In-Form Essential
In-Form Essential is an out of the box solution recommended to meet the casework recording and reporting needs of organisations with up to 15 staff.
About In-Form Essential
In-Form Essential has everything you need to transform your organisation’s casework and client management, to become data driven. Packed full of features (see below) out of the box, it’s perfect for organisations who want to securely store information and easily measure impact for their clients, services and funders.
Casework and support planning
Track client interactions and progress at a touch of a button. Manage your daily tasks and see your calendar, so you know when a meeting or session is upcoming or overdue, to plan your workload better. Plus, share client information with relevant teams with real time data.
Customisable reports and dashboards
Access over 200 reports and dashboards out of the box, and build your own custom reports at any time. Gain insights into the impact of your work, spot trends, and demonstrate your impact clearly to funders and key stakeholders. With simple and effective reporting, In-Form gives you more time to support your clients.
Bedspace and property management
Track client occupancy and any voids across your properties. Plus In-Form offers the ability to log property checks and maintenance jobs.
And more features
It doesn’t just stop there, you get all these features too:
Safeguarding, incidents, and accidents
Income and benefits
PDF document generator
Group sessions
Outcomes stars and distance travelled tools
Risk and needs assessments
Tracey Ashton
Operations Manager, The Vine Centre
In-Form is a safe and easy way to record a client’s progress.
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.
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.