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🔧 Bonterra (Apricot, ETO, Social Solutions)

Bonterra (Apricot, ETO, Social Solutions)

Powering those who power social good.

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Overview

Bonterra offers a portfolio of software products, including Apricot, ETO, and Social Solutions, designed for case management, program management, and outcomes measurement. These tools help social good organizations track participant data, manage service delivery, and report on the effectiveness of their programs. While not exclusively for community benefit reporting, they are used by healthcare-adjacent nonprofits to measure the impact of their community health programs.

✨ Key Features

  • Case management and client tracking
  • Program and service delivery management
  • Customizable intake forms and workflows
  • Outcomes and performance measurement
  • Advanced reporting and data analysis
  • Compliance reporting for various funders

🎯 Key Differentiators

  • Deep expertise in case management and human services workflows
  • Robust tools for outcomes and performance measurement
  • Portfolio of products tailored to different organizational sizes and complexities

Unique Value: Provides powerful, specialized tools for social service organizations to manage complex cases and prove the impact of their programs through rigorous outcomes measurement.

🎯 Use Cases (4)

Managing client cases in a human services organization Tracking the delivery of community health programs Measuring long-term outcomes for program participants Reporting program performance to funders and grantors

✅ Best For

  • Used by thousands of nonprofits and public sector agencies to manage social service programs.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Hospitals needing a simple tool focused only on the financial reporting requirements of IRS Schedule H

🏆 Alternatives

Salesforce for Nonprofits CaseWorthy CharityTracker

Offers more specialized case management features than a general-purpose CRM like Salesforce, but may be less flexible for non-case management functions.

💻 Platforms

Web

🔌 Integrations

Salesforce QuickBooks Various HR and financial systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

Contact for pricing
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