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
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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
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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.


"...You can add electronic signatures...." Peer review by User

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.

Comprehensive Insights on Bonterra Case Management Software Use Cases

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

Social Solutions ETO is a case management tool that tracks client interactions and service utilization. ETO can assist in measuring program performance and identifying areas for improvement. ETO supports case management, service planning, and program evaluation.
"...Social Solutions ETO works very well in a case management perspective...." Peer review by Verified User, Manager in Information Technology, Health, Wellness and Fitness

How can Bonterra Case Management Software enhance your Digital Signature process?

The system supports digital signatures for electronic documents. It includes features for workflow management, alerts, and electronic signatures. The platform does not currently allow for a standardized electronic signature across all notes.
"...You can add electronic signatures...." Peer review by User

How can Bonterra Case Management Software enhance your Workflow Management process?

9+ more Business Use Cases

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.


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

Bonterra Case Management Software Features

  • Low
  • Medium
  • High


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Custom Reports


Read Reviews (98)


Read Reviews (12)
Custom Reports


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 Feeds

Medical grants software

Medical grants software

Medical grants software

Bonterra's grantmaking software makes it faster and easier for you to process approvals for medical education, research grants, and expanded access programs.

Two female physicians are gathered around a laptop while smiling and celebrating.

Medical grants software for life sciences companies of all sizes

With automated workflows, compliance alerts, customizable dashboards, and more, Bonterra’s grants software will help you build the most efficient platform that can scale with you as you grow.

How It Works

A male and a female physician are standing in the hallway of a hospital reviewing medical records on a tablet.

Maintain compliance, increase efficiency, and ensure scalability with Bonterra’s flexible, purpose-built grants management software.

Streamline grant review and approvals with automated workflows tailored to your company’s specific needs. Grant users permission to review statuses, access reports, and manage the system according to their designated roles, accelerating operational efficiency.  

Bonterra’s medical grants software enhances privacy and compliance by allowing users to customize information handling and approval processes according to region-specific regulations. Integrate the platform directly with the Office of the Inspector General (OIG), Food and Drug Administration (FDA), and other internal watchlists, and create built-in compliance alerts for enhanced regulatory adherence.

All grant types within all countries feed into a common and unified data warehouse, creating a single source of truth for reporting outcomes, budget reconciliation, and study milestone updates. With the ability to track an application through its entire lifecycle — from submission all the way to impact reporting — users can quickly identify the status of a grant request every step of the way. 

When you partner with Bonterra, our team of experts will work alongside you to analyze your existing processes and identify opportunities for optimization. When you scale back application questions, approval steps, and users involved, you’ll transform your grants management process for maximum efficiency while still complying with regulatory requirements.

Join the ranks of leading life sciences companies

Trusted by life sciences companies of all sizes

Johnson & Johnson logo
This is a logo of AstraZeneca
Bristol Myers Squibb logo
Novo Nordisk logo

Your trusted partner in medical grants management

No matter your company’s size or your program’s complexity, Bonterra’s team of experts will help you build a tailored, scalable, and long-lasting platform to support your medical grants efforts.

Frequently asked questions

Medical grants software is a specialized tool designed to streamline the process of applying for, awarding, and managing healthcare grants. Bonterra offers purpose-built solutions to support expanded access, medical education, and research grant initiatives. The software helps program administrators efficiently manage every stage of the grant lifecycle — from application to reporting — while adhering to global compliance requirements. Our team of experts will work alongside you to build a platform that meets your company’s unique needs and can scale with you as you grow. 

At Bonterra, we believe that achieving the greatest social good happens by investing in programs that promote the health and safety of individuals. Our healthcare grant management software is purpose-built to help your life sciences company improve patient well-being through programs that support effective research outcomes, streamline access to critical treatments, and provide high-quality educational opportunities.   

Bonterra’s native analytics tool consolidates all your medical grant initiatives into a unified system and provides real-time updates. Featuring both standard and customizable dashboards, it allows you to access program data in the format that best suits your reporting needs. Extract valuable insights from key data points to identify trends, measure effectiveness, and assess potential compliance risks. 

When you partner with Bonterra, we'll help you integrate the platform with the Office of the Inspector General (OIG), Food and Drug Administration (FDA), and other internal watchlists, as well as enable automated alerts and warnings for potential compliance risks. This ensures that your internal processes and requirements are being followed while removing the need to manually review guidelines for compliance. As a result, you’ll reduce administrative work while easily ensuring that your healthcare grants comply with global regulations.

Yes, your life sciences company can manage both charitable contributions and sponsorships in Bonterra’s platform. When you implement Bonterra’s medical grants software, all your programs — from medical education and research grants to charitable contributions and sponsorships — can be housed in a universal location for easier program management and compliance. 

For more than 20 years, CyberGrants has been known for its industry-leading software solutions in medical education, expanded access programs, and research grants. These solutions have helped global pharmaceutical organizations simplify their workflows, manage compliance, and scale their growth.

CyberGrants is now part of the Bonterra family. You get the same powerful CyberGrants software, backed by an expanded vision to drive even more transformation impact — in medical applications, and across the entire social good ecosystem.