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

"...That we can customise aspects of the software to suit our workflow needs...." Peer review by Administrator

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

"...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
"...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

What makes Bonterra Case Management Software ideal for Customer Case Management?

What makes Bonterra Case Management Software ideal for Digital Signature?

How does Bonterra Case Management Software address your Workflow Management Challenges?

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.

Traditional Arts Today - Non Profit Organization Management - Small

Ferdinand, USA

Bonterra Network for Good and Que helped Traditional Arts Today, a small nonprofit in Indiana, improve fundraising. The team replaced manual donor tracking with an automated platform. They used Que t...o segment donors, draft emails, and benchmark performance. Their year-end campaign raised over 60% more than previous years. Staff saved 40-50 hours per month, allowing more focus on programs and donor relationships.

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Schneider Electric - Manufacturing - Very Large

Rueil-Malmaison, France

Bonterra Deed unified Schneider Electric’s giving and volunteering across the U.S. and Canada. Before, tracking was fragmented and manual. Now, employees at offices and factories use a mobile-first p...latform to find and join community activities. The Foundation team saves time with real-time dashboards and bulk approvals. Participation is measurable, and engagement spans all employee groups. Deed helps Schneider Electric drive local impact and support the energy transition.

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Rx Ballroom Dance - Non Profit Organization Management - Small

USA

Bonterra Que helped Rx Ballroom Dance double its year-end fundraising. The nonprofit used Que’s AI to segment donors and personalize messages. This led to a jump in giving from $23,400 to over $59,80...0 in one year. First-time donors rose from 14% to 25%. The tool also freed up staff time, letting the founder focus on new programs and national expansion. Bonterra Que’s secure, tailored approach made a big impact for this small nonprofit.

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Changing Perceptions - Non Profit Organization Management - Small

Washington, D.C., USA

Bonterra Apricot helped Changing Perceptions, a Washington, D.C. nonprofit, streamline case management for returning citizens. The team replaced manual Excel tracking with a centralized, automated sy...stem. Staff now save time with auto-populated forms and automated email alerts. In fiscal year 2025, they served 138 participants and maintained a 95% anti-recidivism rate. The solution enabled more focus on tailored support and improved participant outcomes.

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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.

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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.

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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.

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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.

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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.

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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.

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Bonterra Tech. Profile

Company Name

Bonterra Tech.

Company Website

//bonterratech.com

HQ Location

Austin, TX

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

SERIES B