--- description: Review of Bonterra Apricot Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Bonterra Apricot | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Government Software](/directory/4240/government/software) > [Bonterra Apricot](/software/76884/bonterra-case-management) # Bonterra Apricot Canonical: https://www.softwareadvice.com.au/software/76884/bonterra-case-management Page: 1 / 10\ Next: [Next page](https://www.softwareadvice.com.au/software/76884/bonterra-case-management?page=2) > 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. > > Verdict: Rated **4.2/5** by 225 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 225 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Bonterra - **Location**: Washington, US - **Founded**: 2014 ## Commercial Context - **Pricing model**: Other (Free Trial) - **Pricing Details**: Contact Bonterra for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - CRM - Calendar Management - Case Management - Case Notes - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Government Software](https://www.softwareadvice.com.au/directory/4240/government/software) ## Related Categories - [Government Software](https://www.softwareadvice.com.au/directory/4240/government/software) - [Social Work Case Management Software](https://www.softwareadvice.com.au/directory/4089/social-work-management/software) - [Patient Case Management Software](https://www.softwareadvice.com.au/directory/4181/patient-case-management/software) - [Nonprofit Software](https://www.softwareadvice.com.au/directory/4280/nonprofit/software) - [Case Management Software](https://www.softwareadvice.com.au/directory/984/case-management/software) ## Alternatives 1. [Givebutter](https://www.softwareadvice.com.au/software/380178/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.softwareadvice.com.au/software/380685/donorbox) — 4.8/5 (624 reviews) 3. [DonorPerfect](https://www.softwareadvice.com.au/software/389956/donorperfect) — 4.5/5 (1385 reviews) 4. [Zeffy](https://www.softwareadvice.com.au/software/190855/simplyk) — 4.8/5 (474 reviews) 5. [Bonterra Network for Good](https://www.softwareadvice.com.au/software/19063/network-for-good) — 4.6/5 (936 reviews) ## Reviews ### "Case Managing and Data Management With Ease" — 5.0/5 > **Jacquelyn** | *17 June 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: The ease of the process by which forms are created and adjusted is refreshing. This has allowed us to keep all of our client's information and programming details in one place. > > **Cons**: I haven't yet found that I disliked any given feature offered by Bonterra Apricot. There have been additions that were needed, but implementing these adjustments has been simple at the administrative level. > > I have been very pleased with this tool, and have found that managing my caseload is a much more comprehensive and manageable task because of Bonterra Apricot. ----- ### "Case Management Made Simple" — 5.0/5 > **Verified Reviewer** | *10 March 2026* | Mental Health Care | Recommendation rating: 10.0/10 > > **Pros**: Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in comparison with competitors. > > **Cons**: When adding a note, or even a document the items are listed in chronological order of the date and time that they were added or edited. Thus, when adding a document that is back-dated, or editing the submission of older entries....the order of the data becomes disorganized. > > I have always found Apricot to be a fantastic means of tracking client outcomes and experiences as well as attendance, demographics, goals, referrals and associated contacts relevant to their care plans. ----- ### "Case Manager" — 3.0/5 > **Colyn** | *12 August 2025* | Nonprofit Organization Management | Recommendation rating: 5.0/10 > > **Pros**: The interface is user friendly and customizable to the organization. It does well to ensure how one log's in and closes other sessions to ensure ease of use. It has a good system on how to send an IT ticket when there are bugs and it is good at letting users know when updates or fixes are being performed. The client management allows to build documents in a manner that flows well and offer great data as far as when updates and files were managed. > > **Cons**: That code is not as intuitive as it could. For example when information may be listed more than once it should allow for a prompt to ask 'are you updated this for XX document too.' It could also send out 'outage' reports to all users rather than just a lead source to help eliminate excessive reporting. Again a code could identify a series of reports a text box could pop up asking if the user would like to continue with the report as it has already been reported xx times by others. Overall, the intuitive nature could be better. With not knowing if this is inhibited by the customizable features but it would be helpful for greater flow working within the system . Also, an app\! Two factor could be applied , this would just be very helpful for those that use the system on the go. And maybe a scan to client for archive featuring, for this company in particular they have a lot of hard copy files that would be best served having a digital copy as well for easier reference. > > I think its a good product with room to grow , like any product. It seems as if the system is made to be built as a base and then customized to the client. With that there could be more feature options for even better work flow. ----- ### "5 Star Product - HIGHLY RECOMMEND" — 5.0/5 > **Robert** | *17 June 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: It's a very accurate, and fairly comprehensive data system. There are never any errors in data, and the possibilities of its usage feel endless. Nothing our organization needs to track never feels impossible to create in the Bonterra Apricot system. > > **Cons**: Some lengthy wait times between saving records before transitioning to the next page. Other than this minimal interference, there are no present issues I have. > > 10/10. The Bonterra Apricot System is always positive and I will continue to make efforts to persuade my organization to fully transition to it, rather than using it for select programs. ----- ### "Apricot360 is a Great Case Management Software" — 4.0/5 > **Michaela** | *12 June 2025* | Individual & Family Services | Recommendation rating: 8.0/10 > > **Pros**: I have been an Apricot admin for my organization for years now. There are two perspectives to consider: What admins like and what front-end users like. For us, the admins, we really like how easy it is to build and customize a template (form). A lot of rapid dev environments can be limiting, but Apricot does have a ton of options. Most often if there is something you need, higher complexity wise (sql back-end functionality), the ASC's are a great resource for that or can connect you to a Bonterra developer for more support. For the front-end users, the main aspects of Apricot they enjoy is the ease of data entry. Most, if not all, of the programs we have implemented onto Apricot reported to us a significant decrease in documentation time and that it was relatively easy-going to integrate in their day-to-day workflows. Now they spend more time with clients and less on paperwork. > > **Cons**: Universally (users and admins alike) wish that Apricot Native reporting was a bit more robust without us having to use Results Reporting, or in our case, do report building in-house with SSRS. Native reporting is great for users because of the ability to click into a record from a report, as well as having it ALL in one application without the need to have the report stored in a separate warehouse. We opted for the SQL route because it is easier to build queries and deploy reports than to learn and struggle with Results Reporting. > > Overall I give this webapp a 4.5/5. In general, it does a great job with customized templates and supporting a wide-array of diverse case management workflows (DV and SV Services, Workforce Services, Utility and Rental Assistance, Shelters, etc.). The Tier1 and Tier2 support is very good as well, best for those who need more support than can be done in-house. ----- Page: 1 / 10\ Next: [Next page](https://www.softwareadvice.com.au/software/76884/bonterra-case-management?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/76884/bonterra-case-management) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data