Bonterra ApricotBonterra
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Serviceplane2AM Fusion
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Related Products
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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.
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About
Serviceplane is a cloud-based service desk for public agencies and private-sector customer support teams. It brings web chat, phone, email, SMS and web forms into shared cases, with a staff workspace for routing, hand-offs and case records. Its AI assistant answers from approved websites, documents and SharePoint content, cites sources, and routes questions to staff when a person needs to take over. Teams can test responses in shadow mode before activating a channel, connect read-only account or case records, and require identity checks before showing protected details in public channels. The platform supports shared-mailbox workflows, contact-center agent assistance, staff single sign-on and multilingual conversations. Serviceplane is intended for government agencies and service teams in healthcare, financial services, insurance, education, technology, utilities, retail and property management.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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Audience
Government agencies and private-sector customer-service teams, including organizations in healthcare, financial services, insurance, education, utilities, technology, retail, and property management.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBonterra
Founded: 2021
United States
www.bonterratech.com/product/apricot
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Company Information2AM Fusion
United States
serviceplane.ai/
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Alternatives |
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Categories |
Categories |
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Integrations
Genesys Cloud CX
Not Supported
Microsoft 365
Not Supported
Microsoft Entra ID
Not Supported
Okta
Not Supported
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Integrations
Genesys Cloud CX
Supported
Microsoft 365
Supported
Microsoft Entra ID
Supported
Okta
Supported
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