Bonterra Case Management Software Overview

Social-solutions-eto increases efficiency with Bonterra Tech Case Management Software by empowering teams with comprehensive solutions. Reports are standardized, and workflows automated for a greater impact.

Use Cases

Customers recommend Customer Case Management, Social Media Analytics, Digital Signature, as the business use cases that they have been most satisfied with while using Bonterra Case Management Software.

Other use cases:

  • Workflow Management
  • Generation Of New Leads
  • Engaging And Following Up
  • Engaging On Social Media
  • Contract Management
  • Create Learning Path
  • Collaboration
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Bonterra Case Management Software.

Other priorities:

  • Enhance Customer Relationships
  • Increase Sales & Revenue
See all business priorities See less business priorities

Bonterra Case Management Software Use-Cases and Business Priorities: Customer Satisfaction Data

Bonterra Case Management Software works with different mediums / channels such as Offline. Causes And Charity. Social Media etc.

Bonterra Case Management Software's features include Dashboard, Recording, and Templates. and Bonterra Case Management Software support capabilities include Chat Support, Email Support, 24/7 Support, etc. also Bonterra Case Management Software analytics capabilities include Analytics, and Custom Reports.

Reviews

"...As a simple case management system for users that are not mobile, ETO does the job well, but if you try to expand your usage within the system - even to areas that it's designed to handle - it's extremely likely that you'll run into bugs or issues that will prevent you from proceeding...." Peer review by Verified User, Director in Information Technology

Peer review evidence (same sources as the product rating summary)

"...We can also use the data to measure our performance as it relates to interventions administered by clinicians and case management staff and in turn, determine what methods work and what methods are in need or improvement...." Peer review by Administrator
"...This powerful platform was built to handle multiple partners, high volumes of programs, advanced security protocols, and multifaceted reporting and analytics initiatives. ..." ETO - Enterprise Nonprofit Software
"...Ensure program fidelity and streamline processes through workflow, alerting and digital signature features. ..." ETO - Enterprise Nonprofit Software

Popular Business Setting

for Bonterra Case Management Software

Top Industries

  • Non-Profit Organization Management
  • Hospital & Health Care
  • Education

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Bonterra Case Management Software is popular in Non-Profit Organization Management, Hospital & Health Care, and Education and is widely used by Small Business, Mid Market, and Enterprise.

Bonterra Case Management Software Customer wins, Customer success stories, Case studies

How efficiently Does Bonterra Case Management Software manage your Customer Case Management?

Why is Bonterra Case Management Software the best choice for Digital Signature?

What solutions does Bonterra Case Management Software provide for Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well Bonterra Case Management Software solved their business needs. Cuspera uses 426 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Zuora - Computer Software - Medium

Redwood City, USA

Bonterra Deed helped Zuora scale global employee giving and volunteering. The platform made it easy for employees to join campaigns and support causes they care about. Zuora used Bonterra Deed to con...nect giving and volunteering to ESG goals. The company saw record participation in workplace giving, especially during Giving Tuesday. Employees could lead their own fundraising and impact initiatives. Zuora’s social impact team gained flexibility and better reporting for global programs.

San Antonio Pets Alive! - Non Profit Organization Management - Small

San Antonio, USA

Bonterra GiveGab helped San Antonio Pets Alive! expand its donor base for Giving Tuesday. The Giving Hub enabled SAPA! to accept cash, in-kind gifts, and Amazon gift cards, making it easier for more ...people to donate. The platform also improved donor tracking, letting SAPA! follow up with supporters. The campaign brought in $9,121 from 70 donors, including 22 first-time givers. SAPA! used the funds for medical care and supplies for rescued pets.

Instacart - Food & Beverages - Medium

San Francisco, USA

Bonterra Deed helped Instacart boost employee participation in social impact programs by 40%. Instacart replaced a legacy platform with Bonterra Deed to make volunteering, giving, and ERG participati...on easier. Employees now use a single, intuitive platform for donations, volunteering, and engagement. The new system reduced support requests and made program management simpler. Instacart’s social impact team can now focus more on strategy and community partnerships.

Emmanuel Hospice - Hospital & Health Care - Small

Grand Rapids, USA

Bonterra Que for Network for Good helped Emmanuel Hospice streamline donor management and improve fundraising. The team replaced fragmented systems with a unified platform, saving time and reducing m...anual work. Donor segmentation and personalized outreach became faster and more effective. In 2025, they raised $65,000 in their annual appeal, a 41% increase from the previous year, while targeting fewer donors. The platform enabled new fundraising programs and freed staff to focus on donor relationships and volunteer stewardship.

 

Texas Diaper Bank - Non Profit Organization Management - Small

San Antonio, USA

Texas Diaper Bank used Bonterra Network for Good to manage a surge in donations and volunteers after Hurricane Harvey. The nonprofit distributed 12 million diapers and 2.5 million menstrual products,... helping 50,000 families each year. Bonterra's technology enabled fast donor management and communication during crises. The organization expanded its facility and partnered with Doordash to deliver essentials, saving $10,000 annually. Volunteers and corporate partners play a key role in their ongoing impact.

 

National Wildlife Refuge Association - Non Profit Organization Management - Small

Washington, USA

Bonterra’s EveryAction platform helped the National Wildlife Refuge Association improve donor engagement and fundraising. Facing funding cuts and growing threats to wildlife refuges, NWRA needed bett...er tools to mobilize supporters and manage advocacy. With Bonterra, NWRA streamlined donor communication and data tracking, making it easier to focus on outreach and mission work. The platform enabled NWRA to scale efforts, support over 150 advocacy groups, and protect 760 million acres of wildlife habitat. NWRA now drives greater impact for conservation and community engagement.

lightning

Peers used Bonterra Case Management Software for customer case management and social media analytics

Bonterra Case Management Software Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.14/5

Read Reviews (12)
Custom Reports

4.12/5

Read Reviews (98)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.14/5

Read Reviews (12)
Custom Reports

4.12/5

Read Reviews (98)

Software Failure Risk Guidance

?

for Bonterra Case Management Software

Overall Risk Meter

Low Medium High

Top Failure Risks for Bonterra Case Management Software

Bonterra Tech. News

Product

Bonterra Launches Deed: AI CSR Platform for Engagement & Grantmaking

Bonterra has launched Bonterra Deed, an integrated platform combining Deed Engage and Deed Grants. This solution allows enterprise CSR teams to manage employee giving, volunteering, and grantmaking from a single system. It offers real-time visibility and eliminates manual reconciliation, enhancing employee engagement and grantmaking efficiency.

Product

Big moments, bigger momentum: How Bonterra powers event and peer-to-peer fundraising

Bonterra integrates its OneCause and DonorDrive platforms to streamline nonprofit fundraising. This integration enhances event and peer-to-peer fundraising by providing a seamless supporter journey and improving data flow into existing CRM systems. The combined approach aims to boost donor engagement and lifetime value while supporting complex fundraising programs.

Product

Bonterra Launches Que for Apricot AI Case Management| Bonterra

Bonterra has launched Que for Apricot, an AI-powered suite designed to enhance case management in nonprofits. The solution integrates into existing workflows, offering features like participant snapshots, note capture, early intervention signals, and data integrity reviews. This launch aims to improve service delivery efficiency and data management for over 3,400 organizations in the human services sector.

M&A

Deed Joins Bonterras CSR Ecosystem

Bonterra has acquired Deed, a workplace giving and volunteering platform, to enhance its CSR ecosystem. This acquisition integrates Deed's employee engagement capabilities with Bonterra's expertise in enterprise grantmaking, creating a unified platform for corporate philanthropy. The combined solution aims to boost employee participation and operational efficiency through AI-driven features and seamless integration.

Bonterra Tech. Profile

Company Name

Bonterra Tech.

Company Website

//bonterratech.com

HQ Location

Austin, TX

Employees

501-1000

Social

Financials

SERIES B