In-Form Enterprise
In-Form Enterprise is the complete solution for organisations looking for a secure, bespoke, and scalable system that can meet their needs on your digital transformation journey.
About In-Form Enterprise
In-Form Enterprise allows you to customise and scale based on your organisation’s requirements, with some In-Form customers managing 100+ services in their systems. Take a look at the features below that can flex to meet the requirements of your processes, so get in touch today.
Bespoke solution
Fully customisable, In-Form Enterprise reflects the individual recording and reporting requirements of each of your services. Our team of Salesforce certified experts have built over 300 systems, so we’re confident we understand you. In-Form can grow with you as your services expand and develop over time.
Tailored user access
We understand how important it is for the right people to see the right information. In-Form offers flexible controls that can increase visibility or hide sensitive data, depending on who users are, so you can ensure users easily access the data they need for their role. Get the right data seen.
Support contract included
Our team of UK based consultants are here Monday to Friday, 9am – 5pm to help you with any technical issues that may arise as you use your In-Form system. They’re also available to identify any development work that you may need over time.
And more features
It doesn’t just stop there, you get all these features too:
Install apps and integrate with other systems
Automated processes - automatic field updates, email reminders, record creation
Approval processes - management approval for risk assessments, payments, etc
Custom reports and dashboards
Customised distance travelled tools and all outcome stars
Risk and needs assessments
Available Add-ons
Expand your In-Form system’s capabilities with these features and plugins, available with In-Form Enterprise only.
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.
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
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.
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
In-Form is a Cloud based application
Built on the Salesforce platform and hosted in the cloud, you can access In-Form safely on the go from any device. In-Form is secure and scalable, for organisations of all sizes.