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SPECIFICTION
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Collaborate vs Primero

Collaborate

collaboratesoftware.com

Primero

primero.org

Side by side

FigureCollaboratePrimero
Price from—$687.50/mo
Free plan—Yes
Free trial——
Open source——
WebYesYes
iOSYesYes
AndroidYesYes
APIYesYes
Self-hosted—Yes
Plans published16
Spec score · Case Management Software8.2 (#27)8.8 (#9)
Spec score · Nonprofit Case Management Software7.9 (#8)8.6 (#4)
Case managementIt tracks intake, services, goals, outcomes, case history, assignments, tasks, referrals, notes, and alerts.Case management workflows cover identification, registration, assessment, planning, referrals and transfers, and case closure, with supervision, notifications, and tasking tools.
DeploymentCollaborate is cloud hosted and browser accessible, with no software installation required.hybrid
Founded19982013
PurposeCollaborate is customizable case management software for nonprofits and social services agencies.Primero is an open-source information management platform for protection-related data, including child protection and gender-based violence case management, incident monitoring, and family tracing and reunification.
SecurityThe 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.The maker says role-based permissions restrict access to sensitive data according to users’ need to know.
SupportThe maker lists email and phone support, an online knowledge base, on-demand video training, and a response time under 24 hours for critical incidents.The Support Hub provides open-source documentation, knowledge-base articles, release information, training resources, technical guidance, and community access.

Plans

Collaborate

  • Custom pricingPriced on request

Collaborate pricing →

Primero

  • Tier 1: DIYFree
  • Tier 3: Full Service SaaS$8,250 a year
  • Tier 4: Hybrid deployment$25,000 a year
  • Tier 1: DIYFree
  • Tier 2: Single organizationPriced on request
  • Tier 5: Custom packagePriced on request

Primero pricing →

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.

Visit collaboratesoftware.com

Primero

Primero is an open-source information management platform for protection-related data. Its use cases include child protection and gender-based violence case management, incident monitoring, and family tracing and reunification. Case workflows span identification, registration, assessment, planning, referrals and transfers, and closure, with supervision, notifications and tasking tools. The platform lists CPIMS+, GBVIMS+ and MRMIMS+ modules, along with intake forms, custom fields, audit trails and reporting dashboards. Teams can configure forms, roles, lookups, reports, languages, logos and locations through a self-service interface. Primero is available in more than 40 languages. Its v2 progressive web app works online and offline in modern browsers on mobile devices, tablets and laptops, though offline use is limited to creating cases and editing records already accessed in the session; changes submit after reconnection. A free DIY tier requires implementers to manage infrastructure and support. Full Service SaaS costs $8,250 a year, while Hybrid deployment costs $25,000 a year for the first year and decreases to the Tier 3 cost in year two and thereafter.

Visit primero.org