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features
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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

IRIS+ serves as the widely recognized platform for impact investors aiming to assess, manage, and enhance their social and environmental contributions. This system offers a detailed framework that effectively converts intentions regarding impact into quantifiable outcomes, providing essential tools and guidance for integrating social and environmental considerations into investment strategies, alongside traditional measures of risk and return. By improving the clarity and comparability of data, IRIS+ allows investors to articulate their objectives, strategies, and anticipated outcomes in a shared vernacular; gain insights from empirical research and exemplary practices; evaluate performance based on fundamental metrics and standardized data categories; utilize impact data to foster improved results; and relay performance information to stakeholders through uniform data and templates. Additionally, the system is designed to meet the specific profiles and priorities of users, enabling them to choose impact themes and align with Sustainable Development Goals (SDGs) that resonate with their investment philosophy, which they can subsequently organize into customized frameworks for easier implementation. This adaptability ensures that IRIS+ remains relevant and effective for a diverse range of investors committed to making a positive difference.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Impact Toolkit

Integrations

Impact Toolkit

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

The Global Impact Investing Network

Founded

2009

Country

United States

Website

iris.thegiin.org

Product Features

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Alternatives

Alternatives

Impact Toolkit Reviews

Impact Toolkit

The Global Impact Investing Network
Impact Investor Tool Reviews

Impact Investor Tool

Impact Institute
Bonterra Deed Reviews

Bonterra Deed

Bonterra