In-Form Essential
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 specialist organisations. Currently, over 300 organisations (small to large) and over 18,000 users use In-Form. As a case management tool, it provides a central location to record information about the client & work carried out within the organisation. Client needs & risk assessments are created within In-Form and outcome measuring tools provide an assessment framework to measure progress across a number of areas. Casework records detail the on-going work completed with clients. Client income can be recorded to provide financial information about the client. Plus, alerts are created to highlight risks & vulnerabilities. In-Form is used to record incidents, accidents and complaints involving clients, staff & external parties. The app also includes a full set of reports and dashboards, and users can customise these or create their own as needed.
Top keywords
- in-form5×2.82%
- client4×2.26%
- work4×2.26%
- organisations3×1.69%
- case2×1.13%
- case management2×1.13%
- clients2×1.13%
- created2×1.13%
- homeless2×1.13%
- information2×1.13%
- management2×1.13%
- provide2×1.13%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
