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What is Bonterra Apricot?

Bonterra Apricot is case management software built for nonprofits, public sector agencies, and social good organizations that need to manage participant services, program data, outcomes, and reporting more effectively. The platform helps teams strengthen community outcomes, simplify workflows, improve staff capacity, and showcase program success. Apricot centralizes participant and program data in one system so organizations can eliminate silos and manage the full service lifecycle from intake to reporting. Bonterra Que is built directly into Apricot as a trusted AI assistant that works inside existing case management workflows. Que helps staff quickly understand participant history, review recent updates, capture notes, identify early intervention signals, review data integrity, and use Que Data Studio for deeper insights. The platform supports human-led AI, keeping staff in control while helping them prepare faster, pick up active cases more easily, and deliver more informed support. Apricot also includes standardized processes, best-practice templates, streamlined workflows, a user-friendly interface, and features that enable participant-case worker connections. Its reporting and impact measurement tools help organizations quantify outcomes, communicate results, and make measurement part of service delivery rather than a separate task. Apricot supports program improvement through participant engagement, dropout reduction, referral management, program optimization, and funder-ready insights. The platform is available in Apricot Essentials, Apricot Pro, and Apricot Enterprise tiers, with capabilities ranging from data capture, case management, reporting, analytics, and security to smart forms, scheduling, referrals, auditing, dashboards, single sign-on, inventory management, and API access.

What is Agentforce 360 for Nonprofits?

Agentforce 360 for Nonprofits is Salesforce’s industry-specific CRM solution designed to help nonprofit organizations scale their mission-driven work. It brings together fundraising, program delivery, marketing, volunteer management, and grantmaking within a single, connected platform. By centralizing stakeholder data, nonprofits gain a comprehensive 360-degree view of donors, clients, volunteers, and partners. AI-powered Agentforce tools automate manual processes and deliver actionable insights to improve efficiency. Nonprofit Cloud supports impact measurement and outcome tracking across programs. Teams can collaborate seamlessly with shared dashboards and unified reporting. Built-in marketing and engagement tools personalize outreach and strengthen community relationships. Volunteer and grant management capabilities simplify coordination and oversight. The platform enables data-driven decision-making while ensuring secure and compliant operations. Salesforce’s ecosystem of partners and community resources further extends nonprofit capabilities. Organizations can adapt quickly to changing needs while sustaining long-term growth. Agentforce 360 empowers nonprofits to amplify their impact through smarter operations and trusted AI innovation.

Media

Media

Integrations Supported

Bonterra DonorDrive
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
Salesforce
Sendloop
Slemma
Snappii
Systems for Good
WizeHive Zengine

Integrations Supported

Bonterra DonorDrive
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
Salesforce
Sendloop
Slemma
Snappii
Systems for Good
WizeHive Zengine

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$36 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Bonterra

Date Founded

2021

Company Location

United States

Company Website

www.bonterratech.com/product/apricot

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/nonprofit/

Categories and Features

Nonprofit

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

Categories and Features

Community

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

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

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

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