In-Form software offers a specialized CRM for non-profit organizations, enabling efficient client and case management. While the platform currently lacks a mobile app, its robust features for tracking outcomes and demonstrating impact make it a valuable tool. Overall, In-Form's tailored solutions significantly enhance social service delivery.
In-Form Specifications
Contact Management
Customer Communication Tracking
Email Integration
Customer Service/Support
What Is In-Form?
In-Form is a CRM software designed for non-profit organizations, particularly in the homelessness support and housing sectors. Powered by Salesforce, it offers various features, including client and case management, which enable detailed tracking of engagement and progress. The platform helps social service providers, from family support to veteran services, optimize workflows and address specific challenges in managing complex client journeys.
In-Form Pricing
The vendor offers the following three In-Form pricing plans:
- Community – £0 set-up fee plus £0 license fee for the first three users
- Essential – £4,199 set-up fee plus £160/user annual license fee
- Enterprise – £8,799 set-up fee plus £290/user annual license fee
Disclaimer: The pricing is subject to change.
In-Form Integrations
The software integrates with the following:
- Outlook
- Salesforce Engage software
- Power BI
- Conga
- Einstein
- Form Assembly
Who Is In-Form For?
In-Form is ideal for a wide range of industries and sectors, including:
- Mental health
- Addiction support
- Homelessness
Is In-Form Right For You?
If you are in search of a CRM solution that caters to social service and housing sectors, then In-Form might be the perfect choice. Its specialized design, featuring a 360-degree client view and integrated outcomes measurement, directly supports impact demonstration and funding acquisition. This secure, scalable solution enables organizations to enhance efficiency, improve client support, and achieve greater social impact.
Still have doubts about whether In-Form is the ideal solution for you? Contact our customer support team at (661) 384-7070 for further guidance.
In-Form Features
In-Form software enables efficient data tracking and reporting of outcomes. Organizations can easily demonstrate service effectiveness, evidence client progress, and generate funder reports with minimal effort. It offers real-time insights, supporting informed decision-making and enhancing accountability across teams.
See How It WorksIn-Form features a client and casework recording module, allowing efficient tracking of client engagement and service interactions. It records casework actions and assessments, providing a 360-degree view of each client's journey. Teams gain immediate access to vital information, ensuring seamless coordination and personalized support.
See How It WorksThis functionality enables precise tracking of client occupancy and property voids. It facilitates detailed record-keeping for all property types, alongside efficient management of property checks and maintenance tasks. The system ensures well-maintained, compliant housing stock, enhancing overall property oversight.
See How It WorksThe system offers integrated risk and needs assessment tools, providing a centralized point for documenting important client information. It enables support staff to identify and address individual needs effectively.
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