Nonprofit CRM · Bonterra & Apricot savings

Cut your Bonterra costs, without giving up your CRM.

We migrate your data into a custom AI-powered system and guarantee cost savings while giving you more control.

Own your dataFixed cost structureFractional CAIO managed

The problem

The cost trap

Cancellation risk

Cancelling means losing case management entirely.

Without a replacement in place, dropping the subscription leaves your team managing cases in spreadsheets, which introduces its own compliance risk.

Downgrade risk

Downgrading a tier often cuts a feature you need.

Moving to a lower pricing tier to save money frequently removes a specific reporting or outcomes capability your funders require.

Price creep

Cost increases without functionality changes.

Annual price increases happen independent of whether anything meaningful changed in the product for your team.

Structural fix

The real fix is structural, not a lower tier.

Removing the feature-tier pricing model entirely solves the cost problem without sacrificing case management capability.

Independent user reviews for Bonterra and Apricot are available on G2.

The process

How the guarantee works

01

Cost and capability review

We assess your current Bonterra or Apricot setup for both cost and which features your team relies on, so nothing gets accidentally cut.

02

Guarantee terms confirmed

Savings terms are set before migration begins, alongside written confirmation of which capabilities are preserved.

03

Data migration preserving case files and outcomes history

Every case file and outcomes record moves into the new system, validated against the source before cutover.

04

Ongoing fractional AI leadership

The system is managed and adjusted as funder or compliance requirements change after launch.

Side by side

Bonterra & Apricot vs. a guaranteed custom system.

Current CRMBonterra / ApricotGrows per seat / tiervsCustom AI systemYou own itFixed cost · owned
Bonterra / Apricot compared with a custom AI system across 5 factors that matter to a nonprofit team.
What matters to your teamBonterra / ApricotCustom AI system
Case management capabilityFixed to your current pricing tierPreserved in full regardless of cost savings
PricingFeature-tier bundlingRemoved entirely, sized to actual use
Outcomes reportingVendor-defined formatBuilt around your funder's actual requirements
Data controlProprietary format complicates exportsYou hold the database directly
GuaranteeN/ASavings and capability both confirmed in writing before migration

Why AIthical.Pro

Why nonprofits choose AIthical.Pro

Capability kept

Full case management and outcomes reporting preserved.

The savings come from removing the pricing structure, not the functionality.

No tier pricing

No feature-tier pricing after migration.

System capability is fixed to what your organization actually needs.

Fractional CAIO

Fractional CAIO oversight keeps the system aligned to funder requirements.

Ongoing, not a one-time migration handoff.

Questions nonprofits ask

Clear answers before you switch.

Will we lose case management functionality by leaving Bonterra or Apricot?+

No. The replacement system is built specifically to preserve full case management and outcomes reporting capability.

What does the cost savings guarantee cover?+

It's confirmed in writing during the cost and capability review, before migration begins, covering both the savings target and which capabilities are preserved.

How is pricing structured after migration?+

Your organization owns the system outright following the engagement, which removes the recurring feature-tier subscription model entirely.

Does the guarantee apply if we later add a new program area?+

The initial guarantee is scoped to your organization's setup at the time of migration; expanding into a new program area is treated as a separate scope conversation.

What happens if our funder requires a specific outcomes report format?+

Funder-specific reporting formats are captured during discovery and built into the system, so required formats are preserved from day one.

Keep your case management. Lose the cost structure.

We'll show you what stays, what changes, and what you save.

Find Out What You Could Save
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