The UK's leading case management and client relationship solution.
One source of truth
Track individual outcomes
Robust impact measurement
Accessible on the go
Customisable to reflect your processes
Lifetime support
About In-Form
In-Form is a case management system designed with client relationships at its heart.
We’ve been supporting the sector since 1999, so we understand you and we’ll collaborate with you to deliver the case management system that’s right for your organisation. However many people you work with, you can support them better with In-Form.
Powered by Salesforce:
In-Form is built on the world’s number 1 CRM platform; Salesforce.
Hosted in the cloud, you can trust your data is safe, with daily data backups, and access it securely on the go. Be GDPR compliant with Salesforce’s industry leading functionality. Plus, harness the power of Salesforce apps and integrations.
Integrates* seamlessly with:
Outlook
Conga
SMS Magic
Power BI
Einstein
Form Assembly
*In-Form Enterprise only. May require additional costs.
Why In-Form?
We build client relationship and case management systems for hundreds of non-profits, of various shapes and sizes across the homelessness and housing sector. We also support organisations who offer other services, such as family, mental health, addiction, employment, refugees, veterans, and more.
In-Form individual users
organisations using
In-Form
users report increased role effectiveness
Heather Farwell
Evidence and Data Manager

In-Form makes my role so much easier. I can quickly pull information entered by frontline staff into reports for managers and our fundraising team. It is intuitive and easy to adapt to our changing needs.
Kevin Taylor
Digital Performance Manager, St Giles Trust

Implementing In-Form has moved our data collection on ten-fold. Taking it away from a hundred different spreadsheets that were then compiled onto one, into a system that can produce a dashboard or a report in seconds. For my own role it has taken away lots of double entry on various spreadsheets to be able to create reports and dashboards easily and being able to spot trends as well as errors easily.
Denise Carey
Home Bermuda

We are able to track each of our properties and the rents we are collecting for each bed. It is fantastic, we are able to run a report on a client in real time and can easily report on how many nights a person has been in. We can track each bed and identify when we have beds available.
Paul Hale
1625 Independent People

All our operations staff use it, all support staff, all our housing staff, our rents team, our maintenance team, managers. One hundred per cent of our young people benefit from the new system.
Craig Herbert
Head of Business Systems at The Wallich

In-Form has not only helped us to better manage our data and run concise reports, but we have also improved the quality of the information we’re recording.
Catherine Murdoch
Head of Data, Insights and Evidence at Spurgeons

Access to live data helps managers track impact and outcomes in real-time, facilitating In-Formed decision-making and continuous improvement.
Book a Demo
Our team would be happy to arrange a no obligation demo of the system for you, so you can see how In-Form can help transform client management in your organisation.
About us
As a social enterprise within Homeless Link, we bring together sector expertise and our team of Salesforce certified specialists to build case management systems for non-profits that are right for them, since 1999.
Join the 350+ organisations already benefitting from In-Form, helping 24,000+ staff to support people better.
News and Events
Find out the latest news, events, and top tips In-Form has to offer.


