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In-Form

in-form.org.uk

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Spec score 8.9 #1 of 32 in Nonprofit Case Management Software

What it is

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 a year per user, with set-up from £4,399.

Spec sheet

What it does
In-Form is a client relationship and case-management system for homelessness, housing and other nonprofit services.Read 15 Oct 2026 · in-form.org.uk
Purpose
In-Form is a case management system designed around client relationships for non-profit organisations.Read 30 Sep 2026 · in-form.org.uk
Trial
A no-obligation trial lasts 30 days and supports up to four team members with Essential or Enterprise out-of-the-box features.Read 15 Oct 2026 · in-form.org.uk
Integrations
Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise.Read 15 Oct 2026 · in-form.org.uk
Security
The maker states that In-Form has daily backups and identifies Homeless Link as Cyber Essentials Plus certified and ISO 27001 certified.Read 30 Sep 2026 · in-form.org.uk
Support
Support includes a help desk, customer-success reviews, training, webinars and ongoing assistance after implementation.Read 15 Oct 2026 · in-form.org.uk
Headquarters
London, United KingdomRead 28 Sep 2026 · in-form.org.uk
Founded
1999Read 28 Sep 2026 · in-form.org.uk
Maker
In-Form is developed by Homeless Link, a national membership charity for organisations working with people who become homeless in England.Read 30 Sep 2026 · in-form.org.uk
Accreditations
The maker states that it is Cyber Essentials Plus certified, ISO 27001 certified and a Crown Commercial Service G-Cloud supplier.Read 15 Oct 2026 · in-form.org.uk
API and extensibility
The government service listing says APIs are available, with thousands of third-party applications and integration with systems such as Office.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Automation
Enterprise supports automated field updates, reminders, record creation, task management and approval workflows.Read 15 Oct 2026 · in-form.org.uk
Backups
Daily backups are performed through Spanning and replicated to a disaster-recovery data centre.Read 15 Oct 2026 · in-form.org.uk
Casework
The system records client interactions, casework actions, assessments, and progress.Read 30 Sep 2026 · in-form.org.uk
Casework recording
The system records client interactions, casework actions, assessments and support planning.Read 15 Oct 2026 · in-form.org.uk
Cloud delivery
In-Form runs in the browser on computers, tablets and smartphones and requires an internet connection.Read 15 Oct 2026 · in-form.org.uk
Community limits
Community requires Homeless Link membership, is limited to 10 total users, and accounts are deactivated after 90 days of inactivity.Read 30 Sep 2026 · in-form.org.uk
Company profile
LinkedIn lists In-Form as a nonprofit software-development organisation headquartered in London with 51–200 employees and a 2009 founding year.Read 15 Oct 2026 · uk.linkedin.com
Company scope
LinkedIn describes the product as designed by a nonprofit for homelessness services, with optional housing management for rent, bedspaces and maintenance.Read 15 Oct 2026 · uk.linkedin.com
Customisation
Enterprise supports bespoke recording and reporting requirements, tailored user access, automated processes, and custom reports and dashboards.Read 30 Sep 2026 · in-form.org.uk
Data migration
Legacy data can be imported through Excel templates, with migration charged separately.Read 15 Oct 2026 · in-form.org.uk
Documentation
The service listing provides PDF service documents plus user guides, videos, online resources and access to Salesforce Trailhead.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Housing features
In-Form Housing supports housing portfolio, compliance, tenant services, occupancy, rent, repairs, maintenance, assets, and safety checks.Read 30 Sep 2026 · in-form.org.uk
Housing management
Housing functions cover bedspaces, occupancy, voids, rents, property checks, repairs and maintenance.Read 15 Oct 2026 · in-form.org.uk
Implementation
The maker says a typical customised implementation takes three to five months.Read 15 Oct 2026 · in-form.org.uk
Limit: Community customisation
Community cannot be customised, while Essential permits limited customisation and Enterprise is fully customisable.Read 15 Oct 2026 · in-form.org.uk
Limit: inactivity
Community accounts unused for 90 days are deactivated until support reactivates them.Read 15 Oct 2026 · in-form.org.uk
Limit: support charges
The FAQ states that day-to-day support and additional training may incur charges.Read 15 Oct 2026 · in-form.org.uk
Notable news
On 14 September 2026, Homeless Link announced a Salesforce Agents for Impact grant and pilots of AI functionality for homelessness case management.Read 15 Oct 2026 · homeless.org.uk
Outcomes tracking
Home Star and other Outcomes Star tools track client needs, goals and progress over time.Read 15 Oct 2026 · homeless.org.uk
Parent organisation
Homeless Link identifies In-Form as built by Homeless Link and lists company number 04313826 and charity number 1089173.Read 15 Oct 2026 · homeless.org.uk
Platform
The product is built on Salesforce and receives Salesforce disaster recovery, updates and three releases each year.Read 15 Oct 2026 · in-form.org.uk
Praise: data quality
Trident Reach says structured workflows improved consistency and accuracy of recorded information.Read 15 Oct 2026 · in-form.org.uk
Praise: reporting
Trident Reach reports that dashboards, live data and automated reporting reduced duplicated work and saved staff time.Read 15 Oct 2026 · in-form.org.uk
Public-sector listing
The UK Digital Marketplace describes In-Form as a Salesforce client and property-management application used by more than 300 nonprofits and local authorities.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Public-sector pricing
The Digital Marketplace listing gives a range of £155.00 to £280.00 per licence per year and says a free trial is available.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Reporting
In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box.Read 30 Sep 2026 · in-form.org.uk
Reports and dashboards
Essential includes more than 200 reports and dashboards and lets users create custom reports.Read 15 Oct 2026 · in-form.org.uk
Safeguarding
Safeguarding records can be linked to clients, alerted to colleagues, escalated and reported by status and risk factors.Read 15 Oct 2026 · in-form.org.uk
Security controls
Documented controls include MFA, optional SSO, IP restrictions, SSL/TLS, access profiles, audit logs and UK data-centre storage.Read 15 Oct 2026 · in-form.org.uk
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.Read 30 Sep 2026 · in-form.org.uk

Plans and prices

Community Free free for first 3 users; then £60 per user Homeless Link members · maximum 10 users · no customisation Read 15 Oct 2026 · in-form.org.uk
Essential £165 a year annual cost per user up to 15 system users · £4,399 setup Read 15 Oct 2026 · in-form.org.uk
In-Form Essential £165 a year annual cost per user; set-up from £4,399 Recommended for organisations with up to 15 system users Read 30 Sep 2026 · in-form.org.uk
Enterprise £300 a year annual cost per user bespoke solution · setup from £9,000 · housing add-on costs extra Read 15 Oct 2026 · in-form.org.uk
In-Form Enterprise £300 a year 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 Read 30 Sep 2026 · in-form.org.uk
In-Form Community £360 a year 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 Read 30 Sep 2026 · in-form.org.uk
Housing £1,000 a year annual pricing from £1,000; support fee based on annual rental turnover at 0.2% staff-user licence fees apply · setup from £8,050 Read 15 Oct 2026 · in-form.org.uk

Every In-Form plan and price →

Strong points and limits

Strong points

  • 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.

Limits

  • 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.

Who it suits

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.

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.

Where Specifiction places it

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