--- title: Bonterra Apricot Reviews meta_title: 'Bonterra Apricot Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 347 reviews by the users' company size, role or industry to find out how Bonterra Apricot works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 347 scale: '5' date_modified: '2026-08-07' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # Bonterra Apricot Reviews **Vendor:** Bonterra **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.4/5.0 **Total Reviews:** 347 ## 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. fluent, easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Bonterra Apricot?** integration and flow allows for items to be located esily **What do you dislike about Bonterra Apricot?** nothing to dislike, everything i have used is good so far **What problems is Bonterra Apricot solving and how is that benefiting you?** case Management records and data ### 2. It helps to keep track of each client and I am able to input all information easily **Rating:** 5.0/5.0 stars **Reviewed by:** Ronald L. | Case manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Bonterra Apricot?** Having all the information in a centralized location in order also. **What do you dislike about Bonterra Apricot?** Some information I am not able to input. **What problems is Bonterra Apricot solving and how is that benefiting you?** I am not having any issues as a user. ### 3. Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Bonterra Apricot?** Organized, user friendly, records are able to be saved **What do you dislike about Bonterra Apricot?** Occasional glitches with saving entries. **What problems is Bonterra Apricot solving and how is that benefiting you?** Tracking, case manangemnt ### 4. Crisis Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Bonterra Apricot?** The ability to keep our crisis team operating as a team to manage our clients in an effecient and trauma informed way. **What do you dislike about Bonterra Apricot?** Would like more straight-forward reports, though not sure how this could actually be implemented. I myself am not statistically-minded so help in that department is always appreciated. **What problems is Bonterra Apricot solving and how is that benefiting you?** Tracking clients case management and reporting for stakeholders. **Official Response from Kathleen Connelly:** > Thank you for sharing your positive experience with us! Hearing how our platform helped boosted your crisis team's efficiency and trauma-informed approach means so much to us. Your feedback on how we could help make reporting easier for you is truly appreciated. Thanks for helping us shape the future of the Bonterra community. ### 5. User friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Bonterra Apricot?** Using Bontera Case Management makes what I do easeir. It's very user friendly and easy to find what I need. I use it almost daily. **What do you dislike about Bonterra Apricot?** Sometimes dates could be a little out of the way and you miss them when filling out placement discharges. **What problems is Bonterra Apricot solving and how is that benefiting you?** Doing a good job of putting everything where you can find it. ### 6. Review of Bonterra formerly Apricot **Rating:** 4.0/5.0 stars **Reviewed by:** Kambria P. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Bonterra Apricot?** For the most part it is user friendly. It is very well organized. Also, their customer support is amazing and fast. **What do you dislike about Bonterra Apricot?** It would be helpful if things were able to be alphatized and organized instead of us taking the time to do it. There has been so much trial and error ad I think there could be an easier way to do things. **What problems is Bonterra Apricot solving and how is that benefiting you?** For case management we are able to documment client contacts, and keep case records. ### 7. Versatile and adaptive **Rating:** 5.0/5.0 stars **Reviewed by:** Karen Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Bonterra Apricot?** Bonterra is very responsive to support requests, customizes the product to meet our needs, is easy to use. Our team uses the data base daily and in multiple locations. It was relaively simple to transder data and integrate it with our current practices. **What do you dislike about Bonterra Apricot?** Some of the mandatory fields are duplicative. **What problems is Bonterra Apricot solving and how is that benefiting you?** We collect all our client data and notes in Apricot. It allows us to access client records in any location. We use the services to report to our grantors. **Official Response from Kathleen Connelly:** > Hey Karen, thanks for your insightful feedback! We're so glad to know that Bonterra Case Management has made the daily handling of your data easier. Your thoughts on the mandatory fields mean a lot, and we're excited to keep fine-tuning our features to better meet your needs. I'll be sure to forward your feedback onto our product team. ### 8. Ease to manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Bonterra Apricot?** Very ease to use, as user was very friendly to navigate the system **What do you dislike about Bonterra Apricot?** I would like to have client scheduling options **What problems is Bonterra Apricot solving and how is that benefiting you?** Manage our client's information and able to do internal referrals ### 9. The use of this website has been helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Imelda A. | Intervetion speciliast, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Bonterra Apricot?** What is most helpful is that eveything is structed and can be used with ease when inputting information. **What do you dislike about Bonterra Apricot?** I think everything has been helpful. The only thing that can be helpful is the search bar for help. **What problems is Bonterra Apricot solving and how is that benefiting you?** The way I am able to input the information I can writting about. ### 10. It is a good product. Easy to use. Thank you **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Bonterra Apricot?** It is very easy to research information. I enjoy using it. Thank you **What do you dislike about Bonterra Apricot?** Nothing. I am enjoying using it. Thank you. **What problems is Bonterra Apricot solving and how is that benefiting you?** Any minor Apricot application glitches as that is normal for majority of applicantions. ### 11. It is ok, it could be better. **Rating:** 3.5/5.0 stars **Reviewed by:** Monica W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Bonterra Apricot?** I like the ease of navigating the system. It is user friendly. **What do you dislike about Bonterra Apricot?** The glitches!!! At some points the system will glitch and all my progress will be deleted. **What problems is Bonterra Apricot solving and how is that benefiting you?** Hopefuly the glitching. ### 12. Site is easy to use and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Bonterra Apricot?** Navigating trough the site is easy and managable. **What do you dislike about Bonterra Apricot?** Would be helpfull if more fields could be added. **What problems is Bonterra Apricot solving and how is that benefiting you?** Filling and organizing clients information **Official Response from Kathleen Connelly:** > Hi there, it's wonderful to see that you are finding our impact management platform easy to use and helpful for managing your clients. Thank you for taking the time to review us! ### 13. Used it for years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Bonterra Apricot?** I've used this for years to type case notes. It works well and organizes data from different programs well. **What do you dislike about Bonterra Apricot?** Sometimes it lags or it's a little slow. **What problems is Bonterra Apricot solving and how is that benefiting you?** I couldn't speak to this. ### 14. Case Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Bonterra Apricot?** Bontera keeps my digital files efficiently! No paper files! **What do you dislike about Bonterra Apricot?** I do not like that I cannot delete a case if needed **What problems is Bonterra Apricot solving and how is that benefiting you?** I'm not sure ### 15. Exilent service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Bonterra Apricot?** being able to track my clients info and data. **What do you dislike about Bonterra Apricot?** more color options for site would be great. **What problems is Bonterra Apricot solving and how is that benefiting you?** tracking clients ### 16. Business Sense **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Bonterra Apricot?** This app is very user friendly. It captures essential elements for maintaining detail case management notes. There is a feature within the application that serves as a reminder who certain files are due for updates. **What do you dislike about Bonterra Apricot?** I found no issues within the application. **What problems is Bonterra Apricot solving and how is that benefiting you?** No issues to report **Official Response from Kathleen Connelly:** > Thank you for your positive review of Bonterra Case Management! Your feedback is a vital part of our mission, and we're committed to ensuring that you and others can continue to experience seamless service. ### 17. Delights and Woes of an Administrator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Bonterra Apricot?** The ability to create external portals for our clients. Having them complete their paperwork and save it directly to their folders is a time saver. **What do you dislike about Bonterra Apricot?** Bring create custom expressions back to native reporting. That chat feature now directs us to email vs solving issues quickly. **What problems is Bonterra Apricot solving and how is that benefiting you?** Less duplicate input, reduced paperwork, instant reporting, trend analysis, efficiently serving our clients **Official Response from Kathleen Connelly:** > Thank you so much for sharing your thoughts! We're glad to have you as our customer and to see that you’re enjoying our case management software. It makes us happy to know that we were able to help you achieve your goals. We hear you loud and clear - I'll forward along your feedback regarding custom expressions to our product team, and we'll continue working hard to provide you with an excellent experience. ### 18. Good product and Great Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Bonterra Apricot?** The online chat that we can use for assistance from a live person. **What do you dislike about Bonterra Apricot?** The fact that Connect does not work for more than 1 memeber in a household. **What problems is Bonterra Apricot solving and how is that benefiting you?** Connect for families. This will benefit as we have to be able to send forms to numerous clients withing a household, however for individuals under 18 they use the same email as their parent on their Tier one so wont work as of now. ### 19. Apricot is great for our organization! It helps us stay organized and up to date. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** The ability to have our team have one place for all data! The help desk is also very helpful when things get confusing! **What do you dislike about Bonterra Apricot?** I wish there was a way to set up tasks with due dates for each of our staff! **What problems is Bonterra Apricot solving and how is that benefiting you?** The problem of too much data in too many places. Apricot is a great central space for client and data sharing ### 20. A solid product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Bonterra Apricot?** A reliable SQL environment, very friendly support **What do you dislike about Bonterra Apricot?** Tier 1 support unable to offer technical help, around 2 week wait time for a Tier 2 case. Limitations around aggregation and automated sharing of standard reports. **What problems is Bonterra Apricot solving and how is that benefiting you?** A reliable user interface for for collecting and storing data from a large number of users. **Official Response from Kathleen Connelly:** > Hello, and thank you for your valuable feedback. We're delighted to learn that you find our product both reliable and user-friendly! Please know that we have passed your feedback regarding support wait times along to the appropriate teams. Your trust in Bonterra Case Management is greatly appreciated. ### 21. Utilizing Case Management For Small Nonprofit **Rating:** 2.0/5.0 stars **Reviewed by:** Riley Jo B. | Connection Center Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Bonterra Apricot?** I like that we can schedule appointments with community partners and churches, for which they have their own interface. During this, we encounter minimal issues with communication errors. **What do you dislike about Bonterra Apricot?** I wish there were a way to correlate a household to an individual without linking it as a separate step. Additionally, eligibility is not counted automatically but individually entered. Both areas lead to human error, which could be avoided with the correct software communications. No accessibility of back up versions.... **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot gives us a way to better serve the community due to the information we can communicate to various community partners and advocates. Apricot allows us to save data and keep the backstory accessible so that we are always aware of past interactions and prior services used. **Official Response from Kathleen Connelly:** > Hi Riley, First, thank you for being an Apricot customer. We're so excited to hear your feedback and ways that we are helping your organization operate efficiently and effectively. Great job utilizing our platform to help further your relationships with your advocates and your community. As far as product cohesion, I'm passing this along to our product team who are always looking for ways to improve our contact management tools. Thank you again for using and reviewing Apricot. ### 22. Easy system to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Bonterra Apricot?** How you are able to navigate with no issues. **What do you dislike about Bonterra Apricot?** At times when trying to input information I am not able to and a ticket has to be submitted. **What problems is Bonterra Apricot solving and how is that benefiting you?** At the moment I am unsure. ### 23. Apricot **Rating:** 4.0/5.0 stars **Reviewed by:** Melody M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Bonterra Apricot?** Tech support is usually quickly available **What do you dislike about Bonterra Apricot?** Can't copy forms Connect not user friendly Setting permissions for reports **What problems is Bonterra Apricot solving and how is that benefiting you?** Reporting ### 24. We have outgrown the set up of the system and are not satisfied with the customer service **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Bonterra Apricot?** -User friendly from the auditor perspective -The ability to customize forms and reports to match what is most important to the organization -Easy to navigate -The ability to brand the system with our branding **What do you dislike about Bonterra Apricot?** -Not able to use connect for consumers are affiliated with more than 1 tier -Customer service has been poor and has not helped us address some of the pain points we experience as our organization has grown **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot is our electronic system of record for all medical records. All of the forms are customized to meet the needs of the organization. We have built our platform from the ground up. **Official Response from Kathleen Connelly:** > Hello! I first want to thank you for being an Apricot customer. We greatly appreciate your business and want to acknowledge your experience using our products. It's really terrific that we are able to help you make reports on what is most important to the organization, you can use our HIPAA compliant case management software to house all of your medical records, and you were able to build your platform from the ground up - that's impressive! As far as having outgrown our system and being dissatisfied with customer support, we're sorry to hear about your bad experience and appreciate you bringing this to our attention. We take customer feedback seriously and are committed to making things right. Our Director of Customer Success would be happy to speak with you. Could you please reply here so we can set up a convenient time that works for you? Thank you for your patience and understanding! We hope to have the opportunity to turn your experience around. Kind regards, Kathleen ### 25. Director of Employment and Community Engagement **Rating:** 1.5/5.0 stars **Reviewed by:** SARAH P. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Bonterra Apricot?** I like how you were able to create reports with fields of your choosing. **What do you dislike about Bonterra Apricot?** It was hard to connect to a live person and not a computer; our case management person frequently changed (staff turnover), talked to robots more, had system errors and had to create everything independently. I am not a programmer **What problems is Bonterra Apricot solving and how is that benefiting you?** It takes documentation that is needed **Official Response from Kathleen Connelly:** > Hello! I first want to thank you for being an Apricot customer. We truly appreciate your business and want to acknowledge your experience using our products. We're glad you're happy with our reporting and that it's been helpful for your organization. We strive to provide the best possible experience so you can be successful. As far as being dissatisfied with customer support, we're sorry to hear about your bad experience and appreciate you bringing this to our attention. We take customer feedback seriously and are committed to making things right. Our Director of Customer Success would be happy to speak with you. Could you please reply here so we can set up a convenient time that works for you? Thank you for your patience and understanding! We hope to have the opportunity to turn your experience around. ### 26. Highly Recommend Apricot **Rating:** 5.0/5.0 stars **Reviewed by:** Kim F. | Program Director, National, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** Apricot has been intuitive for our staff and allows our organization to easily individualize our documentation through forms, reports, linking etc. Help is readily available and responsive. **What do you dislike about Bonterra Apricot?** It would be helpful to have more flexibility with triggers, specifically texting triggers although I believe this is in the works. Cost is always a challenge for non-profits so any way that Apricot can reduce costs for the user is appreciated. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot allows us to support our clients from start to finish including managing referrals, assigning staff, documenting services, communicating with clients, reporting our impact to current and potential funders and increasing our work flow efficiency. Apricot also allows us to work anywhere, to communicate among our team regardless of location and to serve our clients seamlessly. ### 27. Apricot helps our organization collect vital data that is used to demonstrate impact. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Bonterra Apricot?** The ability to build forms that best fit your organization and allows for cross-collaboration. **What do you dislike about Bonterra Apricot?** I don't like that there is not an easier way to calculate age of clients or that the system doesn't automatically do this based on dob. **What problems is Bonterra Apricot solving and how is that benefiting you?** Having a centralized system for collecting participant/client data. It has created a space for all our case manager and coordinators to input their work. ### 28. Great Case Management CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle O. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** They continually roll out updates to an already robust system. This is a great software for organizations running multiple programs that all have different needs and permission sets. **What do you dislike about Bonterra Apricot?** There are times when extra steps need to be taken by an administrator to have fields auto-populate. Once information is captured in one area of Apricot, it can always be auto-populated to other areas (to avoid entering the same information multiple times). **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot allows our organization to use data to drive decisions. Information was scattered in many places before and every time a grant report was due it was a fire drill. Apricot allows case managers to work more efficiently and capture the value of their services in a different way than before. ### 29. Easy to Learn Platform that allows you to personalize an outcome driven database **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** I have enjoyed many aspects of working with the Apricot 360 software and the team at Social Solutions. The team who helped us set up our database was understanding and caring; they took the time to listen to our needs and helped us build a database that has changed how we function as an organization. Our new database helps us track client profiles, attendance, program, and events and assess learning outcomes. Furthermore, our new database has created reports that can be presented to stakeholders in and outside the organization. One of the best parts of this software is its support services after you launch your database. We have been using the system for nearly two years, and it is still very easy to chat with a software support specialist whenever we have difficulty updating or creating forms and reports. The support specialists respond within minutes and guide you while you figure out issues you may be experiencing with the database, forms, and reports, which is an invaluable part of the service. We also have a very responsive Client Manager, Samantha Orozco, who is an email, call, or Zoom-call away. **What do you dislike about Bonterra Apricot?** The downside of the system is that it takes time to learn how to create and format forms and reports. Individuals who have experience using Google Forms, GoogleSheet, and Excel, and those who understand if/then functions, will find it easy to understand the logic of how forms connect and work with each other. Individuals who don't have the aforementioned experience may have difficulties when they first begin creating forms and reports. Luckily, the software has an "Academy" where individuals can watch videos that teach them how to create forms and reports best. A second downside, which can also be considered a strength, is that the software is constantly evolving. As you begin to use the system, you realize there are shortcomings to parts of the software, but thankfully they take your feedback seriously and see that they are slowly working to address ways to strengthen the software. **What problems is Bonterra Apricot solving and how is that benefiting you?** My business has been able to house client data in a HIPAA-approved location, which is necessary for our business. Additionally, Apricot has allowed us to spend less time doing data entry and more time using the intuitive software to capture the information we need directly from the client, which has allowed us to spend more time with clients. Lastly, the software has helped us create reports at the push of a button, which has been a life-changer. ### 30. Apricot has been a huge support with our care coordination services **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** Apricot is a user-friendly system that makes it easy to add and organize information about the individuals we serve, as well as, other metrics around our outreach services to enhance cross-departmental communication and improve the quality of services we provide. We utilize the workflow functionality and that has been extremely helpful in maintain data consistency and expedite the process of entering information. **What do you dislike about Bonterra Apricot?** Apricot has built-in basic reporting and the advanced reporting procedures are not user-friendly. Would love other easy ways to look into the data within apricot and utilize standard analytical techniques like regression analysis to have better insights into our data. We also do a lot of our work on the go and it would be helpful to have an app or a mobile-optimized system. While it is available on any browser including a phone, it is not optimized as well for that. **What problems is Bonterra Apricot solving and how is that benefiting you?** Streamlining communications across our team to provide better support to the individuals we serve. We can now have multiple people working with the same guest (client) providing cohesive support with their individualized plan. I also love the flexibility of the system so we can design forms and fields that best meet our needs. ### 31. Comprehensive Customer Relationship Management Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2022 **What do you like best about Bonterra Apricot?** I like that it gives me the option to create pretty much any form or report I need, while also coming with base templates that I can utilize as needed. It gives me a lot of freedoms and flexibility while also 'staying in its lane' as a customer relationship management software **What do you dislike about Bonterra Apricot?** There are some features that I haven't quite figured out, such as when I add a new staff member to one of my existing programs, it doesn't automatically give that staff member access to all previous records in that program. I usually need them to have access. **Recommendations to others considering Bonterra Apricot:** Apricot is a powerful tool to have in your belt. It can do a lot of incredible things, and Social Solutions is constantly looking for and implementing improvements to the software. There is a learning curve up front, but once you understand how the program works it is well worth the effort! **What problems is Bonterra Apricot solving and how is that benefiting you?** The biggest is simply having one place where we track all of our stats. Apricot has allowed us to create streamlined processes for stats and data tracking and gathering, saving us a lot of time in the long run. I also like that I can create reports to pull any of my data. I've had to pivot and create a variety of different reports, usually with very little notice. This has made that job much easier. ### 32. 100% User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Laura L. | Director of Research, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Bonterra Apricot?** I appreciate how user-friendly Apricot is. The ability to create new surveys and/or add to your current forms is exceptional. We often have to add a new service or organization referral, and the ability to develop this is effortless. **What do you dislike about Bonterra Apricot?** There are no real downsides. Sometimes, I will have difficulty running a report; but there is exceptional customer service when that happens. You can chat with someone right away to walk you through any issues. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot can support your reporting in creative ways to disseminate to grantors and other stakeholders. It makes the development of annual reports easier in order to share with other stakeholders. ### 33. Versatility allows for any and all data collection **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** It's great that Apricot is so customizable. The fact you can build it up to meet your needs is a huge plus, since many systems are geared toward a specific type of service, which means you may need to purchase multiple softwares to cover your use cases. However apricot can be adapted for various needs. **What do you dislike about Bonterra Apricot?** Due to its versatility, it isn't super strong in all areas. It is clear they are trying to build up new features and modules, but this is sometimes not well integrated. You also need more expertise in order to be able to build it how you want it - in order to get the benefit you have to put work in on the backend. **What problems is Bonterra Apricot solving and how is that benefiting you?** It allows us to easily collect our program data. ### 34. Excellent Tracking and Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Gabriella K. | Client Services Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** Being able to collect and report on data so easily. I like the intake forms as well. **What do you dislike about Bonterra Apricot?** That there are certain things that make things more difficult: scheduler, not being able to copy a form except through support and then the email triggers and form rules don't copy over. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot helps us complete and store patient information easily and make reports on literally anything we want so we can evaluate our services as much as possible. ### 35. CSEY Agency Review- 2 years **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Bonterra Apricot?** Forms and sites are Customizable, and you can build out what you need. It is pretty user-friendly, and the site is not that hard to navigate through. I also like that there is templates that you can choose from to not have to build everything from scratch. **What do you dislike about Bonterra Apricot?** I want free welcome to apricot training, like one to two-hour interactive training when someone is new to the site and new to having administrative access. Espceially in a field where there can be high turnover-free, accessible, interactive training can be helpful. **What problems is Bonterra Apricot solving and how is that benefiting you?** We need to be able to give a progress report to our donors, and apricot has been a great tool to record and gather the data to use for that. As we have used it for a little over two years now, we are able to see more trends as there is more data to look at. ### 36. Apricot for Non-Profits **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Bonterra Apricot?** I love that Apricot can be completely customizable to meet our agency's needs. Due to the customizable nature of Apricot, we can build forms that collect the data most important to our needs. The reporting ability in Apricot allows us to meet our participants' needs and gain valuable insight for grant partners. **What do you dislike about Bonterra Apricot?** Apricot is a expensive for small non-profits. We spend a large portion of our program budget on Apricot, and although it meets most of our needs, it does not meet them all. It would be fantastic to have texting capabilities within the database and a check-in system that prints nametags. We have to use supplemental programs to meet these needs. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot allows us to collect data in an accurate manner. It has removed the need for tracking various things with spreadsheets, and has allowed us to streamline our processes a bit. ### 37. Data to the next level **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** Apricot has really helped us to take our data to the next level. It has helped us to limit paperwork and to streamline data for grant reporting and training needs, just to name a few. **What do you dislike about Bonterra Apricot?** Not really a dislike, but it has taken some time to really learn ALL the things Apricot can do for us. So we may have set something up differently in the beginning had we understood all the capabilities. That was not any one person's fault, just a learning curve. **What problems is Bonterra Apricot solving and how is that benefiting you?** Paperwork is less, we have really moved into the electronic phase of our small nonprofit and this make that transition so much better. ### 38. Apricot has been a helpful to manage many programs. **Rating:** 4.5/5.0 stars **Reviewed by:** Frances N. | Associate Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Bonterra Apricot?** Apricot has developed a lot since we first started in 2016. We've been able to custom forms and really make it work for us. **What do you dislike about Bonterra Apricot?** It would be helpful to have certain tools like QR codes within the system instead of having to outsource. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot is currently helping us track outputs for different programs. This tracking is helpful to show impact for funding purposes. ### 39. Minimalist design gets the job done. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** Reporting is pretty easy to implement and find data. I also love the ability to email trigger although it is still cumbersome. Our CRM is nearly all in 1 system which is beneficial. Client signatures mobily is huge as well. **What do you dislike about Bonterra Apricot?** I don't know what I'm missing out on. A review with our company on our use and still current needs would be refreshing from a team we never hear from. **What problems is Bonterra Apricot solving and how is that benefiting you?** Our team gets their time back with paperwork. I want to do so much more for their schedule, timliness, and consistency of client work, but your company has failed to upsell us knowledge. ### 40. Powerful, customizable software. **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon L. | Chief Program Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** Apricot helps us advocate better by compellingly telling our clients stories. **What do you dislike about Bonterra Apricot?** As with most tech companies, employee turnover is high. Customer service suffers and consistency in organizational/product knowledge is limited. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot solves our data accuracy problems with quality control reports. Apricot solves our communication errors with closed-loop email triggers. Our nonprofit programming is completely paperless, reducing the time and effort required to complete tasks. ### 41. Program analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** That it's customizable according to your organization's needs makes reporting more interesting. Another thing that is really cool is how the live chat is very accessible. **What do you dislike about Bonterra Apricot?** Our organization needs more accounts to provide our staff to access Apricot on their own under our current plan. There are some limitations in Apricot itself that makes reporting a little more difficult due to not having certain features available. **What problems is Bonterra Apricot solving and how is that benefiting you?** Client demographics, tracking community partnerships, and completing grant compliance reports. Some of the issues they're solving is also bug issues in the database that makes reporting easier. ### 42. Data Specialist **Rating:** 4.5/5.0 stars **Reviewed by:** Kathy K. | Data Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Bonterra Apricot?** Ease of use for all staff whether they know the computer or not. **What do you dislike about Bonterra Apricot?** If you need some assistance, it costs additional money to get the help you need. **What problems is Bonterra Apricot solving and how is that benefiting you?** It helps us meet our funder requirements and shows each client's progress; the reports we created at set up are excellent. ### 43. Apricot is user friendly; and the help desk is very responsive **Rating:** 4.5/5.0 stars **Reviewed by:** Sue B. | Database Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Bonterra Apricot?** Aggregate Reports I like the best, I can create for executives and they can run as needed **What do you dislike about Bonterra Apricot?** Not having the resource to write my own queries in Apricot as both administrators are very proficient with SQL **What problems is Bonterra Apricot solving and how is that benefiting you?** None that I no of at this time ### 44. solid program, needs some improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** it's relatively user friendly, once you use the system **What do you dislike about Bonterra Apricot?** not able to prevent duplicate record entries; costs are not clearly outlined always so you aren't aware of how things will change from your previously negotiated contract, features have been moved to fee for use without previous notification **What problems is Bonterra Apricot solving and how is that benefiting you?** We needed a system that could hold data for all of our clients while we were able to manage who had access to which pieces. This has been super helpful on our end. ### 45. It is a good data program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Bonterra Apricot?** It is electronic records kept in the cloud. It cuts down on paperwork and stockpiling records. It also offers another level of confidentiality as only the administrator or authorized person can view the records **What do you dislike about Bonterra Apricot?** Sometimes, the program can be cumbersome. When reviewing the records in the file, you can't quickly glance at it and go t o the next. You need to go back to the main screen and start again **What problems is Bonterra Apricot solving and how is that benefiting you?** As an Administrator, it allows me to view what my employees are doing in real-time and from any place in the world. I no longer need to be at my desk. I can work remotely and deal with any issues that may arise ### 46. Apricot is easy to build. **Rating:** 4.0/5.0 stars **Reviewed by:** Christy C. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Bonterra Apricot?** I like having the ability to create my own forms and reports. **What do you dislike about Bonterra Apricot?** There are a lot of things that Apricot can do that I didn't know about. I am learning as I go. As we are growing, it is getting expensive adding new users. **What problems is Bonterra Apricot solving and how is that benefiting you?** Apricot helps staff stay in communication about clients and really helps me document the work we are doing. ### 47. Drag and drop database, but pricey. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Bonterra Apricot?** Drag and drop, is pretty easy to build once you know what you are doing. Ability to chat and get help if needed? Training videos. **What do you dislike about Bonterra Apricot?** Pricing for standard users. Limited guest abilities. System issues that affect data and I can not fix. **What problems is Bonterra Apricot solving and how is that benefiting you?** All of our program data in one place and the ability to report on it. ### 48. Apricot is an essential tool and Social Solutions are Strategic Partners for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Lucy G. | Director of Innovation and Evaluation, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Bonterra Apricot?** Apricot is highly customizable with flexibility to make changes in house or to contract directly with the vendor for help and support. We love that Social Solutions is ready, willing and available to listen to our needs and work relentlessly to find solutions and continue to improve their product for us. This is just how they do business and not an expensive add on to an already existing contract - thus they are strategic partners. **What do you dislike about Bonterra Apricot?** The system can collect complex and very integrated data, but the reporting will be equally complex. Although the system works very well, learning the reporting takes a unique and dedicated individual either in-house or as part of a service contract for assistance from the vendor. **Recommendations to others considering Bonterra Apricot:** Apricot is not a box purchased to roll out and be done. It is a constant evolving product that can be continually improved along with your business and, as a result, requires internal resources to manage it. Even with extended support from the vendor, internal resources help roll out the processes associated with Apricot across your organization. **What problems is Bonterra Apricot solving and how is that benefiting you?** We initially got apricot as a Client Management System, but now use it for tracking donations, internal feedback loops, online employment applications, volunteer management, outreach tracking, participant satisfaction surveys and more. ### 49. We love Apricot and you will too! **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen P. | HR & Administrative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Bonterra Apricot?** We've been using Apricot since 2017 and have always been happy with the services they provide. We are social services nonprofit and Apricot meets our needs in terms of data collection and running reports. Their support techs are incredibly helpful and reply to all our requests for support in a timely manner and help us find meaningful solutions. Apricot is constantly working on ways to offer even more which we appreciate. **What do you dislike about Bonterra Apricot?** The only thing that comes to mind is I wish we were provided our own account manager who was familiar with our account. Apricot offers this support I believe but it's expensive and as a nonprofit, we cannot afford it. **Recommendations to others considering Bonterra Apricot:** We truly love Apricot and believe you will too! **What problems is Bonterra Apricot solving and how is that benefiting you?** Before Apricot we were storing data on excel spreadsheets and on physical paper- yuck!! We've cut down on our paper significantly since we began using Apricot 5 years ago :) The reporting that Apricot offers is also saving us time and allowing us to collect, analyze, and share data in a clean and accurate manner. This helps us apply for grants since data and outcomes are important to funders. ### 50. Great tool for Case Management agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel W. | Manager of Outcomes and Data Quality, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about Bonterra Apricot?** The best part about Apricot is the flexibility of design, it is completely customizable to your agency and you don't have to pay extra every time you want to change something. **What do you dislike about Bonterra Apricot?** The biggest downside to Apricot is the fact that you don't "own" your data. You have to pay extra for a SQL backup and the report feature is limited by the user interface (can't access the SQL terminal to generate your own reports). **Recommendations to others considering Bonterra Apricot:** Get a knowledgeable person to help set it up if you are just starting. There is nothing worse than trying to fix errors in Tier 1 set up or change the way the system is set up once it's done. **What problems is Bonterra Apricot solving and how is that benefiting you?** We are tracking client data and reporting to funders with Apricot. Using Apricot as a Case Management tool, we have cut down on data input times, streamlined reporting, and created a process for auditing data errors. ## 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?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+11%3A05%3A29+-0500&secure%5Bsession_id%5D=cc33632e-96a1-43e3-942e-428e290a064a&secure%5Btoken%5D=52ddc23dc80a096c6a7a735df402471532a1548a47c0ab741ce4f1aa1f3fe6aa&format=llm_user) ## Bonterra Apricot Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [nOps](https://www.g2.com/products/nops/reviews) ## Bonterra Apricot Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **Platform Basics** - Reporting - Interoperability - Performance - Ad hoc Reporting **Case Management** - Client Intake - Outcome Measurement - Customizable Forms **Platform Additional Functionality** - Mobility - Messaging **Platform Data** - Dashboard - Alerts and Notifications **Additional Functionality** - HIPAA Compliant - Data Collection - Scheduling - Workflow Management - Calendar Management - Activity Tracking - Data Import/Export - Mobile Access - Appointment Management - Reminders - Survey/Poll Management - Electronic Payments - Child Welfare Management - Alerts/Escalation - Reporting & Statistics - Certification & Licensing - Forms Management - Progress Tracking - Client Management - Customizable Fields - Third-Party Integrations - Employee Management - Attendance Management - Care Plan Management - Compliance Management - For Nonprofits - Role-Based Permissions - Task Management - Generative AI - Document Management - AI Copilot - Time Tracking - Intake Management - Training Management - Customizable Reports - Assessment Management - Contact Management - API - Volunteer Management - Medical History Records - Self Service Portal - Billing & Invoicing - Referral Tracking - Electronic Signature - Goal Setting/Tracking - Multi-Location - Case Management - Access Controls/Permissions - Project Time Tracking - Contact Database - Task Scheduling - Case Notes - Records Management - Progress Reports - Document Storage - Dashboard Creation - Client Portal - Reporting/Analytics - Referral Management - Program Management - Document Templates - Communication Management - Collaboration Tools ## 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 (72 reviews)