In-Form

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.

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 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.

Overview

In-Form is a cloud-hosted case management system for non-profits that manage ongoing client relationships. It is best suited to housing and homelessness services, though it also serves family, mental health, addiction, employment, refugee and veterans’ organisations. Its strongest case is the combination of casework and housing operations; the trade-off is per-user pricing and substantial setup costs on paid plans.

Developed by Homeless Link, In-Form has been offered since 1999. Organisations seeking a broader field of options can browse Nonprofit Case Management Software.

Key features

Casework and client records

In-Form records client interactions, actions, assessments and progress, with custom intake forms, service plan, referral and outcome tracking. That breadth suits services following work across a client relationship, rather than those needing only a basic contact database. A client portal is also available.

Reporting and housing operations

Community provides standard reports and dashboards, while Essential includes more than 200 reports and dashboards out of the box. The distinction matters for organisations that depend on reporting: Community may cover routine oversight, but Essential is the more compelling fit when ready-made reporting depth is important.

In-Form Housing adds portfolio, compliance, tenant services, occupancy, rent, repairs, maintenance, assets and safety checks. That makes the housing edition more relevant to providers coordinating property and tenant operations alongside casework. In-Form Enterprise supports bespoke recording and reporting, tailored access, automated processes and custom reports and dashboards, but its flexibility comes with custom pricing and potentially extra integration costs.

Access, security and support

The system runs on Salesforce and is accessible through a browser on any device; mobile access is browser-based. The maker says it performs daily backups and identifies Homeless Link as Cyber Essentials Plus and ISO 27001 certified. Enterprise support includes UK-based consultants on weekdays from 9am to 5pm, alongside ongoing support, training and development.

Pricing

In-Form offers a free plan, paid plans from £60/user/yr, and a 30-day trial. The published plan terms make the Community option substantially different from the per-user Essential and Enterprise plans.

• In-Form Community: £360 a year, with additional licences billed annually, + VAT. The first three licences are free; each additional licence is £60 + VAT. It is limited to 10 total users, requires Homeless Link membership, and deactivates accounts after 90 days of inactivity. These restrictions make it a low-cost entry point for eligible small organisations, but not a fit for larger teams or infrequent users.
• In-Form Essential: £165 a year per user, billed annually, with set-up from £4,399. Recommended for organisations with up to 15 system users, it brings more than 200 reports and dashboards. The per-user charge and setup fee mean its reporting depth is most useful when the organisation can justify that upfront commitment.
• In-Form Enterprise: £300 a year per user, billed annually, with set-up from £9,199. It is a bespoke solution; In-Form Rent costs extra, and integrations and third-party apps may also require additional costs. This tier fits organisations needing tailored workflows, access and reporting, but the setup and possible add-ons warrant careful budgeting.

Platforms

In-Form is available on Android, iOS and the web. Its cloud-hosted, browser-accessible design supports use across devices, but mobile access is through the browser.

Who it's for

In-Form is a strong candidate for homelessness and housing organisations that want case records and housing operations in one system, and for other non-profits tracking assessments, referrals and outcomes. Community is aimed at Homeless Link members with no more than 10 users; Essential is recommended for organisations with up to 15 users; Enterprise is for organisations whose recording, reporting or access needs call for bespoke configuration. It is less suitable for organisations that cannot absorb per-user and setup costs or need a Community account that remains active through long periods of inactivity.

Pros and cons

• Pros: Casework tracking spans interactions, actions, assessments and progress, with intake, service plans, referrals and outcomes also covered.
• Pros: Housing supports a wide range of property, tenant, repair and safety functions, giving housing providers scope beyond case records alone.
• Pros: Essential includes more than 200 reports and dashboards, while Enterprise allows bespoke reporting and processes.
• Cons: Community requires Homeless Link membership, caps accounts at 10 users and deactivates accounts after 90 days of inactivity.
• Cons: Essential and Enterprise have per-user annual charges and substantial setup costs; Enterprise integrations and In-Form Rent can add further expense.
• Cons: Mobile access is browser-based, rather than a distinct mobile workflow.

Alternatives

• Primero is a freemium option with a free, open-source, self-managed DIY tier and documentation and community support; consider it if self-managed deployment is preferable.
• Collaborate uses custom pricing based on organisation size, user count and modules, with no per-seat licensing fees; it may suit organisations seeking a non-per-seat pricing model.
• Bonterra Penelope is a paid alternative with pricing available on request.
• SKAS is another paid option for Android, iOS and web.
• CaseFlow offers a $150 a month Base Package with two users, one custom workflow and unlimited cases; it may suit organisations seeking a defined monthly entry package.
• FAMCare offers tailored pricing based on user count, deployment scale and configuration.
• OSCaR is a paid option developed by Children in Families with technical support from Save the Children International.
• CaseManagement.ai is a paid option with one plan and no mandatory annual contract.

Verdict

Choose In-Form if your non-profit needs connected casework and housing functions, or reporting that can scale from standard dashboards to bespoke outputs. Its housing scope and structured client tracking are the main reasons to shortlist it. Look elsewhere if the Community membership and inactivity rules do not fit, or if annual per-user charges, setup fees and possible Enterprise add-ons outweigh the value of that specialised scope.