Case Management Software for Charities

Homeless man being helped by charitable donations

Case Management Software

Looking for a more flexible case management solution?

No charity operates the same, which is why our software Apricot, allows charities to have full control of how and where they work.

Live data streaming and automated visualisations, eliminates the need to spend hours compiling manual reports, provide greater in-depth performance monitoring and creates more transparency with funders and stakeholders, freeing up valuable time and resources within your organisation.

A comprehensive and intuitive case management software, Apricot helps you showcase your impact, improve your outcomes and continue your mission.

Book your demo with our expert team


"The problem with “out of the box” software is that you have to change your way of working to match it. I wanted something that was going to be as close to our own business processes and our language to make the transition to this new system as easy as possible on the users, which is exactly what Apricot offered.”
Michelle Farrar IT, Data & Monitoring Lead
North Staffs Mind
Male therapist talking to a teenage boy

       Power Real-Time Visualisations and Dashboards Directly from Apricot 

Now it's even easier to measure your impact and understand your data better. We've partnered with Trust Impact to help you understand the difference you are making in a much clearer way. Using Apricot you can bring your impact story to life with beautiful data visualisations, building a more transparent relationship with stakeholders and funders, while improving your overall strategy and helping you align on your core purpose and focus on the things that matter.

Find Out More

Screenshots taken of data visualisations
Complete Web-Based Solution

Apricot can be accessed on any web based device.

Whether you are working from the office, at home, or providing vital services within the community; you can connect to Apricot  - eliminating the burden and security risks of manual administration.

Customisability & Quick Configuration

Work dynamically with Apricot's intuitive platform.  The ability to build, edit and modify forms quickly with a sophisticated drag 'n' drop function, along with complete control to customise fields, dashboards and menus, allow you to work in your own way - instead of a prescribed work flow.


Duplicate Prevention & Record Linking

Link individuals to family records, schedule appointments, process service referrals or handle programme enrolment, with ease and peace of mind that Apricot's duplicate prevention function will eliminate any manual error, providing cleaner data and clearer analysis.

Centralised Client, Service & Activity Tracking

Manage donor, staff and volunteer data combined with service delivery across multiple programmes, agencies and locations, from one central system. 

Security access permission sets ensure that all staff and volunteers see only necessary client data for their role and responsibility. 

Real Time Data & Live Reporting

Compile accurate and detailed analysis reports with the click of a mouse. Built-in progress evaluation and outcomes reporting pulled from real time data allows you to define and refine your objectives, helping you deliver more of your mission.

Multi-Factor Authentication

Built in multi-factor authentication provides greater control of client data while providing a streamlined, inexpensive method of security regardless of work location, whilst highly successful in combating cyber criminals.

AWS Hosted Security

Hosted on a best-in-class Amazon Web Services (AWS) environment, your data is secure, backed up, and ISO compliant. User-based permissions and detailed audit trails ensure secure access to data.

Expert Training & Consultancy

With over 20 years working with charities, our expert consultancy and training will provide you with all the guidance and knowledge required to get you "up and running" with a tailored system to suit your organisation's requirements, budget and timescales

Comprehensive Support

We provide full comprehensive support from initial enquiry through to post implementation and beyond. Our friendly team are experts in their field and understand the importance of a reliable, secure and accessible solution.

We respond and resolve all support enquiries within 24 hours, prioritising urgent queries with a turnaround time of 30 minutes.

"There was a real need during the Covid-19 crisis to live track our activities and their results by running reports more regularly, including creating responsive dashboards. Being able to pull this live data considerably aided our response to Covid-19 funding applications. Normally, our applications have a long lead time and take quite a lot of time to prepare; however, being able to provide evidence in a short time frame for our fundraising marketing team has been really important in this situation. We’ve been so impressed with how quickly we have been able to gather this information.”
Louise Kermode, Head of Services
Jami UK