Bonterra Apricot vs CHARMS

Bonterra Apricot8.8Visit CHARMS7.9Visit

Higher score Bonterra Apricot #1 in Social Work Case Management 8.8/10 Pricing on request ✓ 0 of 1 features Visit Bonterra

vs

CHARMS #6 in Social Work Case Management 7.9/10 Pricing on request ✓ 0 of 1 features Visit CHARMS

• Bonterra Apricot fits best

  Nonprofits tracking outcomes and participant engagement

• CHARMS fits best

  Multi-agency teams managing placements and care plans

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Side by side

Feature	Bonterra Apricot 8.8/10 Visit ↗	CHARMS 7.9/10 Visit ↗
At a glance
Editor score	8.8	7.9
Ranking	#1 in Social Work Case Management	#6 in Social Work Case Management
Best for	Nonprofits tracking outcomes and participant engagement	Multi-agency teams managing placements and care plans
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Docs, Community	Phone
Compliance	SOC 2, ISO 27001, HIPAA, SSO/SAML, 2FA	GDPR
Integrations	4 integrations	2 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Bonterra Apricot 0/1 · CHARMS 0/1
Client portal	Not checked yet	Not checked yet
Specs
Case management features	Not checked yet	Not checked yet
Mobile access	Not checked yet	Not checked yet
Reporting tools	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Documented integrations	Not checked yet	Not checked yet
Our review
Pros	Connects participant and program records with caseload and referral management Supports outcome measurement, reporting, dashboards, and workflow automation Pro and Enterprise add participant portals and API integrations	Links referrals and placements with care plans and outcome tracking Chronological records, audit trails and role-based access controls Secure portals support multi-agency collaboration
Cons	Pricing requires contacting Bonterra Participant Connect is limited to Pro and Enterprise Support channels listed are documentation and community	Pricing requires contacting sales Designed for social care rather than general-purpose case management Web-only access may not suit teams seeking a dedicated mobile app
Our verdict	Bonterra Apricot brings participant and program case management together with configurable forms, referrals, outcome tracking, and reporting. It is aimed at nonprofit organizations and public sector agencies that need to organize… Read the review →	CHARMS is a cloud-based case management platform for organisations delivering children's and adults' social care. Its settings include fostering, adoption, residential care, supported accommodation, shared lives, family hubs, homelessness… Read the review →

Strengths and trade-offs

• Bonterra Apricot — where it wins

  • Connects participant and program records with caseload and referral management
  • Supports outcome measurement, reporting, dashboards, and workflow automation
  • Pro and Enterprise add participant portals and API integrations

  Where it doesn't

  • Pricing requires contacting Bonterra
  • Participant Connect is limited to Pro and Enterprise
  • Support channels listed are documentation and community

• CHARMS — where it wins

  • Links referrals and placements with care plans and outcome tracking
  • Chronological records, audit trails and role-based access controls
  • Secure portals support multi-agency collaboration

  Where it doesn't

  • Pricing requires contacting sales
  • Designed for social care rather than general-purpose case management
  • Web-only access may not suit teams seeking a dedicated mobile app

• Bonterra Apricot8.8/10 · Pricing on request

  A nonprofit case management system that connects records, referrals, outcomes, and participant portals.

  Visit BonterraFull verdict →
• CHARMS7.9/10 · Pricing on request

  A broad care-record and placement system for teams coordinating services across agencies.

  Visit CHARMSFull verdict →