Increase Efficiency

Case management software to increase your impact

Standardize processes, simplify reporting, and improve outcomes with Bonterra Impact Management.

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Impact-focused case management software for nonprofits

Streamline data management and reporting with Bonterra — focus less on admin tasks and more on driving community impact.

Workflow automation

Standardize processes and programs.

Empower your team with a case management solution that boosts efficiency and focus. Automate tasks like email distribution and task assignment, access the platform anywhere with mobile functionality, and set rules and alerts to keep case workers on track.

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Unified impact measurement

Clearly demonstrate your impact.

Manage all client and program data in a single system so your team can spend more time on improving outcomes and less on caseload monitoring. Use form templates, dashboards, and comprehensive reports to measure and demonstrate your organization’s impact.

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Participant engagement tools

Engage program participants.

Enhance the connection between case workers and participants by simplifying intake processes, collecting feedback via forms, directly messaging participants, scheduling meetings, and more — all through a centralized, secure case management platform.

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How our case management tools work

Participant dashboard in Impact Management, Bonterra’s case management software for human services and nonprofits

Bonterra’s case management software enables you to:

Focus more on impact and less on admin.

Customize workflows and automate notifications to ensure you complete tasks on time. Enhance your case management with tools to streamline participant enrollment and exit processes, secure participant information, and easily refer clients to other internal or external programs.

Easily generate comprehensive reports.

Our nonprofit case management software makes demonstrating outcomes easy with built-in reporting, data analysis, and visualization tools. Take it a step further by leveraging a high-level summary of program outcomes so you can make more informed decisions and deliver impact reports to key stakeholders.

Standardize data entry through forms.

Streamline data collection with customizable forms from a Template Library of best practice-based forms and assessments. Our team designed this library based on years of case management experience and valuable customer contributions so you can collect the information you need exactly when you need it.

Communicate with participants and clients.

Stop relying on paper forms for intake, data collection, and gathering participant feedback. With case management software, you can ensure participants get the services they need by providing dedicated portals and direct messaging so they can connect with case workers. Enable case workers to efficiently schedule appointments, meetings, and events with participants, too.

Access dedicated, expert support.

Premier Support

Let us partner with you on complex projects so you can fully utilize Bonterra Impact Management platform, increase your team's capacity, and enhance reporting to meet funder requirements.

Learn how we can help

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See the results of our powerful case management tools.

“I’m very proud of all the administrative functionalities we’ve been able to get out of Bonterra Impact Management. That wasn’t anticipated or part of the rollout plan. We have forms to track workflows and the status of tasks over extended periods of time for a lot of different administrative functions.”

Stephen Crano

Data management analyst, Brooklyn Community Services

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“Bonterra Impact Management made my job easier. It’s made my staff’s job easier. It’s an easy tool to use, and you can use it anywhere. It’s just a great program.”

Dr. Debra Mason

Community public safety initiative coordinator, City of Wilmington

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Award-winning case management software

Get started with leading nonprofit case management software.

Help your team boost efficiency, simplify data management and reporting, improve client outcomes, and drive stronger community impact. Request a demo today to see what Bonterra Impact Management can do for you.

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Frequently asked questions

What is case management software?

Case management software solutions are comprehensive platforms designed to help nonprofit organizations and public sector agencies optimize the intricate processes involved in managing client cases and programs.

Our software empowers organizations to efficiently track client information, monitor progress, and improve outcomes. With features like customizable workflows, secure data storage, and real-time reporting capabilities, our case management software is vital for enhancing productivity so you can spend more time on client needs.

How do I choose case management tools?

When choosing case management software, consider factors such as scalability, customization options, ease of use, security features, integration capabilities, workflow management, participant engagement, and reporting and insights. Determine your organization’s unique needs and priorities, then select a solution that aligns with those goals.

Who is Bonterra Impact Management for?

Impact Management was built for caseworkers, by caseworkers. We understand the unique challenges that nonprofits and public sector agencies face every day, and we’ve developed solutions to overcome those challenges. With over 20 years of case management software experience, we’ve got the right solution to fit your needs and help you deliver more impact.

How much efficiency can my team expect to gain?

Every situation is unique, but our aggregate data on Bonterra Impact Management customers’ experience shows a 40% reduction in time spent on reporting and analysis, a 35% reduction in time spent on data entry, and 3.5x more services delivered.

Read our case studies to learn how this increased efficiency empowers organizations like yours.

Is Apricot now part of Bonterra?

Yes, Apricot is now Bonterra Impact Management.

For more than a decade, Social Solutions Apricot has been providing nonprofits and social service organizations with industry-leading case management software. Known for its efficient workflows, powerful automation, and sophisticated reporting tools, Apricot has always empowered agencies and nonprofits to improve service delivery and outcomes through better data and technology.

Our new branding of the same powerful Apricot software represents our ambition for the product. We are not just trying to build incrementally better case management tools. Our goal is to build an interactive network of measurement, support, and best practice content into the same tools our customers use every day to manage their cases and programs.