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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bonterra Fundraising and Engagement
Box
DailyPay
PayPal
Salesforce
Universal Background Screening

Integrations

Bonterra Fundraising and Engagement
Box
DailyPay
PayPal
Salesforce
Universal Background Screening

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bonterra

Founded

2021

Country

United States

Website

www.bonterratech.com/product/case-management-software

Vendor Details

Company Name

Exponent Partners

Founded

2005

Country

United States

Website

www.exponentpartners.com

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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