# Collaborate Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Collaborate Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more. Source: https://www.capterra.com/p/143681/Collaborate --- # Collaborate Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Collaborate ## What is Collaborate? Collaborate is customizable social work case management software for non-profits and social services agencies with teams of 5+ staff. Easily track intakes, services, goals, outcomes, and funder reports. Includes intelligent core features such as: case history, medical exams, clinical assessments, test results, custom reports, & more. HIPAA and SOC 2 Type 2 compliant. ## What is Collaborate used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/) Overall rating Based on 38 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price Free trial not 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... ## Collaborate alternatives [4.4 (1,031)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.3 (43)](https://www.capterra.com/p/192006/FristCallTechnology/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars Highest Rated [4.8 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/143681/Collaborate/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Management 4.6 (27) 77.78% of 27 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Reporting/Analytics 4.3 (23) 73.91% of 23 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Document Management 4.5 (22) 63.64% of 22 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Case Notes 4.7 (16) 87.50% of 16 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Scheduling 4.0 (16) 62.50% of 16 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Goal Setting/Tracking 4.3 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Collaborate 64 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Track employee schedules, availability, and performance across projects and tasks Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Establish measurable goals and objectives and track their progress over a specific period of time Compliant with HIPAA, which sets standards for sensitive patient data protection Activities related to the initial admission of a charge into the organization's care Records of patients' medical history Access software remotely via mobile devices Manage and support multiple locations Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Online portal through which end users can access the system, manage tasks, or obtain information Create and administer polls and surveys Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Create, design and manage workflows for repetitive tasks Features 4.3 (38) 4.3 Based on 38 reviews ## Pricing Value for money 4.4 (31) ### Starting price Free trial not available Value for money 4.4 (31) 4.4 Based on 31 reviews ## Support, customer service and training options Customer Service 4.6 (37) 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 Customer Service 4.6 (37) 4.6 Based on 37 reviews ## User reviews Overall rating 4.7 Based on 38 reviews Filter by rating 5(25) 4(13) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HR Heidi R. Membership Support Services Non-Profit Organization Management ### "Extremely Satisfied in Georgia!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 Collaborate has been a gamechanger for the CAC Network in Georgia. Our ability to track client services and case outcomes has transformed the accuracy of our statistical reporting and significantly improved staff productivity across our member center sites. Pros The specific customization for our statewide needs and the outstanding customer support provided by Network Ninja's dynamic team. Cons The migration of our old data into to the cloud-based system took a lot of time and coordination with our CAC sites. Specifically, because we have over 50 sites in our state. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kim H. Executive Director Non-Profit Organization Management ### "Collaborate Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 June 23, 2025 Average. Not great, but not terrible. I have been using this system for 5 years and I am still trying to figure things out with how it works. Pros I really like the way the calendar is set up. It is easy to navigate and find what I am looking for. Cons The way reports are set up is a little difficult to navigate, especially for mental health and medical referrals. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BM Briana M. Education specialists Education Management ### "Review of capterea" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 18, 2025 I used this for work and loved it! My colleague at a partner school told me about this and I decided to try it. Pros I love the ease of use. It helped me to make an informed choice. I spread the word about how organized the website is. Cons I would have never known about this unless a colleague told me. There needs to be more advertising to everyone. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 14, 2025 Briana, we're so happy to hear you love using Collaborate. Thank you for help spreading the word about our software! KL Kelsey L. Forensic Interviewer Legal Services ### "Great system " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 8, 2025 Overall great and easy to use for the CAC world. Pros Collaborate is very helpful and continues to upgrade to make it better. Cons Sometimes the report numbers are off and it can be hard to figure out where the error is. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 14, 2025 Appreciate the review, Kelsey! Be sure to sign up for a complimentary 1-hour reports training, where our experts will walk you through any issues you might be having with reporting. BL Brittany L. Administrative assistant Non-Profit Organization Management ### "Great serice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 8, 2025 It is an easy system to use, and you are able to fine everything easily. Pros It is easy to use, which makes it a great site. I can easily find anyone I need or correct any info with ease. Cons Nothing, I liked that system overall. I wouldn't change a thing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 14, 2025 Thank you so much for the kind words, Brittany! It's our pleasure to support the great work you and your team do. JW Jacqueline W. Therapist Mental Health Care ### "Collab Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 8, 2025 Pros It's simple to use, but I am not familiar with all of the features. Cons I don't understand all of the features so I am not sure. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 9, 2025 Thank you for the review, Jacqueline! Don't hesitate to reach out if you'd like some additional training - you can book a live 1-on-1 Help Desk session here: https://www.collaboratesoftware.com/training-schedule/ TR Tonya R. FAmily Advocate Forensic Interviewer Civic & Social Organization ### "Collaborate" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 March 7, 2025 It's been learning process, and it gets more user friendly as it goes. Pros The various things that you can use collaborate for. Cons The structure is not always easy to navigate. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 8, 2025 We appreciate your feedback, Tonya! AC Angelina C. Administrative Manager Civic & Social Organization ### "Collaborate Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2025 Pros I like how easy Collaborate is to navigate. Cons The recent updates to the shared calendar. I would like more options for color coordination as well. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 8, 2025 Thanks for the review, Angelina! Happy that you find Collaborate easy to navigate, and we'll follow up on the calendar and color coordination topics. CC Cheyanne C. Forensic Interviewer Individual & Family Services ### "Collaborate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 5, 2025 Strong database for storing information with ease of use Pros Ease of use. Stores all information in a clear, concise manner that is easy to review Cons Reports do not always pull numbers consistently Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 6, 2025 Thank you for your review, Cheyanne! Glad to hear Collaborate is easy to use for you and your team. If you need assistance with reports, please schedule a complimentary 1-on-1 reports consultation, and one of our experts will help ensure you're pulling numbers properly. You can book your consultation here (Live Help Desk Session): https://www.collaboratesoftware.com/training-schedule/ KS Kylen S. Advocate Forensic Interviewer Non-Profit Organization Management ### "Collaborate Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 2024 This is the best program for our CAC. We love how easy it is to use and track our numbers. Pros I like the ease of use and how accessible it is. Cons When marking disclosures, some of the options for disclosures vs allegations do not match Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 2, 2025 Thank you for the feedback, Kylen! Happy to know that Collaborate is easy to use for you and your team. Don't hesitate to reach out if you need any assistance. [View all Reviews](https://www.capterra.com/p/143681/Collaborate/reviews/) ## 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. Popular comparisons [My Junna vs Collaborate](https://www.capterra.com/compare/143681-178861/Collaborate-vs-Junna-Care) [Casebook vs Collaborate](https://www.capterra.com/compare/143681-200357/Collaborate-vs-Casebook-Platform)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)