Last Updated Oct 24, 2025
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
Rating Distribution
Positive
86%
Neutral
9%
Negative
5%
Starting Price
Custom pricing
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
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
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 |
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| 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 |
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| 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 |
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| 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.
