In-Form vs Primero

In-Form9.1Visit Primero8.9Visit

Higher score In-Form #4 in Nonprofit Case Management Software 9.1/10 Free plan · 30-day trial Free planFree trial✓ 5 of 5 features Visit In-Form

vs

Primero #5 in Nonprofit Case Management Software 8.9/10 Free plan Free plan✓ 0 of 5 features Visit Primero

• In-Form fits best

  Budget-conscious charities needing broad casework

• Primero fits best

  Organizations wanting open-source deployment flexibility

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Side by side

Feature	In-Form 9.1/10 Visit ↗	Primero 8.9/10 Visit ↗
At a glance
Editor score	9.1	8.9
Ranking	#4 in Nonprofit Case Management Software	#5 in Nonprofit Case Management Software
Best for	Budget-conscious charities needing broad casework	Organizations wanting open-source deployment flexibility
Pricing model	Free plan + paid	Free plan + paid
Starting price	£60/user/yr	$8,250/yr
Free plan	✓	✓
Free trial	30 days	—
Deployment	Cloud	Cloud, Self-hosted
Platforms	Web	Web
Integrations	7 integrations	2 integrations
Features In-Form 5/5 · Primero 0/5
Custom intake forms	✓ (best)	Not checked yet
Service plan tracking	✓ (best)	Not checked yet
Referral tracking	✓ (best)	Not checked yet
Outcome tracking	✓ (best)	Not checked yet
Client portal	✓ (best)	Not checked yet
Specs
Mobile access	Browser	Not checked yet
Our review
Pros	Free Community plan for the first 3 users Covers intake, assessments, outcomes, referrals, and safeguarding Housing, reporting, automation, and document tools in one system	Open-source self-hosting with a free DIY tier Configurable intake, workflows, fields, and role-based access Offline-capable access plus audit logs, reports, and dashboards
Cons	Community requires Homeless Link membership Community is capped at 10 users Access is web-only, with no native mobile app listed	Managed tiers start at $8,250 per year Hybrid deployment costs $25,000 for setup and year one DIY deployment requires self-management and community support
Our verdict	In-Form is a cloud-based case management and client relationship system developed by Homeless Link for nonprofit organisations. It is aimed at teams managing client records, assessments, support plans, referrals, outcomes, safeguarding,… Read the review →	Primero is an open-source information management platform for social services, humanitarian organizations, and public-sector protection programs. It supports child protection, gender-based violence case management, incident monitoring, and… Read the review →

Strengths and trade-offs

• In-Form — where it wins

  • Free Community plan for the first 3 users
  • Covers intake, assessments, outcomes, referrals, and safeguarding
  • Housing, reporting, automation, and document tools in one system

  Where it doesn't

  • Community requires Homeless Link membership
  • Community is capped at 10 users
  • Access is web-only, with no native mobile app listed

• Primero — where it wins

  • Open-source self-hosting with a free DIY tier
  • Configurable intake, workflows, fields, and role-based access
  • Offline-capable access plus audit logs, reports, and dashboards

  Where it doesn't

  • Managed tiers start at $8,250 per year
  • Hybrid deployment costs $25,000 for setup and year one
  • DIY deployment requires self-management and community support

• In-Form9.1/10 · Free plan · 30-day trial

  Broad nonprofit casework coverage with a free entry plan and paid growth tiers.

  Visit In-FormFull verdict →
• Primero8.9/10 · Free plan

  Flexible case management with DIY, SaaS, and hybrid deployment options.

  Visit PrimeroFull verdict →