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Description
Bonterra Apricot is nonprofit case management software designed to help organizations manage participant services, program data, workflows, reporting, and outcomes in one platform. The platform helps teams centralize data, reduce silos, simplify intake-to-reporting processes, and make more informed decisions. Bonterra Que is built directly into Apricot as a secure, human-led AI assistant that helps staff understand participant history, reduce record-searching time, and prepare for appointments or follow-ups. Que supports participant snapshots, note capture, early intervention signals, data integrity review, and Que Data Studio. Apricot helps organizations increase staff capacity through standardized processes, best-practice templates, streamlined workflows, user-friendly tools, and direct participant-case worker connections. Its impact measurement capabilities help teams quantify program results, report outcomes, and demonstrate community impact to funders and stakeholders. Apricot also helps improve program outcomes through data-driven engagement, dropout reduction, referral management, program optimization, and impact communication. Organizations can choose from Apricot Essentials, Apricot Pro, and Apricot Enterprise depending on their size and complexity. By combining case management, participant data, AI assistance, workflow automation, reporting, analytics, compliance, and impact measurement, Bonterra Apricot helps social good organizations deliver services more effectively.
Description
Streamline : Comprehensive case management process and applicant view with one platform.
• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.
Transform : Resolve cases faster with real-time data and tools for collaboration and communication.
• Automate processes for increased productivity.
• Reduce operating costs.
• Automate processes for increased productivity and lower operating costs
• Make data-driven decisions and achieve greater ROI.
Engage:
• Collect customer data, but also understand it with 360-degree views, analytics, and reporting.
• AI/ML based document processing and customer service
• Better citizen engagement & communications.
• Improved service delivery to citizens
API Access
Has API
API Access
Has API
Integrations
Matter Center for Office 365
Oracle PeopleSoft
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Contact Vendor
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bonterra
Founded
2021
Country
United States
Website
www.bonterratech.com/product/apricot
Vendor Details
Company Name
Speridian Technologies
Founded
2003
Country
United States
Website
casexellence.speridian.com
Product Features
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Product Features
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
