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In-Form

The In-Form software is designed specifically for non-profit organizations, providing a comprehensive CRM that streamlines client and case management processes....

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The In-Form software is designed specifically for non-profit organizations, providing a comprehensive CRM that streamlines client and case management processes....

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

The In-Form software is designed specifically for non-profit organizations, providing a comprehensive CRM that streamlines client and case management processes. Although there is no mobile application available at this time, its powerful capabilities for monitoring results and showcasing impact render it an essential resource. In summary, the customized solutions offered by In-Form greatly improve the delivery of social services.

Product Details

What Is In-Form?

In-Form is a customer relationship management (CRM) tool tailored specifically for non-profit organizations, with a focus on those involved in homelessness assistance and housing services. Built on the Salesforce platform, it provides an array of functionalities, such as client and case management, which facilitate comprehensive tracking of interactions and progress. This platform aids social service providers—from family assistance to veteran support—in streamlining workflows and tackling unique challenges associated with managing intricate client paths.

In-Form Pricing

The provider presents the following three pricing options for In-Form:

  • Community – £0 setup fee and no license fee for the initial three users

  • Essential – £4,199 setup fee plus £160 per user per year

  • Enterprise – £8,799 setup fee plus £290 per user per year

Request your personalized In-Form pricing today.

Please note that prices may vary.

In-Form Integrations

This software connects seamlessly with the following applications:

  • Outlook

  • Salesforce Engage software

  • Power BI

  • Conga

  • Einstein

  • Form Assembly

Watch the In-Form demonstration to discover more about its integrations.

Who Is In-Form For?

The In-Form solution is well-suited for an extensive array of sectors, including:

  • Mental health

  • Addiction recovery support

  • Homelessness services

Is In-Form Right For You?

If you are looking for a CRM system that serves social service and housing industries, then In-Form could be the right match for you. Its specialized framework, which includes a comprehensive client overview and integrated outcomes evaluation, directly aids in demonstrating impact and securing funding. This secure and scalable system empowers organizations to boost efficiency, enhance client care, and achieve significant social outcomes.

If you're still uncertain about whether In-Form is the best fit for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Increases operational efficiency
  • ✔ Tracks individual client outcomes
  • ✔ Measures overall service impact

Cons

  • ✘ Does not offer an API
  • ✘ Lacks a mobile app

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

It integrates with Einstein, Conga, Outlook, Power BI, Form Assembly, and Salesforce.

It supports the English language.

No, the platform does not have a mobile app.

Yes, it offers an API to its users.

In-Form software is used by various industries and sectors including real estate, mental health, homelessness, and veterinary.

The software offers the following three 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), and Enterprise (£8,799 set-up fee plus £290/user annual license fee). Get a customizable In-Form price today.

It offers email support options.