Bonterra Case Management (Apricot)

1 Review 5/5

A case management software for nonprofits and the public sector.

Product Overview

Bonterra Case Management stands out for its case management capabilities, outcomes measurement and management, and secure data environment. It offers customizable forms and reports, smart form creation, and mobile compatibility. The software includes a client information portal, automated rules and alerts, and calendar integrations, making it a versatile tool for managing various aspects of nonprofit operations.


  • Adaptable to a wide range of nonprofits
  • Customizable forms and reports
  • Secure data environment for confidentiality and data protection


  • Limited mobile application support
  • Some integration limitations
  • Learning curve when customizing the software

Target Market

Small to medium-sized nonprofit organizations and public sector agencies.

Not Recommended For

Businesses that require extensive mobile application support or integration to specific third-party systems.

About Bonterra Case Management (Apricot)

Bonterra Case Management is designed to cater to the specific needs of nonprofit organizations and public sector agencies. Its key selling points include a secure case management database, a best practice library with forms and reports, and a drag-and-drop form designer. Additionally, it offers volunteer and donor management tools, client tracking, and workflow automation. These features make it an effective tool for organizations looking to streamline their operations, ensure data security, and enhance their impact in the communities they serve.

Bonterra Case Management combines features with advanced data and analytics. At-a-glance insights illuminate trends, while built-in communication tools make it easy to keep participants engaged. It empowers an organization to make data-driven decisions, maximizes resources, and grows impact across the community.

In March of 2022 Apricot by Social Solutions became Bonterra. Bonterra was formed by combining partnerships with CyberGrants, EveryAction, Network for Good and Social Solutions.

Bonterra Case Management Features:

  • Program Management: Focused on providing services to communities, the solution helps keep case details in one place, streamlining program management.
  • Supporter Engagement: The software drives action for common causes, bringing together volunteers, advocates, and voters through mobilization, volunteer coordination, organizing, and advocacy tools.
  • Corporate Social Responsibility (CSR): It maximizes the impact of grants, employee giving, and volunteerism programs, supporting various CSR initiatives.
  • Compliance and Reporting for Housing and Homelessness Organizations: This includes dashboard insights, ad-hoc reporting, and data warehousing to meet regulatory requirements and ensure HUD-required reporting compliance.
  • Efficiency with Built-in Tools: The solution offers time-saving tools like streamlined digital intake, allowing staff members to upload participant information directly into a centralized, secure database. This feature eliminates the need for spreadsheets or paper documents, significantly increasing service delivery efficiency.
  • Referral Program: A robust referral program is included to provide holistic care to participants, with a centralized location for data to prevent important information from being overlooked and to facilitate smooth referrals to various programs.
  • Learning Resources: In-depth resources for best practices on topics spanning the social good space are provided, including learning materials, case studies, blog posts, events, webinars, and training.
  • Customization and Alerts: The product offers customization options like Time-Based Alerts for specific dates and events and allows for complex reporting configurations based on various criteria.
  • Data-Driven Insights: General reporting enhancements are available to help teams gain insight and show program impact.
  • Integration and Collaboration: The solution is designed to collaborate with other organizations to ensure participants get the necessary care and support.

Product Overview

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User Reviews of Bonterra Case Management (Apricot)

Submitted on February 24th, 2022 by Lauren Sly

Here’s what I believe: do the work and the outcomes will show. But in order for outcomes to show, I need the data. So, that means I need the right database and technology to prove the work and results.