Bonterra Case Management Software: Use-Cases, Insights and Reviews | 2025 Cuspera

Bonterra Program Management helped Alzheimer Society of Durham Region manage client information and track progress. The solution made it easier to document notes and clinical details. Staff used it t...o schedule and track appointments. This improved support for people living with Alzheimer’s and dementia. The organization could better deliver care and resources.
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Apricot helps the Arab-American Family Support Center (AAFSC) support immigrants and refugees in New York City. AAFSC faces high demand as over 200,000 asylum seekers arrived since 2022. The organiza...tion offers services like legal help, English classes, and mental health support. Apricot enables AAFSC to manage cases and connect people to resources. This helps newcomers overcome language and cultural barriers and find stability.
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Cybergrants Employee Engagement with Insights helped BOK Financial speed up impact reporting. The bank used to spend a lot of time making reports in Excel. They tracked donations, volunteer hours, an...d board roles. With Insights, they now see all key data in one dashboard. The team can filter by region or time and get instant results. This tool made reporting much faster and easier for everyone.
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Braille Institute used Bonterra's case management software to help people with vision loss. The organization faced growing demand as more people needed support. They needed to make their process fast...er and easier for new participants. Bonterra's solution helped them organize referrals and services. This made it easier for people to get help and return to work or daily life.
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Bonterra EveryAction helped Challenge Unlimited improve engagement by 5%. The nonprofit needed a better CRM to manage email marketing, advocacy lists, and website form data. They chose EveryAction fo...r its strong features and good price. After starting to use the AI-powered CRM, they saw a $1,000 increase in funding. The team found the data analytics and advocacy tools very useful. Leadership was impressed with the early results.
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Bonterra Impact Management helped the City of Los Angeles Mayor’s Office of Gang Reduction and Youth Development (GRYD) improve how they manage data. GRYD used the tool to standardize data collection... across service providers. The software made reporting easier and helped GRYD use data to improve programs. GRYD also increased funding and created better feedback loops for staff. The solution supported GRYD’s goal to build safer, healthier communities.
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