In-Form

iPhone + Android

  • Recognised40% of the score90
  • Phone app26% of the score100
  • Documented20% of the score93
  • Free plan14% of the score30
Free plan
No
Paid plans from
£13.75/mo
Runs on
Android, iPhone, Web

Summary

In-Form is a case management system for non-profit organisations, built around client relationships. It records interactions, casework actions, assessments, and progress, and is aimed at homelessness and housing organisations as well as services for 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 accessible through a browser on any device. Reporting varies by edition: Community includes standard reports and dashboards, while Essential includes over 200 reports and dashboards. Enterprise supports tailored recording and reporting, user access, and automated processes. The maker lists integrations including Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly for Enterprise; additional costs may apply. Community requires Homeless Link membership, permits up to 10 users, and deactivates accounts after 90 days of inactivity. The maker describes daily backups and ongoing support, training, and development.

Who it is for

In-Form suits non-profit organisations working in homelessness, housing, or related support services. Its editions offer different reporting and customisation options for organisations with differing needs.

What is good

  • Records client interactions, actions, assessments, and progress
  • Housing edition covers rent, repairs, and safety checks
  • Accessible through a browser on any device
  • Essential includes over 200 reports and dashboards
  • Maker describes daily backups

What to know first

  • Community requires Homeless Link membership
  • Community is limited to 10 users
  • Community accounts deactivate after 90 days of inactivity
  • Enterprise integrations may involve additional costs

Verdict

In-Form combines casework records with housing-specific functions and edition-dependent reporting. Organisations should consider Community's membership, user, and inactivity limits, along with the possible extra costs of Enterprise integrations.

In-Form plans and pricing

All plans
In-Form Essential £165/yr annual cost per user; set-up from £4,399 Recommended for organisations with up to 15 system users in-form.org.uk · 30 Sept 2026
In-Form Enterprise £300/yr annual cost per user; set-up from £9,199; additional cost for In-Form Rent Bespoke solution · integrations and third-party apps may require additional costs in-form.org.uk · 30 Sept 2026
In-Form Community £360/yr Additional licences billed annually; + VAT; maximum 10 users Homeless Link members only · first 3 licences free · £60 + VAT per additional licence · 10 users total · inactive accounts deactivated after 90 days in-form.org.uk · 30 Sept 2026

Compared on nonprofit case management software

Free plan
Yesin-form.org.uk
Custom intake forms
Yesin-form.org.uk
Service plan tracking
Yesin-form.org.uk
Referral tracking
Yesin-form.org.uk
Outcome tracking
Yesin-form.org.uk
Client portal
Yesin-form.org.uk
Mobile access
browserin-form.org.uk

Facts

Purpose
In-Form is a case management system designed around client relationships for non-profit organisations.in-form.org.uk · 30 Sept 2026
Who it serves
The maker says it supports homelessness and housing organisations, as well as services including family, mental health, addiction, employment, refugees, and veterans.in-form.org.uk · 30 Sept 2026
Casework
The system records client interactions, casework actions, assessments, and progress.in-form.org.uk · 30 Sept 2026
Reporting
In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box.in-form.org.uk · 30 Sept 2026
Housing features
In-Form Housing supports housing portfolio, compliance, tenant services, occupancy, rent, repairs, maintenance, assets, and safety checks.in-form.org.uk · 30 Sept 2026
Platform
In-Form is cloud-hosted on Salesforce and accessible from any browser and device.in-form.org.uk · 30 Sept 2026
Security
The maker states that In-Form has daily backups and identifies Homeless Link as Cyber Essentials Plus certified and ISO 27001 certified.in-form.org.uk · 30 Sept 2026
Integrations
The maker lists Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly integrations for In-Form Enterprise, which may require additional costs.in-form.org.uk · 30 Sept 2026
Customisation
Enterprise supports bespoke recording and reporting requirements, tailored user access, automated processes, and custom reports and dashboards.in-form.org.uk · 30 Sept 2026
Support
The maker describes ongoing support, training, and development, with UK-based consultants available Monday to Friday, 9am–5pm for Enterprise support.in-form.org.uk · 30 Sept 2026
Community limits
Community requires Homeless Link membership, is limited to 10 total users, and accounts are deactivated after 90 days of inactivity.in-form.org.uk · 30 Sept 2026
Maker
In-Form is developed by Homeless Link, a national membership charity for organisations working with people who become homeless in England.in-form.org.uk · 30 Sept 2026

Company

Founded
1999in-form.org.uk · 28 Sept 2026
Headquarters
London, United Kingdomin-form.org.uk · 28 Sept 2026

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Sources