--- 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" publication_date: "2026-09-30" --- # Collaborate Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 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/)[Data Analysis](https://www.capterra.com/data-analysis-software/) Overall rating Based on 46 user reviews Reviews sentiment Positive 96% Neutral 4% 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 [Astalty](https://www.capterra.com/p/274996/Astalty/) [4.8 (200)](https://www.capterra.com/p/274996/Astalty/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/274996/Astalty/) [4.5 (1,063)](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 [4.7 (13)](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 [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 executive directors, program leaders, and clinical service managers in victim advocacy and trauma-informed organizations. Forensic interviewers, family advocates, and therapists use it to coordinate case-related communication and referrals, while administrative, grants, and account teams manage program operations, documentation, member support, and cross-department work. Answer based on 46 reviews Overview ### What company size and industries is Collaborate built for? Collaborate is built for small organizations, with 93% of reviewers, and primarily serves nonprofit management (43%). It supports human and victim services, statewide networks, youth programs, substance abuse treatment, health and wellness, re-entry, housing, and family centers. Reviewers also include individual and family services (17%) and mental health care (13%). Answer based on 46 reviews Features and Usability ### What are the key features of Collaborate? Collaborate offers case management, client management, and care plan management for tracking services and records. It also includes task management, scheduling, workflow automation, reporting and analytics, document management, electronic signature, role-based permissions, and a self service portal for communication and data collection. Getting Started and Support ### What training and onboarding options does Collaborate offer? Collaborate provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars offer group instruction, documentation serves as written reference material, and videos provide on-demand walkthroughs. Answer based on 7 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 helpful with questions and issues, though some complex problems may take extra time and follow-up to resolve. Answer based on 9 reviews Ease of use ### How easy is Collaborate to use? Collaborate provides a workable system for documentation, data access, and daily case management, though ease of use depends on training and configuration. Mental health teams and commercial insurance staff often find core workflows straightforward, while dual-service agencies may face extra navigation, fragmented client histories, and a learning curve for report creation. Answer based on 12 reviews ## Features AI summary Based on 408 Social Work Case Management reviews Capterra reviewers point to these as the top priorities when choosing social work case management software: - **HIPAA Compliant** (**75%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) Collaborate supports all three of the features reviewers value most: **HIPAA Compliant**, **Case Notes**, and **Client Management**. Together, these capabilities help social work teams protect sensitive client data, maintain accurate documentation, and organize client information in one place, allowing teams to deliver more consistent care and manage cases more efficiently. 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 4.7 (7) 100.00% of 7 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 (18) 88.89% of 18 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 (30) 80.00% of 30 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Reporting & Statistics 4.2 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reporting/Analytics 4.3 (28) 78.57% of 28 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 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 AI models, 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 Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Discover and connect variety of data sources to the application for analysis Import and export data to and from software applications Graphical representation of data 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 Sample files or documents that could be customized as needed or used as is 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 Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (46) 4.2 Based on 46 reviews ## Pricing Value for money 4.4 (39) Value for money 4.4 (39) 4.4 Based on 39 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 4.5 (45) 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 4.5 (45) 4.5 Based on 45 reviews ## User reviews Overall rating 4.6 Based on 46 reviews Filter by rating 5(29) 4(15) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent MK michael K. Account Manager Insurance ### "Keeping Our Brokerage Team Connected" 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 August 20, 2026 We have found Collaborate to be a practical tool for our brokerage, particularly for keeping our team connected and giving management better visibility into daily operations. We need our teams to communicate effectively and have visibility into ongoing work, and the platform helps support that. The system is most effective when the entire team follows consistent processes and uses it regularly. There is room for improvement in areas such as reporting, but it provides useful functionality for collaboration and organization. Pros The platform is relatively easy to learn and provides a straightforward way for our commercial insurance team to collaborate and stay organized. The dashboards give management useful visibility into team activity and provide a quick overview of what is happening across the business. Having information centralized also makes it easier to identify trends, analyze performance, and make more informed decisions. Cons Reporting could be more robust, particularly when it comes to creating highly customized reports and extracting information for more detailed analysis. Customer support is generally helpful, although more complex issues can sometimes require additional time and follow-up to resolve. 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. KB Katelen B. Data and Communications Coordinator Non-Profit Organization Management ### "SCNCAC Collaborate Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 19, 2026 Overall, our experience with Collaborate has been positive. The system has been helpful to CACs across the state in managing and entering their data, and we believe it has been a beneficial resource for our network. There have certainly been some hiccups along the way, especially as CACs have learned the system and expanded how they use its different features, but the support we’ve received has made a big difference. Largely, the Collaborate team has been available when we’ve needed assistance, although response times have been somewhat more sporadic at times due to changes in Network Ninja staffing. Overall, the Collaborate team has been open to making adjustments and considering changes to better meet the needs of our CACs statewide. Pros I really like that Collaborate gives CACs the ability to move toward a paperless process. Having all of the information in one place makes day-to-day case management much easier and significantly simplifies grant reporting. This also allows us to accurately pull aggregate statewide data at the network level. Scott has also been a tremendous help in troubleshooting issues CACs have encountered and brainstorming effective process flows as CACs gradually begin using more of Collaborate’s features. It’s been great having someone willing to work through the challenges with us and help find solutions that actually work for our CACs. Cons There are some process flows that have to be adjusted to work around database limitations. For example, when uploading documents to a service note, users are limited to uploading one document when the note is created at the same time as the service. If multiple documents need to be attached, the note either has to be created after the service or edited afterward to add the additional documents. It’s not a major issue, but it can add an extra step to the process and be confusing to newer staff members. There are also a few limitations with custom forms and the signature module that appear to be related to the current Jotform integration. My understanding is that one of the improvements with the new/upcoming version of the database will be replacing Jotform with built-in functionality, so I’m hopeful that will address some of these limitations. Another area of feedback I’ve received from a few CACs is around advanced reporting capabilities. Some staff would like access to more advanced reporting tools. Previously, this required a separate training with Collaborate before access was granted. Since that training is no longer listed on the training schedule, CACs may not realize that advanced reporting is still an option. It would be helpful to have that training or access option communicated more clearly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LS Lyndsey S. Director of Clinical Support Services Individual & Family Services ### "SC CAC Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 17, 2026 Overall, I am glad our state switched to Collaborate. We were using NCAtrak before the switch and it didn't offer the details in the data and reporting that we were trying to capture. I love how we can attach documentation and categorize into folders. Pros I like the detail collaborate offers users. I like that we can cross-check client names and DOBs with other CAC sites within the state. Cons I feel like there needs to be more training on the Reports features and building reports. Especially if you need to create columns and advanced columns with subfields. It can be really confusing to make sure you are getting everything right. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FW Flavia W. Executive Director 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 9/10 August 17, 2026 It has been good; we like it at our CAC. It has been helpful in capturing the services we are providing and easy for grant reports. Pros Once we got it to where we needed to for the services we provide, it has been easy to follow. My staff enjoys it. Easy to read. Cons Sometimes updates are done and we are not notified of the new changes. I believe we get alerts when we log in, but those are harder to follow. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PR Patrice R. Children's Advocacy Center Programs Director Individual & Family Services ### "Collaborate Pros/Cons" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 August 17, 2026 We do like the scheduling capabilities as well as the ease of uploading documents and viewing them. Overall, there have been updates and improvements that have been helpful and at the same time there have been updates and improvements that are not helpful. Pros Once a profile has been created, it is easy to navigate. We like the capability of adding documents to case notes and being able to view as opposed to downloading to view the document. We also like how it helps us track data for grants. We also like the report feature. Cons Sometimes there are glitches that cause delays for our CAC. We do not like how we are unable to copy another profile from another CAC when we are all under the same umbrella. When preparing for MDT meeting's this causes our coordinator significant delays because we are having to create a brand-new profile for each child when one already exists at another CAC. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LG Lisa G. Child Advocacy Center Coordinator Individual & Family Services ### "Ways to streamline system" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 17, 2026 Pros Reports are very helpful! However, it takes a bit to figure them out. Receiving a quick response when submitting support requests. Cons Collaborate is not user friendly and there are things that could be streamlined to make it easier (ie: being able to copy things like allegations, addresses, and phone numbers between associated cases; being able to upload multiple documents at a time, or copy documents to associated cases; instead of having to click through multiple tabs to view all the information on the chart and wait for the page to load, just have it all listed on one page. The DVSA/CAC sides being separated makes it very difficult for dual/tri agencies. It would be helpful to be able to search for clients for things other than just name and chart number (ie: telephone number or address) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AB Anouska B. Counselor Mental Health Care ### "Adaptability" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 13, 2026 Overall, Collaborate is a system that does exactly what it was designed to do and has the adaptability with its customer service to improve it regularly. I've worked on 4 different EMR systems before and I prefer Collaborate over the majority of those. Pros I really appreciate the customer service and the ways that they will help adapt the system to meet the needs of the company. Cons The system is being improved upon, which means that there are often updates that come with bugs. The team does well on trying to reduce this and fix it as soon as possible, but it can be difficult in the interim. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Mental Health Therapist Mental Health Care ### "Collaborate & Me: We are working on our relationship" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 10, 2026 When the mental health rollout launched in Collaborate on July 1, I became much more involved in the learning process and in the various meetings and conversations surrounding the transition. I have to say, I’m beyond grateful for the patience, availability, and willingness of the team to continue answering questions along the way. We are a small but mighty mental health agency, and as with any new rollout, we’ve had our share of things that needed troubleshooting and fixing. Not everything or everyone is always working perfectly at the same time, and I will fully admit that I have a hate-hate relationship with technology. So, a huge shout-out to the Collaborate team for being so responsive and patient with me through all of my questions, learning curves, and yes… my fair share of mess-ups! Having people who are willing to walk through the issues, explain the “why” behind things, and make themselves available for follow-up questions has made this transition much more manageable. I genuinely appreciate the support and partnership as we continue learning how to use Collaborate effectively for our mental health services. And a very special shout-out to \[sensitive content hidden\] for his patience, availability, and willingness to help me work through all of the mess-ups along the way. I truly appreciate it! Pros Personally, I’ve found Collaborate to be very user-friendly and accessible, particularly when it comes to data analysis, generating and gathering reports, completing HIPAA-compliant documentation, and viewing everything within the scope of mental health services. It’s also the system I was originally trained on, so I’ve had the opportunity to learn and adapt to its different nuances over time. I also regularly pull reports for interns so they can review specific social work-related information, and I was honestly surprised by how easy the data, reports, and information were to navigate and understand—not only for me, but also for my first-year social work interns. That accessibility has been especially helpful when introducing newer clinicians to the system and helping them understand the information they’re working with, as well as using the available data and reports to support their learning and clinical work. That said, I recognize that Collaborate isn’t perfect and there are definitely areas where improvements could be made. However, one feature I genuinely LOVE about it is that it has never deleted my work or timed me out if I step away from the computer for a moment while documenting a clinical case note. That has honestly saved my life more than once when I’ve been in the middle of completing therapy documentation! From a clinical standpoint, that reliability is something I really appreciate. When you’re spending 30–60+ minutes carefully documenting a therapy session, knowing that your work will still be there if you have to step away briefly is incredibly valuable. It’s one of those smaller features that may not seem significant on the surface, but makes a meaningful difference in the day-to-day workflow for clinician Cons My cons are pretty simple, and most of them are more opportunities for improvement than major concerns. One thing I do wish Collaborate had was a way to consolidate child advocacy cases when clients return to the agency for additional services. I’ve noticed that the same clients can have different case identifiers when they return in different years. When I first started using the system, I would sometimes put mental health notes under the correct client but accidentally select the wrong case number because the client had previously received services during a different year. That was a brutal learning curve! Having a way to clearly link or consolidate returning clients and their cases would make that process much easier and help prevent documentation errors. Another con has been the text message reminder feature. I’ve attempted to utilize the feature from the dashboard for my therapy clients, but I’ve found it to be somewhat faulty and unreliable. When using a reminder feature for appointments, consistency is really important, so having a more dependable system would be incredibly helpful. I also wish there were options to document military service or military engagement within the demographic section of the intake information. Having that information available as part of the demographic profile could be useful clinically and provide a more complete picture of the client and their background. My last con is related to the new mental health referrals. There are some really great questions included in the referral process, but I do think it would be beneficial for certain clinically important fields to be required before a referral can be submitted. For example, information related to safety concerns and psychiatric history is extremely important when a client is being referred for therapy. In particular, I think having a required field addressing suicidality/suicide risk would be very beneficial. Even if the answer is none reported, having that information documented before the referral reaches the mental health provider would help ensure that important safety information isn’t unintentionally missed and would allow clinicians to have a better understanding of the client’s needs before the screening and intakes begin. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. [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) [My Junna vs Collaborate](https://www.capterra.com/compare/143681-178861/Collaborate-vs-Junna-Care)