Penelope Software: Pricing, Free Demo & Features

Name: Penelope Software
Rating: 4.1 (58 reviews)

Last Updated Jun 15, 2026

Key Takeaways

Generated from the text of customer reviews

Penelope by part Bonterra is a cloud-based case management system for human services and healthcare providers. Users value its configurable forms and efficient workflows for managing multiple programs, though they note that reporting and export options are limited. Penelope recently partnered with Amazon Web Services (AWS) to accelerate fundraising for over 180,000 non-profits globally.

Our Verdict

Penelope is a scalable, customizable case management solution for mid-to large-sized human services organizations. Its tiered pricing offers flexibility across different organizational needs but may not suit smaller agencies with limited budgets. Overall, it’s a dependable option for teams prioritizing data accuracy, coordinated service delivery, and customizable workflows.

Overall Rating

Based on 58 users reviews

4.1

All Reviews

Rating Distribution

Positive

86%

Neutral

Negative

Starting Price

Custom pricing

Product Snapshot

Penelope Software Specifications

Appointment Management/Scheduling
e-Prescriptions
Lab Integration
Patient Portal
Mobile App
Telemedicine
Billing and Invoicing
Claims Management
Customizable Forms
Patient Demographics

View All Specifications

What Is Penelope Software?

Penelope software is a mobile-friendly case management solution designed for healthcare providers worldwide. Its configurable smart forms enable a fully paperless system, enhancing efficiency and accuracy. As a secure SaaS platform, Penelope improves staff communication through automated workflows, making it a valuable tool for those seeking a streamlined and user-friendly solution.

What Is Penelope Software Best For?

This case management software is exceptionally user-friendly, offering an intuitive interface that ensures easy navigation and a seamless experience for both clients and practitioners. Its user-centric design features clear menus, organized layouts, and straightforward tools, minimizing the learning curve and enabling users to efficiently access, manage, and interact with essential information.

How Much Does Penelope Software Cost?

This case management software offers three customizable pricing plans:

Apricot Essentials
Apricot Pro
Apricot Enterprise

Request a custom pricing quote tailored to your specific requirements!

Disclaimer: The pricing is subject to change.

Penelope Software Integrations

The software provides API integration, allowing connections with various third-party applications, including:

WealthEngine
QuickBooks Online
DonorTrends

How Does Penelope Software Work?

Log in using your credentials to access the dashboard
Schedule appointments with your patients
Open case files and review all the files before sending ahead
Navigate through client files and complete medical documents
Use the built-in reports to add patient history and diagnosis

If you want to see how the software works in action, schedule a free Penelope case management software demo today!

Who Is Penelope Software For?

Penelope Software caters to human services organizations and healthcare providers of all sizes, from small clinics to large enterprises.

Its user-friendly design and scalability make it suitable for various industries, including government, non-profit, IT, and healthcare departments seeking an efficient and adaptable case management solution.

Penelope Software Use Cases

Based on an analysis of verified user reviews and Penelope’s publicly documented capabilities, several scenarios have been identified in which the software consistently delivers strong value to human services, healthcare, and non-profit organizations:

Case-Heavy Non-profit Programs Coordinating Multi-Service Client Plans

Organizations managing clients across multiple service areas benefit from Penelope’s ability to consolidate case histories across programs. Multiple reviewers highlight its usefulness in linking family and individual client records to provide a holistic view of each client’s journey.

Multi-Site Human Services Agencies Requiring Centralized Data Oversight

Agencies operating across several locations use Penelope to maintain a unified, centralized database. The platform supports standardized workflows and consistent data collection across all sites. Its reporting functionality enables managers to compare service delivery and outcomes across branches, enhancing organizational visibility and accountability.

Grant-Funded Programs Requiring Outcome Tracking And Reporting

Programs dependent on external funding sources (e.g., government grants or foundations) often need detailed documentation of client outcomes, service utilization, and compliance metrics. Users report leveraging Penelope’s data export features or ODBC connectivity to conduct custom analyses for grant reporting.

Clinical And Social Work Agencies Managing High-Volume Case Notes

In high-documentation environments, such as mental health clinics, therapy practices, and social service departments, staff frequently generate case notes, progress reports, and assessments. Penelope’s centralized note repository, customizable forms, and automated workflow reminders streamline documentation processes and help prevent data loss.

Penelope Software User Sentiment

Most Positive Sentiments	Least Positive Sentiments
Customizability & Configurable Forms	Reporting & Data Export Limitations
80% were Positive 5% were Negative 15% were Neutral	15% were Positive 70% were Negative 15% were Neutral
Users consistently commend Penelope for its flexibility and robust customization capabilities. Many highlight its configurable forms and fields, which support tailored data collection, grant reporting, and outcome tracking. A user said that, “The ease of use of the Smart Documents and Forms has enhanced the way we gather demographic and program information for grants and funding purposes.”	Many users express frustration with Penelope’s limited reporting capabilities. Reviewers note that the “built-in reports are not sufficient,” often requiring the use of external tools to perform more advanced analyses.
Ease of Use & Workflow Efficiency	Learning Curve & Navigation Complexity
75% were Positive 10% were Negative 15% were Neutral	5% were Positive 85% were Negative 10% were Neutral
Reviewers note that Penelope offers an intuitive workflow once users become familiar with the system. Processes such as scheduling and case documentation are described as efficient, and many users report that daily operations become straightforward following initial training.	New users frequently describe Penelope as initially unintuitive, noting issues such as “too many clicks” and having “a steep learning curve.” Several reviewers emphasize that comprehensive training is essential to fully utilize the platform’s capabilities.
Scalability Across Agencies & Programs	Customer Support Responsiveness
70% were Positive 10% were Negative 20% were Neutral	15% were Positive 70% were Negative 15% were Neutral
Agencies managing multiple programs or service locations emphasize Penelope’s scalability and adaptability across diverse teams. Users appreciate that the platform works well for multi-program operations and multi-site service delivery.	Some users report dissatisfaction with Penelope’s customer support, citing slow response times. Feedback includes comments such as “it took a week and too many emails to get help for a minor fix.”

Is Penelope Software Right For You?

Penelope software is widely acclaimed for its user-friendly interface and scalability. Designed for a diverse clientele, this mobile-friendly system offers secure data hosting and seamless integration. Its adaptability across sectors, including government and healthcare, makes it a reliable choice.

Still not sure if it is the right choice? Get in touch with our team at (661) 384-7070, who will help you make the best decision for your organization.

Penelope Software Features

Billing Module

Penelope Software incorporates a comprehensive billing module, streamlining the billing and claims management process for healthcare providers and human services organizations. The software automates the billing process, offering a user-friendly interface to manage and submit electronic and paper claims efficiently. It provides flexibility for practitioners to choose the most convenient method for their practice. Penelope's billing module simplifies financial management, reduces administrative overhead, and supports practitioners in submitting accurate and timely claims.

See How It Works

Configurable Smart Forms

With configurable smart forms, Penelope eliminates the need for paper forms, streamlining data collection and improving accuracy in case management. Users can customize forms according to their specific needs, capturing essential data electronically and reducing reliance on traditional paper-based documentation. The feature saves time, enhances accuracy, and contributes to a more sustainable and efficient workflow by eliminating the manual handling of paper forms.

See How It Works

Automated Workflows

Penelope simplifies processes with automated workflows, ensuring tasks are completed efficiently and reducing manual intervention. Users can set up predefined workflows that automate routine tasks, notifications, and approvals, streamlining operational processes and minimizing the risk of errors. Increased efficiency, reduced administrative burden, and minimized errors ensure the system operates smoothly, allowing practitioners to focus on core responsibilities and client care.

See How It Works

Integrated Case Notes

Penelope enables case workers to document client interactions, track case history, and store essential details in one centralized system. This ensures accurate and up-to-date records, improving communication and continuity of care.

See How It Works

Appointments Scheduling

Penelope software offers a robust appointment scheduling feature that simplifies the process of managing client appointments seamlessly. Automated reminders further enhance the scheduling process, reducing the likelihood of no-shows. This mobile friendly system serves the appointment management workflow, ensuring practitioners can efficiently organize and track appointments. Automated reminders contribute to improved patient attendance, enhancing overall operational efficiency in healthcare and human services settings.

See How It Works

Pros And Cons of Penelope Software

A quick look at Penelope Software's strengths and weaknesses to
help you decide if it's the right fit

Pros

Highly configurable and user-friendly interface
Extremely flexible reporting choices
Configurable smart forms streamline data collection
Secure SaaS solution with robust data hosting
Software upgrades are very smooth

Cons

Limited information on pricing transparency
Learning curve may be experienced by users unfamiliar with advanced features
Some users report redundant data entry steps

Penelope Software Pricing

An overview of Penelope Software pricing plans to help you
choose the best option for your team and budget.

Apricot Essentials	Apricot Pro	Apricot Enterprise

Form Designer Document Folder Enrollment & Exits Caseloads Native Reporting Tool	Everything from Apricot Essential, including, Form Logic Smart Fields Schedule Internal Referrals Workflows	Everything from Apricot Pro, including, Aggregate Report Results Reporting Inventory Dashboard Rules and Alerts – Time-Based Alerts Advanced Record Audits

Disclaimer: The pricing details were last updated on Aug 21, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Penelope Software Reviews

Insights from real users on Penelope Software’s features,
performance, and overall experience.

Total 58 reviews

4.1

All reviews are from verified customers

Rating Distribution

Stars

43%

Stars

43%

Stars

Share your experience

Christine

Mental Health Care, 1-10 employees

More than a year

1.0

November 2023

“Holding my data hostage!!”

Pros

I cannot think of many things that I like about this software. I have come across several much better alternatives that are more flexiv and user friendly. Apps like Asana for task management, Harvest for time tracking and various invoicing apps work better and cost less.

Cons

This software is very outdated. It lacks user friendliness, making it hard to navigate. There is no keyword search function resulting in case notes becoming an overwhelming and unusable mess. Generating excel reports is not possible only cumbersome PDF ones. It takes far too many clicks to accomplish even simple tasks. The customer service is subpar despite being customers for almost a decade. They only provide client data once and in a coding format that only IT professionals can understand. If you want the data in a usable format, they charge an exorbitant amount, equivalent to twice a year's service cost. They claim it will take 35 hours, which begs the question of why they don't have an efficient process in place for something they should be doing regularly. Leaving the service is nearly impossible unless you're willing to abandon all your historical data or pay a hefty fee. I feel taken advantage of, as they are falling behind their competitors.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Ali

Not Specified, 11-50 employees

Less than a year

4.0

July 2022

“It is user-friendly”

Pros

I can manage my caseloads easily by this product.

Cons

The FAQs are not as helpful as I would like. Some tasks like adding a not attending worker to every service file, consume a significant amount of time.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Jacquelyn

Medical Practice, 11-50 employees

More than a year

4.0

March 2021

“easy to use and customize”

Pros

I like how the software is simple to use and can be easily customized to fit the requirements of our program.

Cons

Generating graphs from our reports in Penelope is not possible and I find that disappointing.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 58 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Does Penelope support mobile devices?

Yes, Penelope offers a mobile-friendly system.

Is Bonterra Penelope cloud-based?

Yes, Bonterra Penelope is cloud-based. Penelope's cloud hosting service helps users to focus solely on their patients as the software takes care of data backup, hosting, etc.

Is Penelope case management software free?

No, Penelope case management software is not free.

What are the features of Penelope case management software?

Features of Penelope case management software includes technical support, scheduling, configurable smart forms, staff communication tools, etc.

What is Engage for Penelope?

Athena software company has released Engage for Penelope. It is a mobile feature allowing clients to stay in touch with their healthcare providers from their mobile devices.

What level of support does Penelope software offer?

The level of support Penelope software offers is email, chat, and phone.

What type of pricing plans does Penelope offer?

The pricing plans of Penelope case management software vary as per the facility's needs and size. Contact us today to get a customized Penelope cost quote.

Who are the typical users of Penelope software?

Penelope software serves human services organizations and healthcare providers of all sizes, ranging from small clinics to large enterprises.

What languages does Penelope software support?

The platform supports the English language.

What other apps does Penelope software integrate with?

The platform offers integration with WealthEngine, QuickBooks Online, and DonorTrends.

Does Penelope software offer an API?

Yes, the software offers an API.

Key Takeaways

Our Verdict

Overall Rating

Rating Distribution

Starting Price

Product Snapshot

Penelope Software Specifications