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🔧 Bonterra Case Management (Apricot)

Bonterra Case Management (Apricot)

Scalable, data-driven, community-centered case management.

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Overview

Bonterra Case Management, which includes the well-known Apricot platform, provides a scalable suite of tools to help nonprofits unify their data in a single, secure platform. It is designed to streamline workflows, manage participant details, and handle program information and reporting in one place. The software grows with the nonprofit, offering smart forms, automated workflows, and customizable dashboards to reduce administrative effort.

✨ Key Features

  • Customizable Forms & Fields
  • Automated Workflows
  • Secure Data Collection
  • Reporting & Dashboards
  • Client & Program Tracking
  • Intake Management
  • Referral Tracking

🎯 Key Differentiators

  • User-friendly interface combined with powerful customization.
  • Scalability from small nonprofits to large enterprises.
  • Strong focus on impact measurement and reporting.

Unique Value: Offers a balance of user-friendliness and powerful, scalable features, making robust case management and impact reporting accessible to nonprofits of all sizes.

🎯 Use Cases (5)

Human Services Victim Services Youth Development Homelessness Services Workforce Development

✅ Best For

  • Tracking client progress and outcomes for funders.
  • Managing intake and service delivery for multiple programs.
  • Centralizing data for small to large nonprofit organizations.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations needing highly specialized medical billing features.

🏆 Alternatives

CaseWorthy Salesforce for Nonprofits CharityTracker

More intuitive and easier to implement than some enterprise-level competitors, while offering more robust features than simpler, lower-cost options.

💻 Platforms

Web API

🔌 Integrations

Zapier Power BI QuickBooks Salesforce

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 ✓ HIPAA

💰 Pricing

Contact for pricing
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