Specialist

Bonterra Apricot

Configurable case management and outcomes tracking for nonprofits and agencies.

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Strong choiceMature, configurable US case management with outcomes tracking.

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Price

Quote only

Nonprofit offer

None found

Available in

🌍Anywhere

Suits

Small · Medium · Large

Great for

Mid-sized human services organisations tracking clients and outcomes
Funder-reporting heavy programmes needing custom forms
Highly configurable
Good outcomes and funder reporting
Backed by a large vendor

Watch out for

Very small organisations on a tight budget
Teams that want published pricing
Quote only
Takes time to configure
Costly for small teams

Problems it solves

“Our funder wants outcomes data and we track clients in spreadsheets”“Our caseworkers keep notes in different places”“We need to prove our programmes work with numbers”“Staff spend hours on paperwork instead of helping clients”“We need a client database that fits our own forms and processes”

About Bonterra Apricot+

Apricot is Bonterra's cloud case management system for nonprofits and public agencies. It offers customisable forms and workflows, case notes, dashboards, reporting, document storage and electronic signatures. Plans are Fundamentals, Professional and Enterprise, and pricing is by quote based on the number of users.

Pricing: Quote only, based on number of users and features. Three plans: Fundamentals, Professional and Enterprise.

Key features+

Customisable forms and workflowsCase notes and client recordsDashboards and reportingDocument storage and e-signaturesMobile accessAI-assisted note capture

Works with (1)+

Bonterra Fundraising & Engagement

AI features+

AI-powered note capture that turns spoken or written notes into organised records, as described in review-site summaries.

Data & privacy+

Not confirmed; Bonterra's own site blocked our fetch.

How sure are we?+

The vendor's pages couldn't be fully checked. Treat details as a starting point and confirm with the vendor. Prices and nonprofit programs change often, so check with Bonterra Apricot before you commit. Rankings on Nonprofit Tools are never for sale.

Sources · last checked 2026-10-02