Bonterra Case Management

RATING:

3.9

(106)

About Bonterra Case Management

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 platfo...

Bonterra Case Management Pricing

Contact Bonterra for pricing information.

Free trial: 

Available

Free version: 

Not Available

Census Dashboard in Apricot 360
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Bonterra Case Management Reviews

Overall Rating

3.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

3.5

Customer Support

3.5

Value for money

3.5

Functionality

3.5

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

Reviewed August 2022

Great for system management

Jenny

Real Estate, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

The 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.

CONS

Connect 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

The 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.

CONS

The 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

It 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.

CONS

Social 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2022

My Review

PROS

Product ease of use/implementation with our org.q

CONS

I 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