Serviceplane

Serviceplane

2AM Fusion
+
+

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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.

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.

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

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

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

Government agencies and private-sector customer-service teams, including organizations in healthcare, financial services, insurance, education, utilities, technology, retail, and property management.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

2AM Fusion
United States
serviceplane.ai/

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Categories

Categories

Integrations

Genesys Cloud CX Not Supported
Microsoft 365 Not Supported
Microsoft Entra ID Not Supported
Okta Not Supported

Integrations

Genesys Cloud CX Supported
Microsoft 365 Supported
Microsoft Entra ID Supported
Okta Supported
Claim Bonterra Apricot and update features and information
Claim Bonterra Apricot and update features and information
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Claim Serviceplane and update features and information