I love that I can access Apricot from any computer. It is great to pull reports and gather data so quickly.

Customer Service is excellent through Manage services. They are always willing to make my problem so much better.

Difficult learning curve especially for our unique context. As the organization has grown rapidly there have been dropped balls in management of our account.

Our current setup seems to be more difficult to generate reports than what was demonstrated prior to purchase.

It is expensive and can be confusing to make changes.

Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.

I had heard a lot of negative experience with the Efforts to Outcomes system however they had the analytics capabilities that others didn't.

Customer service is incredible, the best I have experienced with a software company. They respond promptly and help to explain and resolve your problem.

Very satisfied with my overall experience using Apricot. It's been a great 7 years of development of our system.

It is decently easy to build and run specific reports. A report can be created for just about all of your needs.

Poor communication and overpriced for small non-profit case management.

The only thing I struggle with is setting up new users. It' s just not as intuitive as the rest of the product.

Not knowing where we are with issues that are in development for fixing problems.

Apricot hasn't evolved at the same pace of the industry but once you are bought in it's difficult to move on to another software provider.

It's flexibility and ease of use really is a blessing.

Our experience has been deeply disappointing, and I would not recommend purchasing this product unless these client relations problems get fixed.

I enter data for my clients on a daily basis. This is pretty easy to use and understand.

In using Apricot (under its previous owner CTK) for years, we couldn't have said enough wonderful things about it. It was affordable, flexible, and robust in its capability.

I like how apricot is a website but also has a data base on the back end.

It was bad about not saving material and you had to put the same information in multiple times. It would freeze up a lot.

Easy to use and very friendly, great application and integrates well with other applications.

Poor customer service experience/ Lack of communication.

Although I haven’t had the chance to try out all that many products focused on non-profits exlcusively, I would have to say this one is my favorite.

On top of all of this, existing subscribers prior to the transition will be hit with a 10% increase in their contracts year over year until it reaches their current pricing model.

I like how Apricot is a website for the front end and a data base for the back end. This is great for non profits who are starting off who need member management.

It was so hard to work with had to kept repeating same information.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

US Dollar

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 training initiatives.

Learn more at www.bonterratech.com.

LongDescription

Real Time Analytics

Case Management

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Attendance Management

Communication Management

Registration Management

Calendar Management

Customizable Fields

Scheduling

Data Import/Export

Multi-Location

Self Service Portal

Contact Management

Mobile Access

Dashboard Creation

Compliance Management

Training Management

Role-Based Permissions

Client Portal

Event Scheduling

Forms Management

Workflow Management

Website Integration

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Volunteer Management

Customizable Templates

Real Time Reporting

Goal Setting/Tracking

Contact Database

Customizable Forms

Appointment Management

Client Management

Drag & Drop

Task Management

Document Management

Program Management

Referral Management

Reporting/Analytics

Case Notes

Document Templates

Email Alerts

Collaboration Tools

Assessment Management

Administrative Reporting

Alerts/Escalation

Progress Reports

Records Management

Member Database

Mac OS

Web browser (OS agnostic)

Windows 2000

Contact Bonterra for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Apricot Social Solutions

In Person

Live Online

Webinars

Documentation

Videos

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Proposal Generation

Customer Service Analytics

Sales Pipeline Management

Contract/License Management

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Lead Management

Conversion Rate Optimization

Multi-Currency

Email Marketing

Statistical Analysis

Sales Reports

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Bonterra Case Management vs Salesforce Sales Cloud

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons