- 1Runs onAndroid, iOS, Web
- 2Costspaid from £13.75/mo
- 3Custom intake formsYes
- 4Service plan trackingYes
- 5Referral trackingYes
- 6Outcome trackingYes
- 7Client portalYes
- 8Mobile accessbrowser
Overview
In-Form is a case management system built around client relationships for non-profit organisations. It records client interactions, casework actions, assessments, and progress, serving 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 accessed 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 bespoke recording and reporting, tailored user access, and automated processes. The maker lists integrations including Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly for Enterprise; these may involve additional costs. Community requires Homeless Link membership, allows up to 10 users, and deactivates accounts after 90 days of inactivity. Essential costs 165.00 GBP per year per user, with set-up from £4,399.
Who it is for
In-Form suits non-profit organisations doing housing, homelessness, or related client support casework. Community is limited to Homeless Link members and 10 users; Essential is listed for organisations with up to 15 system users.
What is good
- Records client interactions, actions, assessments, and progress.
- Housing edition includes repairs, rent, and safety checks.
- Essential includes over 200 reports and dashboards.
- Cloud-hosted and accessible through a browser on any device.
What to know first
- Community requires Homeless Link membership.
- Community allows a maximum of 10 users.
- Community deactivates inactive accounts after 90 days.
- Enterprise integrations may involve additional costs.
Verdict
In-Form combines casework records with housing functions and edition-specific reporting. Check the per-user pricing, setup costs, Community restrictions, and possible integration costs against your organisation’s needs.
In-Form plans and pricing
All plansCompared 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
- in-form.org.uk· checked 30 Sept 2026
- in-form.org.uk/solution/· checked 30 Sept 2026
- in-form.org.uk/solution/in-form-essential/· checked 30 Sept 2026
- in-form.org.uk/solution/in-form-housing/· checked 30 Sept 2026
- in-form.org.uk/solution/cloud-based-application/· checked 30 Sept 2026
- in-form.org.uk/solution/in-form-enterprise/· checked 30 Sept 2026
- in-form.org.uk/get-started-for-free/· checked 30 Sept 2026
- in-form.org.uk/about-us/· checked 30 Sept 2026
- in-form.org.uk· checked 28 Sept 2026
- in-form.org.uk/pricing/· checked 30 Sept 2026