Administration & Technology
Configuration
Adapting forms, fields, and workflows without custom development.
Product support
Documented support
- Bonterra Apricot by Bonterra
Customizable forms/reports plus Pro form logic, smart fields and workflows are documented.
vendor reported
- Bonterra ETO by Bonterra
Form building with validation and conditionality, configurable dashboards, customizable layout and terminology (What is ETO).
vendor reported
- Casebook by Casebook PBC
Configurable fields, forms and workflows are core platform capabilities; allowances vary by plan.
vendor reported
- CharityTracker by Simon Solutions
Network administrators customize case fields, assistance categories, outcomes, and units; deeper customization vendor-performed, custom development at $150/hour (help center).
vendor reported
- Clarity Human Services by Bitfocus
System-wide customizable screens, custom assessments with scoring processors, configurable eligibility rules (HMIS and coordinated entry pages).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
apBuilder no-code toolset for forms, queries, dashboards, workflows, and roles, plus a Designer toolset for deep data-model customization (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Custom assessments, custom or universal intake forms, fully customized reports and dashboards (human services page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Program-specific customization and configurable dashboard/reporting definitions are documented.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Custom objects, Metadata and Tooling APIs, sandboxes, and Data Processing Engine setup — deep platform configurability (Developer Guide, pricing page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Custom objects and applications, Dynamic Forms, care plan templates; prebuilt templates require agency configuration (pricing page, Trailhead).
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Essentials plan of Bonterra Apricot
- Limited Starter plan of Casebook
- Limited Growth plan of Casebook (3 configurable forms)
- Limited Team plan of Casebook (10 configurable forms)
- Limited Enterprise plan of Casebook (100 configurable forms)
- Included Additional Forms add-on for Casebook