--- description: Learn more about Bonterra Penelope pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Bonterra Penelope Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Patient Case Management Software](/directory/30590/patient-case-management/software) > [Bonterra Penelope](/software/80088/bonterra-penelope) # Bonterra Penelope Canonical: https://www.capterra.ca/software/80088/bonterra-penelope Page: 1 / 4\ Next: [Next page](https://www.capterra.ca/software/80088/bonterra-penelope?page=2) > Improve client outcomes and engagement with a cloud-based case management software platform that provides a single source of truth. > > Verdict: Rated **4.2/5** by 75 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Bonterra Penelope? Mid-to-large sized multi-service nonprofits and human service organizations who need secure, cloud-based software that's flexible, configurable, and that helps improve client engagement and outcomes. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 75 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support Software | 4.1/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Bonterra - **Location**: Washington, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$400.00 - **Pricing model**: Per User - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, United Kingdom, United States ## Features - Accounting Software - Activity Dashboard - Appointment Management - Appointment Scheduling Software - Billing & Invoicing - Case Management Software - Case Notes - Charting - Client Management - Communication Management - Confirmations/Reminders - Document Management Software - E-Prescribing - Forms Management - Goal Setting/Tracking - HIPAA Compliant - Initial Assessments - Medical Billing Software - Medical History Records - Patient Management Software - Program Management - Referral Management - Reporting & Statistics - Reporting/Analytics - Scheduling Software - Time Tracking Software - Treatment Planning ## Integrations (2 total) - Dr. First - Tableau ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Patient Case Management Software](https://www.capterra.ca/directory/30590/patient-case-management/software) ## Related Categories - [Patient Case Management Software](https://www.capterra.ca/directory/30590/patient-case-management/software) - [Human Services Software](https://www.capterra.ca/directory/30660/human-services/software) - [Social Work Case Management Software](https://www.capterra.ca/directory/31462/social-work-case-management/software) - [Mental Health Software](https://www.capterra.ca/directory/30217/mental-health/software) - [Mental Health EHR Software](https://www.capterra.ca/directory/32510/mental-health-ehr-software/software) ## Alternatives 1. [NewOrg](https://www.capterra.ca/software/124958/neworg-management-system) — 4.8/5 (67 reviews) 2. [TheraNest](https://www.capterra.ca/software/130400/theranest-mental-health) — 4.4/5 (1029 reviews) 3. [Bonterra Apricot](https://www.capterra.ca/software/123342/bonterra-case-management) — 4.2/5 (225 reviews) 4. [PlanStreet](https://www.capterra.ca/software/180084/planstreet) — 4.3/5 (44 reviews) 5. [Community CareLink](https://www.capterra.ca/software/192006/fristcalltechnology) — 4.3/5 (42 reviews) ## Reviews ### "Great so far" — 5.0/5 > **Verified Reviewer** | *May 17, 2019* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Penelope provides a great balance between functionality and ease-of-use. The interface is very attractive and can be used on virtually any device. The system is easy to configure. Penelope provides everything my organization needs from a business functionality standpoint with the exception of accounting, which we do in another system. > > **Cons**: Reporting out-of-the-box is very limited, but an interface with Tableau is available for an additional fee. Security setup is very cumbersome. > > My organization is about to go live with Penelope so we have not realized the benefits yet. However, we are confident that we will, and Penelope's guidance and technical support throughout the implementation process have been outstanding. ----- ### "Case Management with Penelope - Volunteer Users" — 4.0/5 > **Betty** | *September 26, 2020* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers. > > **Cons**: There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual. > > It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics. ----- ### "UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues" — 1.0/5 > **Grant** | *August 25, 2017* | Nonprofit Organization Management | Recommendation rating: 0.0/10 > > **Pros**: it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service \& payments > > **Cons**: UI poor resulting in clunky data entry and more time spent entering data. not mobile / tablet friendly Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel. Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice Lack of technical support available in Australia ----- ### "Penelope User Review" — 5.0/5 > **Linda** | *December 7, 2016* | Mental Health Care | Recommendation rating: 10.0/10 > > **Pros**: The versatility. It has a ton of user defined fields that can be setup in any combination that works for your agency. Billing is relatively simple and creating service units and activities is easy to do. Tech support has been very good over the years and the system is very rarely down. System outage issues just don't exist. > > **Cons**: I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports. > > We have used Penelope Case Management system since 2003. It is very versatile and many changes have been done to make it portable and easy to use. The ability to create documents for our own needs is a fantastic function of the system. We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs. The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful. I would recommend this system to any one agency or organization that tracks a variety of data elements and wants to organize your data to meet your needs. ----- ### "Excellent product\!" — 5.0/5 > **Roslyn** | *August 26, 2019* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs. > > **Cons**: It's hard to say what we like least about the software because it has been so helpful in meeting the needs for which we purchased it. It does take a little while to get used to using it and to learn all the facets but once you do, it's very easy to use. > > With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency. Scheduling for client appointments is centralized and contains all the data that is needed so that clients and service providers never miss an appointment. Using Penelope has saved our organization countless hours in searching for information and communicating with each other. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.ca/software/80088/bonterra-penelope?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/80088/bonterra-penelope) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data