--- title: "Bonterra Apricot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Bonterra Apricot Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more." source_url: "https://www.capterra.com/p/123342/Bonterra-Case-Management/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Bonterra Apricot Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Bonterra Apricot ## What is Bonterra Apricot? Our comprehensive, secure nonprofit software is designed to create and expand programs with ease. We go beyond the back office with collaboration and engagement capabilities — because everything we do is centered on the experience of the people you serve. And with solutions that are intuitive and easy to use, our software frees up your staff to focus on your mission. ## What is Bonterra Apricot used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Human Services](https://www.capterra.com/human-services-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 227 user reviews Reviews sentiment Positive 85% Neutral 8% Negative 7% Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Nonprofit / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Bonterra Apricot?[Manage this product listing](https://www.g2.com/products/bonterra-apricot/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Bonterra Apricot 4.2 (226) VS. [4.8 (513)](https://www.capterra.com/p/220131/Zeffy/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (226) Ease Of Use 4.8 (634) Value For Money 3.9 (196) Value For Money 5.0 (598) Customer Service 4.1 (213) Customer Service 4.9 (581) ## Bonterra Apricot alternatives [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (1,288)](https://www.capterra.com/p/131207/Bloomerang/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/123342/Bonterra-Case-Management/alternatives/) ## FAQs about Bonterra Apricot Overview ### What problems does Bonterra Apricot solve? Bonterra Apricot solves fragmented client records, paper-based documentation, and time-consuming grant reporting by centralizing case notes, documents, intake data, service tracking, and customizable reports. Nonprofits, social service agencies, case managers, program administrators, and funder-facing teams use it to coordinate client care, monitor outcomes, reduce data-entry errors, and produce required reports. Answer based on 144 reviews Overview ### Which roles and teams benefit most from Bonterra Apricot? Bonterra Apricot is most used by case managers, social workers, therapists, and program coordinators who document client services, track referrals, and manage case records. Program managers and analysts monitor service delivery and outcomes, while operations leaders, grant directors, and executives use reporting data for compliance, funding requirements, and organizational oversight. Answer based on 222 reviews Overview ### What company size and industries is Bonterra Apricot built for? Bonterra Apricot is built primarily for small nonprofit organizations, which represent 85% of reviewers, especially Non-Profit Organization Management at 58%. It also serves midsize organizations (11%) and enterprises (5%) in Individual & Family Services (7%), Civic & Social Organizations (6%), human services, victim support, child and family services, foundations, and faith-based services. Answer based on 226 reviews Features and Usability ### What are the key features of Bonterra Apricot? Bonterra Apricot includes client management and case management for maintaining client records, goals, caseloads, and case notes. Its core reporting features provide reporting & statistics and customizable reports for tracking outcomes and identifying missing information. Data import/export, document management, and customizable forms support intake records, assessments, referrals, and client documentation. Answer based on 74 reviews Getting Started and Support ### How easy is it to onboard and train a team on Bonterra Apricot? Bonterra Apricot offers in-person and live online training, webinars, documentation, and videos. Reviewers report that daily users and nontechnical staff often learn core tasks quickly, while administrators need more time for setup, customization, and reporting. Some organizations find initial training lengthy, costly, or insufficient without additional self-directed learning and support. Answer based on 29 reviews Getting Started and Support ### What customer support options does Bonterra Apricot offer, and how do users rate the experience? Bonterra Apricot offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, helpful, and quick, particularly through chat. However, some report delayed follow-up, inconsistent answers, frequent account-team changes, and difficulty resolving complex implementation, billing, or technical issues. Answer based on 61 reviews Security ### How does Bonterra Apricot handle data security and access control? Bonterra Apricot uses individual access permissions to control what users can view, while administrators can see information beyond the page being worked on. It supports browser-based, cloud access from remote locations and computers. Reviewers note access can be restrictive: non-administrators may need broader results visibility, and incorrect entries require administrator assistance to delete. Answer based on 17 reviews Features and Usability ### How well does Bonterra Apricot handle reporting? Bonterra Apricot supports customizable program and grant reporting, helping nonprofit teams track services, outcomes, and client engagement in one system. Many administrators value drill-down reports and faster access to funder data, while some teams find native report creation limited for complex queries and need training, added tools, or support for advanced reporting. Answer based on 38 reviews Features and Usability ### Can I customize forms and fields in Bonterra Apricot? Bonterra Apricot lets administrators build custom forms and fields without coding, so service programs can capture funder-specific client data. Nonprofit administrators often find the form builder flexible and approachable, but initial setup takes time, layout controls can feel limited, and later field changes may complicate existing data and reports. Answer based on 37 reviews ## See trending topics mentioning Bonterra Apricot [Which case management software lets a small nonprofit run funder and outcome reports without rebuilding them in spreadsheets?](https://www.capterra.com/human-services-software/trending-topics/which-case-management-software-lets-a-small-nonprofit-run-funder-and-outcome-reports/) Last updated on October 26, 2026 ### Which case management software lets a small nonprofit run funder and outcome reports without rebuilding them in spreadsheets? Answered by Capterra Research Analyst Team [Is it worth moving a small nonprofit off spreadsheets and paper files to case management software, and which is easiest to switch to?](https://www.capterra.com/human-services-software/trending-topics/is-it-worth-moving-a-small-nonprofit-off-spreadsheets-and-paper-files-to-case-management/) Last updated on October 26, 2026 ### Is it worth moving a small nonprofit off spreadsheets and paper files to case management software, and which is easiest to switch to? Answered by Capterra Research Analyst Team [How can a program team customize intake forms and fields in its case management software without hiring a developer?](https://www.capterra.com/human-services-software/trending-topics/how-can-a-program-team-customize-intake-forms-and-fields-in-its-case-management-software/) Last updated on October 26, 2026 ### How can a program team customize intake forms and fields in its case management software without hiring a developer? Answered by Capterra Research Analyst Team ## Who uses Bonterra Apricot? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 4,572 Nonprofit reviews Capterra data shows that buyers of nonprofit software rank the following features as their top priorities: - **Electronic Payments** (**64%** of reviewers rated this feature as critical) - **Credit Card Processing** (**64%**) - **Fundraising Management** (**49%**) Bonterra Apricot includes **Fundraising Management**, which covers one of the top features nonprofit buyers look for. However, it does not offer **Electronic Payments** or **Credit Card Processing**. Instead, the product provides other important capabilities that reviewers also value, including **Member Database** (**57%**) and **Registration Management** (**51%**). These features help nonprofits keep supporter records organized, manage event or program sign-ups, and track constituent activity more effectively, helping businesses maintain stronger donor relationships and run day-to-day operations with more clarity. Member Database 4.7 (18) 77.78% of 18 reviewers that rated this feature as important or highly important Add, store and access information pertaining to members Registration Management 4.3 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Reporting & Statistics 4.3 (78) 85.90% of 78 reviewers that rated this feature as important or highly important Bonterra Apricot helps you quickly generate accurate, up-to-date reports for funders, audits, and internal analysis. Reviewers appreciate the organized data, ease of extracting statistics, and ability to track trends, though some mention slow performance with complex reports. Data Import/Export 4.3 (60) 81.67% of 60 reviewers that rated this feature as important or highly important You can seamlessly upload, download, and transfer client data, including forms and spreadsheets. Reviewers indicate importing and exporting is intuitive and works well with Excel, though some report issues with printing and occasional trouble with file formatting. Customizable Reports 4.3 (59) 76.27% of 59 reviewers that rated this feature as important or highly important Bonterra Apricot offers flexible report customization, letting you tailor content and layout for different programs. Some reviewers find it easy and time-saving, but others say customization can be time-consuming or limited compared to previous systems. Case Notes 4.4 (41) 100.00% of 41 reviewers that rated this feature as important or highly important It gives you structured, accessible documentation of client interactions and progress. Reviewers appreciate the ease of entering, organizing, and referencing notes, and value the ability to link notes to goals, though some mention printing case notes can be cumbersome. Bonterra Apricot 64 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Track and manage schedules and meetings via an integrated calendar Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process It gives you structured, accessible documentation of client interactions and progress. Reviewers appreciate the ease of entering, organizing, and referencing notes, and value the ability to link notes to goals, though some mention printing case notes can be cumbersome. With this capability, you can maintain detailed client profiles and easily track progress. Users think it’s simple to organize, access, and update client records, making caseload management and grant reporting more efficient, though some find searching for clients occasionally inconsistent. Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Bonterra Apricot offers flexible report customization, letting you tailor content and layout for different programs. Some reviewers find it easy and time-saving, but others say customization can be time-consuming or limited compared to previous systems. Pre-designed layouts that can be customized to match preferences and requirements Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data You can seamlessly upload, download, and transfer client data, including forms and spreadsheets. Reviewers indicate importing and exporting is intuitive and works well with Excel, though some report issues with printing and occasional trouble with file formatting. Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Plan an event's time and location Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Establish measurable goals and objectives and track their progress over a specific period of time Compliant with HIPAA, which sets standards for sensitive patient data protection Add, store and access information pertaining to members Access software remotely via mobile devices Manage and support multiple locations Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Analyze and gain insights into data in real-time Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Bonterra Apricot helps you quickly generate accurate, up-to-date reports for funders, audits, and internal analysis. Reviewers appreciate the organized data, ease of extracting statistics, and ability to track trends, though some mention slow performance with complex reports. View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Track and manage the scheduling of tasks Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (224) 4.1 Based on 224 reviews ## Pricing Value for money 3.9 (196) Free Trial Fundamentals Custom Quote Available It includes: - Best Practice Template Library - Customizable Forms - Mobile Compatibility - Create Custom Reports - Data Import and Export Professional Custom Quote Available It includes: - Calendar Integrations - Custom, conditional forms & fields - Workflow Automation - Client Portal - Communication Tools - Sandbox Environment Enterprise Custom Quote Available It includes: - Advanced Reporting & Analytics - Attendance Monitoring - Appointment Scheduling - Single Sign On - Data Integrations Value for money 3.9 (196) 3.9 Based on 196 reviews 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. ## Support, customer service and training options Customer Service 4.1 (213) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (213) 4.1 Based on 213 reviews ## User reviews Overall rating 4.2 Based on 227 reviews Filter by rating Counts reflect reviews available in this feed. 5(109) 4(85) 3(18) 2(6) 1(9) Mentioned topic Recent reviews first, then most helpful AW alexsander W. Data Manager Used the software for: 3-5 years ### "Rags to Riches" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 28, 2026 When I first became an administrator for Apricot I was thoroughly unimpressed with the platform. It was riddled with defects and inefficient structures. However, that was when the product was a Social Solutions software. Since Bonterra has acquired the platform and run a series of much needed updates and added features, I think Apricot is just as comparable of a product as some of the CRM pillars such as Salesforce. Its a good product and keeps getting better. Pros The scaleability and forgiveness of the platform. It can grow with your organization and corrections can be made. For example, when we first started using Apricot our program structure was much different then it is today. We expanded our department and shifted the general structure of them. It was easy to adjust the backend of Apricot to ensure client privacy and still ensure our staff had access to all the relevant data they needed to do good work. Cons The native reporting is fairly weak and limited. Apricot has some very powerful reporting add ons like Results Reporting and ImpactHub, but most users can't access that information. For example, I wanted to build a report that showed if a client had been marked as attending a program, but didn't have an enrollment for that program and it was impossible from my end. Our absolutely amazing ASC was able to build the report for us since she has access to custom expressions, but its not sustainable in the long run. CM Case Manager I Case Manager I Used the software for: 1-3 years ### "Case Management Made Simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 13, 2026 I have always found Apricot to be a fantastic means of tracking client outcomes and experiences as well as attendance, demographics, goals, referrals and associated contacts relevant to their care plans. Pros Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in comparison with competitors. Cons When adding a note, or even a document the items are listed in chronological order of the date and time that they were added or edited. Thus, when adding a document that is back-dated, or editing the submission of older entries....the order of the data becomes disorganized. HP Home Parent Home Parent Used the software for: 1-3 years ### "Well Please" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 24, 2025 I have been using Bonterra Apricot for about 18 months. I have found it to be one of the best systems for the type of industry. Pros I love that Bonterra Apricot is interactive between all staff. It is accurate, and very easy to operate and manage. Cons The only thing I dislike is having to change my password. I understand why, but there isn’t anything else I dislike about Bonterra Apricot. CF CFO CFO Used the software for: 3-5 years ### "Review from Finance perspective" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 19, 2025 Overall the product is great, I just wish there was a way to pick up the phone and call instead of having to use the online ticketing system. Pros It is user friendly and helps to speed up and capture the data in a way that works great for the agency. Cons My only issue is on the billing side, the ticketing system doesn't always work great because I normally need to speak with a person and that seems like it takes an act of congress to get someone on the phone. Program Manager 4.5 November 10, 2026 AI summary based on a full review This tool centralizes data entry, which enhances tracking efficiency for ongoing work. On the downside, the dashboard's complexity can lead to confusion when searching for specific details. Log in to unlock the full review, detailed ratings, and pros & cons DO Director of Program Impact & Performance Measurements Director of Program Impact & Performance Measurements Used the software for: 3-5 years ### "Solutions for the Nonprofit world" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 February 1, 2022 Pros Easily customizable. Continuous development toward more user friendly features. Online features. Ease of building reports and reporting capabilities Cons The pricing. Use of more complex reporting systems to better filter or analyze data. FS Family support and resource specialist Family support and resource specialist Used the software for: 3-5 years ### "Better with Apricot" 4.0 August 14, 2025 I really enjoyed Apricot I have worked with prior programs like child plus and apricot definitely tops that in my book. Pros Apricot is really easy to use and manage. It makes it easier when my job is able to make adjustments to how we manage our clients documents when we say we like one way or if we don't like it they are able to make changes. It is very secure with the password and making sure you change your passwords frequently which ensures client privacy and protection. Cons 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 updates but sometimes those are inconvenient DO DOO DOO Used the software for: 3-5 years ### "AVOID BONTERRA WITH EVERYTHING YOU HAVE!" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 19, 2025 I DESPISE THEM WITH ALL MY BEING. The exploitation of nonprofit services at the horrifyingly exorbitant prices is unconsciounable. The nonprofit sector is struggling already. Bonterra is just around to bayonet the wounded and make sure the support resources and software are out of reach costwise. HATE THEM. Pros I really used to like the customizable features of Apricot. I literally like nothing about Bonterra. They are predatory and buy up systems important to nonprofits and then jack the prices up. Cons The price!! Bonterra has bought up a LOT of nonprofit support systems and software and has JACKED UP the price on everything while at the same time reducing support and customization features until the products are not worth the hassle. Charmaine C. Trauma Support Coordinator Used the software for: 1-3 years ### "Apricot A User Friendly Tool For Client Management With Room For Growth" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 July 10, 2025 I would love the ability to generate my own reports to keep better track of my data and analyze trends independently. While this may be an administrative limitation, having more flexibility in reporting would greatly improve efficiency. Overall, my experience with Apricot has been positive, and I would definitely recommend it as a reliable tool for client management. now that I know how to Now that I know how to navigate the product, has been a good experience. Pros "I use Apricot daily as a data input application to manage my clients and track my interactions with them. My clients are surviving family members of homicide victims, so having an efficient and user-friendly system is crucial for ensuring seamless support. One of the features I appreciate most about Apricot is its intuitive design—it allows me to create a client profile in just three simple steps, which streamlines my workflow and helps me focus on providing meaningful assistant. Cons I'm not sure if this is an administrative issue however I would like to be able to run my own report to keep up with my data numbers, not just the administrators. I wish to track my own productivity to assure quality performance. SC Site Coordinator Site Coordinator Used the software for: 3-5 years ### "Apricot review: The good. The bad. The ugly." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 August 18, 2025 There were a lot of great things about apricot. The ease of use and easy to find what you looking for was the best part of website. The ability to talk to someone to help and troubleshoot was very difficult. Pros Easy to find things. When the system was working you could upload documents and sign off on papers easily. The ability to use your phone, ipad, desktop and laptops atvany time was amazing as well. Cons Slow. High volume days the program would stall. Usually on the important days there was an almost guarantee that the website would run slow or not at all. [View all Reviews](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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