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Bonterra Case Management

Streamline your fundraising programs for greater impact

Streamline processes and spend time where it counts with comprehensive case management solutions from Bonterra.

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Deliver better programs with less work

With Bonterra case management solutions, you can focus less on mundane, time-consuming tasks and more where it matters: providing programs that change lives.

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Simplify and streamline processes

Standardize and automate key steps and tasks to simplify your team’s processes and keep programs on track – without any extra work.

Boost participant engagement

Quickly and easily communicate with participants to boost engagement and ensure they receive the support they need.

Keep data accessible and secure

Ensure case workers have access to the data they need when they need it, while keeping participant information secure.

40%

Lower costs to create and manage new programs

35%

Less time spent on managing service delivery

HOW IT WORKS

Case management software you can count on

Fundraising and Engagement workflow model
Previews of data from Bonterra's tools
Preview of the Employee Engagement dashboard
Sample incident report from Case Management
Administration screen in Grant Management
Case Management inventory screen
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Workflows and Caseloads

Develop customized workflows based on your organization’s needs and ensure case workers can securely manage only their participant profiles and services.

Rules and Alerts

Keep everything on track with automated notifications and alerts when it’s time for a staff member to kick off or follow up on a task.

Participant Engagement tools

Streamline intake, directly communicate with participants via private messaging, and schedule appointments, meetings, and events. Set up dedicated participant portals to stay in touch.

Attendance Tracker

Easily monitor participants’ program or event attendance and participation.

Enhanced security features

Keep your participant and program data secure with role-based permissions that make sure people only have access to the data they need. Safeguard sensitive information by controlling access to specific fields in records, leverage single sign-on and multi-factor authentication features, and more.

Inventory Management

Track and monitor physical supplies, inventory levels, locations, and movements so you always know what resources you have to provide for your community.

100%
Integrated into daily workflow
Browse all case studies
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
CPSI Coordinator, City of Wilmington
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Case management options for every organization

With three platform tiers, nonprofits and public agencies of any size and scale can boost efficiency and improve program outcomes.

Impact Management Essentials

Modernize your processes with seamless data capture, industry-leading case management, reporting and analytics, comprehensive security, and more.

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Impact Management 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.

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Impact Management Enterprise

Maximize outcomes with a platform that includes best-in-class reporting and dashboards, single sign-on, inventory management, and API access.

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Let’s streamline and simplify case management together

Ready to drive more impact?

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