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)

"...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
"...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.

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

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

How can Bonterra Case Management Software optimize your Digital Signature Workflow?

How does Bonterra Case Management Software facilitate 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.

 

Texas Diaper Bank - Non Profit Organization Management - Non-Profit Organization Management

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 - Non-Profit Organization Management

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.

 

Mt. Carmel Veterans Service Center - Non Profit Organization Management - Non-Profit Organization Management

Bonterra Impact Management software helped Mt. Carmel Veterans Service Center organize data and improve reporting. The nonprofit supports thousands of veterans and families in Colorado Springs with h...ealth, wellness, and employment programs. Bonterra enabled rapid reporting for grant writers and streamlined impact tracking. Staff can now quickly access key data to secure funding and expand services. The organization plans to grow partnerships and launch new programs for veterans.

 

Meals on Wheels Durham - Non Profit Organization Management - Non-Profit Organization Management

Bonterra Que helped Meals on Wheels Durham improve fundraising and donor data management. The nonprofit faced challenges with fragmented CRM data and manual donor outreach. Using Bonterra Que, the te...am automated donor segmentation, cleaned up records, and planned campaigns more efficiently. In three months, they raised over $257,000, a 19% increase from the previous year. The team also saw a 40% rise in new donors and a 33% increase in recurring monthly donors.

 

Philadelphia Holocaust Remembrance Foundation - Non Profit Organization Management - Non-Profit Organization Management

Bonterra helped the Philadelphia Holocaust Remembrance Foundation centralize donor data and improve engagement. The foundation faced rising antisemitism and needed to strengthen donor relationships t...o support Holocaust education. With Bonterra, they trained over 1,500 teachers and reached tens of thousands of students and visitors. The platform enabled personalized outreach and deeper donor insights. This support ensures the foundation can continue its mission of combating intolerance through education.

 

BOK Financial - Banking - Banking

Bonterra Insights helped BOK Financial cut reporting time for corporate philanthropy. The team replaced manual Excel work with custom dashboards. Now, they track charitable giving, volunteer hours, a...nd board roles in one place. Reports update instantly with filters for region or timeframe. BOK Financial can see employee giving trends and tailor programs to match. The process is faster and more focused on strategy.

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

M&A

Bonterra Acquires Deed to Expand CSR Platform

Bonterra has acquired Deed to enhance its corporate social responsibility platform. This acquisition merges Deed's AI-powered employee engagement platform with Bonterra's grantmaking technology, offering a unified system for managing corporate giving and volunteering. The combined platform aims to improve employee participation, streamline operations, and provide a comprehensive view of corporate philanthropy activities.

M&A

Bonterra Adds Workplace Giving, Acquiring Deed

Bonterra has expanded its fundraising capabilities by acquiring Deed, a workplace giving and volunteering platform. This acquisition aims to enhance employee engagement and corporate philanthropy through a modern, AI-enabled platform. The combined solution will offer seamless employee experiences and improved operational efficiency. This acquisition follows Bonterra's previous acquisitions of OneCause and DonorDrive.

M&A

Bonterra acquires Deed to redefine corporate philanthropy

Bonterra has acquired Deed to enhance corporate philanthropy through a modern, AI-driven employee engagement platform. This acquisition integrates Deed's platform with Bonterra's grantmaking solutions, offering a unified view of corporate impact. The combined platform aims to increase employee participation and operational efficiency, setting a new standard for corporate philanthropy.

M&A

Bonterra Acquires Deed, Forging an AI-Powered Philanthropy Powerhouse

Bonterra has acquired Deed to enhance its corporate social responsibility offerings with AI-driven employee engagement tools. This acquisition combines Bonterra's grantmaking infrastructure with Deed's user-friendly platform, aiming to improve corporate philanthropy by integrating AI for personalized employee recommendations and streamlined CSR administration. The move strengthens Bonterra's position in the social impact market against competitors like Benevity and Blackbaud.

Bonterra Tech. Profile

Company Name

Bonterra Tech.

Company Website

//bonterratech.com

HQ Location

Austin, TX

Employees

501-1000

Social

Financials

SERIES B