Bonterra Penelope vs Optimy

Bonterra Penelope is a case management product for nonprofit and public sector leaders coordinating essential services and measuring outcomes. Its listed modules include client communication, medication management, reporting, and outcome measurement. Clients can use ClientConnect, a mobile portal for secure communication with staff. The medication management module connects with DrFirst Rcopia through a two-way interface that shares patient demographic, allergy, and diagnosis information, and supports single sign-on from Penelope. Rcopia supports prescription creation and management, drug and allergy interaction checks, patient eligibility and formulary information, medication history, and electronic prescribing of controlled substances through EPCS Gold.

Penelope Online Dashboard reporting provides Tableau access and standard reports for one Penelope database. The ORS Measures module includes ORS, SRS, CORS, CSRS, YCORS, and GSRS content, plus OpenFit, an API for statistical information used to monitor and measure outcomes. Penelope is listed for Android, iOS, web, and API. Pricing is not published; Bonterra's case management pricing page presents Apricot plans and a request-pricing option, but not Penelope prices. Bonterra's current case management navigation lists Apricot and Apricot for Government, while legacy product terms still include Penelope-specific modules.

Optimy manages grants, sponsorships, employee volunteering, and CSR programs in one platform. Its workflow covers applications, reviews, approvals, project tracking, and impact reporting, with custom KPIs and audit-ready reports. Listed capabilities include scoring and rubrics, reviewer collaboration, an applicant portal, analytics, and payment collection. Optimy describes a configurable API, one-click integrations with Make, and DocuSign e-signatures; external API connections may be offered on request and can incur additional fees. The platform supports 22+ languages and is aimed at corporations, foundations, and public institutions. Optimy says it transmits data using HTTPS with TLS 1.2 or TLS 1.3 and encrypts stored data with AES-256. It also describes GDPR-related privacy request and data deletion controls. Hosting is on AWS infrastructure in North America and Europe. The Start plan is listed from €650/mo. Optimy says implementation usually takes 6 to 8 weeks. Support plans list e-learning and a knowledge base, with response-time packages from 24–48 hours to 4–8 hours.