Penelope alternative for nonprofit case management
As of November 12, 2026.
Bonterra's words below come from its own Penelope page, read on November 12, 2026. Check its page for anything newer.
Case management
Lift Right: One record for each person, with their programs, services, assessments, case notes and referrals.
Bonterra says: "Penelope is now a part of Bonterra." It also says: "Empower your team. With Bonterra Case Management, you can reduce admin tasks with pre-built forms and reports."
Reporting
Lift Right: Upload an award letter and Lift Right reads the funder, amount, dates, targets, budget and reporting periods. Nothing is saved until a person reviews it. The funder report opens on screen, as a PDF and as a CSV. "N records to check" lists each record the report counts wrongly or leaves out. HUD grants offer the CoC APR and the ESG CAPER.
Bonterra says: "Enable your agency to track outcomes and program effectiveness with easy-to-use reporting and dynamic data management tools."
Who it is for
Lift Right: Human services nonprofits doing case management with reports owed to several funders.
Bonterra says: "Bonterra Case Management software allows your public sector agency to:"
Also in Lift Right
- Group sessions: record one class for everyone who attended.
- Data & Insights "Your lists": build a list of records.
- "Record history": see who viewed or changed a record.
- Calendar with a calendar link, and open times a person can book on Launch Pad.
- Two-step verification that an administrator can require for staff.
- Consents signed on screen.
- Importer that proposes which column is which, for an administrator to review.
Corrections
Something here wrong or out of date? Write to tyson.shelley@getliftright.com and it is fixed.
Early Access offer through December 31, 2026.