source Reviewed February 2019 Not user friendly at all 3 It accomplishes having a medical records. We stay with it due to the headache of changing and being a small non-profit. Ratings Breakdown 1 Ease of use 1 Value for money 2 Customer support 1 Functionality Pros: I am not a fan of Penelope at all so there is very little I like. Cons: It is terribly difficult to schedule clients, indirect appointments, or interface with other staff members. The fees are too high for what you get. It is impossible to get basic reports. Due to the high fees we are unable to purchase enough licenses for everyone which means we have to take turns entering information into the system. Read More VR Verified Reviewer Religious Institutions 201-500 employees Used daily for more than 2 years Review source Reviewed October 2018 Penelope Provides an Opportunity for Quality Training for our Students 5 1\. Students are trained in an excellent Electronic Health Record system, and it prepares them well for their future career. 2. Overall I have been really pleased with Penelope, and glad we chose it. Ratings Breakdown 3 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: 1\. Being able to purchase "generic" licenses--this works well for an educational/training context. 2. Being able to design our own forms and documents. 3. Great support. Cons: 1\. It took enormous time to set up our system. 2. There are still some reporting issues that do not meet our needs. Read More VR Verified Reviewer Non-Profit Organization Management 11-50 employees Used daily for more than 2 years Review source Reviewed May 2019 CSC 4 We have had Penelope for several years and use it for our Clinical Counseling services. Especially like the Profile, Accounting and scheduling segments of Penelope. Ratings Breakdown 4 Ease of use 4 Value for money 4 Functionality Pros: Scheduling and client profile information. Cons: It is not easy to pull reports that we need specifically. Read More Showing 1 - 10 of 75 Reviews [See All Reviews](https://www.softwareadvice.com/legal/penelope-profile/reviews/) ## Bonterra Penelope Popular Comparisons [Bonterra Apricot vs Bonterra Penelope](https://www.softwareadvice.com/nonprofit/apricot-profile/vs/penelope/)[athenaOne vs Bonterra Penelope](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/vs/penelope/) [Compare All Alternatives](https://www.softwareadvice.com/legal/penelope-profile/alternatives/) ## Other Top Recommended Nonprofit Software [Neon CRM](https://www.softwareadvice.com/nonprofit/neoncrm-profile/) **4.3** (619) Recently recommended **118** times [DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/) **4.5** (1436) Recently recommended **100** times [Bloomerang](https://www.softwareadvice.com/nonprofit/bloomerang-profile/) **4.7** (1287) Recently recommended **95** times [Charityproud](https://www.softwareadvice.com/nonprofit/charityproud-profile/) **4.7** (88) Recently recommended **93** times Stuck Between Options? 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