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Bonterra

by Bonterra · Since 2021
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SoldAvailable globallyCloud
Quick facts
VendorBonterra
Year launched2021
StatusSold
Location10801-2 N. Mopac Expy. Suite 300 Austin, TX 78759
Countries servedGlobal
Languages5
Integrations1+
Free tier
Free trial
Contact salesYES

About Bonterra

Bonterra is a software from Bonterra designed for nonprofits, corporations, public agencies, and more. use high-quality technology that simplifies the process of creating social impact. Key capabilities include reliable data management, customizable reporting tools, and simplified donor engagement solutions. Bonterra enables organizations to effectively track and measure their social initiatives while improving collaboration among stakeholders. Best for: nonprofits, social enterprises, and businesses committed to making a positive difference in their communities. With Bonterra, achieving the social good objectives has never been easier.

Bonterra Case Management, formerly known as Apricot, is a cloud-based solution designed to help nonprofit organizations manage their data, streamline operations, and enhance their impact. The software offers a comprehensive suite of tools for case management, donor tracking, volunteer management, and reporting. Its primary purpose is to provide nonprofits with the resources they need to maximize their impact in the communities they serve. The user interface of Bonterra Case Management is intuitive and user-friendly. The platform features a clean and organized design, making it easy for users to navigate and find the information they need. The dashboard provides a clear overview of key metrics and tasks, and the customizable forms and workflows allow organizations to tailor the software to their specific needs. The interface also includes unique design elements, such as bulletins and electronic signatures, which enhance the user experience. In terms of functionality and features, Bonterra Case Management stands out for its comprehensive case management capabilities. The software allows organizations to store client information, input case notes, run reports, and manage compliance with internal and external regulations.

Pros & Cons

What users like
  • +1. Ease of Use: The system is straightforward to set up and navigate, making it accessible for users of all technical backgrounds.
  • +2. User-Friendly Interface: The platform offers a clean and intuitive design, allowing users to quickly find and access the features they need.
  • +3. Scalability: The software can accommodate the growth of an organization, providing flexibility for future needs without overwhelming smaller operations.
  • +4. Donor Tracking: Effective tracking of donor information, giving patterns, and event participation.
  • +5. Real-time Updates: Real-time visibility of donations and event data for timely monitoring and analysis.
  • +6. Targeted Communication: Easy segmentation of donors for targeted email campaigns based on giving patterns or event participation.
  • +7. Event Analysis: Insight into event performance, including donation amounts and donor engagement.
What users flag
  • 1. Limited Tagging Features: Lack of a prominent tagging system for easy categorization and identification of contacts.
  • 2. Canned Report Absence: Limited pre-built reports, requiring manual creation for specific data analysis needs.
  • 3. Gift Detail Visibility: The need to click into a contact's profile to view gift details, rather than having them readily visible.
  • 4. Form Limitations: Restricted form customization for collecting specific donor data through surveys.

Features

Key features

1. Donor Management
Track donor information, preferences, and giving history to cultivate strong relationships and optimize fundraising efforts.
2. Fundraising Tools
Create and manage various fundraising campaigns, including online donations, events, and peer-to-peer fundraising.
3. Engagement Automation
Automate personalized communications to keep donors engaged and informed about your mission.
4. Reporting and Analytics
Generate detailed reports on fundraising performance, donor demographics, and campaign effectiveness to make data-driven decisions.
5. Grant Management
Streamline grant application processes, track grant awards, and monitor outcomes to maximize impact.
6. Volunteer Management
Recruit, manage, and track volunteer activities to leverage community support and enhance program delivery.

Additional features

1. Impact Measurement
Track and report on social impact outcomes to demonstrate the effectiveness of your programs and secure funding.
2. Case Management
Manage individual cases, track progress, and coordinate services to ensure effective service delivery.
3. Event Management
Plan and manage fundraising events, conferences, and other gatherings to engage supporters and generate revenue.
4. Online Community
Create a virtual community for supporters to connect, share information, and advocate for your cause.
5. Integration Capabilities
Integrate with other systems, such as accounting software and email marketing platforms, to streamline workflows and improve efficiency.
6. Nonprofits
Fundraising, engagement, impact measurement, case management, and volunteer management.
7. Corporations
Employee giving, matching gifts, volunteer program management, and grantmaking.
8. Foundations
Grantmaking, impact assessment, and reporting.
9. Public Agencies
Case management, grant management, and impact measurement.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
5
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇲🇽MXN🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB

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