AgileCase vs Collaborate
AgileCase
agilecase.com
Collaborate
collaboratesoftware.comSide by side
| Figure | AgileCase | Collaborate |
|---|---|---|
| Price from | $25/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Case Management Software | 8.7 (#11) | 8.2 (#27) |
| Deployment | cloud | Collaborate is cloud hosted and browser accessible, with no software installation required. |
| Hosting | AgileCase is a 100% cloud case management system hosted on Amazon's AWS platform, so customers do not need internal server hardware. | Collaborate is cloud-hosted SaaS accessed through modern web browsers and requires no installation. |
| Product | AgileCase is case management software that grows with a business. | Collaborate is customizable case management software for nonprofits and social services agencies. |
| Reporting | Users can build custom reports, apply criteria in real time, secure reports and export results in Excel, CSV, Word or PDF. | Users can create filterable, shareable dynamic reports, charts, crosstabs, and custom funder reports. |
| Security | AgileCase states that it uses 256-bit SSL encrypted channels, encrypts user accounts, restricts support-staff access to private data, tokenizes uploaded document names and maintains full backups. | The maker states that Collaborate is HIPAA compliant and SOC 2 Type 2 certified, and describes TLS 1.3 encryption in transit and AES-256 encryption at rest. |
| Support | AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses. | The maker lists email and phone support, an online knowledge base, on-demand video training, and a response time under 24 hours for critical incidents. |
Plans
In their own words
Collaborate
Collaborate is customizable case management software for nonprofits and social services agencies. Its case profiles gather intake information, services, assignments, referrals, notes, documents, notifications and alerts in one view. Organizations can tailor intake forms, digitize paper forms, define services and share external forms by link or website embed. Reports can be filtered and shared, with results shown as charts and graphs. The product integrates with DocuSign and supports API connections to systems including statewide referrals, medical billing, payroll, staffing and QuickBooks. It is cloud-hosted and accessed through a browser without installation, including on desktop, laptop, tablet and mobile phone with an internet connection. The maker says it is HIPAA compliant and SOC 2 Type 2 compliant, and lists encryption, role-based permissions, multifactor authentication, SSO support, audit logs and backups. Pricing is based on organization size, user count and modules, with no per-seat licensing fees; the price is on request. Typical deployment is stated as 8–12 weeks from contract to go-live, including migration, customization and staff training.