--- title: "Bonterra Apricot Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Bonterra Apricot the right Nonprofit solution for you? Explore 226 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/" page_type: "reviews" language: "en" --- Bonterra Apricot 4.2 (226) [View alternatives](https://www.capterra.com/p/123342/Bonterra-Case-Management/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Bonterra Apricot Ease of use 4.2 Customer Service 4.1 ## Pros and Cons in Reviews Jacquelyn V Case Manager IMental Health Care, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in comparison with competitors.“ March 10, 2026 AW Alexsander W Data ManagerCivic & Social Organization, 11 - 50 employeesUsed the software for: More than 2 years. “It was riddled with defects and inefficient structures.“ April 27, 2026 MS Michaela S Data and Reporting AnalystIndividual & Family Services, 501 - 1,000 employeesUsed the software for: More than 2 years. “In general, it does a great job with customized templates and supporting a wide-array of diverse case management workflows (DV and SV Services, Workforce Services, Utility and Rental Assistance, Shelters, etc.).“ June 12, 2025 Belineda J Family support and resource specialistChild Day Care Services, 51 - 200 employeesUsed the software for: More than 2 years. “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“ August 13, 2025 CC Charmaine C Trauma Support CoordinatorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ June 17, 2025 HF Heidi F Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “The system is set up with tiers of form which makes the platform very hard to easily understand and work properly.“ February 3, 2025 CF Colyn F Case ManagerNon-Profit Organization Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “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 are being performed.“ August 12, 2025 Amanda H Program AnalystNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “Difficult aspects of the product have included missing notification systems to let case managers know of missing info in Apricot, the many form choice fields can be make it hard sometimes for building and pulling reports, ongoing tech issues when running reports so have to talk with customer support to help out.“ September 11, 2023 ## Showing most helpful reviews Showing 1-25 of 226 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nazgol Z. Director of Program Impact & Performance Measurements Non-Profit Organization Management Used the software for: 2+ years ### "Solutions for the Nonprofit world" January 31, 2022 4.0 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. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Tableau](https://www.capterra.com/p/208764/Tableau/) Reason for choosing Bonterra Apricot Pricing. Established use by partners. Switched from [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) More user friendly and customizable Review Source VR Verified Reviewer Family support and resource specialist Child Day Care Services Used the software for: 2+ years ### "Better with Apricot" August 13, 2025 4.0 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 Review Source SD Shirlee D. DOO Non-Profit Organization Management Used the software for: 2+ years ### "AVOID BONTERRA WITH EVERYTHING YOU HAVE!" June 18, 2025 1.0 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. Review Source Response from Bonterra June 20, 2025 Hi Shirlee, Thank you for sharing your feedback. I'm truly sorry to hear how frustrated you feel. It's clear we didn’t meet your expectations, and we take that seriously. We understand how important affordability, support, and flexibility are for nonprofits, and we’re actively working to improve in all of these areas. Your input helps us do that, even when it's hard to hear. If you’re open to continuing the conversation, please feel free to reach out to us at review-support@bonterratech.com. We’d really value the opportunity to learn more and see how we can do better. —Kathleen Connelly Customer Advocacy Manager, Bonterra CC Charmaine C. Trauma Support Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Apricot A User Friendly Tool For Client Management With Room For Growth" June 17, 2025 5.0 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. Switched from [Total ETO](https://www.capterra.com/p/178763/Total-ETO/) Flow was important and user friendliness Review Source BG BRYAN G. Site Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Apricot review: The good. The bad. The ugly." August 14, 2025 4.0 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. Review Source MD Melissa D. Outreach Manager Non-Profit Organization Management Used the software for: 2+ years ### "Ahhh, Apricot" June 17, 2025 5.0 Overall I am satisfied with Apricot, I used this system at a previous job in the same field (DV advocacy) so it was easy to get onboarded at my current job. Pros The household feature so we can link parents and kids. That helps immensely when entering services for the whole family. Good way for new hires to make sure they aren't missing anyone. Cons Not sure if this is an internet connectivity issue, but occasionally when enrolling new clients they won't show up for a few hours to a day when searching for them. Review Source KW Kevin W. Home Parent Non-Profit Organization Management Used the software for: 1-2 years ### "Well Please" June 19, 2025 5.0 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. Review Source LH Lakeesha H. Case management Non-Profit Organization Management Used the software for: 6-12 months ### "Case managers and Apricot " June 12, 2025 5.0 My overall experience has been one of the best that I have had in my career in social services, other systems that I have utilized where extremely complex and challenging to navigate through and when working in a field that is already difficult due to the population ad their backgrounds a system like Apricot makes it easier to make those connections. Pros I like that our whole team is able to utilize Apricot to read/review one another's notes that is extremely vital when working with one than more individual as well as working with others who you might not see often to staff certain clients. Cons I am able to complete an intake with my clients in one place, it is not complex it actually flows well, and it make sense. Apricot the questions that are available is also an ice breaker when engaging with those who are not comfortable with speaking with case manager, or any other staff members. Review Source VR Verified Reviewer Registered Nurse Non-Profit Organization Management Used the software for: 2+ years ### "Apricot Review" August 8, 2025 4.0 Pros Easily efficient to use been using this system at work for about 4 years now. It was a system that was not personally difficult for me to get use to using daily. Cons Very slow with loading and set up by filters of accessbility to see information with having a high caseload Review Source VR Verified Reviewer CFO Non-Profit Organization Management Used the software for: 2+ years ### "Review from Finance perspective" August 8, 2025 5.0 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. Review Source HS Heather S. Office and Communications Manager Religious Institutions Used the software for: 6-12 months ### "Always there to help" February 18, 2025 4.0 I have had very positive interactions with Bonterra Case Management. Pros I have had a timely response to every query. Cons I do wish there was a chat feature right on the site. Sometimes I need a question answered quicker than an email exchange allows. Switched from [Action Network](https://www.capterra.com/p/235419/Action-Network/) Not sure, decision was made before I was hired, but I have found Action Network difficult to navigate. Review Source GH Gregory H. IT and Operations Manager Non-Profit Organization Management Used the software for: 6-12 months ### "This is a great database that is well worth the price" August 27, 2024 5.0 Overall my experience has been great. The training I had before we launched our database was great and the continued support is very helpful. Pros The ability to customize just about any field and report without having to ask or pay Bonterra to do it for me. Cons 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. These are fields in prebuilt forms. Review Source DQ Dick Q. Director of Operations Health, Wellness and Fitness Used the software for: 2+ years ### "Jeremiah's Inn, Long Term Residential Treatment for Substance Use Disorder" September 18, 2023 5.0 Excellent. When we purchased the software there was no program that could track what we wanted in the format necessary to meet expectations of some of the new treatment protocols. This allowed us to build just what we needed when we needed it. Pros The ability to build a system from scratch. At the time of purchase there were no programs that incorporated the treatment protocols and structure that we were required to adopt. Since purchase, the ability to make changes and improvements as needed and in real time has proved invaluable. Cons There are some things I would like to see a little more automated. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Bonterra Apricot Those products did not have the format we needed for documenting Substance Abuse treatment specifically nor did they have the flexibility to be modified to meet our needs. We needed something we could build Review Source Response from Bonterra October 23, 2023 Hi Dick, thank you for your thoughtful feedback. We are honored that our flexible platform has allowed Jeremiah's Inn to build the tailored system you need. Enabling your critical services is our priority. We appreciate you sharing concrete ways we can improve. Please don't hesitate to reach out with any other feedback. Your perspective is invaluable. Thank you again for putting your trust in Bonterra Case Management - we are committed to supporting your mission impact! CR Carmen R. Intake Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Encouraging repeat customers" May 7, 2024 5.0 Overall it has been a satisfying experience. Pros The Bonterra system is easy and fast to use. In addition if you experience difficulties with the program. The customer service team are easily accessible and helpful. Cons The added cost in order to make product enhancements. For example if a program needs more data entries in order to be more efficient. The cost of adding the enhancement outweighs the benefit. Switched from [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) The previous program was antiquated not accessible via the internet. Review Source Response from Bonterra May 14, 2024 Hi Carmen, thanks for recommending our impact management platform and service! We're happy to hear Bonterra has positively impacted your workflow. We get your concerns about the costs for product enhancements and are always working to optimize our offerings for better value and efficiency. Our customer service team is here to support you, and we really value your feedback as it helps us improve. KB Kristin B. Impact Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Very poor customer service & technical support after implementation" June 14, 2023 3.0 Around 7 months into our contract with Apricot, one feature that was core to our operations - the scheduler - stopped working. Two months later, not only is that feature not working but all points of contact in customer success and support have stopped offering updates or support. We requested a credit, which they denied, saying that they are covered by the contract if something like this happens. We have been continually passed around with no single point of contact. We are now in the process of involving our attorney.What is frustrating is that we work for a grassroots nonprofit, and provide services for free to people in need. We go above and beyond for our clients, but yet we cannot get the same service in return from a for-profit organization. Pros \- Implementation team very thoughtful and helpful at designing workflow for our unique needs Cons \- Support and customer "success" team responses are not helpful Reason for choosing Bonterra Apricot Price and scheduler integration, which no longer works... Review Source Response from Bonterra June 21, 2023 Hello! I first want to thank you for being an Apricot customer. We greatly appreciate your business and want to acknowledge your experience using our products. It's really terrific to hear that your implementation was successful and that we were able to help you accommodate your unique workflow needs. As far as having being dissatisfied with customer support, we're sorry to hear that we missed the mark and appreciate you bringing this to our attention. We take customer feedback seriously and are committed to making things right. Our Director of Customer Success would be happy to speak with you. Could you please send me an email or reply here so we can set up a convenient time that works for you? Thank you for your patience and understanding! We hope to have the opportunity to turn your experience around. Kind regards, Kathleen DZ Debbie Z. Social Worker Hospital & Health Care Used the software for: 2+ years ### "Excellent Apricot " February 14, 2025 5.0 Very easy, specific, quick method of documentation Pros Personal help via zoom. Had issues with documenting and was scheduled to meet with a very patient representative Cons Sometimes have difficulty scheduling new trainings Review Source LM Linda M. Parole Transition Program Supervisor Civic & Social Organization Used the software for: 1-2 years ### "Thank you! " November 27, 2024 4.0 Going from word documents to case management software made a huge difference. It saves so much time, having all the information available in a locialize spot is so nice! Pros I do like having all the information in one spot. I am able to see how my case managers are supporting their clients. Cons I wish we had an option to view all the information in chronological order. I do like the current view, but it would be nice to have an option to view all documents in the order that they were entered. Review Source KR Kiarra R. ERC Support Staff Non-Profit Organization Management Used the software for: 1-2 years ### "Bonterra Case Management" February 20, 2025 5.0 Pros The amount of resources and client support provided Cons Spam emails, Bonterra Case Managament send too many emails in my opinion Review Source SG Stephanie G. Peer Support Specialest Non-Profit Organization Management Used the software for: 1-2 years ### "Peer support case management" December 12, 2024 5.0 My overall experience has been very good. Pros I like that its easy to navigate, user friendly and every thing in a one to shop. Not only do we calculate our time, e can see our benefits, our pay information, and change our with holdings, and request our time off in one spot. Cons I really haven't found anything I don't like about it. Review Source MO Maxwell O. Program Manager Education Management Used the software for: 2+ years ### "Maxwell's Review" November 26, 2024 5.0 My experience with Bonterra has been great overall. I have used it as a case management application in two different organizations for the last five years and seeing the improvements being made is encouraging. Hopefully in the near future we will see some AI integration. Pros I like that we can customize forms to fit our needs and there are numerous templates from form designer that can be put to use. There are robust reporting features, security, support for multiple programs and customer support and training programs. Cons It takes new users time to familiarize themselves with the application, We often require technical support to make some adjustments. Review Source MK Max K. Case Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Case Managers love apricot!" November 26, 2024 5.0 Very useful tool for case management/peer work. Pros How much it simplifies case notes. How easy it makes understanding the overall picture of a client across programs. Cons Wish there was an easy route to a general blank document/template that could be saved as a native document. Review Source JG Jaliah G. Case Manager Philanthropy Used the software for: 6-12 months ### "Bonterra Case Management Review " November 26, 2024 4.0 My overall experience with Bonterra Case Mangement would be 8/10 Pros I like mostly that everything is straight forward and accessible Cons The least thing I like about Bonterra Case management are the glitches Review Source RP Rebekah P. Director of Quality Improvement Civic & Social Organization Used the software for: 1-2 years ### "Apricot Review" February 3, 2022 3.0 We seem to run into issue after issue with the system- many errors and limits with using features because they are not functioning properly. We do not get timely help with fixes and end up waiting a long time to be able to roll things out. Even things as simple as forms have been delayed months because there are errors that are not getting fixed. Pros We have received great customer service from our Advanced Support Consultant. I like that we can make changes to forms and implement new processes on our own. Cons It does not function nearly as well as we were told through the sales process. It seems Apricot is better suited for smaller agencies, as we have been told that many of the issues are because of the size of our system. It seems Social Solutions is more focused on growing their business rather than ensuring the product they have functions appropriately. Reason for choosing Bonterra Apricot Apricot seemed it would best meet our goals. Review Source AJ Amanda J. Data Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Advocates Review" September 11, 2023 3.0 Overall, I do like using it. Pros I like that we can enter information for our clients and all of our case managers can see this information. It makes it so much easier to quickly get the information we need. Cons I do not like building reports. I have had to develop other tracking methods because I do not understand how to build the reports correctly. There are too many filters and complicated things to remember. It is very difficult. I also do not like some of the features when trying to change some of our forms. Reason for choosing Bonterra Apricot Creating the reports we needed was supposed to be very simple. Review Source Response from Bonterra September 19, 2023 Thank you for your time to provide your feedback, Amanda. It's great news to hear that it's easier for your case managers to get the information they need so quickly. We appreciate your honesty about building reports. We're happy to connect you with the team leader who can help clarify specific report resources that are likely to meet your needs. Please reply here and we'll help schedule a time that is convenient for you. AR Andrea R. Managing Director Planning Compliance, Managment Systems Individual & Family Services Used the software for: 2+ years ### "Review of Apricot " September 20, 2023 4.0 We continue to work to improve reports, I am hopeful that our agency will be able to utilize dashboard. Pros The ability to create reports is great and not complicated. New staff can be easily trained to use the system. Cons There are some occasions when depending on the report the numbers do not match. I also wish there was a way to give access to a non-administrator access to apricot results. Reason for choosing Bonterra Apricot The ease of use and the ability to create reports. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.