Apricot Social Solutions

Case management software for nonprofits of any size

About Apricot Social Solutions

Apricot is a case management solution for nonprofit organizations of any size which supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more. Apricot offers a flexible system capable of expansion and customization.

With Apricot, users can can handle everything from case management to donor management, through to volunteer tracking and outcomes management. Apricot ensures users have quick and central access to all of their important case, client, volunteer and donor data. Real-time data access and reporting tools give users actionable insight into program performance. Apricot allows users to track the data which matters most to them with configurable forms and fields.

Geolocation and heatmapping tools help users understand the needs of their population demographics. Apricot offers a secure platform hosted on Amazon Web Services with backed up and compliant data. Audit trails and user-based permissions also facilitate data security. Other Apricot features include client, service and activity tracking, data validation, and more.

Devices

Business size

S M L

Markets

Australia, Canada, United States

Supported Languages

English

Images

My Workspace in Apricot
Apricot Dashboard
Apricot Connect
Apricot Participant Profile
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Apricot Social Solutions video Apricot Social Solutions screenshot: My Workspace in Apricot Apricot Social Solutions screenshot: Apricot Dashboard Apricot Social Solutions screenshot: Apricot Connect Apricot Social Solutions screenshot: Apricot Participant Profile

Features

Total features of Apricot Social Solutions: 63

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Appointment Management
  • Attendance Management
  • Attendance Tracking
  • Audit Trail
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Management
  • Case Management
  • Certification & Licensing
  • Child Welfare Management
  • Client Portal
  • Committee Management
  • Compliance Management
  • Contract/License Management
  • Customer Accounts
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Event Management
  • For Nonprofits
  • Forms Management
  • Forum / Discussion Board
  • Fundraising Management
  • General Ledger
  • Geolocation
  • Goal Setting / Tracking
  • HIPAA Compliant
  • Heatmaps
  • Learning Management
  • Member Database
  • Membership Management
  • Newsletter Management
  • Project Management
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Single Sign On
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Workflow Management

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PlanStreet

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Reviews

Overall rating

3,7 /5
(33)
Value for Money
3,2/5
Features
3,4/5
Ease of Use
3,6/5
Customer Support
3,2/5

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Showing 5 reviews of 33
John B.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Just Switched to Apricot. Love It So Far

Reviewed on 2018/09/12

Worked on another product for a long long time (which is also very good and powerful). Moved over...

Worked on another product for a long long time (which is also very good and powerful). Moved over to Apricot recently, and have been very pleased. It's not quite as powerful as the other product, but it's more user-friendly, and also a lot less expensive.

Pros

Simple-to-understand form structure. They use a "Folder" concept to help you understand how the data is organized. Easy to link data from one folder to another. The form builder has a lot of simple but powerful features (like automated "Other" fields). The report engine is simple enough for most modestly tech savvy folk. And probably my favorite is the security controls...you can build security sets that inherit from other security sets. Saves a lot of time.

Cons

There's a lot of whitespace that seems unnecessary. Means you might have to scroll a while. Reporting/exporting data is good, but not quite as powerful as some other products.

Verified Reviewer
Overall rating
  • Used Other for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Apricot is a simplified, customized, and user-friendly software.

Reviewed on 2018/07/12

I'm holding out hope that we just haven't been properly trained on how to access its full...

I'm holding out hope that we just haven't been properly trained on how to access its full functionality and that it does work as demonstrated. If this is the case, it allows those that are visual to see summary data easily in charts and graphs on their dashboard, but for data geeks like myself, we can open the full spreadsheet of data that generates the graph or pie chart. This duality makes it user-friendly to all types of users.

Pros

The fact that it is customized and can provide daily dashboards to easily see progress towards goals. You can also set individual access permissions.

Cons

Our current setup seems to be more difficult to generate reports than what was demonstrated prior to purchase. However, the product changed hands to Social Solutions from CTK Technologies just weeks prior to us signing the contract. I'm not sure if Social Solutions has changed the functionality or if we have just not been properly trained on its functions.

Response from Social Solutions

Hi there! Since the CTK-Social Solutions acquisition, we've done a lot to revamp our resources for clients. Feel free to reach out to either me, your account manager, or the Customer Success Team for guidance on training materials and to get all your questions answered!

Diamond S.
Overall rating
  • Industry: Philanthropy
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

A grand design that fell short!

Reviewed on 2018/01/11

I had heard a lot of negative experience with the Efforts to Outcomes system however they had the...

I had heard a lot of negative experience with the Efforts to Outcomes system however they had the analytics capabilities that others didn't. In the in it was not the best option.

Pros

When we were marketed the product the "bells and whistles" sounded great. They talked about a comprehensive analytics package that would allow us to not have to purchase an outside statistical package.

Cons

When we began to utilize the product to the fullest extent there were a lot of S4 bugs which we were told would not be addressed immediately. As a nonprofit many orgs do not have a comprehensive Data and Evaluation Department which I felt they as a company preyed on. When we wanted to use all the capabilities the system could offer but we began to realize that Social Solutions had put less investment into these capabilities that the general use cases of ETO.

Cary S.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Apricot Reviewed by Staff Using for Re-Entry Ministry

Reviewed on 2019/04/21

Would definitely recommend for those in Re-Entry ministry. It has enabled us to serve our...

Would definitely recommend for those in Re-Entry ministry. It has enabled us to serve our participants better. Just know that you will need another platform for CRM work.

Pros

It is a great tool for case management. It allows us to track many data points, keep updated records and next steps for participants.

Cons

It would be great if it also had CRM functions. The infrastructure is there under the hood, but not easily customizable to track various donor interactions, merge with mail chimp, etc.

Christy H.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Excellet Adaptable System

Reviewed on 2014/02/27

We utilize Apricot to collet data for the students, employers and partners from five states in our...

We utilize Apricot to collet data for the students, employers and partners from five states in our grant project. Over all Apricot has been very easy to roll out to staff, use day to day for staff, have student access from remote locations and build data reports. We are more limited by our thinking of the possible uses of the system, than the system itself.
Pros:
You do not need to be a programmer to set up data tracking forms or reports. You can easily make changes/ additions on your own.
The build/ roll out process worked quickly and efficiently we were up and running in about 3 months.
Online training for staff is beneficial.
Customer service is quick to respond when issues are submitted.
Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.
CTK is very open to listening and responding to requests for enhancements to the product.
Trainings offered at CTK for all users is an effective way to realize additional uses for Apricot.
The ability to import and export massive amounts of data allows for ease of use when sharing data in federal reporting requirements.
Cons:
You cannot use your own branding colors in the graphs or on the site itself- you do have to export the data to use the colors you want in charts etc.
You do need Chrome/Firefox to use the system- several of our colleges have been internet explorer only users which has required instiutinal changes.

Showing 5 reviews of 33 Read all reviews

Apricot Social Solutions FAQs

Below are some frequently asked questions for Apricot Social Solutions.

Apricot Social Solutions offers the following pricing plans:

  • Pricing model: Subscription, Open Source
  • Free Trial: Available

Contact Social Solutions for pricing information.

We do not have any information about Apricot Social Solutions features

Apricot Social Solutions has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Apricot Social Solutions supports the following languages:

English

Apricot Social Solutions supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Apricot Social Solutions has

Apricot Social Solutions offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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