In-Form
In-Form: Broad nonprofit casework coverage with a free entry plan and paid growth tiers. Ranked #4 of 31 in Nonprofit Case Management Software by our editors (9.1/10); pricing: Free plan · 30-day trial; best for budget-conscious charities needing broad casework.
At a glance
- Editor score9.1 / 10
- PricingFree plan · 30-day trial
- Best forBudget-conscious charities needing broad casework
- Free planYes
- Paid from£60/user/yr
- Outcome trackingYes
- Founded1999 · London, United Kingdom
- Facts checked20 Sep 2026
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
Our verdict on In-Form
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, housing services, and reporting. Its stated use cases include homelessness, housing, family, mental health, addiction, employment, refugee, and veterans’ organisations, making it a broad fit for charities with varied casework rather than a narrow single-service workflow.
Pricing is structured for smaller teams as well as larger deployments. The Community plan is free for the first 3 users, requires Homeless Link membership, and allows a maximum of 10 users. Additional Community licences cost £60 plus VAT per user per year after the first 3 users. Essential costs £165 per user per year and is recommended for organisations with up to 15 system users. Enterprise costs £300 per user per year and provides a bespoke, customisable solution. A 30-day free trial is also available. These tiers make In-Form particularly relevant to charities that want to begin with limited cost and expand into paid functionality as their operational needs grow.
The strongest fit is for organisations that need breadth: client and casework recording, needs assessments, Outcomes Star and custom outcome tools, online referral and survey forms, reports, dashboards, task management, reminders, alerts, PDF generation, and housing, bedspace, tenancy, and maintenance tracking. Integrations include Microsoft 365, Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly. Teams requiring native mobile apps, unrestricted Community access, or a highly focused specialist tool may prefer an alternative. For charities comfortable with browser-based access and Homeless Link membership, In-Form offers a wide casework scope across service areas.
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In-Form pricing
All 4 In-Form plans and prices →
In-Form fact sheet
| Free plan | Yes |
|---|---|
| Paid from | £60/user/yr |
| Custom intake forms | Yes |
| Service plan tracking | Yes |
| Referral tracking | Yes |
| Outcome tracking | Yes |
| Client portal | Yes |
| Mobile access | Browser |
| Free trial | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, ISO 27001, 2FA |
| Support | Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Microsoft 365, Outlook, Conga, SMS Magic, Power BI, Einstein … |
| Pricing | Free plan · 30-day trial (source) |
| Website | in-form.org.uk |
| Facts checked | 20 Sep 2026 |
In-Form integrations
In-Form lists 7 integrations on its own site.
- Microsoft 365
- Outlook
- Conga
- SMS Magic
- Power BI
- Einstein
- FormAssembly
Alternatives to In-Form
- CaseWorthyA configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.9.4
- CollaborateA mature browser-based system for referrals, service delivery, outcomes, and funder reporting.9.3
- FAMCareA configurable platform for managing full human-services care workflows.9.2
See all In-Form alternatives →
In-Form vs the competition
- In-Form vs CaseWorthy
- In-Form vs Collaborate
- In-Form vs FAMCare
- In-Form vs Primero
- In-Form vs CaseFlow
- In-Form vs Neighbor Solutions
Compare In-Form with any tool side by side →
Also Ranked In
In-Form is ranked in 2 of our directories.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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