Bonterra ETO vs KoNote

Bonterra ETO is web-based data collection and case-management software for nonprofits and other social-good organizations. It tracks participant interactions, services, assessments, referrals, and outcomes. Organizations can enroll participants across enterprise sites, make internal or external referrals, and link participants with entities such as service providers, employers, and referral partners; receiving organizations may accept or reject referrals. ETO Results provides filtered reporting shaped by reporting roles and security settings. Administrators can customize dashboards and navigation across sites and programs with up to five enterprise navigation 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. Data is stored on dedicated AWS Virtual Private Cloud servers with nightly encrypted backups and annual disaster-recovery testing. Pricing is on request.

KoNote is a web-based participant outcome management system for nonprofits, released under the MIT License. Each organization runs its own instance on its infrastructure or local network. It provides encrypted client records, custom intake fields, program enrollment tracking, and role-based client search. Teams can define goals and targets, attach measurable metrics, track revisions over time, and reuse plan templates. Progress notes may be quick or structured, include metrics, and be backdated with audit trails. Messaging uses SMS through Twilio or email through SMTP, with consent tracking; calendar subscriptions use iCal feeds. Authentication supports Azure AD single sign-on or local Argon2 authentication. Security measures include field-level personal information encryption, role-based access, configurable session timeouts, and a separate immutable audit database. Privacy functions include selectable CSV or PDF client exports, multi-manager erasure approval, export monitoring, and secure download links. Optional AI can suggest goals, metrics, note structures, and outcome narratives; personal information is scrubbed before data leaves the server. The software is free to use under its license, but organizations provide and configure their own infrastructure. KoNote was founded in 2013 and is based in Toronto, Ontario, Canada.