Collaborate

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About

Collaborate is ranked #24 of 177 in case management software on Inferse, made by Collaborate (Chicago, Illinois, United States). It runs on Android, iOS, Web.

Compared on case management software

Custom intake forms
Yescollaboratesoftware.com
Service plan tracking
Yescollaboratesoftware.com
Referral tracking
Yescollaboratesoftware.com
Outcome tracking
Yescollaboratesoftware.com
Client portal
Yescollaboratesoftware.com
Mobile access
browsercollaboratesoftware.com

Facts

Product
Collaborate is customizable case management software for nonprofits and social services agencies.collaboratesoftware.com · 3 Oct 2026
Case management
Case profiles bring intake data, services, assignments, referrals, notes, documents, notifications, and alerts together on one screen.collaboratesoftware.com · 3 Oct 2026
Custom forms
Social services experts tailor intake forms to an organization and can digitize paper forms and automate manual processes.collaboratesoftware.com · 3 Oct 2026
Reporting
Users can build filterable, shareable reports from database fields and visualize results with charts and graphs.collaboratesoftware.com · 3 Oct 2026
Integrations
The product integrates with DocuSign and supports API connections to systems such as statewide referrals, medical billing, payroll, staffing, and QuickBooks.collaboratesoftware.com · 3 Oct 2026
Security
The maker says Collaborate is HIPAA compliant and SOC 2 Type 2 compliant, with encryption, role-based permissions, multi-factor authentication, audit logs, and backups.collaboratesoftware.com · 3 Oct 2026
Support
Support includes a knowledge base, in-app help, support requests, live and on-demand training, and an account manager.collaboratesoftware.com · 3 Oct 2026
Deployment
Collaborate is cloud hosted and browser accessible, with no software installation required.collaboratesoftware.com · 3 Oct 2026
Mobile access
Collaborate is responsive and accessible on desktop, laptop, tablet, and mobile phone with an internet connection.collaboratesoftware.com · 3 Oct 2026
Networks
Collaborate for Networks supports secure sharing of sensitive data among organizations using Collaborate.collaboratesoftware.com · 3 Oct 2026
Pricing model
The maker says there are no annual or per-seat license fees; multiple-organization network licensing can reduce cost by up to 50%.collaboratesoftware.com · 3 Oct 2026

Company

Founded
1998collaboratesoftware.com · 23 Sept 2026
Headquarters
Chicago, Illinois, United Statescollaboratesoftware.com · 23 Sept 2026

Best Collaborate alternatives

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Where it ranks on Inferse

Sources