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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
Serviceplane is a cloud-based solution designed for both public agencies and customer support teams in the private sector. It integrates various communication channels such as web chat, phone, email, SMS, and web forms into a unified case management system, complete with a workspace for staff to manage case routing and documentation. The platform features an AI assistant that responds using information from authorized websites, documents, and SharePoint content, ensuring it cites its sources and redirects inquiries to human staff when necessary. Teams have the capability to test responses in a shadow mode prior to launching any communication channel, can access read-only account information or case records, and must perform identity verification before revealing sensitive information in public forums. Additionally, Serviceplane facilitates workflows for shared mailboxes, provides assistance for contact-center agents, supports staff single sign-on, and accommodates multilingual interactions. This innovative platform is specifically tailored for government entities and service teams across various sectors including healthcare, finance, insurance, education, technology, utilities, retail, and property management, ensuring a comprehensive support system for diverse needs. Overall, Serviceplane aims to enhance collaboration and efficiency in customer service operations across numerous industries.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Genesys Cloud CX
No
Microsoft 365
No
Microsoft Entra ID
No
Okta
No
Integrations
Genesys Cloud CX
Yes
Microsoft 365
Yes
Microsoft Entra ID
Yes
Okta
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Bonterra
Founded
2021
Country
United States
Website
www.bonterratech.com/product/apricot
Vendor Details
Company Name
2AM Fusion
Country
United States
Website
serviceplane.ai/
Product Features
Nonprofit
Accounting
No
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
Social Media Management
No
Volunteer Management
No
