--- title: "CollabCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CollabCRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10032793/CollabCRM/" page_type: "product" language: "en" --- # CollabCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) CollabCRM ## What is CollabCRM? CollabCRM is a business operating system that integrates sales, projects, people management, and recruitment functions into a single platform. The system centralizes operations for improved workflow management, replacing multiple disconnected tools with one comprehensive solution. It includes features for resource planning, support ticket workflows, and goal tracking to enhance operational efficiency. The platform provides automation capabilities and real-time insights that enhance productivity and decision-making processes. Its functionality extends to candidate screening, project analytics, and cross-department collaboration. Security measures include encryption and role-based access controls to protect sensitive information. CollabCRM delivers visibility into resource allocation, sales pipelines, hiring processes, and team capacity. The centralized nature of the system creates operational clarity while streamlining administrative tasks across departments. ## What is CollabCRM used for? [Task Management](https://www.capterra.com/task-management-software/)[Business Management](https://www.capterra.com/business-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CollabCRM?[Manage this product listing](https://www.g2.com/products/collabcrm/claim_requests/new?auto=true) ## CollabCRM Overview Updated September 2026 AI summary CollabCRM is a cloud-based business management platform designed for small, midsize, and enterprise organizations seeking tools for CRM, project, task, and workflow management. It combines billing, invoicing, financial, HR, payroll, and document management, with optional features like business process automation, scheduling, and mobile access, supporting teams that need integrated oversight of work, finances, and people. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CollabCRM 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,068) Value For Money 0.0 (0) Value For Money 4.3 (4,685) Customer Service 0.0 (0) Customer Service 4.4 (4,478) ## CollabCRM alternatives [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) ## FAQs about CollabCRM Overview ### What company size and specific industries is CollabCRM built for? CollabCRM is designed for software development companies, IT service providers, tech startups, remote tech teams, and global software teams. It is best suited to technology-focused organizations of varying sizes that need a CRM built around software and IT workflows rather than general-purpose sales processes. Features and Usability ### What are the key features of CollabCRM? CollabCRM offers CRM, project management, task management, and workflow management for tracking work and customer activity. It also includes billing & invoicing, financial management, payroll management, and time & expense tracking, plus document management, reporting & statistics, scheduling, reminders, mobile access, and data import/export. Getting Started and Support ### What training and onboarding options does CollabCRM offer? CollabCRM provides webinars, documentation, and videos for training and onboarding. Webinars support live instruction and Q&A, documentation offers written reference material for setup and feature guidance, and videos provide visual walkthroughs that teams can review at their own pace. Getting Started and Support ### What customer support options does CollabCRM offer? CollabCRM provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support quality is not described by reviewer feedback here, so no user experience patterns, response-time trends, or common frustrations can be stated from the available information. ## Features AI summary Based on 6,813 CRM reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) CollabCRM supports **Workflow Management** and **Task Management**, helping teams organize repeatable processes and keep day-to-day work on track. However, it does not include **Client Management**. Instead, it offers other highly rated capabilities, including **Mobile Access** (**57%**) and **Billing & Invoicing** (**55%**), which give businesses flexible access to work on the go and better control over customer payments and financial operations, allowing teams to stay productive and manage core business activities more efficiently. Billing & Invoicing Create, manage, and send invoices or bills to customers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export Import and export data to and from software applications Document Management Store, manage, and track all electronic documents in a centralized location Employee Management Track employee schedules, availability, and performance across projects and tasks CollabCRM 18 features ### All Features - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Financial Management: Plan, manage, and track the financial activities of an individual or organization - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Mobile Access: Access software remotely via mobile devices - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.