---
title: "Bonterra Apricot Software Reviews, Demo & Pricing - 2026"
description: "Review of Bonterra Apricot Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/nonprofit/apricot-profile/"
page_type: "product"
language: "en"
---

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Bonterra Apricot

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Overview

[Reviews](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/)[Alternatives](https://www.softwareadvice.com/nonprofit/apricot-profile/alternatives/)

# Bonterra Apricot Review

Custom quote Free trial 3 plans

Wondering if Bonterra Apricot 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
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Bonterra Apricot

4.2

[(228)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/)

FrontRunner 2026

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.

Do you work for Bonterra Apricot? [Manage this product listing](https://www.g2.com/products/bonterra-apricot/claim_requests/new?auto=true)

Wondering if Bonterra Apricot is right for your organization?

Our Nonprofit Software selection experts can help you in 15 minutes or less.

## Bonterra Apricot User Interface

## Popular Bonterra Apricot Alternatives

Main Product

Bonterra Apricot

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

[Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)

4.8

[(634)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.61Value for money
-   4.71Customer support
-   4.61Functionality

Pricing

Starting at $150.00 per month

Get Price

Alternative Product

[DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)

4.5

[(1482)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/)

Ratings Breakdown

-   4.34Ease of use
-   4.51Value for money
-   4.76Customer support
-   4.34Functionality

Pricing

Starting at $119.00 per month

Get Price

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4.8

[(872)](https://www.softwareadvice.com/nonprofit/givebutter-profile/reviews/)

Ratings Breakdown

-   4.73Ease of use
-   4.82Value for money
-   4.74Customer support
-   4.49Functionality

Pricing

Available upon request

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[Zeffy](https://www.softwareadvice.com/nonprofit/simplyk-profile/)

4.8

[(513)](https://www.softwareadvice.com/nonprofit/simplyk-profile/reviews/)

Ratings Breakdown

-   4.80Ease of use
-   4.96Value for money
-   4.86Customer support
-   4.58Functionality

Pricing

Available upon request

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Ratings Breakdown

-   4.41Ease of use
-   4.44Value for money
-   4.59Customer support
-   4.38Functionality

Pricing

Available upon request

Get Price

## Bonterra Apricot Pricing and Plans

Bonterra Apricot has three plans. Fundamentals, Professional, and Enterprise are custom-priced.

Free trial

Fundamentals

Custom Quote Available

Fundamentals plan includes:

-   Best Practice Template Library
-   Customizable Forms
-   Mobile Compatibility
-   Create Custom Reports
-   Data Import and Export

Professional

Custom Quote Available

Professional plan includes:

-   Calendar Integrations
-   Custom, conditional forms & fields
-   Workflow Automation
-   Client Portal
-   Communication Tools
-   Sandbox Environment

Enterprise

Custom Quote Available

Enterprise plan includes:

-   Advanced Reporting & Analytics
-   Attendance Monitoring
-   Appointment Scheduling
-   Single Sign On
-   Data Integrations

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

### How does Bonterra Apricot pricing compare to alternatives?

Explore how Bonterra Apricot's pricing and plan options compare with top alternatives below.

| Product | Starting price | Free trial | Free version | Value for Money |
| --- | --- | --- | --- | --- |
| Bonterra Apricot4.2[(228)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/) | Pricing available upon request | Available | Not available | 3.9 |
| [Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)4.8[(634)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/) | $150.00 /mo | Available | Available | 4.6 |
| [DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)4.5[(1,482)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/) | $119.00 /mo | Not available | Not available | 4.5 |
| [Givebutter](https://www.softwareadvice.com/nonprofit/givebutter-profile/)4.8[(872)](https://www.softwareadvice.com/nonprofit/givebutter-profile/reviews/) | Free | Available | Available | 4.8 |
| [Zeffy](https://www.softwareadvice.com/nonprofit/simplyk-profile/)4.8[(513)](https://www.softwareadvice.com/nonprofit/simplyk-profile/reviews/) | Free | Available | Available | 5.0 |

Bonterra Apricot4.2[(228)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/)

* * *

Starting price

Pricing available upon request

Free trial

Available

Free version

Not available

Value For Money

3.9

-   [Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)4.8[(634)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/)
    
    * * *
    
    Starting price
    
    $150.00 /mo
    
    Free trial
    
    Available
    
    Free version
    
    Available
    
    Value For Money
    
    4.6
    
-   [DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)4.5[(1,482)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/)
    
    * * *
    
    Starting price
    
    $119.00 /mo
    
    Free trial
    
    Not available
    
    Free version
    
    Not available
    
    Value For Money
    
    4.5
    
-   [Givebutter](https://www.softwareadvice.com/nonprofit/givebutter-profile/)4.8[(872)](https://www.softwareadvice.com/nonprofit/givebutter-profile/reviews/)
    
    * * *
    
    Starting price
    
    Free
    
    Free trial
    
    Available
    
    Free version
    
    Available
    
    Value For Money
    
    4.8
    
-   [Zeffy](https://www.softwareadvice.com/nonprofit/simplyk-profile/)4.8[(513)](https://www.softwareadvice.com/nonprofit/simplyk-profile/reviews/)
    
    * * *
    
    Starting price
    
    Free
    
    Free trial
    
    Available
    
    Free version
    
    Available
    
    Value For Money
    
    5.0
    

## 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 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

## Bonterra Apricot customer ratings

- Overall rating: 4.2/5
- Total reviews: 228

### Rating distribution

- 5 stars: 112 reviews (49%)
- 4 stars: 83 reviews (36%)
- 3 stars: 18 reviews (8%)
- 2 stars: 7 reviews (3%)
- 1 star: 8 reviews (4%)

### Secondary ratings

- Ease of use: 4.2/5
- Value for money: 3.9/5
- Customer support: 4.1/5
- Functionality: 4.1/5

---

### Great features for tracking data

- Overall rating: 5/5
- Reviewer: Melissa G.
- Industry: Individual & Family Services
- Company size: 2-10 employees
- Product usage: monthly
- Reviewed: November 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

We have one spot to enter in our data for tracking the work we are doing.

#### Ratings breakdown

- Ease of use: 4/5

#### Pros

The system interface is easy to use that it helps cut down on time when entering information.

#### Cons

A downside would be that the dashboard can be a little confusing to find specific information and can be easy to get confused.

---

### Rags to Riches

- Overall rating: 4/5
- Reviewer: alexsander w.
- Industry: Civic & Social Organization
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: April 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

When I first became an administrator for Apricot I was thoroughly unimpressed with the platform. It was riddled with defects and inefficient structures. However, that was when the product was a Social Solutions software. Since Bonterra has acquired the platform and run a series of much needed updates and added features, I think Apricot is just as comparable of a product as some of the CRM pillars such as Salesforce. Its a good product and keeps getting better.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 3/5

#### Pros

The scaleability and forgiveness of the platform. It can grow with your organization and corrections can be made. For example, when we first started using Apricot our program structure was much different then it is today. We expanded our department and shifted the general structure of them. It was easy to adjust the backend of Apricot to ensure client privacy and still ensure our staff had access to all the relevant data they needed to do good work.

#### Cons

The native reporting is fairly weak and limited. Apricot has some very powerful reporting add ons like Results Reporting and ImpactHub, but most users can't access that information. 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. Our absolutely amazing ASC was able to build the report for us since she has access to custom expressions, but its not sustainable in the long run.

---

### Case Management Made Simple

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Mental Health Care
- Company size: 1001-5000 employees
- Product usage: 1-3 years · daily
- Reviewed: March 2026
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in comparison with competitors.

#### Cons

When adding a note, or even a document the items are listed in chronological order of the date and time that they were added or edited. Thus, when adding a document that is back-dated, or editing the submission of older entries....the order of the data becomes disorganized.

---

### Well Please

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: 1-3 years · daily
- Reviewed: June 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I have been using Bonterra Apricot for about 18 months. I have found it to be one of the best systems for the type of industry.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love that Bonterra Apricot is interactive between all staff. It is accurate, and very easy to operate and manage.

#### Cons

The only thing I dislike is having to change my password. I understand why, but there isn’t anything else I dislike about Bonterra Apricot.

---

### Review from Finance perspective

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: 3-5 years · monthly
- Reviewed: August 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall the product is great, I just wish there was a way to pick up the phone and call instead of having to use the online ticketing system.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

It is user friendly and helps to speed up and capture the data in a way that works great for the agency.

#### Cons

My only issue is on the billing side, the ticketing system doesn't always work great because I normally need to speak with a person and that seems like it takes an act of congress to get someone on the phone.

---

### Verified reviewer

- Overall rating: 5/5
- Reviewed: November 2026
- Company size: 51-200 employees

The reviewer appreciates the ease of use and setup of Bonterra Apricot. They noted a specific situation where their supervisor could not see certain information that they could, indicating a potential limitation in user visibility.

Full review available after login on Software Advice

---

### Case Managing and Data Management With Ease

- Overall rating: 5/5
- Reviewer: Jacquelyn V.
- Industry: Non-Profit Organization Management
- Company size: 1001-5000 employees
- Product usage: 1-3 years · daily
- Reviewed: June 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Case Manager

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 1001-5000 employees
- Product usage: 1-3 years · daily
- Reviewed: August 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 2/5

#### 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.

---

### Apricot360 is a Great Case Management Software

- Overall rating: 4/5
- Reviewer: Michaela S.
- Industry: Individual & Family Services
- Company size: 501-1000 employees
- Product usage: 3-5 years · daily
- Reviewed: June 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### 5 Star Product - HIGHLY RECOMMEND

- Overall rating: 5/5
- Reviewer: Robert C.
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: June 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

Showing 1 - 10 of 228 Reviews

[See All Reviews](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/)

## Bonterra Apricot Popular Comparisons

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