Case Management Software

Homeless man being helped by charitable donations

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

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.

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Screenshots taken of data visualisations

Person accessing Apricot dashboard on mobile phone and laptop

Accessible Anytime, Anywhere

Working remotely? No problem.

Apricot offers a complete web-based solution compatible across any device.

Minimise data breaches and rid yourself of insecure paper or desktop-based files. Hosted on 'best-in-class' Amazon web servers based in the UK, you can rest assured data is held securely, ISO compliant and all backups are taken care of.

Built in Multi-Factor Authentication allows you greater control - ensuring confidential information doesn't fall into the wrong hands.

Access data on the go and securely with Apricot

Person using a laptop to manage multiple projects within Apricot

Manage Multiple Projects Centrally

Specifically developed to meet the needs of third sector organisations, client records, schedules and service delivery are managed across multiple programmes, agencies and regions from one central location.

Secure permission sets at form and record level, ensure staff and volunteers see only necessary client data, with optional personlised dashboards, allowing greater clarity, focus and quick insights into the most essential metrics and information.

Centralise your service delivery

Person building an intake form in Apricot on a laptop

Quick Configuration, Customisation & Flexibility

We understand that every charity is unique in the way they track and monitor their impact.

Apricot's fully configurable system eradicates the confines of working within a prescribed work flow.

Drag 'n' drop building functionality allows you to quickly create, change or modify intake and monitoring forms, link family and households records and schedule appointments tailored to your organisation, with inbuilt duplicate checking - preventing human error and saving precious time.

Build a system that works for you

Woman accessing reports in Apricot on laptop, cup of coffee next to her

Real-time Reporting

Let Apricot's intuitive reporting platform remove the laborious task of manual data crunching.

Access to real-time data, along with the ability to run and share reports with a click of a mouse, allows you deeper analysis of your impact; refine programmes and plan new ones with evidence-based discipline. Differentiate your organisation and story with hard-hitting facts, helping you win funding and better inform donors.

Our clients report a 40% reduction in reporting administration.

Collate and run reports with ease

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

Disabled child being helped by a Charity worker

Hear from our Clients

Case Management Software for Charities