Add-ons
In-Form Enterprise offers endless solutions to your business needs. From tracking rent and property maintenance, to logging safeguarding reports, In-Form has you covered. Our sales team can discuss the features and benefits with you during your discovery call, to help you make an informed decision.
In-Form Housing
In-Form Housing simplifies the management of your housing stock, providing quick access to vital information about your properties. Effortlessly track tenancy details, property status, and occupancy history. Stay on top of compliance, reactive and cyclical maintenance and monitor progress with real-time updates. With a suite of tailored reports, In-Form Housing helps you manage housing portfolio efficiently and ensures that all aspects of your properties are handled with ease and accuracy.
In-Form Safeguarding
In-Form offers Safeguarding functionality that can be customised to your organisation’s processes, with the ability to log safeguarding reports against client records, send alerts, escalate to the appropriate colleague, and ensure data is tracked securely and visible to the right staff. Plus, report by status, key safeguarding factors, and discover trends.
Salesforce integrations and plugins
With access to thousands of apps and plugins on the Salesforce Appexchange, you can enhance the way In-Form works. Plus, a suite of APIs, offers integrations with almost any program. In-Form powered by Salesforce offers the ultimate solution.
SMS Magic
Seamlessly integrate texting into In-Form
Power BI
Bringing data sources together
Einstein
Intelligent data insights
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.
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.
Denise Carey
Chief Executive Officer at Home, Bermuda

The In-Form technology will allow service providers in Bermuda to case manage as a system and not as a single organisation. Working together will reduce duplication of work and enhance how we serve our community.
Kelan McClelland and Stefan Fraser
Head of Housing Solutions and IT Manager at Simon Community

We wanted a CRM system that is cloud based, “future proof”, and built on a platform that is secure. In addition, we needed a system that could be adapted and changed and grow as our organisation changes and grows.
Peter
Implementation Manager, Refugee Council

I would recommend In-Form to other organisations, it’s built for the sector by the sector…we got a really good new system that transformed the life of frontline staff and ultimately our clients
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.