--- title: "Collaborate Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Collaborate Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more." source_url: "https://www.capterra.com/p/143681/Collaborate/" page_type: "product" language: "en" --- # Collaborate Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 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)[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/)[Reporting](https://www.capterra.com/reporting-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 Highest Rated [4.6 (10)](https://www.capterra.com/p/235904/FieldWorker/#reviews) Starting price $39.95 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 [4.5 (1,062)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/143681/Collaborate/alternatives/) ## FAQs about Collaborate Overview ### Which roles and teams benefit most from Collaborate? Collaborate is most used by nonprofit executives, program directors, forensic interviewers, and client service teams that coordinate complex casework. Administrative and operations staff rely on it to centralize records, scheduling, and reporting, while data and IT leaders use it to improve information sharing, oversight, and service delivery across organizations. Answer based on 38 reviews Overview ### What company size and industries is Collaborate built for? Collaborate serves small businesses most often, with 95% of reviewers, and is used heavily in non-profit organization management at 47%. It is built for human services, victim services, youth programs, substance abuse treatment, health and wellness, re-entry, housing, and family centers, with strong use in individual and family services and mental health care for social work case management. Answer based on 38 reviews Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Collaborate? Collaborate offers case management, client management, and care plan management for service records, plus appointment management, scheduling, and attendance management. It also includes document management, electronic signature, workflow management, reporting and analytics, role-based permissions, and a client portal for forms, communication, and self-service access. Getting Started and Support ### What training and onboarding options does Collaborate offer? Collaborate provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide visual, self-paced guidance for users getting started. Answer based on 4 reviews Getting Started and Support ### What customer support options does Collaborate offer? Collaborate provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe the support team as responsive, friendly, and quick to answer questions or resolve issues, with several noting that staff are helpful for nontechnical users and supportive during setup and ongoing use. Answer based on 7 reviews ## Features AI summary Based on 398 Social Work Case Management reviews Capterra data shows that buyers of Social Work Case Management rank the following features as their top priorities: - **HIPAA Compliant** (**77%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) Collaborate supports all three features reviewers rate most highly: **HIPAA Compliant**, **Case Notes**, and **Client Management**. Together, these capabilities help organizations protect sensitive client information, maintain accurate documentation, and keep client records organized, allowing teams to deliver more consistent care and manage cases with greater confidence. Case Management 4.1 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process HIPAA Compliant 4.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection 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 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 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 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 Collaborate 69 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Employee Management: Track employee schedules, availability, and performance across projects and tasks - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Intake Management: Activities related to the initial admission of a charge into the organization's care - Medical History Records: Records of patients' medical history - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - 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 - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Survey/Poll Management: Create and administer polls and surveys - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (38) 4.3 Based on 38 reviews ## Pricing Value for money 4.4 (31) Value for money 4.4 (31) 4.4 Based on 31 reviews 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 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 [Astalty vs Collaborate](https://www.capterra.com/compare/143681-274996/Collaborate-vs-Astalty)