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Bonterra ETO

C
C tier on Nonprofit Case Management SoftwareScore 6.3 · #8 of 32
Android app
Not listed
Free plan
No
Runs on
Web
Visit site Alternatives

Summary

Bonterra ETO is web-based data collection and case management software for nonprofits and other social good organizations. It helps track participant interactions, services, referrals, and outcomes. Touchpoints can record services, assessments, and outcomes, while participant enrollment can span sites within an enterprise. Staff can make cross-site referrals, and receiving organizations can accept or reject them. ETO also connects participants with third-party entities such as service providers, referral partners, and employers; participant collections are typically site-specific. ETO Results provides filtered reporting, with visible data shaped by reporting roles and security settings. Administrators can customize dashboards and navigation across sites and programs using up to five enterprise templates. The system includes participant, entity, referral, and administrative areas, quick search, a participant portal, and forms and surveys. It has nine customizable access levels, with program-level permissions restricting access to program-related data. ETO requires internet access and a compatible browser. Pricing is on request.

Who it is for

ETO is intended for nonprofits and other social good organizations, including U.S. nonprofits and human services organizations. It may suit teams that need participant, referral, and outcome tracking across sites.

What is good

  • Tracks services, assessments, and outcomes
  • Supports participant enrollment across enterprise sites
  • Receiving organizations can accept or reject referrals
  • Offers nine customizable access levels
  • Free training hub and webinars are available

What to know first

  • Web access requires internet and a compatible browser
  • No mobile access is listed
  • Pricing is on request

Verdict

ETO combines participant and referral management with reporting and configurable access controls. Organizations considering it should account for its browser-based access requirements and request pricing from Bonterra.

Compared on nonprofit case management software

Outcome tracking
Yesbonterratech.com
Mobile access
nonebonterratech.com

Facts

Purpose
ETO is data collection software for nonprofits and other social good organizations to track their work and the outcomes they help people achieve.bonterratech.com · 5 Oct 2026
Touchpoints
Touchpoints capture interactions with participants, including services provided, assessments, and outcomes.bonterratech.com · 5 Oct 2026
Referrals
ETO tracks internal and external referrals, and the receiving organization can accept or reject a referral.bonterratech.com · 5 Oct 2026
Participant management
ETO supports participant enrollment across sites within an enterprise, cross-site referrals, and participant collections.bonterratech.com · 5 Oct 2026
Reporting
ETO Results reporting includes report filters, and the data users see depends on reporting roles and security settings.bonterratech.com · 5 Oct 2026
Customization
Administrators can customize dashboards and navigation across sites and programs, with up to five enterprise navigation templates.bonterratech.com · 5 Oct 2026
Audience
Bonterra describes ETO as designed for nonprofits and other social good organizations.bonterratech.com · 5 Oct 2026
Access controls
ETO provides nine customizable access levels, and program-level permissions restrict users to data associated with their programs.intercom.help · 5 Oct 2026
Security
ETO uses HTTPS for access and states that stored confidential data is protected by file or volume encryption.intercom.help · 5 Oct 2026
Hosting and recovery
Bonterra says ETO data is stored on dedicated servers in an AWS Virtual Private Cloud, with nightly encrypted backups and annual disaster recovery testing.intercom.help · 5 Oct 2026
Support
The ETO Help Center offers support policies, training resources, release notes, and information about available support packages and add-ons.intercom.help · 5 Oct 2026
Training
Bonterra offers free ETO webinars for foundational and advanced learning, while some training is available for purchase.bonterratech.com · 5 Oct 2026
Maker
Bonterra says it was founded in 2021.bonterratech.com · 5 Oct 2026
Users
Bonterra describes ETO as case management for U.S. nonprofits and human services organizations, with separate login options for Australia and Canada.bonterratech.com · 5 Oct 2026
Navigation
The system includes participant, entity, referral, and administrative areas, plus a quick search tool and role-customized dashboards.bonterratech.com · 5 Oct 2026
Organizations
ETO entities represent third-party organizations such as service providers, referral partners, and employers, and can be linked to participants through referrals.bonterratech.com · 5 Oct 2026
Cross-site work
ETO supports enterprise enrollment and site-to-site referrals, while collections are typically site-specific.bonterratech.com · 5 Oct 2026
Data imports
The Batch Upload feature is available to administrators by default, and Bonterra recommends testing uploads with a subset of the data first.bonterratech.com · 5 Oct 2026
Support and learning
Bonterra provides a free ETO training hub and lists knowledge resources, videos, live webinars, paid training, and customer support.bonterratech.com · 5 Oct 2026
Web access
ETO login requires internet access and a compatible web browser.bonterratech.com · 5 Oct 2026

Company

Founded
2021bonterratech.com · 28 Sept 2026
Headquarters
Austin, Texas, USAbonterratech.com · 28 Sept 2026

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