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Collaborate by CBO

Customizable Case Management Software.

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Overview

Collaborate is a web-based case management software designed to be tailored to the specific needs of social service organizations. It helps agencies track client information, manage service delivery, and report on outcomes to funders. The software is built to be flexible, supporting a wide range of programs including those in housing, family services, and victim support.

✨ Key Features

  • Customizable Intakes and Assessments
  • Service and Attendance Tracking
  • Goal and Outcome Management
  • Custom Reporting
  • Referral Management
  • Document Management

🎯 Key Differentiators

  • Focus on expert configuration and training during onboarding
  • Ability to handle complex data tracking and reporting requirements
  • Intelligent core features for managing clinical and medical data

Unique Value: Provides a highly tailored case management system configured by experts to precisely match an organization's processes, ensuring high user adoption and data quality.

🎯 Use Cases (4)

Case management for housing and homeless services Family and youth services Victim advocacy centers Managing data for grant-funded programs

✅ Best For

  • Used by various nonprofits and social service agencies to configure a system that matches their unique program workflows.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations needing a certified, out-of-the-box HMIS for HUD reporting.
  • Very small organizations that can use a simpler, less expensive tool.

🏆 Alternatives

Bonterra Apricot Casebook CaseWorthy

Differs from self-service configuration tools by providing a more hands-on, guided implementation process, which can be beneficial for agencies without the internal capacity for a complex setup.

💻 Platforms

Web

🔌 Integrations

API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ HIPAA ✓ BAA Available ✓ SSO

💰 Pricing

Contact for pricing
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