
Case management software for nonprofits and public sector agencies
Apricot (by Bonterra, formerly Social Solutions Apricot) is a case management platform built for nonprofits and public sector agencies. It unifies participant and program data in one secure system so teams can capture data, manage caseloads, automate workflows, and report on program impact. Apricot comes in three tiers (Essentials, Pro, and Enterprise) to fit organizations of any size.
Manage caseloads, enrollments, exits, schedules, and referrals from a single participant-centered workspace.
Build custom intake and service forms with a drag-and-drop form designer, smart fields, form logic, and secure document folders.
Native reporting tool with compliance reports, aggregate and results reporting, report bulletins, and inventory dashboards.
Automate processes with email triggers, rule-based alerts, and notifications to keep staff on track.
Closed-loop referrals provide two-way communication and visibility into service delivery across programs and partner organizations.
Role-based permissions, multi-factor authentication, and single sign-on protect sensitive participant data.
Secure online forms, direct messaging, and streamlined intake make it easier for participants to engage with services.
Track client intake, case notes, service delivery, and outcomes for housing, food security, and family services programs.
Manage participant data and report on program impact for publicly funded social services.
Generate compliance and outcomes reports to demonstrate impact and meet funder accountability requirements.
Use closed-loop referrals to connect participants to partner organizations and follow service delivery end to end.

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