Bonterra Que is your trusted AI assistant built directly into Apricot. Que helps staff quickly understand participant history, reduce time spent searching through records, and stay focused on delivering timely support. Built into your case management workflows, Que works within the system you already use, so there are no extra tools to manage and your data stays secure. It supports your team with clear, human-led insights that help staff work faster and serve more people with confidence.
Get a clear summary of recent participant activity in seconds so staff can prepare faster, pick up cases more easily, and deliver more informed support.
Instantly review recent updates, interactions, and progress without digging through records.
Help new or covering staff get up to speed quickly on active cases.
Reduce prep time before appointments, outreach, and follow-up.
Turn conversations into structured case notes faster so staff can spend less time on documentation and more time supporting participants.
Capture spoken or written notes and convert them into organized records.
Reduce after-hours admin work and documentation backlogs.
Improve consistency and completeness across case files.
Surface important changes early so your team can respond sooner and help participants stay on track.
Highlight disengagement patterns or missed milestones based on your program criteria.
Prompt timely follow-up when someone may need additional support.
Help teams move from reactive service to proactive care.
Strengthen reporting confidence with cleaner, more reliable data across your programs.
Identify missing fields, duplicates, and inconsistencies before reporting deadlines.
Improve data quality without manual audits.
Help teams prepare for funder reporting and compliance reviews faster.
Ask questions in plain language and uncover insights from your program data in minutes.
Explore trends, outcomes, and performance without complex reporting tools.
Build dashboards and summaries faster.
Help leaders make smarter, data-informed decisions.
Use AI that supports staff decision-making while keeping people in control.
Staff review outputs before action is taken.
Built into Apricot with no extra systems to manage.
Designed to help teams work smarter while protecting trust.
Drive stronger outcomes in your community
The Bonterra Impact Management platform brings together industry-leading case management software, a library of trusted best practices, and robust impact measurement capabilities to give social good organizations a holistic way to achieve their goals.
40M+
Lives touched through our case management solution
How Bonterra Apricot can help organizations
Increase efficiency & capacity
Empower your team with simple, standardized processes along with best-practice templates, streamlined workflows, a user-friendly interface, and features that enable direct participant-case worker connections.
Quantify and communicate your program outcomes through comprehensive metrics and reporting. Bonterra’s sophisticated tools make measuring impact an integrated part of delivering services, not an add-on or afterthought. With Bonterra Case Management it’s easy to understand and report on how you’re impacting your community.
Our nonprofit and public sector case management software helps enhance your programming. Our data-driven capabilities give you the tools to improve participant engagement, decrease program dropout rates, optimize programs, manage referrals, and communicate your impact.
Solve the challenges of managing programs and delivering impact with our case management solutions.
Our case management solution unifies participant and program data into one platform, eliminating silos and giving you a complete view of your operations. From intake to reporting, you’ll have the tools to streamline workflows and make informed decisions.
Whether you’re managing a few programs or operating across multiple sites, Bonterra’s flexible tools adapt to your needs. Automate workflows, track progress, and coordinate across teams to ensure your programs run efficiently as you grow.
Turn data into actionable insights with built-in analytics and reporting tools. Our solution makes it easy to track outcomes, evaluate performance, and share results with stakeholders, ensuring you can clearly demonstrate your impact.
Maintain confidence with role-based permissions, field-level controls, and built-in compliance templates. Bonterra’s platform is designed to meet rigorous standards, giving you the peace of mind to focus on what matters most.
Case management solutions for every organization
If you’re committed to bettering your community, we have a platform for you. Choose from three tiers of case management software designed to support nonprofits and public sector agencies of every size and scale.
Apricot Essentials
Modernize impact with seamless data capture, industry-leading case management, reporting and analytics, comprehensive security, and more.
Apricot Pro
Expand your impact with a unified solution that incorporates smart forms and workflows, scheduling and referral capabilities, enhanced participant engagement features, and advanced auditing.
Apricot Enterprise
Maximize outcomes with a comprehensive platform that includes best-in-class reporting and dashboards, single sign-on, inventory management, and API access.
Standardize impact data across programs and partners
Use Data Standards in Apricot to align metrics across programs and organizations without disrupting existing workflows. This creates a shared, trusted foundation for reporting and collaboration.
Connect your Apricot data with no manual wrangling
Impact Hub, an intuitive visual analytics platform built on Amazon Quick Suite, securely connects to your Apricot environment and makes sophisticated reporting a breeze.
Ask questions and explore data conversationally
With Que Data Studio, powered by Bonterra Que, users can ask plain-language questions and instantly generate charts, dashboards, and insights with no data expertise required.
Deliver clear, funder-ready impact reports
Create visual, real-time dashboards that make outcomes easy to understand, share, and act on whether you’re reporting to funders, partners, or internal teams.
Having flexibility with our program management software and being able to adjust how we’re collecting data to continually reflect programming has been key.
Founded in 2000, Social Solutions was a leading case management software provider for nonprofit organizations and public sector agencies. To aid organizations in managing relationships with individual clients and deliver better outcomes, Social Solutions offered Social Solutions Apricot, ETO, and Penelope. These platforms provided varying levels of support, customization, and scalability for nonprofit case management.
In 2021, leading private equity advisory firm Apax Partners LLP acquired Social Solutions (Apricot, ETO, and Penelope), Cybergrants, and EveryAction, with the intent to invest in it and create a comprehensive social good software platform.
Bonterra offers three software solutions to meet the needs of nonprofits, public sector agencies, and corporations. Bonterra Apricot is the leading case management solution for nonprofits and public sector agencies. Apricot forms the basis of our case management solution and provides users with the following features:
Case management: including tools for managing caseloads, exits and enrollments, schedules, and network and internal referrals.
Forms and records: including a form designer, secure document folder, templates, and smart entry fields.
Reporting tools: such as compliance reporting, aggregate reports, and an inventory dashboard.
Workflow management features include email triggers, workflow management, automated rules, and alert notifications.
Security and administration controls: such as role-based permissions, complex passwords and inactivity checks, multi-factor authentication, and single sign-on tools.
Participant engagement features include secure online forms, direct messaging, and a streamlined intake process.
Attendance, inventory, and bulk data entry tools, such as batch record creation, attendance tracking, and inventory management.
Imports and integrations: including an import tool, automated imports, and API access.
Users can also purchase add-ons to expand their platform’s storage and integration capabilities.
Jayke Bouche joined NGP VAN almost four years ago, after a stint in tech that didn’t leave much room for work-life balance. Today, they triage tickets, lead migrations, and still find time to think hard about the systems the rest of us take for granted. Jayke is an immigrant — French, born in the Netherlands, and raised across Scotland, Singapore, and California before […]