Bonterra Apricot
Human services software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Bonterra Apricot
Bonterra Apricot is a cloud-based case management and outcomes reporting platform used by nonprofits and human services organizations to track clients, services, and program results. It supports configurable intake and assessment forms, case notes, service plans, and reporting for funders and internal performance management. The product is typically used by program staff, case managers, and administrators who need structured client records and standardized outcome measurement. It is positioned within Bonterra’s social impact software portfolio alongside other nonprofit CRM, fundraising, and impact measurement tools.
Configurable case management workflows
Apricot provides configurable forms, fields, and workflows to match different program models and reporting requirements. Organizations can tailor intakes, assessments, and service tracking without rebuilding the entire system. This flexibility is useful for multi-program nonprofits that need different data structures by service line. It also supports standardization across sites while allowing controlled variation where needed.
Outcomes and funder reporting
Apricot is designed to capture program outputs and outcomes alongside client and service data. It includes reporting capabilities intended for recurring funder reports and internal dashboards. The focus on outcomes measurement aligns with common nonprofit compliance and evaluation needs. This can reduce reliance on spreadsheets for program reporting and audit preparation.
Part of Bonterra ecosystem
As a Bonterra product, Apricot can fit into a broader nonprofit technology stack that may include donor management, engagement, and impact tools from the same vendor. This can simplify vendor management and procurement for organizations standardizing on one provider. It may also support integration patterns and shared services across Bonterra offerings. For organizations already using Bonterra products, this can reduce duplication of constituent and program data processes.
Configuration requires admin effort
The same flexibility that enables customization can require significant administrative time to design, test, and maintain forms, workflows, and reporting. Organizations often need clear data governance to avoid inconsistent field usage across programs. Complex implementations may require vendor or partner services for best results. Smaller teams may find ongoing administration burdensome without dedicated system ownership.
Not a full nonprofit suite
Apricot primarily addresses program delivery, case management, and outcomes reporting rather than covering all nonprofit operations end-to-end. Organizations may still need separate systems for fundraising, marketing communications, accounting, or volunteer management. This can introduce integration and data reconciliation work. Fit depends on whether the organization prioritizes program data over broader CRM functionality.
Integration and data portability considerations
Organizations should validate available APIs, connectors, and export options against their integration needs (e.g., data warehouse, BI tools, or external referral networks). Data migration from legacy systems can be complex when historical records and custom fields do not map cleanly. Reporting consistency may depend on disciplined data entry and validation rules. These factors can affect time-to-value during rollout and future system changes.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Apricot Essentials | Request pricing / Contact sales | Foundational case management: Form Designer, Document Folder, Template Library, Native Reporting Tool, Enrollment & Exits, Caseloads, Network Referrals. Includes 2 admin user assignments and 2GB storage. Additional storage add-ons available. |
| Apricot Pro | Request pricing / Contact sales | Advanced capabilities: everything in Essentials plus Blueprints, Form Logic, Smart Fields, Schedule, Internal Referrals, Compliance Reporting, Connect (participant messaging) with up to 5,000 text messages/month allotment. Includes 2 admin user assignments and 5GB storage. Data Integration is available as a purchasable SKU for Pro. |
| Apricot Enterprise | Request pricing / Contact sales | Full, scalable platform: includes all Pro features plus Results Reporting, Inventory Dashboard, API access / automated imports, single sign-on, higher-scale features. Includes 2 admin user assignments and 10GB storage. |
Notes: Pricing on Bonterra's official Apricot / Case Management pricing page is customized and requires contacting Bonterra for a quote. Pricing is stated to be driven by number of users and organization needs; contract length affects renewal pricing. Additional paid add-ons noted on the official page include extra admin user licenses, additional storage (up to 10/50/100GB options), additional text message bundles, a Guest User Module (available for Pro/Enterprise with minimum users), and an optional Data Integration SKU for Pro.
Seller details
Bonterra Tech, LLC
Austin, TX, USA
2021
Private
https://www.bonterratech.com/
https://x.com/BonterraTech
https://www.linkedin.com/company/bonterra-tech/
