---
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. 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.

  ### 2. 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! 

  ### 3. 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!

  ### 4. 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.

  ### 5. 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!

  ### 6. 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

  ### 7. 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.

  ### 8. 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.

  ### 9. 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!

  ### 10. 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.

  ### 11. Best Case Management Software on the market!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2024

**What do you like best about Bonterra Apricot?**

Having spent over 20 years in case management, I can confidently say that Apricot (Bonterra) is one of the best software options I've encountered. It's incredibly user-friendly; I was able to navigate it easily right after my first training session. I use it daily to update caseloads, and it helps me organize and access all my resources in one central location. Highly recommended for anyone in the field!

**What do you dislike about Bonterra Apricot?**

No dislikes as they have done a good job of addressing past issues throughout the years. They have practically streamlined the tabs to make all the options one click away!

**What problems is Bonterra Apricot solving and how is that benefiting you?**

They improved tab usage, which has made accessing key functionalities much simpler. I can quickly find the tools I need without sifting through unnecessary options. This streamlined approach significantly enhances my workflow

  ### 12. Great for large teams, not great with saving data

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 19, 2025

**What do you like best about Bonterra Apricot?**

Apricot is overall easy to use once a user is shown where different documents are located. Apricot has the capacity to hold a large amount of data, which makes it very functional for a large team with frequent uploads and changes.

**What do you dislike about Bonterra Apricot?**

Apricot does not do a good job of saving data. As part of a very mobile traveling ECI team that is frequently on the go, my team and I have had many headaches with frequently unsaved and deleted documents that did not save between home visits. The glitch happens when my tabs are still open but after I travel from a home visit to my home office, Apricot restarts without indicating that it is about to close out. Then I continue typing in the note only to realize that it is not saving the new data that I just typed. I have to constantly hit the save button and hope that my clinical note saved. It creates headaches upon headaches, especially when an entire eval that I typed and finished in a visit at a client's home does not accurately save and will delete itself once I get home.
The number of features is limited for the daily user like myself. It would be extremely beneficial to have a queue in the left side bar of current open notes that have not been signed or submitted to billing. This would allow for lost notes to be easily found and completed. Another feature would be an ability to set reminders for due dates and deadlines that could be color coded to categories such as upcoming in the next 2 weeks, 1 month, next 6 months, and urgent or overdue. These deadlines can be auto-calculated based on the entry date of the initial evaluation.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Not quite sure.

  ### 13. Easy, straightforward software that solves a need efficiently

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 22, 2025

**What do you like best about Bonterra Apricot?**

The ease of use and intuitive design.  It takes just a few minutes to get a user acquainted with the software interface.  This ease of training is useful in bringing new employees up to speed quickly.

**What do you dislike about Bonterra Apricot?**

So far, it has met all our needs.  We have not yet had a need from the software that wasn't met.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

The ability to quickly document participant interactions and disseminate information to the entire team.  I especially like how two team members can view a participant file at the same time.

  ### 14. Great Data Organization, But Reporting Needs Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shelby  C. | Case Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about Bonterra Apricot?**

I appreciate how well the data is organized, as it makes it easy to sort through client information.

**What do you dislike about Bonterra Apricot?**

I find it frustrating that I can't generate reports for specific details, like application status, without having to open each individual case.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

This system is designed to collect and organize client information for rental assistance applications. As I process paperwork, the platform enables me to gather necessary documents and link clients with their landlords' details, helping them qualify for rental assistance.

  ### 15. Flexible Dashboards and Strong Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lilith A. | Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Bonterra Apricot?**

I like its reporting capacity, dashboards, and flexibility.

**What do you dislike about Bonterra Apricot?**

Wish it had a scheduling and billing capacity.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

It's helping us track services, some outcomes and internal communication around coordination of care and referrals.

  ### 16. Love this program first time user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christopher C. | Fathering Facilitator, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 04, 2025

**What do you like best about Bonterra Apricot?**

I appreciate how simple it is to search for and organize my participants. I also value the ease of adding new participants, along with the intuitive dropdown menus that appear when responding to questions, allowing for deeper exploration.

**What do you dislike about Bonterra Apricot?**

The only issue I've encountered so far is that it has frozen a few times; otherwise, I have no complaints.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Our diverse offerings, including classes, coaching groups, and programs, enable us to seamlessly transition participants between them while efficiently managing their information. This also allows us to compile participant data for statistical purposes, which can be utilized for grant applications when needed.

  ### 17. Effortless Documentation and Easy Navigation

**Rating:** 4.5/5.0 stars

**Reviewed by:** sara n.

**Reviewed Date:** December 17, 2025

**What do you like best about Bonterra Apricot?**

I like the easy-to-navigate system of Bonterra Apricot, which makes documenting straightforward. It becomes easier to manage my monthly reports, especially at the end of the month. The ability to make referrals and search for participants so that I can document in their files is really valuable to me. The initial setup was easy as well; I just needed to enter a username and set up a password.

**What do you dislike about Bonterra Apricot?**

I don't have any issues with the software

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra Apricot makes documenting easy and simplifies my monthly reporting.

  ### 18. Easy to Navigate Once You Learn It.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Bonterra Apricot?**

Apricot once taught is easy to navigate.

**What do you dislike about Bonterra Apricot?**

Once you make a mistake, you have to reach out to your Apricot liaison to have it corrected.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

As of right now, having more options for our client service logs. It's really helpful to have broader options.

  ### 19. Bonterra Software and Customer Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about Bonterra Apricot?**

We've been using Bonterra Apricot as our case management system, and it’s been a solid tool for our nonprofit work. I really appreciate how customizable the forms and reports are—it lets us track client progress and outcomes in a way that actually fits our programs. It’s especially helpful for managing the complexity of service delivery and keeping everything organized across different teams.

**What do you dislike about Bonterra Apricot?**

The system is flexible, but setup can be time-consuming, and navigating form logic or permissions often requires some trial and error.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

We use Bonterra Apricot to support our nonprofit’s work with people experiencing homelessness and those reentering the community after incarceration. The system has helped us stay organized and track critical information across outreach, case management, and housing navigation. Being able to customize forms and reports has made it easier to capture the unique progress and barriers our clients face. It's also improved how we share outcomes with funders and partners. While the setup took some time to get right, it’s become an essential tool in helping us deliver services more effectively and stay accountable to the people we serve.

  ### 20. Highly Customizable Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2026

**What do you like best about Bonterra Apricot?**

We can tailor everything for our operations and continue to build it out

**What do you dislike about Bonterra Apricot?**

The system is clunky.  It doesn't do sequel queries.  It could be so much better but they told me the queries take up too much server space

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Our Support Coordinator is absolutely amazing.  She is quick to respond, understand our business and can build things fast and efficiently.

**Official Response from Neil Grasso:**

> Hi there,

Thank you for the positive review! We're thrilled to hear you're finding success with Bonterra Apricot's customization capabilities and that your Support Coordinator is providing such exceptional service. We appreciate your constructive feedback about the system's technical limitations and query functionality. To submit a product enhancement request, please visit the Ideas portal within Apricot. 

Thank you again!

  ### 21. Effortless Reporting and Donor Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Silvia O. | Senior Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 04, 2025

**What do you like best about Bonterra Apricot?**

I like Bonterra Apricot because of its easy-to-read reports and the detailed information they provide. This makes it easier for me to tie donations back to the correct person. The initial setup was also easy.

**What do you dislike about Bonterra Apricot?**

I wish they reported more often, but that might not be a Bonterra problem.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

I use Bonterra Apricot for employee giving donations. It solves the problem of generating reports of donors and makes it easy to tie donations back to the correct person with detailed, easy-to-read reports.

  ### 22. Versatile Case Management with Room for Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Faith H.

**Reviewed Date:** December 04, 2025

**What do you like best about Bonterra Apricot?**

I like that Bonterra Apricot has multiple functions and is programmable. It allows us to track metrics, client progress, and allows multiple staff in many locations to collaborate on client care.

**What do you dislike about Bonterra Apricot?**

Sometimes the Java hangs, and the navigation for service notes is tedious, opening and closing each note is time-consuming. It also took me a while to get comfortable with the software initially.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra Apricot lets us track metrics, monitor client progress, and enables collaboration across multiple locations for client care.

  ### 23. Customization and Reporting in One Place

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marla D. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2025

**What do you like best about Bonterra Apricot?**

Ease of use and the customizable features and reports. Their experts are happy to help you.

**What do you dislike about Bonterra Apricot?**

I cannot seem to include individuals photographs in reports.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Reporting for grants and government funding. Centralizing storage of reports.

  ### 24. Seamless for Clinical Counseling Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stephanie R.

**Reviewed Date:** February 10, 2026

**What do you like best about Bonterra Apricot?**

I like Bonterra Apricot because of its accessibility, making it easier for me to find the client information I need. The initial setup was easy, and everything works as it should.

**What do you dislike about Bonterra Apricot?**

No dislikes.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra Apricot helps me find client information needed.

**Official Response from Neil Grasso:**

> Hi Stephanie,

Thank you for the positive review! We're thrilled to hear that Bonterra Apricot's accessibility is making it easier for you to find the client information you need and that the setup process was smooth. It's wonderful to know the product is working exactly as it should for your organization. We appreciate you taking the time to share your experience!

  ### 25. Apricot usage

**Rating:** 4.0/5.0 stars

**Reviewed by:** Regina B. | Peer Support Specialist , Enterprise (> 1000 emp.)

**Reviewed Date:** September 23, 2025

**What do you like best about Bonterra Apricot?**

I like being able to keep all my clients documents in one spot

**What do you dislike about Bonterra Apricot?**

I do not like the way agency has set up our client photos.. it may have more security then our old way but having to upload photos with out a number makes it hard for front desk staff to identify quickly, to determine whether or not some one live in the assigned building.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

there are no problems for me

  ### 26. Efficient Reporting, but Slow Performance

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jessica W.

**Reviewed Date:** August 05, 2025

**What do you like best about Bonterra Apricot?**

I find Bonterra Apricot incredibly useful for managing my caseloads and tasks efficiently. The ability to generate reports quickly and customize them to meet specific needs is invaluable. It consolidates all crucial information in one spot, enabling me to manage time effectively and respond to participants swiftly. The feature to create mass case notes is also particularly useful in my workflow.

**What do you dislike about Bonterra Apricot?**

I find the system challenging when it goes down or runs slow, as it complicates my workflow. Occasionally, the information generated by the system is duplicated in different spots, which can be confusing and time-consuming. Additionally, I would like the ability to directly email from the Apricot system to streamline case management and communication.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

I find Bonterra Apricot consolidates caseload information, enabling efficient report generation and swift follow-ups, significantly improving time management.

  ### 27. Exceptional Chat and AI Support Enhance the Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Madison H. | Wellness Program Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about Bonterra Apricot?**

The chat function! The AI assistant if very helpful, and a live person is never far out of reach if needed.

**What do you dislike about Bonterra Apricot?**

I’ve noticed that when we have multiple users operating in one location at the same time, some of the functions can be glitchy.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Apricot helps us drastically increase the efficiency of our services — using paper forms with 1,800 students would be challenging.

  ### 28. The software is very intuitive. Also, support staff is very responsive to my inquiries.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Janell B. | Database Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Bonterra Apricot?**

Friendly and fast responding staff. MY ASC is also very knowledgeable and is always willing to help me grow.

**What do you dislike about Bonterra Apricot?**

The emails sent to support only contain reference numbers but do not contain info on the issue. It is hard to keep track of which email is for which inquiry.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Our product is helping us become more data driven.

  ### 29. Easy to Manage and Effortless to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yerline N. | Hispanic Outreach Navigator, School Focused, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 28, 2026

**What do you like best about Bonterra Apricot?**

Bonterra Apricot is easy to manage after you received a good training on it.

**What do you dislike about Bonterra Apricot?**

No professional training to learn about the program

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Is paperless and you can do a great report from it.

**Official Response from Neil Grasso:**

> Hi Yerline,

Thank you for the positive review! We're thrilled to hear that Bonterra Apricot is helping you achieve paperless operations and generate great reports.

We appreciate your feedback about professional training and want to help you get the most out of our platform. Please check out our comprehensive training resources at https://www.bonterratech.com/training to enhance your experience.

Thank you again for choosing Bonterra!

  ### 30. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany W. | Program Case Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2025

**What do you like best about Bonterra Apricot?**

There are so many things that I appreciate about the Apricot program by Bonterra. It is super easy to navigate and when doing intakes, it is almost impossible to miss anything required because it always lets you know when you try to save a step and go on to the next (which was extremely helpful when I first started using the program). I appreciate the ease in sending referrals and it has been super helpful when working with a new client coming from a different program to be able to see all the previous case notes. I look forward to continuing to keep learning new ways to utilize the different aspects of Apricot by Bonterra as I advance in my career.

**What do you dislike about Bonterra Apricot?**

I would imagine that there are things that some people dislike but I personally do not have anything negative to say or anything I have found that I don't like.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Receiving and sending internal and external referrals, reports (that I do not personally use in my current role), case management and so much more, I feel like I am constantly learning new things I can use the Apricot system for .

  ### 31. Excellent Program

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2025

**What do you like best about Bonterra Apricot?**

The flow of the information collected.  It is an extremely easy program to work in or figure out.

**What do you dislike about Bonterra Apricot?**

It it slow to load some times but that is understandable.  I also get weird error notices that are not familiar to our Administrator. 

I did notice you have taken on more accounts in different countries which would cause a slowdown I would imagine.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Secure data collection. However, I sometimes wonder if you should limit how many different systems one user can utilize.  Just a thought for security becasue other programs require this.

  ### 32. Apricot Review from Anti Trafficking Org

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica C. | Executive Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 29, 2025

**What do you like best about Bonterra Apricot?**

Apricot meets the needs of tracking qualitative and quantitative data needed to support survivors of human trafficking while maintaining the highest level of confidentiality,

**What do you dislike about Bonterra Apricot?**

There is nothing that I dislike about the platform.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

We are accurately able to track data and ensure that survivors are receiving the best services possible from our agency.

  ### 33. mainly smooth use, a few hiccups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 16, 2025

**What do you like best about Bonterra Apricot?**

the format is easily adapted to refelct an organiztions needs. I use Apricot extensively, every work day and it ususally works very easily

**What do you dislike about Bonterra Apricot?**

My only issue is that there is no auto-correct , I dont get redline on misspelled words , so its a lot of going back and figuring out if something is spelled correctly. It is very time consuming and our data person has tried everything to correct this issue with no luck.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

It enables me to keep track of all interactions with participants and to document all their paperwork accurately

  ### 34. Apricot - Versatile and Powerful Data Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle G. | Director of Programs, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Bonterra Apricot?**

Apricot allows our organization to capture and link data when we need it and as we need it. It is a flexible platform that allows us to customize forms and records to suit the needs of our programs. We use Apricot daily for invoicing, case management, dashboards, data reporting, and event management. Our program team could not operate without the assistance of Apricot.

**What do you dislike about Bonterra Apricot?**

The initial learning curve can be a challenge for staffers who are not familiar with relational databases; however, most find the software to be intuitive and easy to learn.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Apricot allows our organization to track all program metrics and accurately report results to our benefactors. Narratives without supporting data simply aren't enough anymore.

  ### 35. Not Bad

**Rating:** 5.0/5.0 stars

**Reviewed by:** John W. | Employment Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Bonterra Apricot?**

It's the only software I've used for case management.  I find it easy to use and cannot think of anything I'd like to change.

**What do you dislike about Bonterra Apricot?**

The color scheme could be a bit different.  Maybe there could be a blackout option.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

I am unaware of any problems Bonterra is solving.  This benefits me as I have an easy time doing work without needing to consider problems.

  ### 36. Great Product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cheneda S. | Director of Navigation, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2025

**What do you like best about Bonterra Apricot?**

Apricot is user-friendly, easy to design, and very customizable. Every time I have called tech support, every person has been friendly and knowledgeable. Implementing was breezy. I have easily trained all new users. Reporting is great.

**What do you dislike about Bonterra Apricot?**

I have not found anything that I do not like about Apricot so far.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

When I think of "it would be nice to... " Bonterra already has a solution in the works.

  ### 37. IT VERY USEFUL AND HELP TOOL

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roderick R. | INTERVENTION SPECALIST, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2025

**What do you like best about Bonterra Apricot?**

ITS VERY EASY TO  MANEUVER AND VERY FREIENDLY.

**What do you dislike about Bonterra Apricot?**

THERE IS NOTHING I DIKLIKE ABOUT THIS PROGRAM.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

ITS KEEPS UP WITH DATA THAT I INPUT. ITS EASY TO GOBACK WHERE I LEFT OFF.

  ### 38. Bonterra Case Management Works Well!

**Rating:** 5.0/5.0 stars

**Reviewed by:** T R. | Volunteer Counselor, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2025

**What do you like best about Bonterra Apricot?**

Bonterra Case is easy to use and gets the job done. It is helpful to be able to use multiple features to locate a client (eg, phone number, name, and counselor name, among others)

**What do you dislike about Bonterra Apricot?**

Every now and then I have issues with locating a client. I've been using this software for over 5 years now and this is very rare. But, knowing the client exists you just keep searching. It might be a matter of using their phone number, or just logging off and then logging back on. I would say this is an uncommon occurrence on the average. Our clinic does not use billing and some clients use aliases due to our services being confidential. So it might be trickier since we don't use full names with our documentation.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

I have not had any experience with this to be able to answer.

  ### 39. Bonterra Review- Summary of Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dawn C. | Case wroker, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Bonterra Apricot?**

Bonterra is easy to use and follow along. Bonterra was also easy to learn and is user friendly to maintain. The list of item gise the user the order to follow when enetering in information. From the overview aspect it is easy to look at.

**What do you dislike about Bonterra Apricot?**

The least helpful aspect of this program is the timeout feature. While typing in lenghty progress notes it always a good idea to save regulraly and often or one can loose their notes. The secon issues comes while trying to uese the View Folder function- soemtimes an error message pops up and the entire page will not load. This doesn't happen often, however whne it does it seems to be an all day issue. Loggin out and back in doesn't seem to fix it.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra is helping our company track transitional housing clients throughout their tranisitional housing program. This benfits our program by helping us track success stries and statistics.

  ### 40. Easy to Use, But Slow Loading Times

**Rating:** 5.0/5.0 stars

**Reviewed by:** Logan M. | NOEL LODGE STAFF, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Bonterra Apricot?**

easy to work. al;kdjfoiSDJFO;KSDMKLJGHsodIGsl:

**What do you dislike about Bonterra Apricot?**

slow loading times.LKAJSDHFL;Kjsdl;mfjoisdf,SJdnfo;isdaskludgfiuSDN

**What problems is Bonterra Apricot solving and how is that benefiting you?**

IT HELP ARE NONPOROFET WORK WITH THE HOMELESS

  ### 41. Good Experience. Has Made M\my job easier.

**Rating:** 4.0/5.0 stars

**Reviewed by:** William D. | Outreach Case Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about Bonterra Apricot?**

Having organized notes for my clients. We were using a program that would not allow us to find notes and organize them.

**What do you dislike about Bonterra Apricot?**

As we are learning about how to use all of the possibilities of Apricot, we are finding things that we can do better. Sometimes, it is our administrator adding new dropdown menus or boxes we can check off. I think some of the training could have covered more for our application.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

This has allowed us to run reports that we had to track manually before. It has sped up our ability to send our Grant donors more accurate and timely information.

  ### 42. Effortless to Use and Navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about Bonterra Apricot?**

easy to use and navigate. and easy access.

**What do you dislike about Bonterra Apricot?**

there is nothing to dislike. this software is amazing.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Keeping track of all my clients.

  ### 43. EASE OF USE

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2025

**What do you like best about Bonterra Apricot?**

I love the ease of access. Finding reports is beneficial for weekly status. It helps with customer files to be located quickly and assist customers with updates.

**What do you dislike about Bonterra Apricot?**

It likes to timeout too much. I guess this a safety feature though

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra helps with records management, so I do not have an abundance of paper files on my desk

  ### 44. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheena C. | Fresh Start Program Facilitator, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 17, 2025

**What do you like best about Bonterra Apricot?**

I like the ease of use compared to some othere electronic record programs that I have used in the past. I like the path feature that will walk you through the next steps of a specific new client. I have one time had to use the customer support feature and had no problems  reaching the assistance that I needed. The program is easy to navigate on a daily basis.

**What do you dislike about Bonterra Apricot?**

I can not think of anything that I do not like, I know that organizationally there are things that we would like to add to other things but we have not explored if the program will allow us to make those changes.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Bonterra Case management helps my organization file each client and their needs in an orderly manner. We are able to document each client and the quantity of services required. Our organization offers many resources and this program allows us to monitor which clients are utilizing which resources. Our organization is able to minimize much of the paper that we were previously using to document everything electronically.

**Official Response from Kathleen Connelly:**

> Hi Sheena, your review made our day! We love to hear how you're using the path feature to guide your team through client intake. The shift from paper files to tracking everything digitally is huge, and it's great to hear that you're finding Bonterra so user-friendly. Thank you so much for your feedback!

  ### 45. Bonterra Apricot is very user friendly and clear steps to fallow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katismary P. | Case Manager/Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2025

**What do you like best about Bonterra Apricot?**

It is easy to use and fallow the instructions

**What do you dislike about Bonterra Apricot?**

What i don't like much if you archive by mistake it's a process to get it back

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Helped me regain archive documents back

  ### 46. Great option for social service agencies

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alyssa R. | Program Evaluation Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2025

**What do you like best about Bonterra Apricot?**

Highly customizable, lots of support options, user friendly

**What do you dislike about Bonterra Apricot?**

I find that native reporting is not quite powerful enough for our reporting needs, but that Results Reporting (SAP Business Objects platform) is not as straight forward/as well integrated.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

It helps us collect the data with highly customized forms. It also helps us monitor how our coaches are doing with their work, including service delivery and data entry

  ### 47. Staff member review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 29, 2025

**What do you like best about Bonterra Apricot?**

Being able to find client ID, name, or other demographics easy. I also like that I am able to design my own forms or use the many templates available

**What do you dislike about Bonterra Apricot?**

Nothing really.  It does what I need it to do.  I would like to see more color options for background designs

**What problems is Bonterra Apricot solving and how is that benefiting you?**

Gather clt demographics for reporting purposes

  ### 48. Helps keep up

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tawana F. | Housing Case Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 30, 2025

**What do you like best about Bonterra Apricot?**

It lets you know when your 6-month and yearly are due

**What do you dislike about Bonterra Apricot?**

I can't say there is anything I dislike about apricot.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

It gives me a place to enter my case notes. I can set goals and am able to keep up with the required yearly documents. It helps keep my clients information in order and help with my case management.

  ### 49. The ease of Apricot

**Rating:** 5.0/5.0 stars

**Reviewed by:** Omega S. | NA, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 06, 2025

**What do you like best about Bonterra Apricot?**

It is easy to use and navigate. I was able to learn how to operate the system on my own.

**What do you dislike about Bonterra Apricot?**

I have had no issues as of yet, so I can't comment right now.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

I able to keep up with my notes and add to them if needed

  ### 50. Good product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie B. | Volunteer Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2025

**What do you like best about Bonterra Apricot?**

I like how easy it is to use and able to navigate.

**What do you dislike about Bonterra Apricot?**

Sometimes it takes a little bit to load.

**What problems is Bonterra Apricot solving and how is that benefiting you?**

N/A


## 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=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A02%3A00+-0500&secure%5Bsession_id%5D=c027035a-f22a-45fe-a40a-27676a5992ca&secure%5Btoken%5D=15588744f588288bcc2b1e22c926f5c8ab158ad1d2d70324279886e44cff5963&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 (73 reviews)

