Bonterra Impact Management
2 Reviews 5/5 ★ ★ ★ ★ ★A case management software for nonprofits and the public sector formerly known as Apricot 360.
Product Overview
Bonterra Impact Management is built for case management, volunteer and donor management, and workflow automation. Key features include a secure case management database, customizable workflows, task management, collaboration tools, mobile accessibility, customizable forms and reports, a drag-and-drop form designer, a best practice library, smart form creation, a client information portal, automated rules and alerts, and calendar integrations. The software includes client tracking, built-in communication tools, and advanced data analytics for at-a-glance insights. It ensures data security and compliance while offering integration capabilities.
Formerly known as Bonterra Case Management, Bonterra Impact Management is the combination of Apricot 360 and ETO by Social Solutions, which was acquired by Bonterra in 2022.
Pros
- Customizable forms and reports
- Secure data environment for confidentiality and data protection
- Built for both nonprofits and organizations in the public sector
Cons
- 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 in social services, healthcare, education, and more.Not Recommended For
Businesses that require extensive mobile application support or integration to specific third-party systems.Bonterra Impact Management Features:
- Case Management: Case tracking, customizable case forms and workflows, notes and attachments
- Program Management: Program enrollment, tracking, outcome measurement, resource and referral management and reporting
- Client Management: Client profile management, intake and assessment tools, service planning, and goal tracking
- Reporting and Analytics: Data visualization tools, including customizable dashboards and reports along with exportable data
- Collaboration Tools: Internal messaging and communication features, shared calendars, scheduling and team task management
- HIPAA Compliant: Role-based access controls with audit trails and activity logs
- Mobile Access: Mobile data entry, updates, and access to case files and client information on the go
- Integration: Data import and export tools along with API access for third-party integrations
- Customizable Interface: Customizable dashboards, tailored views for different roles, drag-and-drop form builders
- Support: User guides, webinars, and training sessions are available along with dedicated customer support
Video Overview
What is Apricot Social Solutions?
Apricot by Social Solutions, also known as Apricot 360, is nonprofit case management software now called Bonterra Impact Management. Social Solutions is a software company that Bonterra Tech acquired.
Are ETO and Apricot Social Solutions the same product?
They were separate products under Social Solutions; however, after Bonterra’s recent acquisition, they are now one product called Bonterra Impact Management, which operates on the Apricot platform.
Is Bonterra Case Management the same as Bonterra Impact Management?
Yes, in 2024, Bonterra rebranded the product from Bonterra Case Management to Bonterra Impact Management.
Product Overview
Developer Overview
User Reviews of Bonterra Impact Management
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Bonterra Impact Management Review
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.
- Nonprofit
- 11-50 employees
Great for our team!
The draw of Social Solutions’ software is that it’s robust. We were able to customize it and make it fit our exact needs because it’s flexible.
One of the greatest things that has really helped our team is that we’re able to put our goals and activities within the Social Solutions platform.
CASA of LA can look at those goals and have ongoing conversations with volunteers that really focus on advocacy and making sure that they’re doing everything that they need to do for that young person. It’s a great way to keep track of that support for our volunteers.
