Collaborative Planning

What Collaborative Planning does

Collaborative Planning Group Systems, Inc. (CPGSI) is a privately-held U.S. behavioral health technology company that operates two web-based data collection and reporting platforms — the Coalition Management System (CMS) and the Performance Based Prevention System (PBPS) — for substance use prevention organizations. Spun off from Collaborative Planning Group, LLC in 2014 (CPG itself founded in 2007 as a consulting firm providing training, technical assistance, consultation, and evaluation services), CPGSI focuses on enabling prevention coalitions, prevention providers, regional entities, and state government agencies to systematically collect prevention data, generate reports across more than 200,000 configurable options, and satisfy federal grant reporting requirements for programs including Drug Free Communities, the Substance Use Prevention Block Grant, Partnership for Success, and State Opioid Response.

The technology stack is purpose-built around prevention-science workflows rather than generic business intelligence. The PBPS comprises five integrated modules — Assessment (substance use, consequences, social indicators, risk/protective factors, prescription drug data), Capacity (meetings, training, coalition membership, resources), Planning (logic model integration with recurring activity scheduling), Implementation (activity tracking against prevention priorities), and Evaluation (report generation). The CMS provides a parallel coalition management data foundation. Both systems are customized per state and per organization, with deep configuration to align with each buyer's logic models, grant structures, and reporting cadence. The company is based in Lexington, USA, operates from a single location, and maintains a 1–10 employee footprint.

CPGSI operates a SaaS subscription revenue model with quote-based pricing tailored to each customer, distributed through direct consultative enterprise sales rather than channel partners. Customers are concentrated in the U.S. behavioral health prevention vertical, with 350+ prevention organizations served across 9 states and 4,000+ individual users. Marketing is minimal — primarily a website with "Book a Demo" mailto CTAs and an email newsletter — consistent with a relationship-driven government/nonprofit sales motion. No venture funding, M&A activity, partnerships, patents, or AI capabilities are disclosed in available source material.

Name

Collaborative Planning

Legal name

Collaborative Planning Group Systems, Inc.

Website

https://collaborateandgrow.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

CPGSI provides customized SaaS data collection and reporting platforms (CMS and PBPS) to U.S. behavioral health substance use prevention organizations, enabling systematic data tracking and federal grant compliance across state agencies, coalitions, and providers.

Ownership category

akta.pro rank

Headquarters

HQ city

Lexington

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. SaaS Subscription for Data Collection Systems: CPGSI provides customized, state-of-the-art data collection systems as online databases and reporting tools. Revenue is generated through licensing/subscription fees for access to the CMS and PBPS platforms, with customization services for state-specific requirements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Collaborative Planning Group Systems, Inc. (CPGSI) provides customized, cloud-based online databases and reporting systems — the Coalition Management System (CMS) and the Performance Based Prevention System (PBPS) — that enable behavioral health prevention organizations to systematically collect data, develop reports, and evaluate program effectiveness. The systems serve state government agencies, prevention providers, and prevention coalitions across the United States, supporting grant compliance reporting for federal programs including Drug Free Communities, Substance Use Prevention Block Grant, Partnership for Success, and State Opioid Response.

Product overview

Collaborative Planning Group Systems, Inc. (CPGSI) provides a unified portfolio of two web-based online databases and reporting systems — the Coalition Management System (CMS) and the Performance Based Prevention System (PBPS) — designed specifically for behavioral health prevention organizations. The CMS serves as the foundational data collection system, while PBPS functions as the primary performance-based prevention system with five integrated modules: Assessment (for tracking substance use, consequences, social indicators, risk/protective factors, and prescription drug data), Capacity (for community meetings, training, coalition membership, and resources), Planning (for logic model-based activities and recurring activity scheduling), Implementation (for tracking activities against prevention priorities), and Evaluation (for generating reports in over 200,000 formats). Both systems are customized to meet the unique requirements of each state, prevention provider, and prevention coalition throughout the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Performance Based Prevention System (PBPS) A state-of-the-art online database and reporting system for prevention organizations that enables systematic data collection, trend visualization, report generation, and evaluation of prevention activities, programs, coalitions, and partnerships. Features five integrated modules — Assessment (substance use, consequences, social indicators, risk/protective factors, prescription drug data), Capacity (community meetings, training, coalition membership, resources), Planning (logic model-based activities with recurring activity scheduling), Implementation (tracking activities against prevention priorities), and Evaluation (200,000+ report format options). Supports grant reporting requirements including Drug Free Communities, Substance Use Prevention Block Grant, Partnership for Success, State Opioid Response, and more. Target users: state agencies, prevention providers, coalitions, and regional entities.
• Coalition Management System (CMS) An online database and reporting system that assists prevention organizations in systematically collecting data, developing useful reports, and evaluating the effectiveness of activities, programs, coalitions, and partnerships. Serves as a foundational data collection system that works alongside PBPS, customized to meet the unique requirements of each state, prevention provider, and prevention coalition throughout the United States. Target users: state agencies, prevention providers, and prevention coalitions.

Quantifiable outcome

• Supports compliance reporting for major federal grants including Drug Free Communities, Substance Use Prevention Block Grant, Partnership for Success, and State Opioid Response

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators4 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Qualifacts (CareLogic, Credible, Bell & Birdseye): Qualifacts operates a portfolio of behavioral-health EHR and data platforms used by provider agencies and states. It overlaps with CPGSI where its reporting capabilities touch federally-funded prevention and substance-use programs, but Qualifacts addresses a much broader behavioral-health workflow rather than specializing in prevention reporting.
• Netsmart (myAvatar): Netsmart is a large behavioral-health and human-services EHR vendor serving state agencies, providers, and coalitions. It is comparable to CPGSI as a competitor for state-level behavioral-health data infrastructure, including prevention and substance-use reporting modules.

Direct peers

• Welligent: Welligent provides a behavioral-health EHR and care-coordination platform for community behavioral-health providers and state/local agencies. It is comparable to CPGSI as a domain-focused platform serving publicly-funded substance-use and prevention programs with reporting and outcomes functionality.
• Sigmund Software (ContinuumCloud): Sigmund Software offers an EHR and outcomes-measurement platform for behavioral-health, mental-health, and substance-use treatment providers. Like CPGSI, it serves federally-funded providers and emphasizes outcomes and grant-reporting workflows.
• Foothold Technology (formerly AliCloud/AlisSoftware): Foothold Technology is a behavioral-health EHR designed for nonprofit mental-health and addiction service providers. It is comparable to CPGSI in serving small/mid-sized nonprofit prevention and behavioral-health agencies that need state and federal grant reporting.
• CaseWorthy (CaseWorthy, Inc.): CaseWorthy provides a case-management and outcomes platform for human-services, behavioral-health, and prevention coalitions, often used by grantees of federal programs (SAMHSA, ACF). Its data-collection and reporting functionality overlaps with CPGSI's PBPS for grant compliance.

Emerging players

• Bonterra (formerly Network for Good / Social Solutions): Bonterra offers nonprofit and human-services case management and outcomes software used by coalitions and grantees. It is comparable to CPGSI as a SaaS reporting platform for community-based prevention and intervention programs that must demonstrate outcomes to funders.
• Social Solutions (Apricot): Social Solutions' Apricot is a SaaS outcomes and case-management platform for nonprofits and community-based organizations, including prevention coalitions. Comparable to CPGSI in enabling federally-funded human-services and prevention organizations to track outputs, outcomes, and grant compliance.

Others

• Salesforce.org (Nonprofit Cloud / Grantmaking): Salesforce.org provides CRM and program-management software widely used by prevention coalitions and nonprofits for grants management, reporting, and stakeholder engagement. It is an adjacent platform that prevention coalitions sometimes use as a lower-fidelity substitute for purpose-built tools like CPGSI's PBPS.

Regional players

• OTEEN (Online Therapy, Education, Evaluation & Networking): OTEEN-style state-level prevention data systems historically deployed by individual states (e.g., ODT, OTEEN) provide prevention data collection aligned with SAMHSA's SPF. Comparable to CPGSI as a federally-aligned prevention reporting platform, though typically built for a single state rather than multi-state commercial SaaS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/collaborative-planning-group-systems

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collaborative Planning