Bonterra Apricot 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- User Reviews
Overview
Pricing
Pricing available upon request
About Bonterra Apricot
Bonterra Case Management is a cloud-based case management solution designed specifically for nonprofits to manage donations, volunteers and events. It helps to streamline data collection and reporting for non-profit organizations and allows them to focus on client management and social service outcomes. Bonterra Case Management for Funders includes applications specifically for grants and scholarships.
Bonterra Case Management delivers functionality to manage client, donor, volunteer tracking and outcomes. Some features offered within the platform include customizable data collection forms, unique workflows, security settings, customizable dashboards bulletins, attendance registration, management reports, electronic signatures and document storage. The reporting platform is equipped with dynamic charts and graphs and allows users to create and share reports within and outside the organization.
Bonterra Case Management is HIPAA compliant for health and human services and FERPA compliant to support schools and universities. The solution is also suitable for large national organizations such as faith-based initiatives, housing authorities, educational institutions, and workforce tra...
ining initiatives. Learn more at www.bonterratech.com.Bonterra Apricot Screenshots

Bonterra Apricot Pricing and Plans
Fundamentals
Pricing available upon request
Plan includes:
- Best Practice Template Library
- Customizable Forms
- Mobile Compatibility
- Create Custom Reports
- Data Import and Export
Professional
Pricing available upon request
Plan includes:
- Custom, conditional forms & fields
- Workflow Automation
- Client Portal
- Communication Tools
- Sandbox Environment
- Calendar Integrations
Enterprise
Pricing available upon request
Plan includes:
- Advanced Reporting & Analytics
- Attendance Monitoring
- Appointment Scheduling
- Single Sign On
- Data Integrations

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Bonterra Apricot Features
- Popular features found in NonprofitAccountingCampaign ManagementCRMCustomizable FormsDonor ManagementElectronic PaymentsEvent ManagementFundraising ManagementGrant ManagementMembership ManagementRegistration ManagementVolunteer Management
- More features of Bonterra ApricotAccess Controls/PermissionsActivity DashboardActivity TrackingAd hoc ReportingAdministrative ReportingAlerts/EscalationAlerts/NotificationsAPIAppointment ManagementAssessment ManagementAttendance ManagementCalendar ManagementCase ManagementCase NotesClient ManagementClient PortalCollaboration ToolsCommunication ManagementCompliance ManagementContact DatabaseContact ManagementCustomizable FieldsCustomizable ReportsCustomizable TemplatesDashboard CreationData CollectionData Import/ExportDocument ManagementDocument StorageDocument TemplatesDrag & DropElectronic SignatureEmail AlertsEvent SchedulingForms ManagementFor NonprofitsGoal Setting/TrackingHIPAA CompliantMember DatabaseMobile AccessMulti-LocationProgram ManagementProgress ReportsProgress TrackingReal-Time AnalyticsReal-Time ReportingRecords ManagementReferral ManagementReferral TrackingRemindersReporting/AnalyticsReporting & StatisticsRole-Based PermissionsSchedulingSelf Service PortalSSL SecurityTask ManagementTask SchedulingTime TrackingTraining ManagementWorkflow Management
Bonterra Apricot User Reviews
Overall Rating
4.2
Ratings Breakdown
5
49%
4
37%
3
8%
2
3%
1
4%
Secondary Ratings
Ease of Use
4.2
Value for money
3.9
Customer support
4.1
Functionality
4.1
Jacquelyn V.
Verified reviewer
Non-Profit Organization Management
1001-5000 employees
Used daily for less than 2 years
Reviewed June 2025
Case Managing and Data Management With Ease
5
I have been very pleased with this tool, and have found that managing my caseload is a much more comprehensive and manageable task because of Bonterra Apricot.
Ratings Breakdown
Read More
Robert C.
Verified reviewer
Non-Profit Organization Management
11-50 employees
Used daily for more than 2 years
Reviewed June 2025
5 Star Product - HIGHLY RECOMMEND
5
10/10. The Bonterra Apricot System is always positive and I will continue to make efforts to persuade my organization to fully transition to it, rather than using it for select programs.
Ratings Breakdown
Reasons for switching to Bonterra Apricot
Frequent errors of data in the ETO Software led to the change.
Read More
Colyn F.
Verified reviewer
Non-Profit Organization Management
1001-5000 employees
Used daily for less than 2 years
Review sourceReviewed August 2025
Case Manager
3
I think its a good product with room to grow , like any product. It seems as if the system is made to be built as a base and then customized to the client. With that there could be more feature options for even better work flow.
Ratings Breakdown
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Michaela S.
Verified reviewer
Individual & Family Services
501-1000 employees
Used daily for more than 2 years
Reviewed June 2025
Apricot360 is a Great Case Management Software
4
Overall I give this webapp a 4.5/5. In general, it does a great job with customized templates and supporting a wide-array of diverse case management workflows (DV and SV Services, Workforce Services, Utility and Rental Assistance, Shelters, etc.). The Tier1 and Tier2 support is very good as well, best for those who need more support than can be done in-house.
Ratings Breakdown
Reasons for choosing Bonterra Apricot
The ability to create households and track data at that level, the ease of use and customization. The price however is much different (Apricot is almost 10 times as much as eR for licenses).
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Daniel A.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used daily for more than 2 years
Reviewed June 2025
Great product overall
4
I’ve had a great experience with apricot. Moving from doing the standard paper and chart documents to an all electronic database was a big move but it was fairly simple to learn and navigate.
Ratings Breakdown
Reasons for choosing Bonterra Apricot
User friendly overall look and it seemed to be the better fit for what we needed
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Heidi F.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used daily for less than 2 years
Review sourceReviewed February 2025
Expensive platform that will leave you struggling to implement.
1
We chose to use Apricot after looking for a good platform to manage our clients and have an efficient way to process requests for our services. The platform is a lot to learn and the implementation process consists of meeting with a specialist for 1 hour each week for 4 weeks. The first 2 meetings are just getting an understanding of what the platform does and how it works. They promise to have an intake form and 2 reports for you at the end of the implementation. By the last meeting I have an intake form but it had not been tested in depth so that we could make sure it included all the information we needed for our system. This was not realized until after the last meeting and I was "shutoff" immediately the final meeting. I could not get a response by email on any of the questions I still had and how to make sure the intake form worked properly. I repeatedly had issues of the system requiring me to log out and log back in and when I tried to get support they offered no solution but to keep logging out and logging back in...this is now how a good system works! The system is set up with tiers of form which makes the platform very hard to easily understand and work properly. The implementation was not sufficient and left me with more questions than answers. The only time I was contacted after that was to make sure I paid them. This was the beginning of 2024 I have been struggling for a year to use this system. I have had issues with the system accepting international information and they have not been able to provide me with any workable solutions. I have asked via email on at least 6 occasions that I need to speak with someone at the company by phone to express all my concerns and to cancel my contract. I keep getting the same generic email in response saying I'm not allowed to cancel. At this point, I have no choice but to stop payment with my bank. I have also filed a complaint with the Texas Attorney General's office with this information. The price of this platform is very high considering there is no support.
Ratings Breakdown
Reasons for switching to Bonterra Apricot
I wanted to feature of the intake form and the information going directly into the database.
Vendor Response
Hi Heidi, we’re deeply concerned about your experience with Apricot and truly sorry for the frustration you’ve encountered. We appreciate you sharing this feedback, and we never want our customers to feel unsupported. While we’re unable to cancel your contract, we want to work with you to find solutions that make Apricot more manageable for your needs. We’d love the opportunity to work with you to address these challenges and find a path forward. Please feel free to reach out to me directly at kathleen.connelly@bonterratech.com at your convenience, and I’ll do everything I can to help. Your work is valuable, and we want to ensure you have the support you need. Looking forward to hearing from you, and again, I truly appreciate your feedback.
Replied February 2025
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Yashica J.
Verified reviewer
Non-Profit Organization Management
11-50 employees
Used daily for more than 2 years
Reviewed February 2025
Formerly Apricot
5
Good Experience these last 5 years as a Case Manger
Ratings Breakdown
Reasons for switching to Bonterra Apricot
I am unsure. This would've come from upper management.
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Rita M.
Verified reviewer
Non-Profit Organization Management
51-200 employees
Used weekly for less than 2 years
Reviewed June 2025
Apricot 360 overview
4
Having a system that allows our agency customize reports is wonderful. Our agency has struggled or years to report unduplicated data. Apricot 360 reports allow us to do that.
Ratings Breakdown
Reasons for choosing Bonterra Apricot
Apricot 360 was able to do more with our data and reporting needs
Reasons for switching to Bonterra Apricot
Our other system was outdated. It was a privately developed system.
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Vanessa P.
Verified reviewer
Non-Profit Organization Management
11-50 employees
Used monthly for more than 2 years
Review sourceReviewed October 2024
Horrible Platform
1
I have been having issues with this system since we began using it in 2021. We never got to a place where we could fully function on our own. It always required the use of their staff. Every time I would reach out to the company for issues, their solution was always us having to pay for an upgrade or more training. I have done the upgrades and the additional training and paid for it, yet we still are not able to operate the system effectively. The system is NOT user friendly and customer service is horrific. Their version of customer services is to up sale us into something else that we don't need. I want to cancel my subscription to this platform before the end of the contracted date but they lock you into a long contract and continue to take your money without proper support. I believe you they provided false advertisement and quite frankly do not value the customer. I have tried multiple times to cancel and get support from [sensitive content hidden] who said she has sent this information to her higher ups, but to date I have not heard from any managers or supervisors. They should be embarrassed at the type of service you provide to people.
Ratings Breakdown
Reasons for choosing Bonterra Apricot
Seemed like a better option. Now I am trying to cancel and go back to Salesforce conversations.
Reasons for switching to Bonterra Apricot
Needed something more sophisticated.
Vendor Response
Hi Vanessa, thank you for your candid feedback. I sincerely apologize that we've fallen short of providing the customization and support you need. We take your concerns about usability, training costs, and contract issues very seriously. Please email diana.may@bonterratech.com so our director of customer success can personally discuss your situation and find solutions that work for your organization. Your mission is too important for these challenges to continue. We're committed to making this right and appreciate you bringing these issues to our attention.
Replied November 2024
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Gregory H.
Verified reviewer
Non-Profit Organization Management
11-50 employees
Used daily for less than 12 months
Review sourceReviewed August 2024
This is a great database that is well worth the price
5
Overall my experience has been great. The training I had before we launched our database was great and the continued support is very helpful.
Ratings Breakdown
Reasons for switching to Bonterra Apricot
Whenever we needed to make a change to the database, we needed to go through ASI-ware, wait for a quote, if the quote was within our budget, then we'd approve, then we needed to wait for production to finish, then test it, then finalize the change. It was a lot of time and money to customize forms and reports.
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