CARMIS
CARMIS: A broad web-based case management system for community and family service organizations. Ranked #150 of 175 in Case Management Software by our editors (3.0/10); pricing: Paid; best for community and family service organizations.
At a glance
- Editor score3.0 / 10
- PricingPaid
- Best forCommunity and family service organizations
- Free planNo
- Case intake formsYes
- Founded2013 · Vancouver, British Columbia, Canada
- Facts checked21 Sep 2026
Where it wins
- Combines client, family, program, event, and volunteer records
- Smart Forms support self-intake, registration, and needs assessments
- Dashboards, exports, and funder reporting support operational oversight
Where it doesn't
- Web-only deployment may not suit teams requiring native mobile apps
- No free plan is available for smaller organizations to start with
- Annual subscriptions require a minimum one-year term
Our verdict on CARMIS
CARMIS is a cloud-based case management platform for non-profits and social-service organizations. It brings client and family records, case notes, referrals, programs, events, attendance, volunteer management, housing services, documents, intake, workflows, dashboards, and reporting into one system. Community and family service organizations are the clearest fit, especially those managing multiple programs, funders, or sites. The platform is delivered through the web and supports multi-funder and multi-site operations.
Its strongest area is the connection between intake, ongoing casework, and reporting. Smart Forms support client self-intake and registration, while dynamic needs-assessment forms and surveys help structure information collection. Workflow automation adds tasks, follow-ups, and reminders, and secure case and clinical notes keep service records together. Dashboards, KPIs, customizable reports, exports, and funder reporting extend the platform beyond basic record keeping. IRCC iCARE bulk uploads are also supported, alongside reporting workflows for provincial programs.
CARMIS is offered as a paid product with Starter, Growth, Enterprise, and Custom plans. Custom pricing is available for larger agencies, and user-based annual subscriptions require annual payment and a minimum one-year term. Microsoft 365, Microsoft Teams, and Zoom integrations support a Microsoft-oriented working environment, while Microsoft Azure hosting in Canada may matter to organizations with Canadian data-location requirements. Organizations seeking a web-based system with broad service-organization coverage should consider CARMIS; teams wanting a free entry tier or a mobile-first deployment should look elsewhere.
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CARMIS pricing
All 4 CARMIS plans and prices →
CARMIS fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Not verified |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Phone, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Microsoft 365, Microsoft Teams, Zoom |
| Pricing | Paid (source) |
| Website | carmis.ca |
| Facts checked | 21 Sep 2026 |
CARMIS integrations
CARMIS lists 3 integrations on its own site.
- Microsoft 365
- Microsoft Teams
- Zoom
Alternatives to CARMIS
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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