Compare Bonterra Case Management vs. CITI Unify in 2025

CITI Unify

View Product

Add To Compare

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Similar Products

NewOrg
NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

80 Ratings

Learn More

GiveLife365
GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.

11 Ratings

Learn More

CharityTracker
Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

1,459 Ratings

Learn More

FAMCare Human Services
FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

22 Ratings

Learn More

CHARMS
CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

22 Ratings

Learn More

InfoFlo
Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

188 Ratings

Learn More

Ensora Mental Health
Ensora Health’s Mental Health EHR offers an all-in-one solution for mental health practices, streamlining tasks like scheduling, billing, and documentation. With automation tools for appointment reminders, billing processes, and clinical notes, the platform reduces administrative burdens and saves therapists valuable time. Designed for ease of use, Ensora allows mental health professionals to prioritize client care while ensuring compliance with industry standards and security regulations.

1,115 Ratings

Learn More

Jotform
Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

6,933 Ratings

Learn More

TripMaster
Industry-leading NEMT & Paratransit Scheduling & Distribution Software. TripMaster offers cost-effective, efficient paratransit management software, including demand-response and NEMT. Supporting paratransit and NEMT operations using user-friendly solutions TripMaster was founded by its customers. It's a full-service transit solution that includes modules for: Automated Scheduling, Powerful custom Reporting, Integrated Voice Response, Mobile Solutions and an automated vehicle locator. CTS Software provides complete auditing support, cost control, manpower, vehicle resource management and route management. It also offers statistical reporting, computer-assisted schedule, electronic billing and many other features. We offer a 90-day money-back guarantee. After a live demonstration of TripMaster, we will set up your database and work closely with you to train your staff.

112 Ratings

Learn More

CallHub
CallHub is a trusted campaigning platform that will revolutionize your outreach, canvassing, mobilizing, and marketing campaigns. We offer calling, texting, and email solutions for political campaigns, advocacy groups, nonprofits, and businesses of all sizes. But CallHub is more than a software solution. We understand your needs for data security, high contact rates, automation, reliability, and compliance. CallHub is designed with these parameters in focus. Try us out today!

422 Ratings

Learn More

Description

Transform your case management experience with Bonterra Case Management, the premier software solution tailored for nonprofits. This innovative platform simplifies the management of donations, volunteers, and events, enabling organizations to reduce time spent on data entry and prioritize service delivery. Bonterra Case Management is designed to be secure, adaptable, and user-friendly, empowering nonprofits to enhance their data collection and reporting processes while concentrating on client management and achieving social service goals. Key features of the system encompass customizable dashboards and bulletins, tailored data collection forms, robust security settings, personalized workflows, attendance tracking, electronic signature capabilities, comprehensive management reports, and efficient document storage. With Bonterra, nonprofits can not only improve their operational efficiency but also significantly enhance their overall impact in the communities they serve.

Description

Endorsed by experts in child welfare, Unify stands out as a deployment-ready solution centered on experiences and outcomes, built upon the EMPOWER platform. This innovative tool complies with federal CCWIS mandates and provides child welfare agencies with efficiencies in an expedited manner. By leveraging the rapid deployment capabilities of a COTS solution, Unify significantly enhances outcomes for children and families. Furthermore, it operates on a robust and scalable HHS platform tailored to meet the specific requirements of HHS operations. Unify also offers the flexibility to be adapted for additional welfare areas, including juvenile and adult services, making it versatile. Its platform-agnostic nature allows for seamless integration with various business and technology strategies. Additionally, Unify streamlines standardized business process management that aligns with all regulatory obligations and contemporary practices. Designed for ease of deployment and implementation, the solution aligns with the technological skills commonly found within agencies. Moreover, it empowers these organizations to create custom interfaces using a consistent suite of system protocols and tools, ensuring a tailored approach to meet their unique needs. Overall, Unify provides a comprehensive framework that supports child welfare initiatives effectively and efficiently.