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Bonterra ETO
Austin, Texas, USA
What it is
Bonterra ETO is web-based data collection and case management software for nonprofits and other social good organizations. It helps teams record participant services, assessments, interactions, referrals, and outcomes. Touchpoints document work with participants, while referrals can move inside or outside an organization; receiving organizations may accept or reject them. ETO supports participant enrollment across enterprise sites, cross-site referrals, and participant collections that are typically site-specific. ETO Results provides filtered reporting, with visible data determined by reporting roles and security settings. Administrators can customize dashboards and navigation across sites and programs with up to five enterprise templates. The system includes participant, entity, referral, and administrative areas, quick search, role-customized dashboards, a participant portal, forms and surveys, and reporting dashboards. Nine customizable access levels and program permissions control data access. ETO requires internet access and a compatible browser. Pricing is on request.
For and against
For
- Tracks services, assessments, and participant outcomes
- Supports cross-site enrollment and referrals
- Filtered reporting with role-based visibility
- Custom dashboards and navigation templates
- Participant portal, forms, and surveys
Against
- Web access requires internet and compatible browser
- Mobile access is not available
- Pricing is provided on request
The verdict
Bonterra ETO brings participant tracking, referrals, reporting, and permissions into one web system for social good organizations. Its cross-site tools and customizable administration fit organizations with structured, multi-program workflows.
Who it suits
ETO suits U.S. nonprofits, human services organizations, and other social good groups managing participants, services, referrals, and outcomes across programs or sites.
On the record
- Access controls
- ETO provides nine customizable access levels, and program-level permissions restrict users to data associated with their programs.intercom.help · read 5 Oct 2026
- Audience
- Bonterra describes ETO as designed for nonprofits and other social good organizations.bonterratech.com · read 5 Oct 2026
- Cross-site work
- ETO supports enterprise enrollment and site-to-site referrals, while collections are typically site-specific.bonterratech.com · read 5 Oct 2026
- Customization
- Administrators can modify the system layout and terminology to fit their organization’s needs.bonterratech.com · read 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 · read 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 · read 5 Oct 2026
- Maker
- Bonterra says it was founded in 2021.bonterratech.com · read 5 Oct 2026
- Navigation
- The system includes participant, entity, referral, and administrative areas, plus a quick search tool and role-customized dashboards.bonterratech.com · read 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 · read 5 Oct 2026
- Participant management
- ETO supports participant enrollment across sites within an enterprise, cross-site referrals, and participant collections.bonterratech.com · read 5 Oct 2026
- 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 · read 5 Oct 2026
- Referrals
- ETO tracks internal and external referrals, and the receiving organization can accept or reject a referral.bonterratech.com · read 5 Oct 2026
- Reporting
- ETO Results reporting includes report filters, and the data users see depends on reporting roles and security settings.bonterratech.com · read 5 Oct 2026
- Security
- Bonterra’s ETO security FAQ says ETO data is stored on dedicated servers isolated by a virtual private cloud in AWS, and accessed through HTTPS.eto-articles.socialsolutions.com · read 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 · read 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 · read 5 Oct 2026
- Touchpoints
- Touchpoints capture interactions with participants, including services provided, assessments, and outcomes.bonterratech.com · read 5 Oct 2026
- Training
- Bonterra offers free ETO webinars for foundational and advanced learning, while some training is available for purchase.bonterratech.com · read 5 Oct 2026
