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Bonterra Apricot

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Bonterra Apricot 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Bonterra Apricot
Bonterra Apricot
4.2
(224)

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

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Bonterra Apricot Pricing and Plans

Free Trial
Free Version

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 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 Apricot
    Access Controls/Permissions
    Activity Dashboard
    Activity Tracking
    Ad hoc Reporting
    Administrative Reporting
    Alerts/Escalation
    Alerts/Notifications
    API
    Appointment Management
    Assessment Management
    Attendance Management
    Calendar Management
    Case Management
    Case Notes
    Client Management
    Client Portal
    Collaboration Tools
    Communication Management
    Compliance Management
    Contact Database
    Contact Management
    Customizable Fields
    Customizable Reports
    Customizable Templates
    Dashboard Creation
    Data Collection
    Data Import/Export
    Document Management
    Document Storage
    Document Templates
    Drag & Drop
    Electronic Signature
    Email Alerts
    Event Scheduling
    Forms Management
    For Nonprofits
    Goal Setting/Tracking
    HIPAA Compliant
    Member Database
    Mobile Access
    Multi-Location
    Program Management
    Progress Reports
    Progress Tracking
    Real-Time Analytics
    Real-Time Reporting
    Records Management
    Referral Management
    Referral Tracking
    Reminders
    Reporting/Analytics
    Reporting & Statistics
    Role-Based Permissions
    Scheduling
    Self Service Portal
    SSL Security
    Task Management
    Task Scheduling
    Time Tracking
    Training Management
    Workflow 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

JV

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

5
Ease of use
5
Customer support
5
Functionality
icon
Pros:
The ease of the process by which forms are created and adjusted is refreshing. This has allowed us to keep all of our client's information and programming details in one place.
Cons:
I haven't yet found that I disliked any given feature offered by Bonterra Apricot. There have been additions that were needed, but implementing these adjustments has been simple at the administrative level.

Read More

RC

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It's a very accurate, and fairly comprehensive data system. There are never any errors in data, and the possibilities of its usage feel endless. Nothing our organization needs to track never feels impossible to create in the Bonterra Apricot system.
Cons:
Some lengthy wait times between saving records before transitioning to the next page. Other than this minimal interference, there are no present issues I have.

Reasons for switching to Bonterra Apricot

Frequent errors of data in the ETO Software led to the change.

Read More

CF

Colyn F.

Verified reviewer

Non-Profit Organization Management

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed 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

3
Ease of use
3
Value for money
3
Customer support
2
Functionality
icon
Pros:
The interface is user friendly and customizable to the organization. It does well to ensure how one log's in and closes other sessions to ensure ease of use. It has a good system on how to send an IT ticket when there are bugs and it is good at letting users know when updates or fixes are being performed. The client management allows to build documents in a manner that flows well and offer great data as far as when updates and files were managed.
Cons:
That code is not as intuitive as it could. For example when information may be listed more than once it should allow for a prompt to ask 'are you updated this for XX document too.' It could also send out 'outage' reports to all users rather than just a lead source to help eliminate excessive reporting. Again a code could identify a series of reports a text box could pop up asking if the user would like to continue with the report as it has already been reported xx times by others. Overall, the intuitive nature could be better. With not knowing if this is inhibited by the customizable features but it would be helpful for greater flow working within the system . Also, an app! Two factor could be applied , this would just be very helpful for those that use the system on the go. And maybe a scan to client for archive featuring, for this company in particular they have a lot of hard copy files that would be best served having a digital copy as well for easier reference.

Read More

MS

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

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
I have been an Apricot admin for my organization for years now. There are two perspectives to consider: What admins like and what front-end users like. For us, the admins, we really like how easy it is to build and customize a template (form). A lot of rapid dev environments can be limiting, but Apricot does have a ton of options. Most often if there is something you need, higher complexity wise (sql back-end functionality), the ASC's are a great resource for that or can connect you to a Bonterra developer for more support. For the front-end users, the main aspects of Apricot they enjoy is the ease of data entry. Most, if not all, of the programs we have implemented onto Apricot reported to us a significant decrease in documentation time and that it was relatively easy-going to integrate in their day-to-day workflows. Now they spend more time with clients and less on paperwork.
Cons:
Universally (users and admins alike) wish that Apricot Native reporting was a bit more robust without us having to use Results Reporting, or in our case, do report building in-house with SSRS. Native reporting is great for users because of the ability to click into a record from a report, as well as having it ALL in one application without the need to have the report stored in a separate warehouse. We opted for the SQL route because it is easier to build queries and deploy reports than to learn and struggle with Results Reporting.

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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DA

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

5
Ease of use
3
Value for money
5
Customer support
4
Functionality
icon
Pros:
It’s very user friendly and organized. My Case Managers are able to document client interactions fast and efficiently.
Cons:
Some bugs here and there every once in a while but they are fixed relatively quickly. It’s getting more expensive each year. Building reports can be confusing, but this might just be user error. Sometimes it’s not always clear how to build reports to get information you want. However, the reports I’ve built have worked well.

Reasons for choosing Bonterra Apricot

User friendly overall look and it seemed to be the better fit for what we needed

Read More

HF

Heidi F.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed 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

1
Ease of use
1
Value for money
1
Customer support
1
Functionality
icon
Pros:
I was hoping that it would be easy to use and help with efficiency but that was not the case.
Cons:
The customer service is pretty much nonexistent unless you want to communicate via chat.

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

Read More

YJ

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The efficiency of the application. The ability to maneuver the system with little to no help.
Cons:
The delay with the internet sometimes can be aggravating however that isn't a Bonterra Case Managment

Reasons for switching to Bonterra Apricot

I am unsure. This would've come from upper management.

Read More

RM

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

4
Ease of use
3
Value for money
3
Customer support
5
Functionality
icon
Pros:
The customized data that we are able to gather from Apricot 360 is amazing! It is great to have the ability to customized fields to gather the information that we need.
Cons:
Apricot 360 is an expensive system for a non-profit agency. The overall costs for this system is quite expensive when you only have 40 users.

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.

Read More

VP

Vanessa P.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed 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

1
Ease of use
1
Value for money
1
Customer support
1
Functionality
icon
Pros:
N/a. We couldn't get it to function for us the way we needed it to. Not user friendly.
Cons:
The system is not customizable or user friendly.

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

Read More

GH

Gregory H.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed 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

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
The ability to customize just about any field and report without having to ask or pay Bonterra to do it for me.
Cons:
There are a few fields that I am unable to delete and require me to speak with a Bonterra employee if I want to remove them. These are fields in prebuilt forms.

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.

Read More

Showing 1 - 10 of 224 Reviews

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