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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.

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.

Reduce administrative burden, increase impact

Award-winning case management software

G2 Spring 2024 Momentum leader
G2 Summer 2024 Leader
G2 Spring 2024 Leader
G2 Winter 2024 Leader

Get started with case management software

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

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.

Ready to increase your impact?