GridSocial

GridSocial

SocialRoots.ai
+
+

Related Products

  • GiveLife365
    11 Ratings
    Visit Website
  • CharityTracker
    1,427 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • InfoFlo
    193 Ratings
    Visit Website
  • NewOrg
    120 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Jotform
    8,632 Ratings
    Visit Website
  • DonorPerfect Fundraising Growth Platform
    2,363 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • Eventgroove
    13 Ratings
    Visit Website

About

Bonterra Apricot is case management software for nonprofits and public sector organizations that helps teams strengthen outcomes, simplify workflows, and measure impact. The platform centralizes participant and program data so staff can manage services, referrals, reporting, compliance, and engagement from one system. Bonterra Apricot includes Bonterra Que, an AI assistant that helps staff summarize participant history, capture notes, identify early intervention signals, review data integrity, and work faster inside existing case management workflows. The platform supports standardized processes, best-practice templates, streamlined workflows, direct participant-case worker connections, and secure data management. Apricot is available in Essentials, Pro, and Enterprise tiers with features such as reporting, analytics, smart forms, scheduling, referrals, auditing, dashboards, single sign-on, inventory management, and API access.

About

GridSocial by SocialRoots.ai is a closed-loop referral and care coordination platform designed for healthcare providers, community-based organizations, and social service networks. It enables organizations to create, route, and track referrals end-to-end, ensuring every request is completed with full visibility across stakeholders. Our platform supports intelligent intake, automated referral routing based on eligibility and urgency, real-time tracking, and outcome reporting. With integration to leading EHR systems such as Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial enhances interoperability and streamlines workflows. Key capabilities include customizable workflows, secure collaboration tools, partner network management, and real-time dashboards. GridSocial helps organizations reduce care gaps, improve referral success rates, and address social determinants of health (SDoH).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bonterra Apricot is best suited for nonprofits, public sector agencies, social service organizations, case managers, program managers, health and human services teams, community organizations, funder reporting teams, and social good organizations that need nonprofit case management, participant tracking, AI assistance, standardized data, workflows, referrals, reporting, analytics, compliance, data security, and impact measurement

Audience

Healthcare providers, hospitals, payers, clinics, community-based organizations (CBOs), social service agencies, government health programs, and care coordination teams focused on managing referrals and addressing social determinants of health (SDoH).

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bonterra
Founded: 2021
United States
www.bonterratech.com/product/apricot

Company Information

SocialRoots.ai
Founded: 2024
United States
www.socialroots.ai/closed-loop-referral-system

Alternatives

Bonterra Deed

Bonterra Deed

Bonterra

Alternatives

WildApricot

WildApricot

Personify
Collaborate

Collaborate

Network Ninja
Access Mosaic

Access Mosaic

The Access Group
Access Abacus

Access Abacus

The Access Group

Categories

Categories

Social Work Case Management Features

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

Integrations

EpicCare EMR
Oracle Health EHR
athenaOne
eClinicalWorks

Integrations

EpicCare EMR
Oracle Health EHR
athenaOne
eClinicalWorks
Claim Bonterra Apricot and update features and information
Claim Bonterra Apricot and update features and information
Claim GridSocial and update features and information
Claim GridSocial and update features and information