🗂️ Navigation

Apricot by Bonterra

Flexible case management software for nonprofits of all sizes.

Visit Website →

Overview

Apricot by Bonterra is a widely-used case management solution that helps nonprofit organizations streamline their data collection and reporting. It is known for its flexibility, allowing users to build custom forms, set up workflows, and create detailed reports. While it is a generalist tool, many homeless service organizations use Apricot to manage their programs, track client progress, and report to funders, though it may require configuration to meet specific HMIS standards.

✨ Key Features

  • Customizable Forms and Fields
  • Drag-and-Drop Report Builder
  • Secure Case Management
  • Program and Service Tracking
  • Workflow Automation
  • Client and Family Intake

🎯 Key Differentiators

  • User-friendly form and report builders
  • Strong focus on configurability for non-technical users
  • Large user base and community

Unique Value: Empowers nonprofits to easily build and adapt their own case management system to track what matters most to their mission and their funders.

🎯 Use Cases (4)

Nonprofit case management Program management for homeless services Outcomes tracking and funder reporting Intake and assessment for various social services

✅ Best For

  • Used by thousands of nonprofits across various sectors, including housing and human services, to manage client data and demonstrate impact.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations needing a fully compliant, out-of-the-box HMIS solution without any custom configuration.
  • Large government entities that may be better served by an enterprise system like ETO.

🏆 Alternatives

Casebook CaseWorthy Salesforce for Nonprofits

Generally considered more user-friendly and easier to configure for program staff than more complex platforms like Salesforce or ETO, making it a good fit for organizations without dedicated IT staff.

💻 Platforms

Web

🔌 Integrations

Zapier QuickBooks DocuSign API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO

💰 Pricing

Contact for pricing
Visit Apricot by Bonterra Website →