In-Form is a case management system for non-profit organisations, designed around client relationships. It records client interactions, casework actions, assessments, and progress, and is presented for homelessness and housing organisations as well as services supporting families, mental health, addiction, employment, refugees, and veterans. Its Housing product covers portfolios, compliance, tenant services, occupancy, rent, repairs, maintenance, assets, and safety checks. The cloud-hosted system runs on Salesforce and is accessed through a browser on any device. Reporting depends on edition: Community includes standard reports and dashboards, while Essential includes over 200 reports and dashboards. Enterprise supports bespoke recording and reporting, tailored user access, and automated processes. Listed Enterprise integrations include Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly; these may involve additional costs. Community requires Homeless Link membership, allows up to 10 users, and deactivates accounts after 90 days without activity. The product is developed by Homeless Link, a national membership charity. Essential is listed at £165/user/yr, with setup from £4,399.
Who it is for
In-Form suits non-profit organisations handling client casework, particularly homelessness, housing, and related support services. Housing organisations may find its tenant, rent, repairs, and safety-check tools relevant.
What is good
- Records client interactions, assessments, and progress
- Housing tools cover rent, repairs, and safety checks
- Essential includes over 200 reports and dashboards
- Accessible through a browser on any device
What to know first
- Community requires Homeless Link membership
- Community is limited to 10 users
- Community accounts deactivate after 90 inactive days
- Enterprise integrations may involve additional costs
Verdict
In-Form combines casework records with housing management and reporting options across its editions. Check Community's membership, user, and inactivity limits, or account for setup and integration costs when considering paid editions.
In-Form plans and pricing
All plansCompared on nonprofit case management software
- Free plan
- Yes
- Custom intake forms
- Yes
- Service plan tracking
- Yes
- Referral tracking
- Yes
- Outcome tracking
- Yes
- Client portal
- Yes
- Mobile access
- browser
