---
title: "Collabit Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Collabit Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more."
source_url: "https://www.capterra.com/p/240825/Collabit/"
page_type: "product"
language: "en"
---

# 

 Collabit Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 4, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Collabit

## What is Collabit?

Collabit’s Workflow Management platform streamlines and automates all business processes, centralising data into one system for enhanced visibility. The platform supports automated job scheduling, allowing tasks to be assigned based on skills, location, and availability. With remedial workflow management, businesses can track issues from identification to completion, ensuring no task is overlooked. Teams benefit from the mobile workforce app, enabling real-time job updates, report submissions, and photo uploads directly from the field. Collabit offers customisable dashboards and reporting tools, providing insights at every stage of a workflow. The built-in form designer allows businesses to create job-specific forms, tailoring workflows to their needs. Non-conformance management tracks compliance issues and recommends corrective actions automatically. Contract tracking reduces admin time by storing agreements in one place and automating renewals.

## What is Collabit used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)[Maintenance Management](https://www.capterra.com/maintenance-management-software/)

Top alternative

Featured

Overall rating

Based on 16 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

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## Collabit Overview

Updated September 2026

AI summary

Collabit offers workflow management capabilities for organizations of any size, supporting areas such as facility, maintenance, and field service management. It features process automation, task management, document handling, and compliance tracking, with options for no-code customization, real-time data, and third-party integrations. Collabit deploys across cloud and various device platforms, supporting flexible business process control.

## 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.

### Collabit

4.5 (16)

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

4.5 (16)

Ease Of Use

4.5 (6,068)

Value For Money

4.6 (14)

Value For Money

4.3 (4,685)

Customer Service

4.6 (16)

Customer Service

4.4 (4,478)

## Collabit alternatives

[4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.7 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting price

$800.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (1,068)](https://www.capterra.com/p/179296/GetMaintainx/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[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/)

[View all alternatives](https://www.capterra.com/p/240825/Collabit/alternatives/)

## FAQs about Collabit

Overview

### Which roles and teams benefit most from Collabit?

Collabit is most used by administrative staff, operations leaders, HR teams, and business owners who need a shared workspace for documents, task tracking, and internal coordination. Compliance, maintenance, and customer service managers benefit from structured workflows, while executives and sales teams use it to improve visibility, communication, and day-to-day organization.

Answer based on 16 reviews

Overview

### What company size and industries is Collabit built for?

Collabit is built mainly for small businesses, which make up 94% of reviewers, and is most used in Environmental Services at 38%. It also serves Facilities Services at 19%, with some use in Airlines/Aviation at 6%, aligning with its focus on water hygiene, waste, fire compliance, healthcare, and education.

Answer based on 16 reviews

Features and Usability

### What are the key features of Collabit?

Collabit offers customer portal and self-service portal features, plus workforce management, resource allocation, and work order management. It also includes scheduling, dispatch management, route management, task tracking, and time tracking. Additional capabilities cover asset tracking, inventory management, reporting and analytics, access controls/permissions, and workflow management.

Integrations

### Which third-party tools and platforms does Collabit integrate with?

Collabit integrates with 5 third-party tools, including Xero, QuickBooks Online, Gmail, Microsoft Outlook, and Zapier. Xero is the most commonly mentioned accounting integration, while Gmail and Microsoft Outlook cover email, QuickBooks Online supports bookkeeping, and Zapier adds broader app connectivity.

Answer based on 2 reviews

Getting Started and Support

### What training and onboarding options does Collabit offer?

Collabit provides in person training, live online sessions, documentation, and videos. In person and live online sessions support guided setup, while documentation offers written reference materials and videos provide visual walkthroughs for self-paced learning and feature review.

Getting Started and Support

### What customer support options does Collabit offer?

Collabit provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support is available in the catalog data, so user experience details such as response speed or helpfulness are not described here.

## Features

AI summary

Based on 13,904 Workflow Management reviews

Capterra data shows that buyers of workflow management software rank the following features as their top priorities:

-   **Task Management** (**50%** of reviewers rated this feature as critical)
-   **Progress Tracking** (**46%**)
-   **Business Process Automation** (**43%**)

Collabit supports all three features that reviewers rate most important: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor execution in real time, and automate repeatable processes, allowing teams to improve visibility, reduce manual effort, and keep workflows moving efficiently.

Task Management

4.4 (9)

88.89% of 9 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Business Process Automation

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Mobile Access

3.9 (10)

80.00% of 10 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Collaboration Tools

4.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Real-Time Data

4.2 (9)

100.00% of 9 reviewers that rated this feature as important or highly important

Receive data and information in real time

Scheduling

4.4 (8)

87.50% of 8 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

Collabit 134 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- 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
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Barcode Recognition: The ability to identify a barcode on or within an image or packaging
- Barcode/Ticket Scanning: Scan barcodes to ensure accurate pricing and label tracking
- Barcoding/RFID: Identify and track items using barcode tags or RFID (radio-frequency identification) tags
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Bills of Material: Material list of manufacturing parts and associated costs
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calibration Management: Schedule the calibration of instrumentation and maintenance requirements
- Checklists: An itemized to do list that can be edited as tasks are completed
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Commercial Properties: Designed to serve commercial properties
- 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
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contract/License Management: Track, store, and access client contracts or licenses
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Portal: A website or login for customers to access information
- Customizable Dashboard: Alter the layout and content of dashboards
- 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
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Dispatch Management: Manage sending personnel and resources to a site as needed
- Distribution Management: Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Enterprise Asset Management: Helps users manage the maintenance of assets; offers reporting to identify areas for improvement
- Equipment Maintenance: Manage procedures that ensure organizational equipment remains in working condition
- Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
- Equipment Tracking: Track the location of specific equipment at all times
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Facility Asset Management: Manage and track high-value assets including office equipment, furniture & more
- Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
- File Storage: Store and access documents, forms, and photos in one centralized place
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
- For Schools: Designed to be used by kindergarten, primary, middle, and senior secondary schools.
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- Geographic Maps: Visualize locations on a map
- GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- Historical Reporting: Information, data and reports that are being tracked over time
- HR Management: Automates core HR functions such as talent management, employee evaluation and learning management
- Incident Management: Manage and track all disruptions and incidents
- Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
- Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)
- Inventory Control: Monitor product stock levels
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Job Management: Manage and track all job information and associated tasks
- Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects
- Key & Lock Management: Establish procedures for monitoring locations of keys
- Location Tracking: Identify the physical location of an individual, asset, device, etc.
- Maintenance Management: Manage, maintain and track the performance of assets and equipment
- Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests
- Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Location: Manage and support multiple locations
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- Online Time Clock: Track/log the amount of time employees worked per job using a timer
- Order Management: Manage and track customer orders for goods, investments, or any other purchases
- Parts Management: Track parts inventory levels and manage re-stocking
- Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field
- Predictive Maintenance: Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
- Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Workflow: Create, manage, or update project workflows.
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- 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
- Residential Properties: For residential properties
- Resource Allocation: Assign available resources to various projects and tasks
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints
- Routing: Plan daily routes to optimize employee scheduling and provide directions
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sales Management: Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Service History: Track work performed and resources used for past customers, sites, or assets
- Service Request Management: Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
- Space Management: Manage occupancy and space utilization in facilities and buildings
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Supply Chain Management: Manage the planning and execution of supply chain activities
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Technician Management: Oversee technicians and track their assigned work orders
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
- Visitor Management: Allow organizations to streamline the check-in process for visitors.
- Waste Collection: Scheduling and dispatching personnel to collect waste from various locations
- Waste Disposal: Removing, discarding, recycling or destroying unwanted materials
- Waste Tracking: Track and segment collected waste based on their properties
- Work Order Management: Creating, assign, and track jobs and/or tasks for work orders
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks
- Workforce Management: A set of processes to optimize the productivity of its employees

---

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We can help you find the software with the features you need.

Features

4.4 (16)

4.4

Based on 16 reviews

## Pricing

Value for money

4.6 (14)

Free Trial

Bespoke

Contact Vendor for Pricing.

It includes:

-   Custom

Value for money

4.6 (14)

4.6

Based on 14 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

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 (16)

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 (16)

4.6

Based on 16 reviews

## User reviews

Overall rating

4.5

Based on 16 reviews

Filter by rating

5(11)

4(4)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

NR

Natalie R.

Office Administrator

Electrical/Electronic Manufacturing

### "Saves me so much time! "

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

January 16, 2026

My overall experience is positive the software has really helped streamline processes and the team are quick to respond to queries. It was hard work to set up but the team at Collabit really helped make it as painless as possible.

Pros

The amount of time I now save doing quotes and job reports using Collabit software has been a game changer for me.

Cons

You have to work hard on the set up but to be honest you expect that as the system does so much, it’s worth it.

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.

CG

CHRIS G.

Owner

Airlines/Aviation

### "Poor System, Poor Service."

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

October 23, 2025

I am writing to share my dissatisfaction with the Collabit Software we purchased in July, which has yet to function as promised. We signed up in good faith and paid £1,750.00 based on assurances from you that the system would meet our needs. Unfortunately, this has not been the case. The primary issues we are facing include: Initial training: Your training was unacceptable, the first training session went nowhere (it was like your staff were stalling to organise the system), the second call was two weeks later (again it was not showing us anything), the third call was two weeks later, I raised this immediately to let you know we did not have a year to plan the software, we were led to believe by you that the system was out of the box and working 98%, what came clear with the training that you were writing the software from scratch, this did not work for us, we did not have the time for this. Inability to Complete Invoices: The software consistently fails to allow us to generate invoices, each time we call customer support, no solution from customer support, message sent to you with no response. Non-functional Parts System: The parts management feature is inoperative, unable to search by part numbers and description is limited in size making it impossible to see correct part, This is causing further disruptions to our workflow. Ineffective Support: Our attempts to resolve these issues through your support team have been unproductive. The representatives we have spoken with seem unable to address the ongoing challenges we are facing. This is causing further disruptions to our workflow. Technicians unable to add parts: Our business is attending breakdown to machines with 100's of working parts, your system/workflow requires the assumption of parts to enable the engineer to add parts, otherwise the engineer is unable to select a part (from his van) and add to job. This is causing further disruptions to our workflow. Unable to add parts post inspection: Once the job is complete from the technician, we are unable to add parts to the job from the office. This is causing further disruptions to our workflow. Unable to search parts by part number: This was raised to your support team, and they confirmed this was how the system works, this was then denied by you. You or your support team is not competent with the system. This is causing further disruptions to our workflow. Supplier Invoices unable to add to system: Your workflow forces us to add supplier invoices to Collabit and then add again to Xero; this is not what we discussed. This is causing further disruptions to our workflow. Unable to mark invoices as paid: This was discussed at the sales point and now we are told this is not possible. This is causing further disruptions to our workflow. Inability to Complete Invoices: 4 months on and we still can't create an invoice, the last time we spoke to your support team they could not help, they passed the issue to you for resolve, and we had no response after 48 hours. This is causing further disruptions to our workflow. Setting up customers, repeat information multiple times: Your system forces us to add the same customer data four times, Customer-Site-Contact-Contract, this is not efficient and impractical due to the time it takes. This is causing further disruptions to our workflow. Workaround/default contracts: Adding contract manually to every job is a waste of time and does not work in any company, your system is outdated or poorly designed. This is causing further disruptions to our workflow. Unable to create a simple part invoice, Workaround via quote screen: This should take seconds to complete, customers and our staff cannot spend time duplicating data in the system. Nominal Quote issues: Each time we attempted an invoice we were met with issues, Nominal codes were never inputted correctly, along with suppliers and customers. Each time stopping the system from working.

Pros

Promised a system that works, this was not delivered. We are four months in and still have no working system.

Cons

Customer Service is poor, system is poor, slow to use. poor functionality. We are four months in and still have no working system.

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.

OS

Olivia S.

Customer Services Manager

Environmental Services

### "An overall 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

8/10

May 8, 2025

Our experience over the last couple of years working with Collabit has been a positive one. We have worked with them to develop a system that fits our needs and their dedicated support team have allowed us to roll the system out to our business efficiently. We look forward to our continued work with them.

Pros

Collabit has enabled us to streamline all our systems into one allowing more visibility over every department. We have the flexibility to structure the system to our needs whether it be by creating bespoke reports for our customers or generating multiple quote templates.

Cons

We don't have anything negative to say about the system as it is now working well for us.

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.

JC

James C.

Compliance Manager

Environmental Services

### "Envirocure"

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

May 8, 2025

Overall the experience we have with Collabit is good. If there is any training required or any day to day issues found Collabit Support are always happy to help and go through the system to rectify.

Pros

What we like mostly about the system is the following; having the ability to create and edit job categories within the system, the allocation system (resource planning) regarding the user friendly functionality to allocate and move jobs between engineers. We are starting to use the sales module now and find adding opportunities is very user friendly and once logged in the system the multiple ways to search and find opportunities. The function to track your quotes and sales figures in the system and produce a report.

Cons

Following feedback from staff the app functions for the engineers is not always the best and speed issues for the app and desktop users. With regards to the sales report the option to have more detailed and option to have different reports (YTD).

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.

DF

Dylan F.

HR Director

Hospitality

### "Revolutionary "

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

May 5, 2025

Overall Collabit was extremely useful and it has revolutionised my work structure

Pros

The features I liked the most about collabit were its organised workflow structure and easy set up

Cons

One of the drawbacks that I had with Collabit was it’s difficulty to integrate with other pre-existing management softwares

Switched from

[Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

The reason we transitioned was because the software was recommended

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.

AG

Antonia G.

Administration Manager

Environmental Services

### "AW Collabit 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

April 29, 2025

Overall communications, training and set up was done with ease. Collabit are efficient and respond within a timely manner.

Pros

Training manuals available via the portal reducing time having to call the office for help and advice. Extremely user friendly.

Cons

Our company has not received bad service or had any disappointment with the portal to date - no negatives to report.

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.

JB

Josh B.

HR Assistant

Food Production

### "Excellent Platform "

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

April 28, 2025

Overall I’ve had a very positive experience with collabit, it has been very successful within my workplace

Pros

Collabit is an extremely useful piece of software it has an easy to use interface which allows you to clearly plan and schedule all your contracted needs

Cons

I think one of the things I struggled with was the integration of collabit with other pre-existing platforms

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.

MG

Mark G.

Head of Maintenance

Environmental Services

### "Reigate 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

8/10

July 24, 2023

Pros

Converting quotes to jobs / PPM tasks. Ease of quoting

Cons

We were sold that sample results would load directly, this is disappointing that it is still only in a trial period.

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.

Response from Vendor

July 26, 2023

Thank you for this excellent review Mark.

LR

Luke R.

Water Hygiene Manager

Environmental 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

5.0

5.0

Likelihood to Recommend

9/10

February 22, 2023

Overall the experience has been very positive and we fill the system will be a benefit to the company.

Pros

The system is user friendly which is great for new users and clients. The developers are very open and flexible with making the system bespoke including work templates, RAMS, quotes. The sale operations of the system helps track sales achieved and lost which is very helpful for tracking the sales and accounts team. The client portal is built really well, easy to use and provides risk management tracking.

Cons

There is a large set up. Once this is completed there is less work in the other areas of the system.

Reasons for choosing Collabit

Collabit where very open to being flexible with creating the system to suite the company practices.

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.

Response from Vendor

February 23, 2023

Thank you for this great review Luke.

CH

Chris H.

Sales

Environmental Services

### "Water Treatment "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 22, 2023

Rather good to be honest. The support of the Collabit team is outstanding

Pros

Once the background of the system is set up to how you will use it, the system works really well.The Collabit support was outstanding with helping us build the system to how we need to use it.

Cons

It takes a bit of setting up and designing forms but, this is more to how you want the system. If you have some IT skill about you, you will be fine.Some of the teams calls was difficult but we asked for some classroom training and Collabit provided it. This helped a lot.

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.

Response from Vendor

February 23, 2023

Thank you for this great review Chris!

[View all Reviews](https://www.capterra.com/p/240825/Collabit/reviews/)

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