Apricot

Bonterra Apricot is a leading case management software designed for nonprofits and public sector agencies. It helps organizations streamline service delivery, unify data, automate workflows, and measure impact. Apricot empowers teams to improve participant outcomes, reduce administrative burden, and demonstrate program effectiveness through secure, scalable, and user-friendly tools.

Features

• Smart forms and customizable templates for data collection
• Workflow automation with email triggers and alert notifications
• Secure online forms and direct messaging for participant engagement
• Role-based permissions and field-level access controls
• Attendance tracking, inventory management, and bulk data entry
• Integrated scheduling and referral management
• Built-in compliance templates and audit tools
• Advanced reporting and analytics dashboards
• API access and automated data imports
• Single sign-on and multi-factor authentication

Capabilities

• Manage caseloads, enrollments, exits, and referrals across programs
• Unify participant and program data into one platform
• Customize forms and dashboards to fit organizational needs
• Track progress and outcomes with real-time analytics
• Coordinate across teams and locations with scalable tools
• Maintain data security and compliance with robust controls
• Engage participants through secure communication channels
• Evaluate performance and share results with stakeholders
• Adapt quickly to changing program requirements
• Integrate with external systems for seamless data flow

Benefits

• Increase operational efficiency and reduce manual tasks
• Improve participant engagement and program retention
• Enhance transparency and accountability through data insights
• Demonstrate impact to funders and stakeholders with clear reporting
• Strengthen collaboration across teams and community partners
• Ensure data integrity and compliance with built-in safeguards
• Scale programs confidently with flexible, modular tools
• Save time with intuitive interfaces and pre-built templates
• Empower staff with actionable insights and performance tracking
• Support continuous improvement through feedback and analytics