Apricot
Case management software for nonprofits and public sector agencies
About Apricot
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.
Pros & Cons
Pros
- Purpose-built for nonprofit and public sector case management, not a generic CRM
- Highly configurable forms and workflows adapt to specific program and funder requirements
- Strong compliance and outcomes reporting for grant and funder accountability
- Closed-loop network referrals enable coordinated care across partner organizations
- Backed by Bonterra's broader social good platform (impact, fundraising, advocacy)
Cons
- No public pricing; requires contacting sales for a quote, and users report it can be expensive
- Initial setup and configuration can be time-consuming for complex programs
- Some users report slow load times during high-volume data entry
- Advanced reporting and API access are gated behind the Enterprise tier
Key Features
Case Management
Manage caseloads, enrollments, exits, schedules, and referrals from a single participant-centered workspace.
Forms & Records
Build custom intake and service forms with a drag-and-drop form designer, smart fields, form logic, and secure document folders.
Reporting & Insights
Native reporting tool with compliance reports, aggregate and results reporting, report bulletins, and inventory dashboards.
Workflow Automation
Automate processes with email triggers, rule-based alerts, and notifications to keep staff on track.
Network & Internal Referrals
Closed-loop referrals provide two-way communication and visibility into service delivery across programs and partner organizations.
Security & Access Controls
Role-based permissions, multi-factor authentication, and single sign-on protect sensitive participant data.
Participant Engagement
Secure online forms, direct messaging, and streamlined intake make it easier for participants to engage with services.
Bonterra Que (AI Assistant)
AI assistant that surfaces participant snapshots, captures case notes, flags early-intervention signals, and reviews data integrity.
Pricing
- Foundational case management
- Form designer, document folders, blueprints & templates
- Enrollment & exits, caseloads, network referrals
- Native reporting & compliance reporting
- Email triggers & mobile access
- 2GB storage, 2 admin licenses
- Everything in Essentials
- Form logic & smart fields
- Schedule & internal referrals
- Advanced workflow capabilities
- 5GB storage, 2 admin licenses
- Everything in Pro
- Aggregate & results reporting
- Inventory dashboard
- API access
- Advanced auditing & SSO
- 10GB storage, 2 admin licenses
Best For
Human services nonprofits
Track client intake, case notes, service delivery, and outcomes for housing, food security, and family services programs.
Public sector & government agencies
Manage participant data and report on program impact for publicly funded social services.
Grant & funder reporting
Generate compliance and outcomes reports to demonstrate impact and meet funder accountability requirements.
Coordinated care networks
Use closed-loop referrals to connect participants to partner organizations and follow service delivery end to end.
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