Case Management Solution for Non-Profits | CARMIS AI CMS

Central Vancouver Island Multicultural Society – CVIMS

nsdtech — Wed, 01 Oct 2025 01:45:25 +0000

"The transition and training phase was exceptionally well-supported. The CARMIS team provided intensive onboarding assistance, ensuring our staff felt confident in using the platform. Their support desk continues to be highly responsive, answering questions promptly and helping us adapt the system to our workflows.

Mikaela Torres
Executive Director, CVIMS

It is with great pleasure that we share our positive experience with CARMIS, a case management system we recently adopted at the Central Vancouver Island Multicultural Society (CVIMS).

From the beginning, it was clear that CARMIS is designed with service providers in mind. It allows us to track both individual and group services efficiently, while maintaining detailed client profiles that include demographics, immigration status, and documentation.

The ability for multiple team members to access and update shared records has helped reduce duplication and improve collaboration across our departments. One of the features we have found especially helpful is how flexible and customizable the system is. CARMIS has been able to tailor its features and reporting to meet the specific needs of each program.

The integration of online registration forms, connected directly from our website into CARMIS, has saved considerable administrative time and made processes like workshop and event registration much more efficient.

The transition and training phase was exceptionally well-supported. The CARMIS team provided intensive onboarding assistance, ensuring our staff felt confident in using the platform. Their support desk continues to be highly responsive, answering questions promptly and helping us adapt the system to our workflows.

They have also been instrumental in helping us customize our data to align with the various reporting requirements of our funders. The platform itself is intuitive and easy to navigate. Pulling reports is straightforward, and entering case notes or client information requires minimal steps, saving time without compromising on detail or accuracy. Above all, we appreciate the collaborative and solution-focused approach of the CARMIS team. They are open to feedback and genuinely committed to helping us succeed.

Rather than saying something cannot be done, they work with us to find practical ways to make it happen. For CVIMS, CARMIS is more than just a database; it feels like a partner that is growing alongside us.

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Katelin Mitchell, Executive Director, KCR Community Resources

nsdtech — Thu, 17 Jul 2025 18:39:54 +0000

"What we appreciate most about working with the CARMIS team is their responsiveness to feedback and commitment to continuous improvement.

Katelin Mitchell
Executive Director, KCR Community Resources

At KCR Community Resources, our Immigrant Services department began using CARMIS in September 2022 to support client management, service delivery, and reporting requirements.

Since its implementation, CARMIS has become a central platform for how we manage client files across multiple programs, track services, and streamline our data uploads to the IRCC iCARE portal.

The system has supported both our federal and provincial reporting needs and it has helped our staff stay organized and consistent in their documentation practices.

What we appreciate most about working with the CARMIS team is their responsiveness to feedback and commitment to continuous improvement. As a userfocused database, CARMIS has evolved in tandem with our growing service demands, and we've seen firsthand how their team remains committed to ensuring the platform works for the real-world needs of front-line staff and program managers.

We are confident that other organizations in British Columbia and nearby regions will benefit from CARMIS as we have. I support their expansion in BC and welcome further collaboration opportunities within the sector.

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Shelly D’Mello, CEO, Inter-Cultural Association of Greater Victoria

omar — Wed, 12 Mar 2025 19:21:38 +0000

"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.

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Delia J. Rambotham, Executive Director, Sunrise Family Services Society

omar — Tue, 11 Mar 2025 23:11:50 +0000

"Sunrise, a licensed organization in BC since 1996, has long worked on improving case management. When we adopted CARMIS, they took the time to understand our system and billing, prioritizing privacy and data security.

Delia J. Rambotham
Executive Director, Sunrise Family Services Society

Sunrise Family Services Society is a licenced adoption agency in British Columbia. We are a non-profit charity that facilitates local and intercountry adoptions. Sunrise was started in 1996 and we were long overdue to update our case management system. Adoption is a unique sector and so we needed to find a company that would be willing to learn and understand how we work with clients and then build a system to meet those needs.

After researching options and asking other non-profits for recommendations we reached out to CARMIS. From the very beginning it has been a pleasure to work with the CARMIS team. They really spent the time to understand our systems, our billing, and our reporting requirements. They mapped our workflow and consulted with us about how we wanted to track it and report it. No one in our team had experience with creating or integrating a new case management system.

The CARMIS team walked us through it step by step, ensured that our needs were met, and our staff were trained to use the new system quickly and effectively. Their staff are extremely professional and keep issues like privacy and data security at the forefront of their work. Our staff has appreciated how quickly and clearly they respond to questions. We are extremely happy that we are working with CARMIS and see them as part of our team. It is exciting to have a case management system that meets our needs today and we are confident can grow and change with us in the future. I would highly recommend their services.

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Mengistab Tsegaye, Executive Director – World Skills Employment Centre

nsdtech — Sat, 23 Nov 2024 19:35:14 +0000

"After fourteen+ years of using our previous CRM, we went to the market to look for a system to suit our unique needs. Based on references and reviews and the level of customization offered we were pleased to select CARMIS.

Mengistab Tsegaye
Executive Director, World Skills Employment Centre

On behalf of World Skills Employment Centre, it gives me great pleasure to provide this letter of recommendation for NSD Tech Inc. World Skills is an employment agency exclusively focused on supporting immigrants with their employment needs in Ottawa. Our unique operating structure as an employment organization requires robust technological solutions that enable us to track data, manage employer and partner relationships, and provide a wide range of employment services for our clients.

After more than fourteen years of using our previous CRM, World Skills went to the market to look for a system to suit our unique technological needs. Based on an assessment of the current marketplace, our complex needs and various funder reporting requirements, references and reviews of NSD Tech and the level of customization offered we were pleased to select CARMIS.

Working with Sumegha, Nitin and the rest of the team at NSD Tech to transition to CARMIS after more than fourteen years of using our previous system was a seamless experience. Since the launch of CARMIS in April 2024, the usability and functionality of CARMIS has offered agency-wide opportunities for improvements and efficiencies in data entry processes. In addition, CARMIS’ integration with iCARE and the customization it provides has enabled us to develop a proactive tool to track important funder data and monitor internal program information.

The unique flexibility and process-driven approach of the NSD Tech team has made the implementation of CARMIS a seamless transition for our organization. Their comprehensive understanding of iCARE reporting requirements and their experience working with the settlement sector has made them the perfect partner to support World Skills through this technology transition.

In addition to their work on our database, we are currently working with NSD Tech on the creation of an agency-specific Mentorship module.

I strongly recommend considering NSD Tech for any of your upcoming technology-related projects.

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Humaira Jaleel, Executive Director, Healthy Muslim Families

nsdtech — Fri, 01 Nov 2024 21:05:29 +0000

"Their systems, especially CARMIS, help us streamline our reporting processes, ensuring transparency and accountability to our stakeholders. NSDTech has been instrumental in enabling us to focus on what matters most—serving our community.

Humaira Jaleel
Executive Director, Healthy Muslim Families

On behalf of Healthy Muslim Families (HMF), I am delighted to extend our strong support for NSDTech.

As a community-based organization dedicated to empowering and supporting immigrant and refugee families, HMF provides culturally appropriate programs and services that address various challenges. Our mission focuses on fostering the well-being of these families through education, support, and community engagement.

Since HMF’s inception, NSDTech has been a critical partner in our technological infrastructure. Starting with our website, NSDTech has continuously provided invaluable IT solutions, including implementing the CARMIS system for case management. The team, led by Sumegha, has shown a deep commitment to understanding our unique needs, offering customized solutions that enhance the efficiency and effectiveness of our service delivery.

NSDTech’s support goes beyond technical expertise. Their commitment to staff training and unparalleled customer service has made the CARMIS system indispensable in our operations. It allows us to seamlessly track client data, monitor the use of our programs and services, and generate comprehensive reports required by our funders.

At HMF, we recognize the essential role NSDTech plays in the charitable sector. Their systems, especially CARMIS, help us streamline our reporting processes, ensuring transparency and accountability to our stakeholders. NSDTech has been instrumental in enabling us to focus on what matters most—serving our community.

We are confident that NSD Tech will continue to grow and innovate, bringing immense value to organizations like ours. We wholeheartedly recommend their services and look forward to our continued collaboration.

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Gwen Reimer, Program Director, Eastman Immigrant Services

nsdtech — Tue, 01 Oct 2024 03:21:09 +0000

"Previously, we relied on multiple Excel sheets for reports, but now CARMIS provides customized reports efficiently, improving accuracy and saving us significant time each month.

Gwen Reimer
Program Director, Eastman Immigrant Services

Eastman Immigrant Services (EIS) is a non-profit organization and assists newcomers settling in the Eastman and Interlake region, making the transition to a new community a positive experience, both for the newcomer and the receiving community. We empower newcomers and create welcoming communities where everyone is valued.

We serve all newcomers in our regions providing settlement services, information and orientation to our clients, integration events as well as providing settlement worker in schools services to our school districts, offer a preschool preparation for families (HIPPY), employment services and language classes.

After evaluating various options, we selected CARMIS for its ability to meet our needs. CARMIS has delivered the solution we were seeking, with a professional and responsive team that has tailored the system to our specific requirements.

The database now enables us to record information and case notes for all clients, irrespective of their funding sources. CARMIS has also facilitated the generation of analytical reports, which is crucial for our reporting to funders and our board. Previously, we relied on multiple Excel sheets for reports, but now CARMIS provides customized reports efficiently, improving accuracy and saving us significant time each month. The system also enhances the accuracy of our iCARE uploads by highlighting data entry errors before submission.

The CARMIS team has proven to be professional, approachable, and technically proficient, meeting our needs effectively. The system supports a case management approach, providing a single point of entry for clients across multiple programs and allowing us to create additional documents. We are pleased with our choice and recommend CARMIS for its robust and adaptable data management solution.

We are highly satisfied with CARMIS and would recommend their services to address your data management needs. We look forward to a continued productive relationship

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Codi Guenther Executive Director, New Journey Housing

nsdtech — Mon, 01 Apr 2024 04:17:34 +0000

"New Journey Housing is not your average agency as our reporting requirements vary from other standard government supported non-profits. The CARMIS team never saw this as an inconvenience but more as a learning opportunity for their own team.

Codi Guenther
Executive Director, New Journey Housing

We enrolled with CARMIS in 2023 as our needs for a more advanced case management system became more and more evident. The number of clients we were seeing at New Journey Housing was increasing every month and our old system was not keeping pace. After doing some initial research on options we knew that we wanted to keep our services local and CARMIS came highly recommended by other newcomer serving agencies in Manitoba.

Working with the CARMIS team has been a wonderful experience. They are so patient and adaptable to our specific needs at New Journey Housing. They have guided our whole team through the process and have been extremely gracious with their time, both online and in person. Our team needed a lot of support and the online resources paired with their TEAMS online chat support has helped us so much. New Journey Housing is not your average agency as our reporting requirements vary from other standard government supported non-profits. The CARMIS team never saw this as an inconvenience but more as a learning opportunity for their own team and they were ever so gracious in making all the adjustments that our team needed.

We are so pleased that we are working with the CARMIS team. Their care and level of support lets me rest easy knowing that our client data is protected, accurate and easy to access for our team.

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Abdikheir Ahmed Executive Director, Aurora Family Therapy Centre

nsdtech — Fri, 01 Mar 2024 13:34:04 +0000

"We went through several other companies but were pleased with the platform and the features offered by the CARMIS tool. Above all, what pleased us most was that CARMIS was owned and developed by new Canadian entrepreneurs.

Abdikheir Ahmed
Executive Director, Aurora Family Therapy Centre

On behalf of the Aurora Family Therapy Centre, I am writing this letter to express our strong support for the CARMIS data management tool developed in Manitoba by a local company - NSD Tech. Since engaging with NSD Tech, CARMIS has simplified how we use data to support case management and reporting at our organization.

Aurora Family Therapy Centre is a progressive, non-profit family therapy centre that offers family therapy on a sliding scale and sees clients through services funded by both the federal and provincial governments. Aurora is committed to providing systemic therapy to strengthen family relationships, individuals, and communities. Aurora considers mental health services accessibility to be a global health equity issue. Our work requires a robust data collection and reporting mechanisms to support the tracking of the wellbeing of our clients across different programs and their progress within programs. CARMIS has been able to provide all the processes and solutions requirement to achieve these for our clients and funders.

We had been looking for a data management tool for a while but never got around to deciding on the next steps. We were collecting data through multiple methods and using many rudimentary tools often struggling with the consolidation, analyzing, and uploading of data and spending tons of time entering data and formulating reports.

The experience of the COVID-19 pandemic provided us with the impetus to find a data management tool that met our programming needs. We wanted to build a system that was better than what we had pre-pandemic times. We wanted to modernize our data management and reporting system.
When we were looking for a data management tool, we were looking for answers to the following questions.- Will the data management tool address our data collection, handling, and reporting needs?

Can it consolidate and connect data across our different programs and process reports to meet multiple funder reporting requirements including bulk uploads of data.
Is the company accessible? Is it Canadian owned and Canadian based? Will our data stay in Canada.
Is it compatible with our privacy needs?

It took us almost a year to come to the decision that we work with CARMIS and the NSD folks. We went through several other companies but were pleased with the platform and the features offered by the CARMIS tool. Above all, what pleased us most was that CARMIS was owned and developed by new Canadian entrepreneurs.

One of our key objectives as an organization is to empower highly skilled immigrant entrepreneurs. Of course, Canada attracts the best and the brightest from all over the world but what a better way to provide an opportunity, partner with and use the exceptional skills of immigrants to offer solutions to programming that helps support and integrate new Canadians. We felt that Sumegha, Nitin and their team were the embodiment of the best and brightest that Canada welcomed. With CARMIS, we did not have to change our reporting preferences. The NSD Tech folks worked to innovate, create, and fit the data management tool with our reporting preferences.

In preparing this letter, I asked a few of our key program leaders to provide comments on the use of CARMIS as a data management tool and the support they received from NSD Tech.

“The staff at NSD tech have been extremely professional and have worked closely with us to meet the specific needs that we have in each of our programs. I have really appreciated their quick responses to the questions I have and are able to troubleshoot any issues in a timely manner. Not only has CARMIS been a great database to store client information, but it has proven to be very efficient in submitting uploads into iCARE for IRCC and creating reports for various funders”.
Debbie Froese – Newcomer Community Development Program Coordinator

I have been very impressed with their “after installation service”. Nitin (as the contact person) has been very responsive to any issues that have arisen. He answers emails promptly and tends to the question/issue raised immediately. I have noted that often they have worked over the weekend or on a holiday to fix the issue. This is impressive. I have also been impressed with how he communicates the technical side of the question, with accessible language and direction, all the while with very calm, patient as well as approachable manner. They are also obviously very competent in the work they do as all of the issues that have been raised have been tended to and “repaired” and again in a prompt and efficient manner. With any new installation there will always be “bugs” to work out when a system “goes live”…CARMIS has been very attentive to all those issues. Again, I find this to be of such importance and speaks to the quality of their work and that they stand behind their product. I think this is exceptional in today’s service industry. Without a doubt a 5 Star business. I am glad we chose them.
Elden Siemens – Program Coordinator, Psycho-Social Settlement Needs Assessment (PSSNA)

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Donald Walmsley Executive Director, Neepawa & Area Immigrant Settlement Services

nsdtech — Sun, 01 Jan 2023 04:08:52 +0000

"Many of our agencies have multiple funders, and we needed a program to accommodate this feature. We also wanted a program that was adaptable and forward-thinking. We ended up choosing CARMIS.

Donald Walmsley
Executive Director, Neepawa & Area Immigrant Settlement Services

Neepawa and Area Immigrant Settlement Services is a rural, not-for-profit agency in Manitoba. It offers a wide range of services to permanent residents, refugees and temporary foreign workers who have moved to our area in Manitoba. We are offering services in two locations within our area. Services can include but are not limited to Information sessions, both one-on-one and group, English language training, employment-related services, Settlement Workers in Schools programs, and specific services for temporary foreign workers. We provide services to several communities and four school divisions.

Over the past few years, the demand for our services has increased substantially and subsequently resulting in increased staffing and more reporting expectations. The data management platform we had been using was not meeting the needs of a case management model. Our agency along with several other rural agencies reviewed a number of current platforms. We were looking for several features, most notably, the ability to have one system that could meet our needs with built-in flexibility to be able to address changes that happen within our sector.

Many of our agencies have multiple funders, and we needed a program to accommodate this feature. We also wanted a program that was adaptable and forward-thinking; one that provided assistance with generating various analytical reports and was compatible with our funder’s reporting obligations. We ended up choosing CARMIS.

We have found the folks at CARMIS to be professional, approachable, solution orientated, friendly, flexible and with a technical savvy that is much appreciated by our staff. They are always trying to ensure that they are meeting our needs. Working with CARMIS has allowed us to work in a case management format that allows one point of entry with a client across multiple programs. It has also allowed us to create additional documents and events as needed.

We are pleased with our choice of CARMIS as a platform that is meeting our needs and has the capacity to grow with us. As a bonus, we appreciate the fact that CARMIS was founded and is operated by people who have lived the newcomer experience. I have no hesitation is stating that if you are considering a new platform for your agency’s case management needs you would be remiss not to consider CARMIS. We are looking forward to working and growing with CARMIS in the years to come.

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