Bonterra Apricot

Our organization utilizes Bonterra Apricot to manage Case Notes, Client Dashboards, track direct financial assistance, perform Data Reporting, and log dates of significant importance for clients, among many other tasks. The product has addressed problems with other software we've used, which frequently had errors in data reporting or very slow times waiting for reports to generate. At times, these reports would run for hours before giving an error notification and needing to be rerun. Bonterra Apricot is the exact opposite. Numbers are accurate, and reports are generated and updated immediately.

• Consistent, accurate financial records of program spending are to be provided to Grant Funders.
• One-stop shop for all program records, including past, current, and waitlisted clients.
• Continued partnership with Grant Funders due to the ease on both sides with the Bonterra Apricot Software.

Bonterra ETO

Bonterra ETO

We use the program to keep track of our clients and the services we provide. We created a program that logs attendance in classes, tracks the services provided, and reports on the statistics of what we offer and the volume of work we do. We need to be able to prove the services provided, so the information entered can be used in reporting for grants.

• Reporting! We are now able to create charts with lots of color and accuracy. The impact from these is great for us and for the donors. We have to see the impact of our services.
• Statistics - we can rely on our results because of the ease of inputting the information.
• Wish I had some good numbers to share. It's not my lane, apologies.

Google Drive, ChatGPT, Canva

I work for a non-profit ministry, and all of our resident files and records are entered and kept in Apricot. A couple of the challenges to this record keeping are that there are many and often changes to this information, and the Bonterra Apricot system can be tailored to meet these demands. Troubleshooting can also be a challenge, but help has been readily available whenever it has been required. We are able to keep track of all the information generated by a one-year stay in our program and have it available and current at all times. I have been a blessing to this ministry in many ways.

• Ease of recording information.
• Streamlined our intake and outtake process.
• Eased the process of applying for grants and tracking intake fees.

1Password, Excellor

We are a nonprofit. We use Bonterra Apricot to do intake information for the families we serve. It helps us keep track of our services. We use secure webforms to allow families to request our services more easily. It helps us track different programs, trainings, and events. It also helps us pull reports and track data for our grants.

• Easier reporting for staff and grants.
• Quickly create needed forms.
• Increased access to our services for families through secure webforms.
• Efficiently share information between staff.
• Decrease time spent on intakes and other administrative tasks with automations.

Constant Contact, Canva, Microsoft Excel

We utilize Bonterra Apricot in our Resource Center organization. The business problems this product addresses are the tracking that is much needed to ensure clients are receiving the services they are inquiring about.

• Customer metrics improve higher retention
• Customer satisfaction in classes being offered
• Tracking group sizes of each class to determine what is being utilized more

Tasks for Zendesk, Microsoft 365 Business Premium, Tableau Desktop