--- 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" publication_date: "2026-11-09" --- 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 November 9th, 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 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 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 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 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. “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 solution but to keep logging out and logging back in...this is now how a good system works!“ 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 Brazil Y Registered NurseNon-Profit Organization Management, 201 - 500 employeesUsed the software for: More than 2 years. “Very slow with loading and set up by filters of accessbility to see information with having a high caseload“ August 8, 2025 ## Showing most helpful reviews Showing 1-25 of 226 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use aW alexsander W. Data Manager Used the software for: 3-5 years ### "Rags to Riches" April 28, 2026 4.0 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. Review Source Verified Reviewer Case Manager I Used the software for: 1-3 years ### "Case Management Made Simple" March 13, 2026 5.0 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. Review Source R Reviewer Home Parent Used the software for: 1-3 years ### "Well Please" November 24, 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 Verified Reviewer CFO Used the software for: 3-5 years ### "Review from Finance perspective" November 19, 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 R Reviewer Director of Program Impact & Performance Measurements Used the software for: 3-5 years ### "Solutions for the Nonprofit world" February 1, 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. Review Source VR Verified Reviewer Family support and resource specialist Used the software for: 3-5 years ### "Better with Apricot" August 14, 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 R Reviewer DOO Used the software for: 3-5 years ### "AVOID BONTERRA WITH EVERYTHING YOU HAVE!" June 19, 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 Charmaine C. Trauma Support Coordinator Used the software for: 1-3 years ### "Apricot A User Friendly Tool For Client Management With Room For Growth" July 10, 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. Review Source R Reviewer Site Coordinator Used the software for: 3-5 years ### "Apricot review: The good. The bad. The ugly." August 18, 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 R Reviewer Outreach Manager Used the software for: 3-5 years ### "Ahhh, Apricot" June 18, 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 LH Lakeesha H. Case management Used the software for: Less than 1 year ### "Case managers and Apricot " June 13, 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 Used the software for: 3-5 years ### "Apricot Review" August 11, 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 HS Heather S. Office and Communications Manager Used the software for: Less than 1 year ### "Always there to help" February 19, 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. Review Source R Reviewer Director of Operations Used the software for: 3-5 years ### "Jeremiah's Inn, Long Term Residential Treatment for Substance Use Disorder" September 19, 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. Review Source R Reviewer Intake Manager Used the software for: 1-3 years ### "Encouraging repeat customers" May 9, 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. Review Source R Reviewer Impact Manager Used the software for: Less than 1 year ### "Very poor customer service & technical support after implementation" June 19, 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 Review Source R Reviewer Social Worker Used the software for: 3-5 years ### "Excellent Apricot " February 18, 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 R Reviewer Program Coordinator Used the software for: Less than 1 year ### "Bonterra Caser Management Review" February 18, 2025 5.0 It has been very pleasant. It has been a very smooth process. Pros The great trainings on how to access and utilize apricot. Cons The timing of some of the trainings don't work with my work schedule due to meetings I have to attend. Review Source R Reviewer DPD case manager Used the software for: Less than 1 year ### "GPD case manager " February 18, 2025 4.0 It was great to see if there was anything I could possibly use to improve my skills. Pros Was very helpful and informative and I will probably be able to use some of it just might help me out . Cons There was really nothing wrong with it and I liked it very much. Review Source R Reviewer Executive Assistant, operations coordinator Used the software for: Less than 1 year ### "Well organized and Insightful Experience " February 18, 2025 5.0 The sessions were incredibly informative, and well-organized .Every topic was right on point , making it easy to follow and highly valuable .. I always walk away with a clear understanding and practical insights . Highly recommend! Pros Very informative , very organized. Topics right on point , covered exactly what I needed ! Cons I have but experienced anything which I do not like .. Review Source Jeffrey M. Peer Support Specialist Used the software for: 1-3 years ### "Great organization" December 16, 2024 5.0 I use it for Service Notes for my position as a Peer Support Specialist Pros organization is what I get the most of using Bonterra Cons timed out part of it sometimes catches you off guard Review Source R Reviewer Case Manager Used the software for: Less than 1 year ### "Case Managers love apricot!" November 29, 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 R Reviewer Case Manager Used the software for: Less than 1 year ### "Bonterra Case Management Review " November 29, 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 R Reviewer Security Used the software for: Less than 1 year ### "My honest review" December 9, 2024 4.0 Once I completed the needed update on my laptop my overall experience was great. Pros The ease of use. Very simple and user friendly. Cons Honestly, I thought there was a technical issue at one point but discovered later that this was due to the computer I was using being in need of an update that was preventing me from saving my progress. Review Source R Reviewer Director of Quality Improvement Used the software for: 1-3 years ### "Apricot Review" February 4, 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. 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.