Collaborate

Collaborate is ranked #12 of 177 in case management software on Freedom251, made by Collaborate (Chicago, Illinois, United States). It runs on Android, API, iOS, Web.

Collaborate plans and pricing

All plans

Custom pricing Not published Based on organization size, user count, and modules · No per-seat licensing fees collaboratesoftware.com · 4 Oct 2026

Compared on case management software

Custom intake forms: Yes
Service plan tracking: Yes
Referral tracking: Yes
Outcome tracking: Yes
Client portal: Yes
Mobile access: browser

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Collaborate

Product: Collaborate is customizable case management software for nonprofits and social services agencies.
Case management: Case profiles bring intake data, services, assignments, referrals, notes, documents, notifications, and alerts together on one screen.
Custom forms: Social services experts tailor intake forms to an organization and can digitize paper forms and automate manual processes.
Reporting: Users can build filterable, shareable reports from database fields and visualize results with charts and graphs.
Integrations: The product integrates with DocuSign and supports API connections to systems such as statewide referrals, medical billing, payroll, staffing, and QuickBooks.
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.
Support: Support includes a knowledge base, in-app help, support requests, live and on-demand training, and an account manager.
Deployment: Collaborate is cloud hosted and browser accessible, with no software installation required.
Networks: Collaborate for Networks supports secure sharing of sensitive data among organizations using Collaborate.
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%.
Purpose: Collaborate is customizable case management software for nonprofits and social services agencies.
Forms and services: The product offers organization-specific intake forms, pre-built service forms, custom services, and external forms that can be shared by link or embedded on a website.
Access controls: Features include role-based permissions, multifactor authentication support, SSO support, and audit logs of access and changes.
Hosting: Collaborate is cloud-hosted SaaS accessed through modern web browsers and requires no installation.

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Where it ranks on Freedom251

Best Case Management Software in 2026#12 of 177
Best Nonprofit Case Management Software in 2026#4 of 32

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Sources

collaboratesoftware.com· checked 3 Oct 2026
collaboratesoftware.com/features/· checked 3 Oct 2026
collaboratesoftware.com/uses/for-networks/· checked 3 Oct 2026
collaboratesoftware.com/rfp/· checked 4 Oct 2026
collaboratesoftware.com· checked 23 Sept 2026