Collaborate vs In-Form
Collaborate
collaboratesoftware.com
In-Form
in-form.org.ukSide by side
| Figure | Collaborate | In-Form |
|---|---|---|
| Price from | — | £13.75/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 7 |
| Spec score · Nonprofit Case Management Software | 7.9 (#8) | 8.9 (#1) |
| Founded | 1998 | 1999 |
| Headquarters | Chicago, Illinois, United States | London, United Kingdom |
| Implementation | Typical deployment is stated as 8–12 weeks from contract to go-live, including data migration, customization, and staff training. | The maker says a typical customised implementation takes three to five months. |
| Integrations | The maker lists REST API, webhooks, SFTP/SCP, state data systems, DocuSign, and SMS providers, and describes examples including medical billing, payroll/staffing, and QuickBooks. | Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise. |
| Purpose | Collaborate is customizable case management software for nonprofits and social services agencies. | In-Form is a case management system designed around client relationships for non-profit organisations. |
| Reporting | Users can create filterable, shareable dynamic reports, charts, crosstabs, and custom funder reports. | In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box. |
| Security | The maker states that Collaborate is HIPAA compliant and SOC 2 Type 2 certified, and describes TLS 1.3 encryption in transit and AES-256 encryption at rest. | The maker states that In-Form has daily backups and identifies Homeless Link as Cyber Essentials Plus certified and ISO 27001 certified. |
| Support | The maker lists email and phone support, an online knowledge base, on-demand video training, and a response time under 24 hours for critical incidents. | Support includes a help desk, customer-success reviews, training, webinars and ongoing assistance after implementation. |
Plans
In-Form
- CommunityFree
- Essential£165 a year
- In-Form Essential£165 a year
- Enterprise£300 a year
- In-Form Enterprise£300 a year
- In-Form Community£360 a year
- Housing£1,000 a year
In their own words
Collaborate
Collaborate is customizable case management software for nonprofits and social services agencies. Its case profiles gather intake information, services, assignments, referrals, notes, documents, notifications and alerts in one view. Organizations can tailor intake forms, digitize paper forms, define services and share external forms by link or website embed. Reports can be filtered and shared, with results shown as charts and graphs. The product integrates with DocuSign and supports API connections to systems including statewide referrals, medical billing, payroll, staffing and QuickBooks. It is cloud-hosted and accessed through a browser without installation, including on desktop, laptop, tablet and mobile phone with an internet connection. The maker says it is HIPAA compliant and SOC 2 Type 2 compliant, and lists encryption, role-based permissions, multifactor authentication, SSO support, audit logs and backups. Pricing is based on organization size, user count and modules, with no per-seat licensing fees; the price is on request. Typical deployment is stated as 8–12 weeks from contract to go-live, including migration, customization and staff training.
In-Form
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.