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Bonterra Apricot

Streamline your workflows by unifying your data in a single, secure platform.

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Overview

Bonterra Apricot is a case management solution designed to help nonprofit organizations track and manage client data, services, and outcomes. It is known for its scalability, allowing it to serve both small and large organizations. The platform emphasizes data-driven insights and offers customizable forms, automated workflows, and robust reporting capabilities.

✨ Key Features

  • Case Management
  • Client Intake
  • Program Management
  • Outcome Tracking
  • Customizable Reporting and Dashboards
  • Secure Data Collection
  • Automated Workflows
  • Referral Tracking

🎯 Key Differentiators

  • Scalability from small to large organizations
  • User-friendly interface
  • Strong focus on impact measurement and reporting

Unique Value: Provides a flexible and scalable platform that grows with an organization, enabling data-driven decision-making and streamlined case management.

🎯 Use Cases (5)

Family Services Homelessness Services Youth Development Workforce Development Victim Services

✅ Best For

  • Tracking client progress and program effectiveness.
  • Managing grants and reporting to funders.
  • Centralizing data for multi-service organizations.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations requiring deep medical EHR functionality.

🏆 Alternatives

CaseWorthy CharityTracker ClientTrack

Offers a more user-friendly and scalable solution compared to some legacy systems, with strong reporting features.

💻 Platforms

Web

🔌 Integrations

Salesforce QuickBooks DocuSign

🛟 Support Options

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

🔒 Compliance & Security

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

💰 Pricing

Contact for pricing
Visit Bonterra Apricot Website →