# Bonterra Apricot Reviews **Vendor:** Bonterra **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.4/5.0 **Total Reviews:** 340 ## About Bonterra Apricot Bonterra Apricot provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting. ## Bonterra Apricot Reviews ### 1. Intuitive and Granular Case Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Gwen W. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Bonterra Apricot?** The UI can be easily adjusted to fit specific individual needs. I like the potential use of the Form feature to have an integrated intake service across all our departments, seamlessly integrated into our case management profiles. Providing updates and assigning cases is intuitive and simple. **What do you dislike about Bonterra Apricot?** The only addition I would prefer is the ability to have a more streamlined and accessible way to make adjustments for our specific use cases. I would love for a way to have an easily editable functionality (similar the simple live editing/updating features of a site like Squarespace) so that refining and updating the platform and our workflows happens on a quicker timeline with more responsiveness. It could also be helpful to have more granular permissions settings so that certain program features (like form development / site adjustments) aren't limited to certain accounts. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot is our primary case management software, and could soon replace our other programs as a platform for our intake workflows too. It is the most efficient way to track our mediation case management and client data in a secure way. As a nonprofit we obtained a unique pricepoint that works for us, and the breadth of tools for our account package opens up lots of opportunities for continued streamlined development. ### 2. Effortlessly Organizes Participant Data **Rating:** 5.0/5.0 stars **Reviewed by:** Robert N. | Case Management., Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot to track participant notes and enter data. I appreciate how it makes note taking simple and keeps everything organized. I can track everything in Apricot, from phone calls to debit survey card replacements. It's extremely easy to use, which helps me stay organized. I also find it convenient to track court date reminders; I can easily verify if a reminder was sent by accessing the Survey's tab to search the data I need. I've never had an issue with logging in. **What do you dislike about Bonterra Apricot?** With technology moving forward and AI being integrated into almost every aspect of our lives, I feel like Apricot could improve by having its very own form of Co-Pilot. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to track participant notes and organize data. It simplifies note-taking and keeps everything in one place. I can track everything easily, like phone calls and court date reminders, making it extremely easy to stay organized and verify information quickly. **Official Response from Kathleen Connelly:** > Hi Robert, thank you for this wonderful feedback! We're glad to hear that Bonterra Case Management is making your daily work smoother through easy case note management. The streamlined data storage is exactly what we designed it for - helping you focus more on your mission and less on paperwork. ### 3. Efficient Case Management with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Brandie B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot for all things case management and I love how it creates a place where I can put all of my clients' information while keeping their details individual. It's really useful for recording, measuring outcomes, and pulling reports. I appreciate the great system for measuring outcomes. It's valuable for showing funders the progress in case management. I also find it very easy to use, thanks to the amazing help we have, which makes it easy to access and fill with information. **What do you dislike about Bonterra Apricot?** So when I enter in case management narration into their profile, it doesn't cross over into their documents tab. That's a little inconvenient. As well as,, if I upload a document, that information isn't recorded. I wish it could transfer information and the apply info into the document tabs for more ease of access. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for case management. It helps me record client outcomes, pull reports, and measure progress. I love that I can manage clients individually but access all their information together. ### 4. User-Friendly Solution with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Regenia E. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot for case management note keeping and tracking client records for various needs like assessments and child's milestones. I appreciate that it keeps my client records in one place that's easy to access. I like the ease of use, how it keeps everything organized in one place, and that it's easy to understand. Every category is labeled, making it simple to know where to put documents, and it allows me to find a client's information quickly online. I find it valuable to just log in, find a client, and see if something is completed. It keeps improving and getting easier. **What do you dislike about Bonterra Apricot?** I wonder if there could be reminders for specific things that need to be done quarterly, or annually, etc. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for case management and client records. It solves the problem of keeping records organized and easily accessible. Its ease of use and labeled categories help me find client documents swiftly. ### 5. Unmatched EHR Customization, but Smart Fields and Reporting Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Holly R. | Program Quality Support Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Bonterra Apricot?** Bonnie is super helpful actually, the upgrades are very much noticed. The customization ability is unmatched with every EHR I've ever dealt with. Thank you for making it where you can sort through pages of tier 2 records with an arrow button instead of having to return to the view folder. **What do you dislike about Bonterra Apricot?** Smart Fields. They want to be as good as query fields but they have so many limitations (quick view, searchable, form logic, not alphabetical, etc.) and now we can't even request new queries. Please please create sub folders for Tier 2 forms. Not having anything that gives pop up notifications or flag a participant is also hard to maintain accuracy of data. Please make a way to see which reports a field shows up in. This is very difficult when a field is deactivated to find which reports will break as a result of the deactivated field. Being able to export searchable results would be amazing. Your likert scale appears as a number in the PDF print view, please make it appear like a likert scale would. Being able to pull reports like results within native reporting would be a dream come true. Please make it happen where the view of the tier 2 forms shows up in creation date order NOT in modification date order, PLEASE. Form permissions are honestly a pain. We set up multiple programs and it just created bigger problems for us between maintaining the user permission sets and program access. This could be better streamlined. **What problems is Bonterra Apricot solving and how is that benefiting you?** Everything in one place, we used to have so many different systems for different things and now it's all together. ### 6. Streamlined Case Management That Improves Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Belinda T. | Certified Community Health Worker, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Bonterra Apricot?** What I like best about Bonterra Apricot is how intuitive and user-friendly it is. The platform makes it easy to track client information, manage cases, and generate reports without feeling overwhelming. The layout is clean, workflows are logical, and it helps streamline daily tasks, which saves time and reduces errors. Overall, it supports efficient service delivery while keeping data organized and accessible. **What do you dislike about Bonterra Apricot?** One thing I dislike about Bonterra Apricot is that some features can feel a bit rigid or limited in customization. Certain workflows or reports could be more flexible, and there is a learning curve for new users. At times, system updates or changes can also be confusing without clear guidance, which can slow down productivity. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot solves the challenge of managing client data, case notes, and reporting in one centralized system. Instead of relying on multiple spreadsheets or manual processes, everything is organized, secure, and easy to access. This improves efficiency, reduces duplication and errors, and helps ensure accurate reporting. As a result, it saves time, supports compliance, and allows me to focus more on serving clients rather than administrative tasks. **Official Response from Neil Grasso:** > Hi Belinda, Thank you for the thoughtful review! We're thrilled to hear that Bonterra Apricot is streamlining your daily tasks and helping you focus more on serving clients rather than administrative work. We appreciate your constructive feedback about customization flexibility and the learning curve for new users. To submit a product enhancement suggestion, please visit the Apricot Ideas portal within Apricot. Thank you again! ### 7. Essential Tool for Data Synthesis and Aggregation **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle B. | Program Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2026 **What do you like best about Bonterra Apricot?** It is a useful tool for synthesizing our data and being able to aggregate across different forms. We are a non-traditional partner whose primary interest is gathering data behind total kids we serve in various hospitals, grouped in myriad ways such as by specialist, unit, hospital, etc. While the learning curve took some time with helpful techs, I now feel confident in building out various needs and our team has bought in to daily use easily. The customer support team is usually prompt and help me to resolve issues that spring up quickly. **What do you dislike about Bonterra Apricot?** Apricot Results Reporting has been clunky to adopt, as I often run into issues with load time and losing work if I am not diligently saving. It does eventually compute the totals I am after but I am reticent to build more things out as I am not always confident that it will implement. The load time on native reports can often time out as well; these issues are usually temporary but have slowed down workflows in a few spots. **What problems is Bonterra Apricot solving and how is that benefiting you?** It pulls all of our program data under one platform and has eliminated the old way of having data logged only across spreadsheets. The data is used for program management and also to provide key information to funders. **Official Response from Neil Grasso:** > Hi Kyle, Thank you for the detailed review! We're thrilled to hear that Bonterra Apricot has successfully consolidated your program data and eliminated those spreadsheet workflows, making it easier to track the children you serve across different hospitals, specialists, units, etc. We appreciate your acknowledging our customer support team's responsiveness. We're sorry to hear about the load time issues and workflow disruptions you've experienced with Apricot Results Reporting – we know how frustrating that can be. If you need additional support, please contact us at https://www.bonterratech.com/contact-us. Thank you again! ### 8. Effortless Navigation, But Document Management Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Bonterra Apricot?** I find Bonterra Apricot very intuitive and I enjoy using it. I can organize my workflow easily and transition smoothly from screen to screen. I appreciate having everything in one spot, a place to keep documents, and the ability to edit as needed. I also like the ease of the program and how easy it is to navigate. **What do you dislike about Bonterra Apricot?** There have been times when I completed a full assessment for a client at the very end and tried to save it, but it wouldn't allow me to. I had to delete everything and start from the beginning, causing my client to repeat the same answers. So I had to open Word at the same time to remember my notes. I also find if I have to add a document that's probably a year old or so, it doesn't go into chronological order. It goes in the folder as a new entry. I then have to go in again and alter the most recent ones to put them back in chronological order. **What problems is Bonterra Apricot solving and how is that benefiting you?** I find Bonterra Apricot very intuitive, helping me organize my workflow and easily navigate between screens. It keeps everything in one spot, allowing document storage and editing as needed, although saving issues sometimes require workarounds. **Official Response from Neil Grasso:** > Hi Dennis, Thank you for the detailed review! We're thrilled to hear that Bonterra Apricot's intuitive design and centralized workflow organization are helping you navigate seamlessly and keep everything in one place. We apologize for the frustrating saving issues and document sequencing problems you've experienced – we understand how disruptive this must be for both you and your clients. Please visit https://www.bonterratech.com/contact-us to reach out if you need further support. Thank you for choosing Bonterra! ### 9. Effortless and Efficient with Bonterra Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** kayla M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Bonterra Apricot?** I like how easy Bonterra Apricot is to use. The ease of using the system allows me to quickly get my notes done, giving me time to do other things. I really enjoy how easy Apricot makes it to quickly get my work in, especially since note-taking is probably my least favorite part of my job. I love Apricot because it's a lot easier to use than other programs we used before, like MyEvolve and Tier. It was really easy to learn how to navigate the system, and the setup process was smooth. **What do you dislike about Bonterra Apricot?** ease of use **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for work to keep up with what my supervisor asks. It helps me quickly get notes done, giving me time for other tasks, which is great because note-taking is my least favorite job part. ### 10. Intuitive, Customizable, and Secure Case Management for Non-Profits **Rating:** 5.0/5.0 stars **Reviewed by:** cynthia u. | CM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Bonterra Apricot?** Users of the Bonterra Apricot case management app/software for non-profits highly value several key aspects, as detailed in various reviews. The best features consistently mentioned by users include: Ease of Use & Navigation: Many users find the interface intuitive, user-friendly, and easy to learn, making daily data entry and client searches more efficient. Centralized Client Data: The ability to store all client records, case histories, service interactions, and documentation in a single, organized, and secure location is a major benefit, providing a comprehensive view of each client's journey. Customization: The platform is highly customizable, allowing organizations to tailor forms, fields, and workflows to meet their specific program needs and evolving requirements without needing a developer. Reporting & Data Tracking: Users appreciate the robust reporting tools that help them track program metrics, outcomes, and statistics for grant applications, compliance, and internal audits, saving significant time compared to manual methods like spreadsheets. Time Savings & Efficiency: By streamlining data management and documentation processes, the software helps staff reduce paperwork and spend more time working directly with clients. Data Security: The platform offers strong security measures (HIPAA and FERPA compliant) to protect sensitive client information. While users appreciate these strengths, some mention a steep initial learning curve for administrators and occasional slowness or freezing issues as minor drawbacks **What do you dislike about Bonterra Apricot?** Users of the Bonterra Apricot case management app generally highlight the benefits of having a centralized, secure system for managing client data within non-profit settings. While they mention areas for improvement, these often translate into positive possibilities or minor quibbles compared to the core functionality benefits: Robust Data Security and Compliance: The platform offers strong security measures (HIPAA and FERPA compliant) to protect sensitive client information, providing peace of mind to staff and clients alike. Powerful, though Complex, Reporting: While some users find the reporting builder tricky at first, the extensive customization options mean the system can produce highly specific reports needed for crucial grant applications and demonstrating program outcomes to stakeholders, offering immense value once mastered. Adaptable Customization: The high degree of customization means organizations can build the system around their unique programs and requirements, allowing the app to grow and change with the non-profit's evolving needs. Efficient Centralization: The ability to consolidate all client histories and services in one place eliminates data silos and reduces reliance on paper files or disparate spreadsheets, streamlining workflows significantly. Strong Potential for Impact Demonstration: Despite occasional performance issues, the software helps agencies track metrics effectively, which is vital for proving their impact and securing funding. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot effectively solves the critical problem of decentralized and inefficient client data management for non-profits by consolidating all client records, case notes, and program metrics into a single, secure, and highly customizable database, which significantly benefits users by streamlining workflows, ensuring compliance, and enabling them to easily generate powerful reports to demonstrate impact and secure vital grant funding. ### 11. Easy to Use with Fast Support, But with Performance Issues **Rating:** 3.5/5.0 stars **Reviewed by:** Vane R. | Account lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about Bonterra Apricot?** I like that Bonterra Apricot is easy to use once you try it two or three times and that it allows a large amount of data to be hosted on the platform. Additionally, I appreciate the ease it provides when it comes to displaying and sharing data with others. I also like their customer service, as they resolved my problems and questions quickly, usually on the same day if there was any issue with a report. **What do you dislike about Bonterra Apricot?** First, how to change some filters within the reports. Before, it was very easy to change something, now you have to do it by changing the script and that takes more time and is more laborious. For me specifically, I think it was not an implementation that improves my work, rather, it makes it even more complicated. Another point is that many times Bonterra Apricot takes too long to load and in certain forms where I have many fields, the form constantly presents errors when I want to change something. It literally takes me hours to change a single field because the form fails and fails constantly. And finally, with the new update, I no longer have access to customer service via chat. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to store data on a single platform accessible to many, facilitating the access and use of data, names, and numbers in my monitoring work and sharing them with donors. **Official Response from Neil Grasso:** > Hi Vane, Thank you for your thoughtful review! We're thrilled to hear that Bonterra Apricot is helping you centralize data storage and easily share information with donors, and that our customer service team has been responsive to your needs. We appreciate your feedback about the filter changes and form performance issues - we're always working to improve the user experience. To submit a product enhancement request, please visit the Ideas portal within Apricot. If you need additional support, please contact us at https://www.bonterratech.com/contact-us. Thank you again for choosing Bonterra! ### 12. Effortless Navigation and Clean Design Make Apricot a Standout **Rating:** 5.0/5.0 stars **Reviewed by:** Bailey M. | Foster Care Social Worker, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Bonterra Apricot?** I like the simplicity of Apricot. The system can essentially be navigated without any training, and I have never struggled to find an area on the website that I needed to access. I also appreciate the clean aesthetic of Apricot. I use Apricot everyday, and I have yet to find myself struggling with the website. The navigation system is simple and easy to do, and I also have found the implementation to be easy as well. **What do you dislike about Bonterra Apricot?** The only downside I have found for Apricot is the difficulty to delete any forms or information after they have been saved in the system. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot allows us to keep all of our file items and documentation in one location, and our organization as a whole can share access to these files. Apricot also solves the issue of having to use any paper documentation or forms because we file all items online, document online, and send links for outside users to complete needed forms and uploaded documents. ### 13. Streamlined Data Management with Room for Speed Optimization **Rating:** 5.0/5.0 stars **Reviewed by:** Paola G. | Senior Program Specialist - Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Bonterra Apricot?** I like that Bonterra Apricot streamlines data management and reporting, reducing manual work and helping maintain accurate, up-to-date records across multiple activities and various programs. Its data management and reporting features keep information accurate, organized, and easy to access. Having all data in one system reduces duplication and errors, making it easier to track program activities such as contracts, exits, and follow-ups. I appreciate how the reporting tools save time by allowing me to quickly pull the data needed for internal review and compliance requirements. The initial setup was very easy and convenient, with a straightforward process that allowed us to get started quickly. **What do you dislike about Bonterra Apricot?** I've noticed that performance can slow down during extended sessions of high-volume data entry. Pages and forms can load more slowly, and saving entries can take longer. Improving responsiveness and saving time during high-volume use would be beneficial. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to centralize data, reduce manual tracking, improve accuracy, and streamline reporting and follow-ups, making my work more efficient and ensuring consistent, reliable information. **Official Response from Neil Grasso:** > Hi Paola, Thank you so much for this detailed review! We're thrilled to hear how Bonterra Apricot has streamlined your data management and made your work more efficient. Your specific examples of reduced manual work, improved accuracy, and time-saving reporting capabilities truly showcase the impact our platform can have. We appreciate you noting the performance during high-volume sessions and will continue working to enhance that experience. Thank you for choosing Bonterra! ### 14. Modular, Robust Reporting and a Tableau-Like New Reporting Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Kirk C. | Information Systems Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Bonterra Apricot?** I like the modular design for records and results reporting, as well as the new reporting tool, which feels similar to Tableau. **What do you dislike about Bonterra Apricot?** The new login process, along with the removal of some admin features, will make it more difficult to manage users without having to submit a ticket with Bonterra. **What problems is Bonterra Apricot solving and how is that benefiting you?** Reporting is becoming more robust. Performance is improving. ### 15. Effortless Client Data Management, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Claire W. **Reviewed Date:** February 09, 2026 **What do you like best about Bonterra Apricot?** I like that Bonterra Apricot is easy to use and user-friendly. It's really easy to retrieve client data, which saves me time and makes my work more efficient since I can pull files out really easily. The initial setup was pretty easy too, just a twenty-minute training with my supervisor and I was good to go. **What do you dislike about Bonterra Apricot?** I dislike that sometimes if you haven't used Bonterra Apricot in a while, it keeps asking for a new password all the time. I understand it might be for security reasons, but it's annoying. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to report client notes and manage case study documentation, which helps me check past reports easily. It centralizes client data, making access straightforward and saving time, unlike our previous scattered system with physical reports and spreadsheets. **Official Response from Neil Grasso:** > Hi Claire, Thank you for the positive review! We're thrilled to hear that Bonterra Apricot is making your client data management so much more efficient and that the transition from your previous scattered system has been seamless. We appreciate your feedback about the password reset frequency and understand how that can be frustrating, even with security measures in mind. To submit a product enhancement request, please visit the Ideas portal within Apricot. Thank you again! ### 16. Effortless Data Management and Seamless Daily Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Bonterra Apricot?** I appreciate how simple it is to manage a large amount of data all in one place. The ability to link families and monitor details for each individual within those families is especially useful. I use this site nearly every day for my work, and I find that entering data is both quick and precise. When I first began using it, the straightforward implementation was a big help, especially since the job itself can be quite complex. **What do you dislike about Bonterra Apricot?** One drawback I’ve noticed is that some of the data appears in a font size that’s a bit too small. It would be easier to read if the text were slightly larger and brighter. I am aware that I can zoom in or adjust my screen’s brightness, but having these improvements built in would be helpful. **What problems is Bonterra Apricot solving and how is that benefiting you?** One of the problems that Bonterra Apricot is solving is a large amount of data over a long period of time and keeping it all organized and available to populate. ### 17. Streamlined Case Management with Bonterra Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** ervena c. **Reviewed Date:** February 02, 2026 **What do you like best about Bonterra Apricot?** I like the structure that Bonterra Apricot provides. I enjoy the ability to add or remove information as needed. The date and time stamps are great, along with the storage feature. It's helpful for me to look back at the outline and history of the individuals I've served. It's a good flow, making it easy for other people to read or go through the notes and for me to easily pull up needed information. **What do you dislike about Bonterra Apricot?** At this time, I do not have any dislikes **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot helps me be more organized and structured in my case notes, keeping everything easily accessible in one place. I like the structure, time stamps, and storage, which allow for a good flow and make it easy to pull up and understand historical data. **Official Response from Neil Grasso:** > Hi Ervena, Thank you for this wonderful review! We're thrilled to hear that Bonterra Apricot is helping you stay organized and structured with your case notes, and that the timestamps and storage features are making it easy to access historical data. It's fantastic that the intuitive flow is benefiting both you and your colleagues when reviewing client information. We truly appreciate you taking the time to share how our platform is supporting your important work! ### 18. Intuitive & Effective with Minor Lag Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Madison M. **Reviewed Date:** January 28, 2026 **What do you like best about Bonterra Apricot?** I like the easy user interface that makes everything sorted. It's easy to read and navigate, so it's not hard to train new people. I learned it very fast, which is helpful since there is high turnover as graduate research assistants graduate or move on to internships. **What do you dislike about Bonterra Apricot?** Sometimes things you save, like survey tracker links or case notes, don't show up on a user's home page when you search them, so we have to go to 'folder' to view the most updated info and it can't just be pulled up at-a-glance. Also, there's lag when you try to load certain pages. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to store participant data effectively. Its easy-to-read and navigate interface makes training new people simple, which is great given the high turnover rate among GRAs. **Official Response from Neil Grasso:** > Hi Madison, Thank you for the positive review! We're thrilled to hear that Bonterra Apricot's intuitive interface is making training seamless for your team, especially with the high turnover of graduate research assistants. We appreciate your feedback about the search functionality and page loading issues – this kind of specific input helps us improve. If you need additional support, please contact us at https://www.bonterratech.com/contact-us. Thank you for choosing Bonterra! ### 19. Highly Customizable Yet Lacks Billing & Family Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot for case management and behavioral health counseling documentation, and it makes recording documentation and reporting easy. I like that it is easy to use and fully customizable. **What do you dislike about Bonterra Apricot?** It isn't great at billing and doesn't have a portal that is useful for families. It would be nice to have an all-in-one billing option to collect payment, instead of having to export reports and do it manually. The portal would make it easier to communicate with parents or send messages to workers between sessions. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot makes recording documentation and reporting easy, which helps with case management and behavioral health counseling. ### 20. Intuitive Reporting, Needs Better Feature Navigation **Rating:** 4.0/5.0 stars **Reviewed by:** Olivia M. | Impact Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Bonterra Apricot?** I really enjoy using Bonterra Apricot as a platform. I like its usability because, to me, it's pretty easy to use. Although it took me a few weeks to figure it out initially, now I've been using it, and I feel very familiar with it. I also appreciate the reporting system that Bonterra Apricot offers. It helps us a lot with managing our clients and generating reports efficiently, which is a crucial aspect for our operations. **What do you dislike about Bonterra Apricot?** I find it confusing to locate new features in Bonterra Apricot after product updates. The updates mention new features, but navigating the platform to find these features is challenging and unclear to me. Additionally, I find the product update webinars lack sufficient communication and clarity about how to access and use these new features. This confusion is compounded by difficulties in distinguishing when I can access 'Bonterra' features versus 'Apricot' features, and I often struggle to understand how to utilize these functionalities effectively. **What problems is Bonterra Apricot solving and how is that benefiting you?** I find Bonterra Apricot helps us manage client reporting effectively, and I appreciate its usability after familiarizing myself with it, although finding updates and features can be confusing. ### 21. Effortless Document Management with Bonterra Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** Carla T. | Early Childhood Classroom Consultant., Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot to document the work I do with clients. It helps me keep the data in one place. I like that it is easy to navigate and very reliable. It helps take the stress out of doing paperwork, and everything works smoothly for me. The initial setup was very easy. **What do you dislike about Bonterra Apricot?** I liked Everything. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to document client work, keeping all data in one place and reducing paperwork stress. ### 22. Bonterra Apricot A360 is a wonderful application! **Rating:** 5.0/5.0 stars **Reviewed by:** Eli G. | Direct Care Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2025 **What do you like best about Bonterra Apricot?** I like the ease of use and how simple it is to input data for our residents on a daily basis. Its easy to enter new data for incoming residents and complete a file for discharged residents. All the data is in a folder for each resident and is easy to access as its all laid out for you. **What do you dislike about Bonterra Apricot?** I dislike the fact that it is somewhat difficult to reach out for assistance when they application is having issues at times. It will take a few days sometimes before hearing anything back. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot gives us a digital file for our residents that is easy to use and access for each employee here at the organization. it allows us to update the residents files with any new information right away at any time and we don't have to worry about messing up in writing. While we do have physical copies as well, this just makes the process a lot easier and quick to access for everyone here. ### 23. Efficient and User-Friendly Documentation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Chasity T. **Reviewed Date:** November 24, 2025 **What do you like best about Bonterra Apricot?** I appreciate that Bonterra Apricot allows me to complete and submit eligibility documentation, case notes, assessments, and other relevant documents for work efficiently. I love how it keeps my clients' charts accurate and updated, which is crucial in my line of work. The software stands out because of its efficiency, allowing tasks to be done quickly. I'm particularly fond of the workflow tool that streamlines the process of completing assessments, ensuring that nothing is overlooked. Moreover, our transition from using paper charts to Bonterra Apricot was notably smooth, as our team found the initial setup and learning process to be easy, thanks to the group training provided by our supervisors. **What do you dislike about Bonterra Apricot?** I love Apricot. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to efficiently complete and submit documentation, which helps me keep client charts accurate and up to date. The workflow tool ensures nothing is missed, and everything functions well. ### 24. Versatile Features with a Slight Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Ajhera M. **Reviewed Date:** February 06, 2026 **What do you like best about Bonterra Apricot?** I like Bonterra Apricot because it has different features that really help us. The company we're connected to can change things to fit what we need, which is really useful. I appreciate the different tabs that help us separate our counties and staff, and being able to put all the youth under one staff. It's really helpful that I can run reports. Overall, it's just great for us. **What do you dislike about Bonterra Apricot?** I don't have anything that could be improved, honestly. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for my daily documentation review, and it helps us go paperless by storing all our information without needing binders or physical paperwork. **Official Response from Neil Grasso:** > Hi Ajhera, Thank you for the wonderful review! We're thrilled to hear that Bonterra Apricot's customizable features are helping you organize your counties and staff effectively, and that the reporting capabilities are streamlining your daily documentation process. Going paperless is such a powerful step toward efficiency, and we're proud to support your organization's success. If you ever need additional training resources to maximize your experience, feel free to check out https://www.bonterratech.com/training. Thank you for choosing Bonterra! ### 25. User-Friendly and Efficient Reporting Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Rudo K. **Reviewed Date:** January 14, 2026 **What do you like best about Bonterra Apricot?** I find Bonterra Apricot's organization of folders very helpful and I appreciate its easy-to-use platform. I enjoy how it provides drop-down options for topics in files, making report writing more straightforward. When creating a visit report, the options for program, time, and the clearly sectioned-out spaces for information like the visit summary and contact person streamline my work. The initial setup was also very easy; it was simple to create an account and start using it immediately when I joined the agency. **What do you dislike about Bonterra Apricot?** What could be improved is the aesthetic of the site. It is very clinical to look at. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot lets me write and record reports and visit summaries for youth at work. **Official Response from Neil Grasso:** > Hi Rudo, Thank you for the thoughtful review! We're thrilled to hear that Bonterra Apricot's organizational features and streamlined report writing process are making your youth work more efficient. We appreciate your feedback about the interface aesthetics and are always looking for ways to enhance the user experience. Thank you for choosing Bonterra! ### 26. Customizable Forms with Strong Support **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin V. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2026 **What do you like best about Bonterra Apricot?** I like the strong community support offered by Bonterra Apricot. I also appreciate the customization of forms and reporting. The support we received, especially from April, has been very good. **What do you dislike about Bonterra Apricot?** Access to more training would be helpful, preferably for free, as the paid trainings could be out of reach. The migration process was not easy at all, and it was very difficult. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to track victim services and report for grants. It helps in tracking services for clients and offers customizable forms and reporting. The community support is also a benefit. **Official Response from Neil Grasso:** > Hi Kevin, Thank you for the positive review! We're thrilled to hear you're finding success with Bonterra Apricot's community support and customization features, and we'll be sure to share your kind words with April. We understand the importance of accessible training and are always working to improve our resources—please check out https://www.bonterratech.com/training for available options. We also appreciate your feedback about the migration process and will share it with our internal teams to enhance the experience for future users. Thank you again! ### 27. One-Stop Shop for Efficient Referrals **Rating:** 4.5/5.0 stars **Reviewed by:** Just L. **Reviewed Date:** December 09, 2025 **What do you like best about Bonterra Apricot?** I like that Bonterra Apricot makes it easier to submit referrals within my agency. It eliminates the need to call or send emails to our various programs, acting as a one-stop-shop for us as we have many programs and referrals to do. Previously, we had to email or call programs directly to make referrals for our clients, which took a lot of time we didn't have. **What do you dislike about Bonterra Apricot?** I don't like that it removes my permissions to login after inactivity. It means I have to ask our IT department to restore my access. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot because it makes it easier to submit referrals within my agency and eliminates the need to call or send emails to our various programs, acting as a one-stop shop, saving a lot of time. ### 28. Powerful Data Collection & Secure Reporting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jamal H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about Bonterra Apricot?** I like how Bonterra Apricot is informative, and I appreciate the breakdown it offers. The different selection categories make it easier for inputting data on a daily basis. I'm also impressed with how easy it is to set up because it's Internet-based, so logging in and getting started has been easy for me. I find it to be a good software and a good database overall. **What do you dislike about Bonterra Apricot?** the product works well with our company **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for data collection. It helps keep data secure and organized for reporting. **Official Response from Neil Grasso:** > Hi Jamal, We appreciate the positive review! We're thrilled to hear that Bonterra Apricot's intuitive setup, organized data categories, and secure reporting capabilities are making your daily data collection so much more efficient. Your success with our platform truly motivates our mission to empower organizations like yours. Thank you! ### 29. User-Friendly and Insightful Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Emma Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Bonterra Apricot?** I appreciate that Bonterra Apricot is very user-friendly and easy to use. I really enjoy the reports feature because it provides me with a clear picture and helps with the creation of narrative. **What do you dislike about Bonterra Apricot?** n/a **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for data entry and reports on prevention and education, helping me figure out data, see gaps, and look at trends. ### 30. Challenges with Setup, Great for Case Management **Rating:** 3.5/5.0 stars **Reviewed by:** Melvin C. **Reviewed Date:** October 22, 2025 **What do you like best about Bonterra Apricot?** I have been using Bonterra Apricot for about five years for work, and I find it very beneficial for case management. It helps me keep up with what we're doing and facilitates the gathering of information needed to move our residents forward. The case management portion is particularly helpful to me and stands out as a feature that I find very useful in my work tasks. Although the initial setup was quite difficult due to it being a new system, I had plenty of support which helped me navigate through the challenges. **What do you dislike about Bonterra Apricot?** I find the setup process for Bonterra Apricot quite difficult. Despite having plenty of support, the challenges stem from it being a new system, which makes the initial phase of getting accustomed to it tough to manage. This difficulty in setting up can be a hindrance when trying to quickly and efficiently integrate it into the workflow. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for case management, helping me track activities and gather information to move our residents forward. ### 31. Gabriel's Apricot Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Gabriel A. | Program Evaluation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Bonterra Apricot?** Bonterra's Apricot database offers many useful tools for our organization. We use it for several different programs, and they all work cohesively in a single system. **What do you dislike about Bonterra Apricot?** Apricot does not offer many visual options, which can be challenging for creating engaging, easy-to-read reporting. There have been instances where it was easier to export and manipulate data outside of Apricot instead of inside the native system. **What problems is Bonterra Apricot solving and how is that benefiting you?** Our organization must track and report on thousands of client interactions annually. Apricot is helping us create easy data-entry and reporting processes to ensure that reports are timely and accurate. Working with Apricot's Advanced Support Consultants is building skills and knowledge among our staff and making it easier to solve problems on our own as they arise. ### 32. Structured Case Management with Minor Navigation Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Ian W. **Reviewed Date:** December 02, 2025 **What do you like best about Bonterra Apricot?** I appreciate Bonterra Apricot for its structured approach, which aids me significantly in tasks like managing billing notes in my role as a case manager. The structure provided by the platform enhances my ability to maintain organized and comprehensive progress notes. This helps streamline my processes and ensures that all necessary documentation is in order. This structural feature saves time and effort by simplifying complex tracking aspects, which reinforces its value in my daily work routine. **What do you dislike about Bonterra Apricot?** I find it challenging to move forward and backward through folders in Bonterra Apricot. This aspect of using the software feels cumbersome and detracts from the overall user experience. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for billing notes and progress notes as a case manager, benefiting from its structured format. ### 33. Well-Organized and Easy to Use Once You Get the Hang of It **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Bonterra Apricot?** How everything is well organized and Apricot is easy to use once you know everything on there. **What do you dislike about Bonterra Apricot?** The only thing I dislike about Apricot is that sometimes when I save something it don't save. **What problems is Bonterra Apricot solving and how is that benefiting you?** The problems Apricot is solving is adding more categories that were missing and its benefiting me because now I don't have to type it in and just click a box. ### 34. Apricot is a great advance platform **Rating:** 4.5/5.0 stars **Reviewed by:** Gabrielle S. | Resident Service Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Bonterra Apricot?** You can sore lots of information and adjust if there is more information you want to be in the profiles. **What do you dislike about Bonterra Apricot?** That it moves slow and kinda shows error fast **What problems is Bonterra Apricot solving and how is that benefiting you?** Its helping store residents information and add information to their profiles that is useful in the long run. **Official Response from Neil Grasso:** > Hi Gabrielle, Thank you for the positive review! We're thrilled to hear that Bonterra Apricot is helping you effectively store resident information and build comprehensive profiles for long-term value. We appreciate your feedback about the system speed and error frequency - these insights help us continue improving the platform. If you need additional support, please contact us at https://www.bonterratech.com/contact-us. Thank you again! ### 35. Easy to Navigate and Keeps Answers Complete and Saved **Rating:** 4.5/5.0 stars **Reviewed by:** Ralph W. | Employment Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Bonterra Apricot?** It is easy to navigate. It gives you the chance to make sure that your answers are complete and saved. **What do you dislike about Bonterra Apricot?** If I use too many letters in a name search, it may produce no results. **What problems is Bonterra Apricot solving and how is that benefiting you?** We're not using paper! **Official Response from Neil Grasso:** > Hi Ralph, Thank you for the positive review! We're thrilled to hear that Bonterra Apricot's easy navigation and auto-save features are helping you go paperless and streamline your work. We appreciate your feedback about the search functionality limitations with longer names - this type of constructive input helps us improve. For additional support, please visit https://www.bonterratech.com/contact-us. Thank you again for choosing Bonterra! ### 36. Apricot Makes Attendance and Student Details Quick and Accurate **Rating:** 5.0/5.0 stars **Reviewed by:** Donte W. | Certified Special Education Substitute Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Bonterra Apricot?** Apricot is good for quick and accurate detailing of attendance and information on students and other clients **What do you dislike about Bonterra Apricot?** It does not always input all accurate information about all students at all times. **What problems is Bonterra Apricot solving and how is that benefiting you?** It is solving the rest of access features to the program and ease of use problems. **Official Response from Neil Grasso:** > Hi Donte, Thank you for the positive review! We're thrilled to hear that Bonterra Apricot is helping you quickly and accurately track attendance and manage student information. We appreciate your feedback about the occasional data accuracy issues and are always working to improve our platform. If you need additional support, please contact us at https://www.bonterratech.com/contact-us. Thank you again for choosing Bonterra! ### 37. Very good data storing online platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Bonterra Apricot?** Once I got the hang of it, I really enjoy how easy it is to store client information, data and stats, and several other types of information such as collaborations with organizations, etc. **What do you dislike about Bonterra Apricot?** Sometimes it feels like it too many clicks to get to the page or tab I want to get to. I also feel Apricot could be slightly more user/learner friendly. **What problems is Bonterra Apricot solving and how is that benefiting you?** Connecting data points. For example, the fact that I am able to add my students information under specific strategies or events (when the student has participated and engaged in these, or their families) is major for me. That connection alone on Apricot can give us a lot of great data we can use to state our case to funding sources and prove the efficacy of our efforts and strategies. Being able to enter data for each event or that is related to a specific strategy is very helpful. ### 38. Very adaptable and robust tool that can become more user friendly over time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Bonterra Apricot?** Bonterra Apricot is a well rounded tool that allows clinics and users to create very adaptable forms, links and documents that are very unique to you and your situation. It is a great tool that allows you to capture a lot of important information and data that can then be important for future growth. I use it on a daily basis and it is a reliable and valuable tool that has helped us grow greatly as a clinic. **What do you dislike about Bonterra Apricot?** I have not found Bonterra Apricot's data reporting tools and data analysis tools as user friendly as I would like. They do have good customer support but some of their software features are not usable when I sent them to patients so that took away some of the benefit of their newest features. **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot is solving the unique software and paperwork needs of independent and non-profit clinics. ### 39. Streamlined Information but Faces Occasional System Overload **Rating:** 3.0/5.0 stars **Reviewed by:** Joshlyn N. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Bonterra Apricot?** I use Bonterra Apricot for data collection and updates, and it helps me streamline information. **What do you dislike about Bonterra Apricot?** I don't like that system overload sometimes delays things. Trying to change settings sometimes makes the workflow worse. Changing passwords is really irritating. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for data collection and updates, which helps streamline information. ### 40. Excellent Reporting Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Bonterra Apricot?** What I like the most is reports features. **What do you dislike about Bonterra Apricot?** What I don't like is having to go back to folder and waiting to load all the tabs again so I can select my next step. **What problems is Bonterra Apricot solving and how is that benefiting you?** Every week I benefit from using reports to make sure we are in compliance on any deadlines that need to be met. **Official Response from Neil Grasso:** > Hi there, Thank you for the 5-star review of Bonterra Apricot! We're glad to hear that our reporting features are helping you stay on top of compliance deadlines each week. We appreciate you taking the time to share your feedback about the folder navigation experience, and we're always working to improve our platform's efficiency. If you have any additional suggestions or need support, please feel free to reach out to us at https://www.bonterratech.com/contact-us. Thank you for choosing Bonterra! ### 41. Reporting Falls Short Despite High Costs **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Bonterra Apricot?** It holds our data... but it's the most expensive file system. I'd rather go back to paper files. **What do you dislike about Bonterra Apricot?** We've had this program for 5 years and are still lacking in reporting properly. We pay tens of thousands of dollars, more than our HR and Accounting software combined for a product that isn't the workhorse that you have promised it to be. We pay for an ASC and extra hours, but they haven't performed at a level that is helpful at all to us. I've had to reach out to other agencies personally to get anyone who has any idea of the things that we do, and we are hobbling along to get accurate data. **What problems is Bonterra Apricot solving and how is that benefiting you?** So far it has allowed us to do things slightly quicker, but using it for data purposes has proven to be a black hole of madness. ### 42. Bonterra Apricot Review is Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Bonterra Apricot?** I like the way it is easy to smoothly navigate around this system. **What do you dislike about Bonterra Apricot?** I can't think of anything for you to improve on at this time. **What problems is Bonterra Apricot solving and how is that benefiting you?** I am not aware of what problems Bonterra Apricot is solving. I do know that when there is a problem with Apricot that our folks let us know. They also inform us that Bonterra is working on the problem, and it seems that the problem is fixed and back to normal in no time at all. **Official Response from Neil Grasso:** > Hi there, Thank you for the positive review! We are happy to hear you have found Bonterra Apricot easy to navigate. Thanks again! ### 43. Extremely User-Friendly and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Regina R. **Reviewed Date:** January 06, 2026 **What do you like best about Bonterra Apricot?** I like using Bonterra Apricot for work because it makes everything so much easier. I love how easy it is to use and how it doesn't allow you to move on if you forget something, which really helps with staying on track. Plus, the initial setup was extremely easy, making it straightforward to get started. **What do you dislike about Bonterra Apricot?** There isn't anything that I don't like! **What problems is Bonterra Apricot solving and how is that benefiting you?** Bonterra Apricot makes everything much easier for work, and I love that it doesn't let you move on if you forget something, which helps ensure completeness and ease of use. **Official Response from Neil Grasso:** > Hi Regina, We're absolutely thrilled to hear about your fantastic experience with Bonterra Apricot! Your enthusiasm for how it streamlines your work and keeps you on track truly embodies what we strive for – empowering organizations to make a greater impact. Thank you for taking the time to share such detailed feedback about the ease of setup and the helpful validation features. Your success with our platform motivates us to continue building tools that make meaningful work more efficient and effective! Thank you! ### 44. Convenient Reporting with Occasional Freezes **Rating:** 5.0/5.0 stars **Reviewed by:** David S. **Reviewed Date:** December 03, 2025 **What do you like best about Bonterra Apricot?** I love how Bonterra Apricot simplifies running reports, making it very easy for me to generate them when needed. The convenience this software offers is a significant benefit, reducing the time and effort usually required in report generation. Additionally, the simplicity of the initial setup made the onboarding process straightforward and hassle-free for my team and me. These features have contributed to a very positive experience with Bonterra Apricot. **What do you dislike about Bonterra Apricot?** Sometimes, Bonterra Apricot freezes or becomes unresponsive, requiring me to wait a long time to continue my work. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot to upload stuff, making the process easy. It allows me to run reports easily, which is convenient. ### 45. Time-Saving Log Notes Make Documentation a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine R. | Employment Placement Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about Bonterra Apricot?** I love that you can copy a log note carrying over the goal, activity and the safe individuals. It cuts down on my log note time **What do you dislike about Bonterra Apricot?** That there might be short cuts that I am yet unaware of. **What problems is Bonterra Apricot solving and how is that benefiting you?** Copying a log note has benefitted me. Also collecting specific parts of information. **Official Response from Neil Grasso:** > Hi Catherine, We're thrilled to hear how much you love the log note copying feature in Bonterra Apricot! It's wonderful that you're experiencing real-time savings and efficiency gains with goal, activity, and safe individual carryovers. Your enthusiasm for discovering more shortcuts shows exactly the kind of engagement we hope for - there are definitely more productivity features to explore! If you'd like to uncover additional time-saving capabilities, check out our training resources at https://www.bonterratech.com/training. Thank you for this fantastic review! ### 46. Intake and Recordkeeping in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Diedra P. | district leader, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Bonterra Apricot?** that you can do a intake and keep records in one place **What do you dislike about Bonterra Apricot?** that if a client needs services again that the system wont allow you to add a new intake checklist **What problems is Bonterra Apricot solving and how is that benefiting you?** i can do all parts of a intake check list but the consent part agian ### 47. All Essential Info at Your Fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Traci B. | CASE MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Bonterra Apricot?** All the information I need is easy to find, and it's always useful. **What do you dislike about Bonterra Apricot?** I am unable to open multiple windows at the same time, which is quite inconvenient. **What problems is Bonterra Apricot solving and how is that benefiting you?** Having all client information available in a single program really reduces the need to open multiple programs or pieces of software. It streamlines my workflow and makes managing client details much more efficient. ### 48. User-Friendly, But Needs Better Multi-Tasking Support **Rating:** 3.5/5.0 stars **Reviewed by:** nadxely s. | Legal Assistant., Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Bonterra Apricot?** The website is very easy to use and navigate. Especially when you are new to the software. **What do you dislike about Bonterra Apricot?** There are moments when I cannot have two items open while logged into Apricot. This is something I wish to be fixed as it is sometimes needed to verify information with a client. **What problems is Bonterra Apricot solving and how is that benefiting you?** Rental assistance applications. Helps me by helping people stay housed. ### 49. Ease of Bonterra Apricot. **Rating:** 5.0/5.0 stars **Reviewed by:** Heather L. | Domestic Violence Crisis Interventionist Advocate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Bonterra Apricot?** Easy to navigate and self explanatory with buttons easy to locate. **What do you dislike about Bonterra Apricot?** Could be slow at times, not sure if it's the internet. **What problems is Bonterra Apricot solving and how is that benefiting you?** Easier to find what you are looking for. **Official Response from Neil Grasso:** > Hi Heather, Thank you for the review of Bonterra Apricot! We're glad to hear you find the navigation intuitive and that it's helping you locate what you need more efficiently. We appreciate your feedback about occasional slowness and are always working to optimize performance. If you have any questions or need assistance, please don't hesitate to reach out at https://www.bonterratech.com/contact-us. Thank you for choosing Bonterra! ### 50. Streamlined Case Management with Bonterra Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** joseph t. **Reviewed Date:** December 18, 2025 **What do you like best about Bonterra Apricot?** I like the workflow when doing intakes and exits in Bonterra Apricot because it lines all the tasks up in a row, so I don't have to bounce back and forth. It ensures I don't forget a form, which is really helpful for keeping things organized. **What do you dislike about Bonterra Apricot?** I wish that there was a scheduling tool available. **What problems is Bonterra Apricot solving and how is that benefiting you?** I use Bonterra Apricot for tracking client progress and group attendance and violations. It also streamlines intakes and exits by lining up tasks, so I don't have to switch back and forth, ensuring no forms are forgotten. ## Bonterra Apricot Discussions - [What is Apricot used for?](https://www.g2.com/discussions/what-is-apricot-used-for) - 1 comment - [What is ETO software?](https://www.g2.com/discussions/apricot-what-is-eto-software) - 2 comments - [View Bonterra Apricot pricing details and edition comparison](https://www.g2.com/products/bonterra-apricot/reviews?open_modal_url=%2Fes%2Fproducts%2Fbonterra-apricot%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fbonterra-apricot%252Freviews%26source%3Dpdp_avatar§ion=pricing&secure%5Bexpires_at%5D=2026-06-14+02%3A35%3A08+-0500&secure%5Bsession_id%5D=be9b8567-0e01-4a14-944d-dda96aff1304&secure%5Btoken%5D=77f7958bf6463db08eed6f8610c2ece342a132237f98ab9422b7bc5692d2e8a7&format=llm_user) ## Bonterra Apricot Integrations - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [nOps](https://www.g2.com/products/nops/reviews) ## Bonterra Apricot Features **Platform Basics** - Reporting - Interoperability - Performance **Case Management** - Client Intake - Outcome Measurement - Form Builder **Platform Additional Functionality** - Mobility - Messaging **Platform Data** - Dashboard - Alerts and Notifications ## Top Bonterra Apricot Alternatives - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) - 4.1/5.0 (82 reviews) - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews) - [Casebook](https://www.g2.com/products/casebook/reviews) - 4.3/5.0 (63 reviews)