# Bonterra Penelope Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Bonterra Penelope Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more. Source: https://www.capterra.com/p/80088/Bonterra-Penelope/alternatives --- # Bonterra Penelope Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Bonterra Penelope ## What is Bonterra Penelope? Bonterra Penelope is a cloud-based case management software platform that's ideal for human services organizations with 25 or more users. Get a single source of truth, and free your organization from multiple data silos and outdated systems with a configurable solution that's designed for organizations offering multiple services. ## What is Bonterra Penelope used for? [Human Services](https://www.capterra.com/human-services-software/)[Mental Health](https://www.capterra.com/mental-health-software/)[Substance Abuse EMR](https://www.capterra.com/substance-abuse-emr-software/) Top alternative Featured Overall rating Based on 75 user reviews Reviews sentiment Positive 88% Neutral 3% Negative 9% Starting price $400 Per User, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... 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 Penelope?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.bonterratech.com/&name=Bonterra Penelope) ## 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 Penelope 4.2 (75) VS. [4.4 (1,029)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting Price $400 Per User, Per Year Starting Price $29 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (75) Ease Of Use 4.3 (1,026) Value For Money 4.0 (56) Value For Money 4.3 (697) Customer Service 4.1 (69) Customer Service 4.4 (958) ## Bonterra Penelope alternatives [4.3 (44)](https://www.capterra.com/p/223060/PlanStreet/reviews/) Starting price Contact vendor for pricing [4.3 (42)](https://www.capterra.com/p/192006/FristCallTechnology/reviews/) Starting price $65.00 Per User, Per Month Highest Rated [4.8 (67)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month [4.6 (2,819)](https://www.capterra.com/p/130710/SimplePractice/reviews/) Starting price $49.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Case Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Case Notes 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Client Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 2.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Reporting & Statistics 2.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Billing & Invoicing 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Bonterra Penelope 77 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 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 Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Create, manage, and send invoices or bills to customers 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 Access and track notes regarding case activities and updates within case files Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Process of submitting and following up on claims with insurance companies Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and report regulatory data to either internal management or external stakeholders Automated reminders and confirmations for booked appointments and events via text or email Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Accept and process credit card transactions Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports 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 Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Transmit prescriptions to pharmacies electronically Electronically collect payments for goods or services Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Track employee schedules, availability, and performance across projects and tasks For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc. 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 Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Compliant with HIPAA, which sets standards for sensitive patient data protection Conduct intake assessments to determine patient health status, medical history, conditions, etc. Captures invoice data and maintains comprehensive records for auditing and reporting purposes Manage billing and payments for a healthcare provider Records of patients' medical history Manage and support multiple locations Managing and tracking patient health, progress, communication, and treatment plans Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Accept, record, and reconcile financial transactions 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 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 Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 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 Send messages via SMS Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Create treatment plans that document interventions and outcomes to track patient progress Record, update and manage waiting lists Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.9 (75) 3.9 Based on 75 reviews ## Pricing Value for money 4.0 (56) Basic $400.00 Per User,Per Year Value for money 4.0 (56) 4.0 Based on 56 reviews ## Integrations [ Tableau](https://www.capterra.com/p/208764/Tableau/)[ Dr. First](https://www.capterra.com/p/119759/Rcopia/) 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 (69) 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 (69) 4.1 Based on 69 reviews ## User reviews Overall rating 4.2 Based on 75 reviews Filter by rating 5(36) 4(30) 3(2) 2(4) 1(3) Mentioned topic Sorted by most recent CP Christine P. program manager Mental Health Care ### "Want to leave this service but they hold your data hostage" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 6, 2023 Extremely poor experience. Cannot even describe how obtuse the customer service and technical support is Pros Theres not much that I can think of that I like about it. Have seen several much better more user friendly options. There are apps like asana for task management and harvest for time tracking and many invoicing apps that work better for cheaper. Cons very outdated and not user friendly. Cant keyword search so case notes become a wall of unusable info. Cant run excel reports, only clunky pdf ones. takes way too many clicks to do anything. poor customer service even though we've been customers almost 10 years. will only provide you client data to you ONCE for free and only in coding format that only an IT professional could use. Want to charge twice the cost of a years service for them to extract the data in a usable format. They say this will take 35 hours-- shouldnt they have the code and process for that down pat, as something they do all the time? make it impossible to leave the service unless you want to abandon all of your historical data and manually input your clients into a new system or pay an exorbanent amount of money. feel taken advantage of. they are not staying current with competitors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Ali G. Team lead Education Management ### "Ease of use " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 9, 2022 Pros The product makes it easy to manage caseloads Cons The FAQs don’t help as much as I’d like. There are some things that take a lot of time such as adding a not attending worker to every service file Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SR Susan R. Program Manager Non-Profit Organization Management ### "EXcellent system for client files and caseload management" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 19, 2021 We love Penelope for report writing and for documenting outputs for different projects including quality assurance reviews - we know that we are not using Penelope to it's full capacity and there is a lot more potential for improved and different methods of reporting. Pros The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management Cons Customization of the software was a challenge for us to understand our needs with respect to the many different functions and options available - using the sandbox was helpful in working out a few of the errors we made in planning Alternatives considered [CaseFlow](https://www.capterra.com/p/204843/CaseFlow/) Reasons for choosing Bonterra Penelope flexibility, recommendation from \[SENSITIVE CONTENT HIDDEN\] at PHAN (now MOYO), Price options, Canadian based Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Janice D. Client Information Systems Officer Non-Profit Organization Management ### "Penelope review from a Not for Profit Organisation" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 11, 2021 Pros Somewhat customisable. Easy to use. Pricing by User Licence works well for smaller not for profit organisation. Cons Different names used for the same action which is confusing for a new staff member. Eg. Cart or Unit. Lack of reporting options. Reasons for choosing Bonterra Penelope Pricing and support. The support we have received from Athena has been very good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NA Nicole A. Regional Director Hospital & Health Care ### "Well developed database" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 10, 2021 Overall really good experience, staff are knowledgeable and great to work with Pros This is a really well developed database. Such flexible features to customize it to your needs. Cons There are some restrictions with the features and reporting that require work on our end to make things work they way we need it to work. You are not able to delete errors so you are left with a lot of extra entries that make certain parts busy and confusing. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Jacquelyn C. Case Manager/Administrative Coordinator Non-Profit Organization Management ### "Penelope Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 5, 2021 Excellent-the Penelope staff are very friendly and helpful. We had lots of questions when we originally launched Penelope and the staff were very helpful and understanding of our needs. Pros I like how the software is simple to use and can be easily customized to fit the needs of our program. Cons I don't like how we can't generate graphs from our reports from Penelope. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BN Betty N. Volunteer Coordinator Non-Profit Organization Management ### "Case Management with Penelope - Volunteer Users" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 September 26, 2020 It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics. Pros We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers. Cons There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MM Miguel M. Data Coordinator Hospital & Health Care ### "Penelope from the Perspective of Reporting and Program Surveillance" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 21, 2020 I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually. Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope. Pros Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily. Cons I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AA Alvin A. Application and IT Manager Mental Health Care ### "Captures all Data but All Over the Place" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 16, 2020 It's a full featured program that you can adapt to many different scenario's - but you need to set it up right. Pros It has the ability to capture data for every aspect of the process. Feature rich. There's the ability to report directly from the raw data (from the back end) but this requires a fair bit of extra knowledge to get it working effectively. Cons The data is all over the place - you need to know where to go to enter/find what you're looking for. Reporting is somewhat lacking - lots of standard reports but often quite specific. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CC Cathrine C. Senior Cousellor Health, Wellness and Fitness ### "intuitive and helpful " 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 10/10 September 16, 2020 Pros I find Penelope an intuitive and easy to use client management system. It is the most effective system I have used in the 15 years I have been using client management systems. Cons None that I can think of at this very moment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/80088/Bonterra-Penelope/reviews/) Popular comparisons [Bonterra Apricot vs Bonterra Penelope](https://www.capterra.com/compare/80088-123342/Bonterra-Penelope-vs-Bonterra-Case-Management)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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