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Case Management Software

Modern solutions to help you standardize processes, simplify reporting, and improve outcomes.

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Simplified data management and reporting

Case management software that streamlines managing case information and reporting — freeing your staff to focus less on admin and more on creating greater community impact.

Standardize processes, manage daily tasks, and coordinate programs

Workflow automation

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

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Improve data collection and demonstrate impact

Unified case management and impact measurement

Capture and manage your data in a single system so your team can spend less time on caseload monitoring and more time improving programs and boosting outcomes. Utilize form templates and comprehensive reports to demonstrate your organization’s impact.

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Easily communicate with program participants

Streamlined participant engagement

Improve outcomes and enhance the connection between caseworkers and participants by simplifying intake processes, utilizing forms to collect feedback, directly messaging participants, scheduling meetings, and more — all through a single secure platform. 

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How it works

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See our case management software in action

Seamlessly manage tasks with customizable workflows and automate notifications to ensure tasks are completed on time. Enhance your case management with tools to support participant enrollment and exit processes, enable case workers to securely manage their participant information, and easily refer participants to other internal or external programs. 

Make demonstrating outcomes easy with built-in reporting, data analysis, and visualization tools. Take it a step further with enhanced reporting capabilities that allow you to see a high-level summary of program outcomes, make more informed decisions about future programming, and even schedule and deliver reports to key stakeholders. 

Streamline data collection with customizable forms and our Template Library featuring commonly used and best practice-based forms and assessments. Our team designed this library based on their years of experience in the industry, along with valuable customer contributions, so you can collect the information you need, when you need it.

Help your staff improve the experience for program participants. Streamline the intake process and collect data and feedback from participants to ensure you are providing the services they need. Provide participants with access to dedicated portals and direct messaging to stay connected to their caseworker. Enable caseworkers to efficiently schedule appointments, meetings, and events with participants.

Save time and increase impact

Premier Support

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

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Reduce administrative burden, increase impact

“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

G2 Fall 2024 Momentum Leader
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Get started with case management software

Help your team boost efficiency, simplify data management and reporting, improve participant experience, and drive stronger community impact. 

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Frequently asked questions

Bonterra case management software is a comprehensive solution designed to streamline and optimize the intricate processes involved in managing client cases and projects within nonprofit organizations and public sector agencies. 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 a vital tool for enhancing productivity. 

When choosing a case management software for public sector agencies and nonprofit organizations, consider factors such as scalability, customization options, ease of use, security features, integration capabilities, workflow management, participant engagement, and reporting and insights. It is vital to select a solution that aligns with your organization's needs and workflows to enhance efficiency and productivity.

Impact Management was built for case workers, by case workers. We understand the challenges that nonprofits and public sector agencies face every day, and develop 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.

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

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

Apricot is now part of the Bonterra Family as “Bonterra Impact Management.” This 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.

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