Penelope by Bonterra
Cloud-based case management software for human services.
Overview
Penelope is a cloud-based case management software, part of the Bonterra suite, designed for human services and nonprofits. It is a secure and configurable client management system with features like flexible reporting, smart forms, and a mobile client portal, aimed at improving the customer experience and streamlining agency operations.
✨ Key Features
- Case Management
- Client Portal
- Smart Forms
- Flexible Reporting
- Scheduling
- Billing
- Automated Workflows
🎯 Key Differentiators
- Strong client engagement features (e.g., client portal)
- Intuitive and user-friendly design
- Global data residency options
Unique Value: Empowers client engagement through its integrated portal and smart forms, while providing a powerful and intuitive platform for agency staff.
🎯 Use Cases (5)
✅ Best For
- Managing client appointments and documentation.
- Engaging clients through a secure online portal.
- Automating workflows for intake and service provision.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations primarily focused on fundraising or donor management.
🏆 Alternatives
Offers a more modern interface and stronger client-facing features than some older, more clinician-focused EHRs.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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