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Bonterra Penelope

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4.5 2 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Bonterra Penelope

"Social service organizations and nonprofits often turn to Bonterra Penelope when they need a reliable way to manage client cases and track service delivery. It works well for teams handling intake, scheduling, and reporting across multiple programs. Staff can stay organized without juggling separate tools or paper records. That said, smaller organizations with limited budgets or basic needs may find the platform's depth more than necessary, making the learning curve feel steeper than expected."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Bonterra Penelope Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.5 / 5
Starting Price$400 / user
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Bonterra Penelope Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Bonterra Penelope

Bonterra Penelope is a specialized nonprofit software designed to streamline fundraising, donor management, and program tracking for nonprofit organizations. It provides a comprehensive platform for managing donor relationships, tracking contributions, and generating reports. With its user-friendly interface, Bonterra Penelope simplifies the process of donor engagement, allowing organizations to cultivate relationships and maximize fundraising efforts effectively. The software includes features for managing events, campaigns, and volunteer activities, enhancing overall operational efficiency. Additionally, Bonterra Penelope offers robust analytics tools that provide insights into fundraising trends and donor behavior, enabling organizations to make data-driven decisions. Ideal for nonprofits of all sizes, this software enhances organizational effectiveness and supports mission-driven initiatives.
Company Bonterra
Founded 2014
Headquarters United States
Employees NA

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Hospital & Health Care Individual & Family Services Mental Health Care Non-profit Organization Management

Why Choose Bonterra Penelope

Pros

  • Pros Cloud-based case management built specifically for social service agencies
  • Pros Tracks client outcomes and program data in one place
  • Pros Configurable forms let agencies adapt workflows without custom coding
  • Pros Reporting tools meet funder compliance requirements without extra manual work
  • Pros Scheduling and service tracking stay connected under a single record
  • Pros Multi-site organizations manage separate programs without losing data visibility

Cons

  • Cons Reporting customization demands significant technical know-how to configure properly
  • Cons Case management workflows feel rigid when handling complex multi-service clients
  • Cons Pricing climbs noticeably as organizations scale user access and modules
  • Cons Mobile experience lacks the depth practitioners need during fieldwork
Strengths and Limitations

Bonterra Penelope Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Cloud-based case management built specifically for social service agencies
  • Tracks client outcomes and program data in one place
  • Configurable forms let agencies adapt workflows without custom coding
  • Reporting tools meet funder compliance requirements without extra manual work
  • Scheduling and service tracking stay connected under a single record
  • Multi-site organizations manage separate programs without losing data visibility
!

Cons

  • Reporting customization demands significant technical know-how to configure properly
  • Case management workflows feel rigid when handling complex multi-service clients
  • Pricing climbs noticeably as organizations scale user access and modules
  • Mobile experience lacks the depth practitioners need during fieldwork
Category-Based Capabilities

Bonterra Penelope Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Human Services Software 18 selected features Open category ↗ ⌄
Alerts/Escalation Reporting & Statistics Employee Management Goal Setting/Tracking Self Service Portal Appointment Management Document Management Task Management HIPAA Compliant Training Management Volunteer Management Time Tracking Certification & Licensing Billing & Invoicing Forms Management Scheduling Calendar Management Role-Based Permissions
Mental Health Software 17 selected features Open category ↗ ⌄
Employee Management Medical Billing Self Service Portal Compliance Tracking Records Management Reporting & Statistics Task Scheduling Forms Management EMR/EHR Claims Management E-Prescribing Appointment Scheduling Charting Confirmation/Reminders For Mental/Behavioral Health Treatment Planning Initial Assessments
Mental Health EHR Software 15 selected features Open category ↗ ⌄
Therapy Notes Initial Assessments Treatment Planning Appointment Scheduling E-Prescribing Reporting & Statistics Patient Portal Patient Communications Telemedicine Document Management HIPAA Compliant Confirmation/Reminders Electronic Payments For Group Therapy For Substance Abuse Therapy
Nonprofit Software 17 selected features Open category ↗ ⌄
Committee Management Fundraising Management Dues Management Volunteer Management CRM Donor Management Communication Management Event Management Customizable Forms Member Database Accounting Registration Management Grant Management Customizable Branding Membership Management Electronic Payments Campaign Management
Patient Case Management Software 20 selected features Open category ↗ ⌄
Referral Management Eligibility Verification Case List Management HIPAA Compliant Patient Management Treatment Planning Medical History Records Candidate Profiles Document Management Task Management Payment Processing Patient Records Management Calendar Management Billing & Invoicing Activity Dashboard Progress Reports Appointment Management Charting Reporting & Statistics Case Management
Social Work Case Management Software 10 selected features Open category ↗ ⌄
Goal Setting/Tracking Scheduling Case Notes Program Management Referral Management Client Management Reporting/Analytics Volunteer Management Forms Management Document Management
Substance Abuse EMR Software 15 selected features Open category ↗ ⌄
Appointment Scheduling Medical Billing Coding Assistance Decision Support E-Prescribing HIPAA Compliant Patient Communications Patient Portal Treatment Planning Document Management Claims Management In-Patient Management Inventory Management Invoice Management ONC-ATCB Certified
Connected Applications

Bonterra Penelope Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 9 integrations
Pricing Information

Bonterra Penelope Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Annual Subscription
Basic
$400 Per User

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Bonterra Penelope Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Bonterra Penelope Review ↗
4.5
Based on 2 approved reviews
5 stars 50%
4 stars 50%
3 stars 0%
2 stars 0%
1 star 0%
Betty N.
Betty N. Volunteer Coordinator

Powerful Case Management with Valuable Reporting

Our experience with this software has been very positive. The reporting features are essential for accurately tracking client activities, and the case management tools help us maintain crucial records that other agencies rely on. Even volunteers with limited computer experience can manage tasks effectively once trained, and the procedures manual we created ensures consistency. While there is a learning curve for occasional volunteers, the software’s capabilities make it an invaluable tool for our organization.

Reviewed on September, 2020
Cathrine C.
Cathrine C. Senior Cousellor

Reliable Client Management

Penelope has been an absolute pleasure to use. Its intuitive design and easy navigation make client management straightforward, even for complex caseloads. In my 15 years of using various client management systems, this has been by far the most effective. Everything works smoothly, and I haven’t encountered any issues, making it a dependable choice for any organization.

Reviewed on September, 2020
Alternative Products

Top Bonterra Penelope Alternatives

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Frequently Asked Questions

Bonterra Penelope FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Bonterra Penelope is a specialized nonprofit software designed to streamline fundraising, donor management, and program tracking for nonprofit organizations. It provides a comprehensive platform for managing donor relationships, tracking contributions, and generating reports. With its user-friendly interface, Bonterra Penelope simplifies the process of donor engagement, allowing organizations to cultivate relationships and maximize fundraising efforts effectively. The software includes features for managing events, campaigns, and volunteer activities, enhancing overall operational efficiency. Additionally, Bonterra Penelope offers robust analytics tools that provide insights into fundraising trends and donor behavior, enabling organizations to make data-driven decisions. Ideal for nonprofits of all sizes, this software enhances organizational effectiveness and supports mission-driven initiatives.

  • No, Bonterra Penelope does not offer a free version.

  • Yes, Bonterra Penelope offers a free trial.

  • No, Credit Card details are not required for the Bonterra Penelope trial.

  • Bonterra Penelope offers the following pricing plans & packages:

    Basic

    $400 Per User

  • Bonterra Penelope supports the following payment frequencies:

    • Annual Subscription

  • No, Bonterra Penelope does not offer an API.

  • Bonterra Penelope can be integrated with the following applications:

    • Salesforce Sales Cloud , QuickBooks Online , Google Workspace , Zoom Meetings , Twilio , DocuSign , Microsoft Outlook , Microsoft Teams , Zapier

  • Bonterra Penelope offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Bonterra Penelope offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Bonterra Penelope supports the following languages:
    • English

  • Following are the typical users of the Bonterra Penelope:
    • Self-Employed , Small-Business , Midsize-Business

  • Bonterra Penelope supports the following deployment:
    • Cloud Hosted

  • Bonterra Penelope supports the following devices and operating systems:
    • Web-Based
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