Bonterra Case Management — Social Impact Tracking
Bonterra Case Management is an impact tracking and workflow platform for nonprofits and public sector organizations
Bonterra Case Management is an impact management platform designed specifically for nonprofit organizations and public sector agencies to coordinate social services. This software allows executive directors and program managers to centralize participant data, automate administrative intake processes, and track long-term longitudinal outcomes. By consolidating various program activities into a single digital environment, Bonterra Case Management helps teams reduce manual data entry and minimize human error in reporting. The platform includes specialized tools for referral management, participant engagement, and service scheduling to ensure beneficiaries receive timely support. Users can leverage pre-built templates based on industry standards or build custom forms to collect the specific data points required by grantors. The integrated reporting engine generates visual dashboards that simplify the process of demonstrating Social Return on Investment (SROI) to stakeholders and donors. According to reviews on surfai.app, the software is particularly effective for organizations managing complex grant requirements and high-volume caseloads. In addition to workflow tools, the platform maintains strict security standards to protect sensitive participant information, making it suitable for organizations handling health or legal data. The system supports direct communication between caseworkers and clients through secure portals to increase engagement rates. Bonterra Case Management provides various plan levels including Essentials, Pro, and Enterprise to support the growth of social service organizations in 2026. While exact pricing is provided upon request, the platform is structured as an enterprise-grade subscription.
- Pricing: enterprise
Specifications
| Pricing | enterprise |
|---|---|
| Integrations | Salesforce, Microsoft Excel, Tableau, Power BI, Google Workspace, QuickBooks Online |
| Best for | nonprofit-executives, government-agencies, program-directors, social-workers |
| Website status checked | 2026-10-31T12:00:17.316+00:00 |
Other tools in this category
Compare tools in this category
| Tool | Focus | Pricing model | Listed integrations |
|---|---|---|---|
| Bonterra Case Management (formerly Apricot) | Bonterra Case Management is an impact tracking and workflow platform for nonprofits and public sector organizations | enterprise | Salesforce, Microsoft Excel, Tableau, Power BI, Google Workspace, QuickBooks Online |
| Runway for iOS | Runway for iOS is a generative video and image suite for mobile content creators and social media teams | freemium | Adobe Premiere Pro, After Effects, Slack, Google Drive, Dropbox, YouTube |
| DecorMatters | DecorMatters is an AI-powered interior design and virtual staging platform for homeowners and real estate professionals | freemium | Amazon, Wayfair, West Elm, Crate & Barrel, Pinterest, Pottery Barn |
| IllostrationAI | IllostrationAI is an AI-powered vector and 3D illustration generator for designers and marketing teams | freemium | Figma, Adobe Photoshop, Canva, Slack, WordPress |