Bonterra Apricot Reviews & Product Details

it brings participant information, case notes, assessments, service records, goals, and reporting together in one system. Instead of managing information across multiple documents or spreadsheets, staff can use one centralized platform to track participant progress and program outcomes. Review collected by and hosted on G2.com.

its reporting limitations, time-consuming data entry, system performance, and lack of flexibility in certain areas. Review collected by and hosted on G2.com.

Its ability to be easily self-programmed allows organizations to use this database to gather, track, and report on whatever client data they need. That same flexibility also lets the database function as a management system: it can track staff activity, securely store staff documents, and help predict future activity based on statistical evaluations of historical data. This company combines the power of this database with what might very well be the best customer service in the industry. Review collected by and hosted on G2.com.

I honestly can’t think of a single thing we didn’t like about how this database performed. Review collected by and hosted on G2.com.

I like that Bonterra Apricot is mostly intuitive, especially with form setup and reporting being relatively simple compared to other platforms. The email trigger feature is particularly useful for automating alerts and prompts both internally and externally. It's great for capturing feedback and alerting specific staff about special needs of program participants. As a data analyst, I find it especially helpful for notifying me when there's a data integrity problem to correct quickly. The data input is generally pretty intuitive after just a 40-minute tutorial. Review collected by and hosted on G2.com.

I have been asking for a few years now, and unfortunately this feature has not been implemented, but I would benefit from a reporting function that could pull data from other sections of the report and aggregate them in a new section in the Core Reporting feature. I do realize that there is an upgraded membership level that would provide greater flexibility with reporting output, but our organization is incredibly small, cash-strapped, non-revenue generating, and we do not need all the other features that come with an upgraded membership. One of our main needs is to be able to report on all people served, but if you try to build that in one report section, the report will time out. Reports can sometimes be slow to load, as can the "view document folder" for individual profiles. It would be great if those pages were snappier, but it's not a big enough barrier to make us want to find alternative platforms. I use Bonterra Apricot to produce service reports, but then I need to use Excel to combine the data and deduplicate it. I cannot get the outputs I need for our grant funders from the Core Reporting feature alone. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I really like how Bonterra Apricot makes me feel more organized and helps me find information a lot easier. Everything is in its own place, like the employment section, information section, bio, and addresses, so it's much easier to access things faster. It saves me time and helps protect personal information. The setup was moderately easy too, which I appreciated. Review collected by and hosted on G2.com.

nothing. Review collected by and hosted on G2.com.

It helps me keep track of where I stand with residents and quickly pull up information about heir unit numbers. It runs quickly and rarely has any site crashes or bugs. Review collected by and hosted on G2.com.

I am not a big fan of how the interface itself looks. Review collected by and hosted on G2.com.

It’s easy to navigate and helps me organize my work. Review collected by and hosted on G2.com.

Sometimes it’s very difficult to delete a case note after it has already been submitted. Review collected by and hosted on G2.com.

They really strive for continuous improvement. They are always pumping out new features and they are very useful (like Drafts, Inventory Management, etc.). Review collected by and hosted on G2.com.

I think they should pay closer attention to their Aha! portal where admins post their ideas on improvements/features. Some of the ideas have hundred of likes, over the past 5yrs, and no update/development timeline to incorporate. Review collected by and hosted on G2.com.

It is very easy to input information, I like how it keeps track of dates entered accurately. Review collected by and hosted on G2.com.

That it allows duplicates of entrees even when it is the same Review collected by and hosted on G2.com.