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Salesforce Service Cloud vs Bonterra Case Management

Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities....

Deployment

  • Cloud-based
  • On-premises

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.
Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best...

Deployment

  • Cloud-based
  • On-premises

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

USD 25.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.4 /5
(777)

Ease of Use

4.1/ 5

Features

4.4/ 5

Customer Service

4.2/ 5

Value for Money

4.1/ 5

Overall rating

4.2 /5
(188)

Ease of Use

4.1/ 5

Features

4.0/ 5

Customer Service

4.0/ 5

Value for Money

3.9/ 5

Total features 215

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Audit Management
  • Audit Trail
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Autoresponders
  • Availability Management
  • Billing & Invoicing
  • Blended Call Center
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Canned Responses
  • Capacity Management
  • Case Management
  • Case Notes
  • Catalog Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Code Enforcement
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Corrective and Preventive Actions (CAPA)
  • Customer Complaint Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Delivery Tracking
  • Discussions/Forums
  • Dispatch Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Driver Management
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Templates
  • Email Tracking
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Equipment Maintenance
  • Event Logs
  • Event Scheduling
  • Event Triggered Actions
  • Feedback Management
  • File Management
  • File Sharing
  • File Storage
  • Fixed Asset Management
  • For Call Centers
  • For Insurance Industry
  • For Nonprofits
  • For iPad Devices
  • Forms Management
  • Fuel Tracking
  • Full Text Search
  • GPS
  • Geotargeting
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Help Desk Management
  • Historical Reporting
  • IT Asset Management
  • IT Incident Management
  • IVR Software
  • Inbound Call Center
  • Incident Management
  • Incident Reporting
  • Inspection Management
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Investigation Management
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Labor Forecasting
  • Lead Distribution
  • Lead Management
  • Live Chat
  • Live Driver Tracking
  • Location Tracking
  • Macros/Templated Responses
  • Maintenance Scheduling
  • Manual Dialer
  • Member Database
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Language
  • Multi-Location
  • Offline Form
  • Online Forums
  • Online Time Clock
  • Order Management
  • Order Tracking
  • Outbound Call Center
  • Payment Collection in the Field
  • Performance Management
  • Performance Metrics
  • Permit Issuance
  • Predictive Dialer
  • Prioritization
  • Proactive Chat
  • Problem Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Purchasing & Receiving
  • Quality Assurance
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Release Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analysis
  • Risk Assessment
  • Role-Based Permissions
  • Route Optimization
  • Routing
  • SMS Messaging
  • SSL Security
  • Safety Incident Management
  • Sales Pipeline Management
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Self Service Portal
  • Service Catalog
  • Service History
  • Service Level Agreement (SLA) Management
  • Service Request Management
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Social Media Monitoring
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Taxation & Assessment
  • Technician Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Time & Attendance
  • Time Tracking
  • Training Management
  • Transcripts/Chat History
  • Transfers/Routing
  • Transportation Management
  • Utility Billing
  • Virtual Assistant
  • Volunteer Management
  • Website Integration
  • Widgets
  • Work Order Management
  • Workflow Management

Total features 64

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Audit Management
  • Audit Trail
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Autoresponders
  • Availability Management
  • Billing & Invoicing
  • Blended Call Center
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Canned Responses
  • Capacity Management
  • Case Management
  • Case Notes
  • Catalog Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Code Enforcement
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Corrective and Preventive Actions (CAPA)
  • Customer Complaint Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Delivery Tracking
  • Discussions/Forums
  • Dispatch Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Driver Management
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Templates
  • Email Tracking
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Equipment Maintenance
  • Event Logs
  • Event Scheduling
  • Event Triggered Actions
  • Feedback Management
  • File Management
  • File Sharing
  • File Storage
  • Fixed Asset Management
  • For Call Centers
  • For Insurance Industry
  • For Nonprofits
  • For iPad Devices
  • Forms Management
  • Fuel Tracking
  • Full Text Search
  • GPS
  • Geotargeting
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Help Desk Management
  • Historical Reporting
  • IT Asset Management
  • IT Incident Management
  • IVR Software
  • Inbound Call Center
  • Incident Management
  • Incident Reporting
  • Inspection Management
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Investigation Management
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Labor Forecasting
  • Lead Distribution
  • Lead Management
  • Live Chat
  • Live Driver Tracking
  • Location Tracking
  • Macros/Templated Responses
  • Maintenance Scheduling
  • Manual Dialer
  • Member Database
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Language
  • Multi-Location
  • Offline Form
  • Online Forums
  • Online Time Clock
  • Order Management
  • Order Tracking
  • Outbound Call Center
  • Payment Collection in the Field
  • Performance Management
  • Performance Metrics
  • Permit Issuance
  • Predictive Dialer
  • Prioritization
  • Proactive Chat
  • Problem Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Purchasing & Receiving
  • Quality Assurance
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Release Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analysis
  • Risk Assessment
  • Role-Based Permissions
  • Route Optimization
  • Routing
  • SMS Messaging
  • SSL Security
  • Safety Incident Management
  • Sales Pipeline Management
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Self Service Portal
  • Service Catalog
  • Service History
  • Service Level Agreement (SLA) Management
  • Service Request Management
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Social Media Monitoring
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Taxation & Assessment
  • Technician Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Time & Attendance
  • Time Tracking
  • Training Management
  • Transcripts/Chat History
  • Transfers/Routing
  • Transportation Management
  • Utility Billing
  • Virtual Assistant
  • Volunteer Management
  • Website Integration
  • Widgets
  • Work Order Management
  • Workflow Management
  • CRM Analytics
  • Elastic Enterprise Search
  • Five9
  • Gainsight CS
  • Helpshift
  • InGenius
  • LiveOps
  • NICE CXone
  • Natterbox
  • Quip
  • Salesforce Marketing Cloud
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Salesforce Starter
  • Talkdesk
  • Vonage Contact Center
  • Workforce Optimization (WFO)
Not provided by vendor