Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
In-Form Essential
by Homeless LinkSalesforcePaid
Manage client casework, assessments, risks, incidents, reports and dashboards in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
In-Form stores client details and records work performed by an organisation in one place. It supports assessments of client needs and risks, outcome measurement, casework documentation, income records, and vulnerability alerts. The system can document incidents, accidents and complaints involving clients, employees and people outside the organisation. It includes reports and dashboards that can be modified or built by users.
Key capabilities
from the Salesforce AppExchange listingClient case records
Stores client information and documents ongoing work carried out with clients.
Needs and risk assessments
Creates assessments covering client needs and risks.
Outcome measurement
Provides assessment tools for tracking progress across multiple areas.
Risk and vulnerability alerts
Creates alerts for risks and vulnerabilities.
Incident documentation
Documents incidents, accidents and complaints involving clients, staff and external parties.
Reports and dashboards
Provides reports and dashboards that users can customise or build.
Use cases
- Housing and homelessness organisations can use the system to document client casework and progress.
- Organisations can document incidents, accidents and complaints involving clients, staff or external parties.
Who it's for
Housing and homelessness specialist organisations, including organisations working directly with people experiencing homelessness in England.
In the catalog
71 plugins in Salesforce Platform · Customer Service
Price distribution: 26 free, 4 freemium, 41 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«In-Form is designed by Homeless Link - the national membership charity for organisations working directly with people who are experiencing homeless in England. We’ll work with you to deliver the case management solution that will work best for your service. In-Form is the system of choice for housing & homelessness …»