"They understood the need to map client data in a way that documented a client’s needs, the accomplishments of that client overtime, and equally important, the organization’s story of impact in its community.
Shelly D'Mello
CEO, Inter-Cultural Association of Greater Victoria
The Inter-Cultural Association of Greater Victoria (ICA) had been on the hunt for a new CRM for some time. While we reviewed many platforms and interviewed many providers, for one reason or another, we could not cross the finish line in making a decision. Either the systems were to enterprise driven or required in-house technical support or they were, quite frankly, out of our reach in terms of pricing.
I had the pleasure of meeting with the CARMIS team back in 2017 when they were first developing their award-winning platform. They caught my attention because they had an innate knowledge of the immigration and settlement services sector here in Canada. They understood the need to map client data in a way that documented a client’s needs, the accomplishments of that client overtime, and equally important, the organization’s story of impact in its community.
Jump forward to 2024, it was the CARMIS platform that demonstrated:
- a keen understanding of how our programs worked to serve our community,
- a clean and intuitive graphical interface and
- found a way to integrate AI technology into their smart forms, modules and reporting.
The conversion from our existing database to CARMIS has been shepherded by the talented and diligent CARMIS team. They have walked alongside our internal teams to map workflows, to suggest process improvements, and overall, create a system that will provide our clients with timely information and our staff with ease of access to data and reporting tools.
ICA is actively engaged in the implementation of the CARMIS system but we are already seeing tremendous efficiencies and better understanding of our data and our story of impact. An example of this is the workflow mapping process that was undertaken in order to better understand how data flows through our organization and across programs. Another example that demonstrates our efficiencies is the inherent referral processes that are embedded into the robust program structure. Our staff can now seamlessly refer a client to either an internal program or to a partner organization while sharing permissible information so the client does not have to repeat their needs. This functionality also allows us to map out the client journey and identify how much they have accomplished while attending services at ICA.
I have used many CRM systems in the past and I would recommend any forward-thinking organization interested in improving client access to services and information to check out CARMIS. Their team is agile, creative and responsive all of which are highly needed skills of any software company providing solutions to the human services sector.
