Collaborate 2026: Benefits, Features & Pricing
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Wondering if Collaborate is right for your practice?
Our Social Work Case Management Software selection experts can help you in 15 minutes or less.
- Overview
- Pricing and Plans
- Features
- User Reviews
Overview
Pricing
Pricing available upon request
About Collaborate
Collaborate is a case management solution that helps social service organizations like domestic violence shelters, correction departments, sexual assault coalitions and more handle case tracking, data collection, goal setting, information gathering and other operations. The platform enables correction institutions to organize group therapies/sessions, track results, and record attendance.
Collaborate automatically records and store information about clients’ ethnicity, gender identity and contact details on a unified portal. It offers a host of features such as a self-service portal, role-based permissions, automated backups, data visualization, reports and more. Additionally, supervisors can create and assign tasks to members, track due dates and receive notification for pending actions and upcoming schedules/classes via a built-in calendar.
Collaborate allows users to design personalized forms to record and store clients’ details, add notes to cases and view historical data. Pricing details are available on request and support is provided via phone, email and other online measures.
Collaborate Screenshots

Collaborate Pricing and Plans
Collaborate
Pricing available upon request
No plan information available

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Collaborate Features
- Popular features found in Social Work Case ManagementCase NotesClient ManagementDocument ManagementGoal Setting/TrackingReporting/AnalyticsScheduling
- More features of CollaborateAccess Controls/PermissionsActivity DashboardActivity TrackingAd hoc ReportingAdministrative ReportingAlerts/EscalationAPIAppointment ManagementAssessment ManagementAttendance ManagementBilling & InvoicingCalendar ManagementCare Plan ManagementCase ManagementCertification & LicensingChild Welfare ManagementClient PortalCollaboration ToolsCommunication ManagementCompliance ManagementContact DatabaseContact ManagementCustomizable FieldsCustomizable FormsCustomizable ReportsDashboard CreationData CollectionData Import/ExportDocument StorageDocument TemplatesElectronic SignatureEmail AlertsEmployee ManagementForms ManagementFor NonprofitsHIPAA CompliantIntake ManagementMedical History RecordsMobile AccessMulti-LocationProgram ManagementProgress ReportsProgress TrackingProject Time TrackingReal-Time ReportingRecords ManagementReferral ManagementReferral TrackingRemindersReporting & StatisticsRole-Based PermissionsSelf Service PortalSurvey/Poll ManagementTask ManagementTask SchedulingThird-Party IntegrationsTime TrackingTraining ManagementVolunteer ManagementWorkflow Management
Collaborate User Reviews
Overall Rating
4.7
Ratings Breakdown
5
66%
4
34%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.3
Value for money
4.4
Customer support
4.6
Functionality
4.3
Karla P.
Verified reviewer
Individual & Family Services
2-10 employees
Used daily for less than 2 years
Review sourceReviewed December 2024
Collaborate Review
5
It's a great system. We use it for tracking clients, running reports, and keeping current with dispositions.
Ratings Breakdown
Reasons for switching to Collaborate
Ease of use, and coordination of system by WVCAN.
Vendor Response
Thank you very much, Karla! Happy to hear that Collaborate is simplifying grant reporting for you.
Replied December 2024
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Heidi R.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used daily for more than 2 years
Review sourceReviewed December 2025
Extremely Satisfied in Georgia!
5
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.
Ratings Breakdown
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Tonya R.
Verified reviewer
Civic & Social Organization
2-10 employees
Used daily for more than 2 years
Review sourceReviewed March 2025
Collaborate
5
It's been learning process, and it gets more user friendly as it goes.
Ratings Breakdown
Vendor Response
We appreciate your feedback, Tonya!
Replied April 2025
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Kelsey L.
Verified reviewer
Legal Services
2-10 employees
Used daily for more than 2 years
Review sourceReviewed May 2025
Great system
5
Overall great and easy to use for the CAC world.
Ratings Breakdown
Vendor Response
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.
Replied July 2025
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Cheyanne C.
Verified reviewer
Individual & Family Services
2-10 employees
Used daily for more than 2 years
Review sourceReviewed February 2025
Collaborate
5
Strong database for storing information with ease of use
Ratings Breakdown
Vendor Response
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/
Replied February 2025
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Kylen S.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used daily for more than 2 years
Review sourceReviewed December 2024
Collaborate Review
5
This is the best program for our CAC. We love how easy it is to use and track our numbers.
Ratings Breakdown
Vendor Response
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.
Replied January 2025
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Brittany L.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used daily for less than 12 months
Review sourceReviewed May 2025
Great serice
5
It is an easy system to use, and you are able to fine everything easily.
Ratings Breakdown
Vendor Response
Thank you so much for the kind words, Brittany! It's our pleasure to support the great work you and your team do.
Replied July 2025
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Jacqueline W.
Verified reviewer
Mental Health Care
2-10 employees
Used daily for less than 12 months
Review sourceReviewed April 2025
Collab Review
5
Ratings Breakdown
Vendor Response
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/
Replied April 2025
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Angelina C.
Verified reviewer
Civic & Social Organization
2-10 employees
Used daily for more than 2 years
Review sourceReviewed March 2025
Collaborate Review
4
Ratings Breakdown
Vendor Response
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.
Replied April 2025
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Kim H.
Verified reviewer
Non-Profit Organization Management
2-10 employees
Used monthly for more than 2 years
Review sourceReviewed June 2025
Collaborate Review
5
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.
Ratings Breakdown
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