Bonterra Apricot Features

Has a centralized dashboard for users to interact with.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Defines lifecycle tracking for public assets.

Helps implement preventive asset management.

Track and document all activities across devices, networks, and other systems

Determining value of properties/purchases to calculate tax

Create, manage, and send invoices or bills to customers

Issuance of valid permits to initiate projects or tasks

Ensure all properties are adhering to government and legal codes

Observe and track the demand, usage, progress or quality of a system, product, or user

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive system updates as soon as any changes are made

Graphical representation of data

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Define levels of authorization for access to specific files or systems

Assemble applications and processes by dragging over and arranging pre-built components

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Intended to be used by governmental agencies

Set up connections to third-party platforms to improve business processes

Centralized accounting record which tracks all financial transactions

Application programming interface that allows for integration with other systems/databases

Streamlining repetitive tasks and activities through automated and predefined workflows

Compliant with HIPAA, which sets standards for sensitive patient data protection

Process of gathering, measuring, and analyzing accurate data

Plan availability and assign specific time slots for tasks and resources

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Track and document all activities across devices, networks, and other systems

Import and export data to and from software applications

Access software remotely via mobile devices

Manage various aspects of appointments including booking, rescheduling, canceling

Timed notification for any upcoming task, deadline, appointment, or activity

Create and administer polls and surveys

Electronically collect payments for goods or services

System alerts about the need to escalate an issue or request

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Store, manage and track all forms in a centralized location

Reporting on how each user, task or process has advanced since its initiation

Manage contact details and communication with clients

Customize data fields to support various needs and use cases

Set up connections to third-party platforms to improve business processes

Track employee schedules, availability, and performance across projects and tasks

Manage attendance for classes, shifts, meetings, or events

Manage the treatment plan and coordination between care providers and patients with special health care needs

Track and manage adherence to policies for any service, product, process, or supplier

Software specialized for non-profit organizations

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, manage and track all task activities and progression

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and track time including hours worked and paid time off (PTO)

Activities related to the initial admission of a charge into the organization's care

Track employee/learner's progression through training programs

Alter the layout and content of reports

Creation, administration, and evaluation of assessments or tests

Manage, organize, and store contact information

Application programming interface that allows for integration with other systems/databases

Manage volunteer information and direct volunteer resources

Records of patients' medical history

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage, and send invoices or bills to customers

Log and store the source of contacts/leads

Digitally sign online documents

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and support multiple locations

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Define levels of authorization for access to specific files or systems

Measure time to completion or hours worked for projects

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track and manage the scheduling of tasks

Access and track notes regarding case activities and updates within case files

Ability to record, store, update, and retrieve information

Document and report the progress of ongoing projects

Store and organize documents in a centralized system

Creation and customization of dashboards

Private online space that lets businesses securely share documents and provide information access to clients

View and track pertinent metrics to find patterns and gain insights from data

Log and store the source of contacts/leads

Process of managing several related projects or business activities to achieve organizational goals

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provides a channel for team members to share media files, communicate, and work together

AI-powered forecasting for data-driven governance.

AI tool that analyzes risk based on user activity and patterns.

AI tool for forecasting equipment maintenance.

AI feature to analyze resumes, skills, and match them to positions.

Use AI to generate content in the form of text, images, videos, etc.

Helps plan recruitment, staffing, and training.

Defines payroll logic and compliance needs.

Defines analytical reporting and dashboard needs.

Requirements for public-facing transparency datasets.

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Generate one-off reports that meet information requirements

Requirements for tracking user activity.

Captures compliance rules and reporting formats.

Captures requirements for allocating and monitoring budgets across departments.

Defines how external funds, grants, and donor programs are tracked.

Captures requirements for AI-based risk scoring and fraud monitoring.

Captures how cases are logged, escalated, and resolved.

Defines requirements for public digital-first experiences.

Captures needs for automated citizen communication.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Creating, assign, and track jobs and/or tasks for work orders

Track employee schedules, availability, and performance across projects and tasks

Track and manage inventory levels to maintain proper supply

Create, manage and track all task activities and progression

Track and manage schedules and meetings via an integrated calendar

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Plan, manage, and track the financial activities of an individual or organization

Manage, store and organize emails within the system or via third-party apps

Ability to record, store, update, and retrieve information

Track, store, and access client contracts or licenses

Plan and coordinate all the resources, costs and time needed to execute assignments

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Store, manage, and track all electronic documents in a centralized location

Maps out requisition-to-payment processes.

Defines KPIs for vendor scoring and risk assessment.

Requirements for using AI to evaluate bids and detect anomalies.

Contains client intake capability.

Tracks and measures client outcomes.

Customize contracts and forms to collect specific information

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities.