--- title: "Compare Bonterra Apricot vs Casebook 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare Bonterra Apricot and Casebook based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/123342-200357/Bonterra-Case-Management-vs-Casebook-Platform" page_type: "comparison" language: "en" publication_date: "2026-10-19" --- # Bonterra Apricot vs Casebook Features and Cost Comparison Last updated October 19th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Bonterra ApricotCasebook2/4 selected [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.2 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) [## Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.2 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) Starting Price Contact vendor Value-for-Money 3.9 Functionality 4.1 Ease of Use 4.2 Customer Service 4.1 Reviews Sentiment Based on [226 reviews](#user-reviews) Positive 193 Neutral 18 Negative 15 [## Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting Price $29.00/month Value-for-Money 4.1 Functionality 4 Ease of Use 3.9 Customer Service 4.4 Reviews Sentiment JH Based on [86 reviews](#user-reviews) Positive 72 Neutral 7 Negative 7 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. Highest Rated ### OneCause 4.7 (388) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 97% of reviewers rated it above 4 stars * * * ### Jotform 4.7 (2,929) * * * Starting Price $39.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 96% of reviewers rated it above 4 stars * * * ### Sumac 4.4 (132) * * * Starting Price $179.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 90% of reviewers rated it above 4 stars * * * ### DonorSnap 4.6 (414) * * * Starting Price $50.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 94% of reviewers rated it above 4 stars * * * ## Summary * * * Key features rated by users Features selected based on 4,761 reviews from nonprofit software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Missing features Feature ratings Credit Card Processing NA Electronic Payments NA For Nonprofits 4.4 Accounting NA Member Database 4.7 \--%Fit Missing features Feature ratings Credit Card Processing NA Electronic Payments NA For Nonprofits 4.2 Accounting NA Member Database 3.4 User satisfaction User satisfaction 4.2 User reviews[226](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) Ease of use 4.2 Functionality 4.1 Value for money 3.9 Customer support 4.1 User satisfaction 4.2 User reviews[86](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Ease of use 3.9 Functionality 4.0 Value for money 4.1 Customer support 4.4 Price starts from Price starts from \-- - Free version - Free trial Price starts from $29Per User, Per Month - Free version - Free trial Best for Best for Human Services, Victim's Support, Child & Family Services, Foundations, Faith-Based Services, Food Services, Senior Services, Workforce Services, Developmental Services and more... Best for Human services nonprofits, government agencies, programs, and private providers. Per-User Pricing starts at $29 monthly (includes Reporting) ## User reviews Pros & cons VR Verified Reviewer Case Manager > "Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___7110474) AW Alexsander W. Data Manager > "It was riddled with defects and inefficient structures." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___7139743) MS Michaela S. Data and Reporting Analyst > "In general, it does a great job with customized templates and supporting a wide-array of diverse case management workflows (DV..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) VR Verified Reviewer Family support and resource specialist > "Really no cons I just wish there was an auto save option especially for the notes section and we can't do anything about system..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6873957) CC Charmaine C. Trauma Support Coordinator > "One of the features I appreciate most about Apricot is its intuitive design—it allows me to create a client profile in just..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836366) HF Heidi F. Executive Director > "The system is set up with tiers of form which makes the platform very hard to easily understand and work properly." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) CF Colyn F. Case Manager > "It has a good system on how to send an IT ticket when there are bugs and it is good at letting users know when updates or fixes..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6873338) HF Heidi F. Executive Director > "I repeatedly had issues of the system requiring me to log out and log back in and when I tried to get support they offered no..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) CC Charmaine C. Trauma Support Coordinator > "I would love the ability to generate my own reports to keep better track of my data and analyze trends independently. While..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836366) VR Verified Reviewer Registered Nurse > "Very slow with loading and set up by filters of accessbility to see information with having a high caseload" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6871363) LH Lakeesha H. Case management > "I like that our whole team is able to utilize Apricot to read/review one another's notes that is extremely vital when working..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832524) VP Vanessa P. Executive Director > "Every time I would reach out to the company for issues, their solution was always us having to pay for an upgrade or more..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6543896) MO Maxwell O. Program Manager > "There are robust reporting features, security, support for multiple programs and customer support and training programs." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594399) HF Heidi F. Executive Director > "The customer service is pretty much nonexistent unless you want to communicate via chat." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) MS Michaela S. Data and Reporting Analyst > "Most often if there is something you need, higher complexity wise (sql back-end functionality), the ASC's are a great resource..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) HF Heidi F. Executive Director > "I keep getting the same generic email in response saying I'm not allowed to cancel." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) WP Winona P. Social Worker > "Bonterra Case Management has helped me monitor data related to projected outcomes related to interactions with clients." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691230) BG BRYAN G. Site Coordinator > "Usually on the important days there was an almost guarantee that the website would run slow or not at all." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6874599) MS Michaela S. Data and Reporting Analyst > "Most, if not all, of the programs we have implemented onto Apricot reported to us a significant decrease in documentation time..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) BG BRYAN G. Site Coordinator > "The ability to talk to someone to help and troubleshoot was very difficult." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6874599) AD Amanda D. Community Health Worker > "What I like most about the case management system is it has a lot of drop-down options when putting in the services provided." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691231) RM Rita M. Chief Operations Officer > "The overall costs for this system is quite expensive when you only have 40 users." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836355) DA Daniel A. Executive Director > "Moving from doing the standard paper and chart documents to an all electronic database was a big move but it was fairly simple..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6833467) GH Gregory H. IT and Operations Manager > "There are a few fields that I am unable to delete and require me to speak with a Bonterra employee if I want to remove them." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6462196) RM Rita M. Chief Operations Officer > "It is great to have the ability to customized fields to gather the information that we need." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836355) VP Vanessa P. Executive Director > "The system is not customizable or user friendly." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6543896) NS Nick S. Mobile Response Team Coordinator > "With Bonterra Case Management, we can now run the reports and have all the information ready in a few minutes and have the..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6437025) VP Vanessa P. Executive Director > "The system is NOT user friendly and customer service is horrific." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6543896) VR Verified Reviewer Human Services Case Manager > "Using the Apricot as a database, case notes, and case management in daily basis, often I open 20+ tabs and it just works fine." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421277) JE Joey E. Shift Lead > "In comparison Apricot is clunky, somewhat confusing and frustrating to use." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836492) WP Winona P. Social Worker > "Also, bonterra case management is easy to navigate in terms of reading other social workers case notes before meeting with a..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691230) BH BRAD H. Director of Collective Impact > "Not enough training is included (meaning at no additional cost), and, while tech support is great, other contacts like the..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6454296) JV Jacquelyn V. Case Manager > "It has benefited my work greatly and the best thing about it has been the open line of communication from user to the..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594550) VR Verified Reviewer Program Analyst > "Difficult aspects of the product have included missing notification systems to let case managers know of missing info in..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5020283) MO Maxwell O. Program Manager > "I have used it as a case management application in two different organizations for the last five years and seeing the..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594399) JH Jessica H. Executive Director > "It was a difficult product to set up with little guidance." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691292) TB Tracey B. Program Specialist > "The product really allows you to capture your data." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6692209) DA Daniel A. Executive Director > "It’s getting more expensive each year." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6833467) MK Max K. Case Manager > "How much it simplifies case notes. How easy it makes understanding the overall picture of a client across programs." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594300) DC Dana C. Program Manager > "It has glitches sometimes when I cannot get to the info that I need." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421273) SA Stephanie A. Case Manager > "It keeps all needed information in a central location that can easily be updated." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836368) HF Heidi F. Executive Director > "This was the beginning of 2024 I have been struggling for a year to use this system." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) JV Jacquelyn V. Case Manager > "I love that I can always rely on the right margin for remaining steps needed to complete the task at hand." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594550) AB Anthony B. Peer Support > "Not enough color options to adjust for my eyesight." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421683) LM Linda M. Parole Transition Program Supervisor > "Going from word documents to case management software made a huge difference." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594845) SW Sarah W. Crisis Speicialist > "I don't like that it's sometimes unclear where you have to click to get where you need to go." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421295) MD Melissa D. Outreach Manager > "That helps immensely when entering services for the whole family." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836297) CA Caleigh A. Outreach and Volunteer Licensed Master Social Worker > "Searching for past documentation can be time consuming and confusing. " [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6473594) MS Michaela S. Data and Reporting Analyst > "For the front-end users, the main aspects of Apricot they enjoy is the ease of data entry." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) KM Keri M. Medical Case Manager > "Cannot access housing and I have no archive button" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6274296) RG Rosa G. Executive Assistant, operations coordinator > "The sessions were incredibly informative, and well-organized .Every topic was right on point , making it easy to follow and..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691256) DSK Dr. Sollo K. Director of Workforce Initiatives > "Slow, freezes a lot, Does not respond well to queries." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6433400) BG BRYAN G. Site Coordinator > "Easy to find things. When the system was working you could upload documents and sign off on papers easily." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6874599) AK Alaiya K. Case Management > "The least thing I liked was the freezing at times of the soft ware." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421340) VA Vivian A. Safe Release Support Specialist > "The friendly user capacity, especially when I am transferring from one to another organization" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6616023) GK Gabriella K. Operations Director > "Once you set something up a certain way in the forms, it's difficult to change and make an edit without having to make..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5052360) VR Verified Reviewer Family support and resource specialist > "I really enjoyed Apricot I have worked with prior programs like child plus and apricot definitely tops that in my book." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6873957) LA Laurie A. Mobility Mentor Coach > "Not able to delete an incorrect entry. " [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6263435) AK Alaiya K. Case Management > "The opportunity to work with a talented team, the challenge of taking on new responsibilities or the chance to make a positive..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421340) RF Rickie F. Intake > "transfer of information is not as easy as data input" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6295567) LJ Laverne J. Case Manger > "I like that you can get to each page discreetly you’re right your case, notes, clearly express and submit without any problem..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6456117) KC Kennon C. Program Manager > "Worst customer service experience of a lifetime, Apricot routinely asking for more $$ and more time to deliver promised items,..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___4871194) MS Michaela S. Data and Reporting Analyst > "For us, the admins, we really like how easy it is to build and customize a template (form)." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) AK Alaiya K. Case Management > "Then we would have to wait for IT to fix the technical difficulties." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421340) SD Shirlee D. DOO > "I really used to like the customizable features of Apricot." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6837502) MM Meg M. Director of Operations > "The features that are rolled out do not function as advertised, or work in contrast to previous data management forms/features." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5027207) LM Linda M. Parole Transition Program Supervisor > "I do like having all the information in one spot." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6594845) JM Jari M. Chief Services Officer > "You can't PDF a client file for a auditor and doc upload managment is not easy to organize." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5011001) JQ Jesus Q. DPD case manager > "Was very helpful and informative and I will probably be able to use some of it just might help me out ." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691206) KB Kristin B. Impact Manager > "What is frustrating is that we work for a grassroots nonprofit, and provide services for free to people in need." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___4852465) JQ Jesus Q. DPD case manager > "It was great to see if there was anything I could possibly use to improve my skills." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691206) AJ Amanda J. Data Coordinator > "I also do not like some of the features when trying to change some of our forms." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5020194) SG Stephanie G. Peer Support Specialest > "I like that its easy to navigate, user friendly and every thing in a one to shop." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6620693) AR Andrea R. Managing Director Planning Compliance, Managment Systems > "There are some occasions when depending on the report the numbers do not match." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5035543) HS Heather S. Office and Communications Manager > "I have had very positive interactions with Bonterra Case Management." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6695249) MW Melissa W. Pregnancy Case Manager > "It can also be tedious to save and it's difficult to maneuver in the chart quickly." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___4680448) AD Ashley D. Housing Stabilization Specialist > "its easy to use, makes data organization very simple." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691408) DK Debbie K. Executive Director > "I find the tiers of forms confusing." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5026867) SB Stephanie B. case manager > "I use it daily and it is great and I love how my organization can customize to fit our needs" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6421338) JM Jari M. Chief Services Officer > "Audit review is not designed well." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___5011001) VA Vivian A. Safe Release Support Specialist > "The friendly user capacity, especially when I am transferring from one to another organization" [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6616023) JE Joey E. Shift Lead > "In comparison Apricot is clunky, somewhat confusing and frustrating to use." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836492) WP Winona P. Social Worker > "This software is incredibly user friendly." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691230) JP Jen P. Program Director > "I do not like that it is not as intuitive as we'd like it to be. That 1 user in the Connect app, cannot access multiple..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___3328387) TT Thomas T. Security > "Very simple and user friendly." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6606236) AV Amanda V. Director of Residential Services > "Some things aren't intuitive." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___4646077) MD Monica D. Case Manager > "I enjoy having one platform to use that is inclusive." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6431173) SB Stephanie B. Associate Director > "The only thing I struggle with is setting up new users." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___3332900) MS Michaela S. Data and Reporting Analyst > "Most, if not all, of the programs we have implemented onto Apricot reported to us a significant decrease in documentation time..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) HF Heidi F. Executive Director > "This was the beginning of 2024 I have been struggling for a year to use this system." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) DA Daniel A. Executive Director > "Moving from doing the standard paper and chart documents to an all electronic database was a big move but it was fairly simple..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6833467) HF Heidi F. Executive Director > "I repeatedly had issues of the system requiring me to log out and log back in and when I tried to get support they offered no..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) SA Stephanie A. Case Manager > "It keeps all needed information in a central location that can easily be updated." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6836368) HF Heidi F. Executive Director > "The customer service is pretty much nonexistent unless you want to communicate via chat." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6677336) MS Michaela S. Data and Reporting Analyst > "For the front-end users, the main aspects of Apricot they enjoy is the ease of data entry." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6832587) BG BRYAN G. Site Coordinator > "Usually on the important days there was an almost guarantee that the website would run slow or not at all." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6874599) RG Rosa G. Executive Assistant, operations coordinator > "The sessions were incredibly informative, and well-organized .Every topic was right on point , making it easy to follow and..." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#Capterra___6691256) VP Vanessa P. Executive Director > "The system is NOT user friendly and customer service is horrific." [See full review](https://www.capterra.com/p/123342/Bonterra-Case-Management/#SoftwareAdvice___6543896) [View Reviews](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) JH Joanna H. Life Coach Administration > "We were able to customize the information we want to collect with each client so that note-taking after each session is..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494) AA Allie A. Community Care Manager > "I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053) AM Adri M. Peer Mentor > "The platform helps us stay organized and effectively support the youth in our community by centralizing case notes,..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869530) RH Rochelle H. Program Manager > "I have had some difficulties as a manager utilizing certain aspects (like gerting an overall view of employees use) that..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647) Kristen C. Community Advocate > "The platform enhances my work by simplifying caseload management—ensuring accurate documentation, timely task reminders,..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6870022) AM Anna M. Social Services Manager > "This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6288970) AA Allie A. Community Care Manager > "They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053) MV Michelle V. Executive Director > "Also, there when contacting a repeat client, the data collected from the first contact, disappears so one cannot compare..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207) VH Vicki H. Intake and Screening Coordinator > "The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707) AS Amanda S. EL Coordinator and Instructor > "Especially when selecting dates and times, the app would frequently freeze and would not allow me to scroll past a specific..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4599017) VH Vicki H. Intake and Screening Coordinator > "Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707) AT Albanerys T. Resource Parent Support Worker (RPSW) > "When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3612187) JH Joanna H. Life Coach Administration > "As a non-profit, the ability to run reports based on information that donors, grants, etc. like to see is also very helpful!" [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494) NA Nicole A. Coordinator Victim Services > "Our stats reporting doesn't come out in order, so the stats have to be organized." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4610408) AM Adri M. Peer Mentor > "It keeps our staff organized when working with each individual while also helping us operate more efficiently as a team." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869530) MS Mel S. Executive Director > "Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4602777) AA Allie A. Community Care Manager > "Casebook is one of the only platforms I have worked with that actually listens to their clients." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053) CB Carly B. Resource Center Coordinator > "Overall we have had a less than thrilling experience with the product and have run into many difficulties as we try to..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4606199) LG Lindsay G. Reflective Supervisor > "It has made it easy to enter information and also find information." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301) CR Corey R. Program Director > "I feel like I have to click through a bunch of screens to get information on one client." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4625304) LG Lindsay G. Reflective Supervisor > "It is user friendly and we appreciate having support to answer our questions when needed." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301) AY April Y. Director of Case Management > "Sometimes hard to navigate sections when trying to add " relationships"." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4830131) LG Lindsay G. Reflective Supervisor > "I love how clean and easy to read everything is, and reporting possibilities are endless." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301) LK Liz K. program director > "I experienced some difficulty getting going, but this is because we are a small organization and choose to do the self set..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4612388) Kristen C. Community Advocate > "Casebook has played a key role in the development of our Community Advocate Program." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6870022) JK Jolie K. Director > "Set up the product that firvus was very frustrating and wish it came with more consultation." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4620852) JH Joanna H. Life Coach Administration > "We did receive training, however the platform is user friendly enough that I think most people could figure it out with..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494) GE Gisele E. Program Support Coordinator > "Some pdf files cannot be uploaded or certain parts of creating a form cannot be manage to include." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3914164) WM Whitney M. Survivor Support Assistant Director > "We appreciate having forms accessible to complete within the platform that we can customize as well." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6206752) JO Jacqueline O. Resiliency Navigator > "I would like to see the case move over to engage and be removed from the intake list - very confusing to find a case and..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3913924) AA Allie A. Community Care Manager > "I adore the customer service team and how friendly they are." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053) AP Abi P. Case Manager > "Nothing about this software is intuitive and, especially for our older coworkers, is difficult to use." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4624877) VH Vicki H. Intake and Screening Coordinator > "The learning curve is surprisingly gentle." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707) KM Kathie M. Ecexutive Director > "Misleading and high sales pressure." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4835185) MS Monique S. Coordinator of School Services > "What I liked most about Casebook is how easy and intuitive it is to use." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7078999) LC Lisa C. Executive Director > "Bad customer service can change everything." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4615657) RH Rochelle H. Program Manager > "I like that Casebook is easy to use and navigate through the next category." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647) KR Kathy R. Steps to Success Coordinator > "The implementation process was not what we expected. " [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4633208) Andria S. Human Services Project Manager > "My Casebook was user friendly and easy to maneuver from page to page." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869689) KW Katy W. Database Specialist > "Sometimes, things aren't very intuitive." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4598935) NR Nicole R. Social Worker > "I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6348589) ST Samantha T. Director > "We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3684863) RH Rochelle H. Program Manager > "Casebook has been easy to learn and navigate." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647) MV Michelle V. Executive Director > "It is not intuitive to use." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207) CE Crystal E. Executive Director > "The easy-to-create forms, the customization and excellent customer service (thanks, \[sensitive content hidden\]) has made..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4609164) MV Michelle V. Executive Director > "Very difficult to use and implement." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207) KS Kari S. Executive Director > "It very overwhelming how many tools and capabilities this software has however after approximately 3 months of using it..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4635500) JC Jeff C. GM > "The system is not easy to use to track client and others connected to case." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3401837) ST Samantha T. Director > "One of our favorite features is the fact that you can create your own reports right in the software and download and export..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3684863) LK Leah K. CEO > "This was a horrible experience and a waste of thousands of dollars." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3485497) WR Warren R. RPS Counselor > "What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3202995) AY April Y. Director of Case Management > "Sometimes hard to navigate sections when trying to add " relationships"." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4830131) TF Toneisha F. Career Counselor > "It allows access to various case files at your fingertips." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4081857) AP Abi P. Case Manager > "Nothing about this software is intuitive and, especially for our older coworkers, is difficult to use." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4624877) KW Katy W. Database Specialist > "There's a lot of potential to use this platform to keep everything organized and kept together." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4598935) KW Katy W. Database Specialist > "Sometimes, things aren't very intuitive." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4598935) NA Nicole A. Coordinator Victim Services > "I like that I can access casebook from anywhere, with an internet connection, it is simple to access." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4610408) ST Samantha T. Director > "We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3684863) AM Anna M. Social Services Manager > "So far the customer support has been absolutely stellar. " [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6288970) MV Michelle V. Executive Director > "It is not intuitive to use." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207) AD Amanda D. Youth Life Coach > "Casebook is efficient and easy to navigate!" [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6315627) AA Allie A. Community Care Manager > "I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053) KT Kiwanya T. Programs and Services Coordinator > "Easy to navigate as well as uploading documents that are needed for each client." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4598893) MS Mel S. Executive Director > "Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but..." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4602777) SAK Siri Anand K. Resource Specialist > "It is nice to have a data base for the students that I work with." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4612514) JK Jolie K. Director > "Set up the product that firvus was very frustrating and wish it came with more consultation." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4620852) CB Carly B. Resource Center Coordinator > "It has resolved a lot of issues for us, however was a time consuming and difficult process." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4606199) LC Lisa C. Executive Director > "Bad customer service can change everything." [See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4615657) [View Reviews](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) ## User interface [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) 4.23 (226) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) 4.21 (86) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Bonterra Apricot Top features 26/47 - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Attendance Management - Budgeting/Forecasting - Calendar Management - Campaign Management - Committee Management - Communication Management - Contact Management - Credit Card Processing - CRM - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Data Import/Export - Document Storage - Donor Management - Dues Management - Electronic Payments - Event Management - Event Scheduling - Forms Management - For Nonprofits - Fund Accounting - Fundraising Management - Generative AI - Grant Management - Member Database - Membership Management - Mobile Access - Real-Time Analytics - Real-Time Reporting - Recurring/Subscription Billing - Registration Management - Reporting & Statistics - Social Marketing - Third-Party Integrations - Volunteer Management - Website Management [See all features](https://www.capterra.com/p/123342/Bonterra-Case-Management/#features) Casebook 25/47 - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Attendance Management - Budgeting/Forecasting - Calendar Management - Campaign Management - Committee Management - Communication Management - Contact Management - Credit Card Processing - CRM - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Data Import/Export - Document Storage - Donor Management - Dues Management - Electronic Payments - Event Management - Event Scheduling - Forms Management - For Nonprofits - Fund Accounting - Fundraising Management - Generative AI - Grant Management - Member Database - Membership Management - Mobile Access - Real-Time Analytics - Real-Time Reporting - Recurring/Subscription Billing - Registration Management - Reporting & Statistics - Social Marketing - Third-Party Integrations - Volunteer Management - Website Management [See all features](https://www.capterra.com/p/200357/Casebook-Platform/#features) ### Recognition Bonterra Apricot is recognized as a top-rated tool in 2 Capterra Shortlist reports No recognitions have been awarded to Casebook ### Deployment & support Bonterra Apricot Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Casebook Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Bonterra Apricot - By Bonterra - Located in United States - Founded in 2014 Casebook - By Casebook - Located in United States - Founded in 2007 ## Popular Comparisons [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Donorbox](https://www.capterra.com/p/156860/Donorbox/)[4.80 (631)](https://www.capterra.com/p/156860/Donorbox/reviews/) Contact vendor for pricing Price $0/month 4.1 Features 4.6 4.2 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/123342-156860/Bonterra-Case-Management-vs-Donorbox) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.21 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) vs [Donorbox](https://www.capterra.com/p/156860/Donorbox/)[4.80 (631)](https://www.capterra.com/p/156860/Donorbox/reviews/) $29/month Price $0/month 4.0 Features 4.6 3.9 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/156860-200357/Donorbox-vs-Casebook-Platform) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)[4.54 (1,482)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Contact vendor for pricing Price $119/month 4.1 Features 4.3 4.2 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/2698-123342/DonorPerfect-Fundraising-Software-vs-Bonterra-Case-Management) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.21 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) vs [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[4.41 (44)](https://www.capterra.com/p/154789/CaseWorthy/reviews/) $29/month Price $0.01/year 4.0 Features 4.4 3.9 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/154789-200357/CaseWorthy-vs-Casebook-Platform) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Givebutter](https://www.capterra.com/p/172048/Givebutter/)[4.75 (872)](https://www.capterra.com/p/172048/Givebutter/reviews/) Contact vendor for pricing Price $0 4.1 Features 4.5 4.2 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/123342-172048/Bonterra-Case-Management-vs-Givebutter) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Zeffy](https://www.capterra.com/p/220131/Zeffy/)[4.82 (505)](https://www.capterra.com/p/220131/Zeffy/reviews/) Contact vendor for pricing Price CA$0 4.1 Features 4.6 4.2 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/123342-220131/Bonterra-Case-Management-vs-Zeffy) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/)[4.56 (938)](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.1 Features 4.4 4.2 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/111128-123342/Bonterra-Guided-Fundraising-vs-Bonterra-Case-Management) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Flipcause](https://www.capterra.com/p/136488/Flipcause/)[4.64 (340)](https://www.capterra.com/p/136488/Flipcause/reviews/) Contact vendor for pricing Price $125/month 4.1 Features 4.5 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123342-136488/Bonterra-Case-Management-vs-Flipcause) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Bloomerang](https://www.capterra.com/p/131207/Bloomerang/)[4.65 (1,287)](https://www.capterra.com/p/131207/Bloomerang/reviews/) Contact vendor for pricing Price $125/month 4.1 Features 4.3 4.2 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/123342-131207/Bonterra-Case-Management-vs-Bloomerang) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[4.41 (44)](https://www.capterra.com/p/154789/CaseWorthy/reviews/) Contact vendor for pricing Price $0.01/year 4.1 Features 4.4 4.2 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/123342-154789/Bonterra-Case-Management-vs-CaseWorthy) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/)[4.53 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Contact vendor for pricing Price $20/month 4.1 Features 4.4 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123342-132388/Bonterra-Case-Management-vs-CharityTracker) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) vs [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Contact vendor for pricing Price $179/month 4.1 Features 4.0 4.2 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/123342-144095/Bonterra-Case-Management-vs-Sumac)