In-Form
8.0#1 in nonprofit case management softwareFrom £165 a yearFree planAndroidiOSWebAPI
VisitIn-Form vs Sumac
What both publish
| Fact | In-Form | Sumac |
|---|---|---|
| Headquarters | London, United Kingdom | Canada and the United States |
| Integrations | Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise. | The maker lists integrations with QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris (with PayPal and Moneris available in limited capacities). |
| Purpose | In-Form is a case management system designed around client relationships for non-profit organisations. | Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting. |
| Reporting | In-Form Community includes standard reports and dashboards, while Essential offers over 200 reports and dashboards out of the box. | Sumac supports outcome-based reporting on client and program metrics. |
| Security | The maker states that In-Form has daily backups and identifies Homeless Link as Cyber Essentials Plus certified and ISO 27001 certified. | The product page says Sumac is hosted on AWS and offers role-based permissions; a separate maker page describes restricted fields and audit trails. |
In-Form plans
- CommunityFree
- In-Form Essential£165 a year
- Essential£165 a year
- Enterprise£300 a year
- In-Form Enterprise£300 a year
- In-Form Community£360 a year
Sumac plans
- Sumac nonprofit case management$179 a month
Pick In-Form if…
In-Form is aimed at non-profit organisations managing client relationships and casework, particularly housing and homelessness services. The available features also address family, mental health, addiction, employment, refugee, and veteran services.
Pick Sumac if…
It suits human and social-service organizations such as child and family services, shelters, counseling providers, healthcare providers, and community programs. Teams needing case portals, intake forms, outcome reporting, and nonprofit extensions may find it relevant.