What CRMS Software does

CRMS Software is a Canadian private software vendor (a division of CTSI Incorporated) headquartered in Kingston, Ontario, that builds client record management and assessment software exclusively for mental health, addictions, and community service agencies. Its platform centers on the CRMS V.2 Core Suite — a MySQL-based case management and crisis/intake system with 400+ built-in reports (expandable beyond 1,000), HL7 integration for hospital data exchange, and modules spanning OCAN, interRAI-CHA, interRAI-MH, DATIS, medication reconciliation, crisis call management, housing/property management, scheduling, and volunteer tracking. The product is deployed as server-based, web/cloud, and iOS applications that can be used simultaneously, with deployment timelines of approximately four weeks and a stated 2-3 hour user learning curve.

The company serves a vertical customer base of community mental health providers, crisis call centres and mobile crisis teams, school board mental health programs, hospital psychiatric departments, supportive housing operators, and consumer/survivor initiatives — almost entirely within Canada. The business model combines a one-time perpetual software license (scalable per user) with annual support packages, a leasing/subscription alternative, paid certification training (Level 1-3), and HL7-specific support services. Sales are consultative and direct, supported by monthly training at a dedicated 4,000 sq ft Kingston facility, webcasts, and a free demo motion. CRMS claims 18+ years in operation, "hundreds of successful implementations," and achieved SOC 2 Type 2 certification in August 2025. No external funding, M&A activity, or US/international expansion is disclosed, and the company does not claim any AI/ML capabilities in its current product set.

Name

CRMS Software

Legal name

CTSI Incorporated

Website

https://crms-software.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

CRMS Software is a Canadian vendor (a division of CTSI Incorporated) that builds client record management and assessment software for mental health, addictions, and community service agencies, offering a MySQL-based platform with HL7 integration, pre-built OCAN/interRAI/DATIS compliance, and modules for crisis, housing, and scheduling.

Ownership category

akta.pro rank

Product category

Mental Health Case Management Software

NAICS

Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO)

akta.pro secondary industries

Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH), Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Mental health software
• Case management software
• Client record management
• Healthcare assessment tools
• Crisis call management

Headquarters

HQ city

Odessa

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software License Purchase: One-time perpetual license purchase. Customers own a license to use the software for as long as they wish with no recurring monthly or yearly charges. The license never expires. Pricing is scalable based on number of users required. Includes all software, setup, training, and customization of some reports.
2. Software Leasing: Competitive leasing option available for the suite of applications including hosting. Allows agencies to avoid large upfront capital expenditure.
3. Annual Support Packages: Level 1 Standard Support (mandatory for support access) includes unlimited email support, toll-free telephone support weekdays 8:30am-4:30pm EST, software updates including MOHLTC CDS/MIS requirements, scheduled database maintenance, and up to 10 free reportable forms. First year included with purchase; subsequent years available for modest fee. Level 2 Extended Support adds after-hours support via email 4:30pm-10pm weekdays.
4. Certification Training: Optional certification training programs at three levels: Level 1 Basic (2-day), Level 2 Intermediate (1-day), Level 3 Advanced IT Specialist (1-day). Training held at CRMS Kingston facility or on-site at customer location.
5. HL7 Support Service: Additional support service for HL7 interface issues, charged separately from standard support packages.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

CRMS Software sells a Client Record Management System platform and modular add-ons for mental health, addictions, and community service agencies. The core product line includes the CRMS V.2 Core Suite (an integrated case management and crisis/intake application with 400+ reports), the V.2 Basic Edition for smaller organizations, the CRMS Web/Cloud browser-based deployment, and a School Board MHS Version. Optional modules extend the platform with assessment tools (OCAN, interRAI-CHA, interRAI-MH), crisis call management, addictions/DATIS integration, housing/property management, medication reconciliation, scheduling, volunteer management, and an HL7 integration engine for hospital data exchange.

Product overview

CRMS Software is a Canadian provider of mental health software offering a platform-plus-modules architecture. The core products include CRMS V.2 Core Suite (flagship full-featured case management system with 400+ reports), V.2 Basic Edition (scaled version for smaller organizations), CRMS Web/Cloud (web-based access via browser), and School Board MHS Version (for school mental health services). Add-on modules extend functionality for specific needs: Addictions/DATIS, Crisis Call Module, Crisis Call Manager, Youth Call Centre Application, Housing Module, Medication Reconciliation, OCAN, interRAI-CHA, interRAI-MH, Reportable Forms, Scheduling, and Volunteer Management. An HL7 Database Integration Engine enables hospital system connectivity. The system supports server-based, web-enabled, and cloud deployment options with up to 200+ concurrent users.

Differentiator

Problem solved

Functional benefit

Products and services

• CRMS V.2 Core Suite Flagship integrated case management and crisis/intake application combining Case Management and Elite (Crisis/Central Intake) modules with 400+ reports, tabbed browsing, workflow management, Worker Control Centre, and case notes search, targeted at community mental health and addictions agencies.
• CRMS Web/Cloud Fully web-based version of CRMS accessible through any web browser without software installation, publishable to iPad, iPhone, and Android tablets, designed for agencies that want browser-based access with the same MySQL database as on-premise deployments.
• Version 2 (V.2) Basic Edition Scaled-down version of CRMS V.2 for smaller organizations with limited budgets, including Client Demographic and Agency History pages plus one Assessment Module such as OCAN or RAI-CHA.
• School Board MHS Version Version of CRMS V.2 designed specifically for school board mental health services, with Interaction History capability for social workers and school psychologists to record contacts with students at risk and meet school board reporting requirements.
• Crisis Call Manager Crisis call centre program for multi-partnered crisis hotlines that collects call information via an integrated soft phone system and distributes it electronically to partnering agencies, police, schools, and mobile crisis teams in real time.
• Youth Call Centre Application Youth-oriented crisis call centre application similar to the Crisis Call Manager but tailored to the protocols and needs of youth crisis call centres.
• HL7 Database Integration Engine Health Level 7 communication interface that enables one-way push of demographic/ADT data from external hospital information systems such as Medi-Tech into CRMS, automatically creating new client charts.
• Addictions/DATIS Module Add-on module for data collection and reporting for Addiction and Gambling Programs, including CAMH ADAT Tools, DATIS upload capability, and integration with DATIS to eliminate double entry in Catalyst.
• Crisis Call Module Module that captures and tracks statistics for crisis call lines and programs, with the ability to merge call details with registered client records.
• Housing Module Full property management add-on for recording tenant data (primary/secondary tenants, income history, occupancy status), rent-geared-to-income calculations, rent arrears, complaints, building/unit management, work orders, purchase orders, and a Book-In System for shelter bed occupancy.
• interRAI Pre-Screener Assessment Tool interRAI assessment form designed for primary and community care settings, available bundled with the interRAI-CHA Module or ordered separately.
• Medication Reconciliation Module Module for input of client medications and dosages with nurse practitioner or psychiatrist reconciliation, allergy and prescription tracking, and reports for medical reconciliation accreditation and compliance; usable standalone or integrated with CRMS.
• OCAN Module Electronic version of the Ontario Common Assessment of Need, a Province of Ontario assessment and care planning tool, with Core, Full, and Self forms, related reports, a Consumer Portal, and IAR data export capability via the CRMS Data Exporter Tool.
• RAI-CHA Assessment Tool Module interRAI Community Health Assessment (CHA) instrument with supplements including Functional (FS), Mental Health (MH), Assisted Living (AL), and Deafblind (Db) for comprehensive person-centred care planning.
• RAI-MH Assessment Tool Module interRAI Mental Health (MH) Assessment System for evaluating needs, strengths, and preferences of adults with mental illness in inpatient psychiatric settings, covering function, mental and physical health, social support, and service use.
• Reportable Forms Module Electronic forms module that supports unlimited custom forms including OCAN, interRAI-CHA, interRAI-MH, and organization-specific form development.
• Scheduling Module Calendar module for tracking worker appointments with colour coding, quick contacts entry, and scheduling for teams, individuals, and resources such as room bookings and equipment, with client tie-in capability.
• Volunteer Management Module Module to collect volunteer information and activities, create electronic forms, and track time spent by each volunteer including peer support provided to clients.

Quantifiable outcome

• 4-month transition from paper-driven to completely paperless operation
• +4 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature12 records

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Oracle Health (Cerner): Major horizontal EHR/EMR suite (formerly Cerner) increasingly extending behavioral health and population health modules, competing for hospital mental health customers that CRMS integrates with via HL7.
• Netsmart: Large behavioral health and human services technology vendor with EHR, CRM, and care coordination offerings that overlap with CRMS's portfolio, especially for larger community mental health and addiction providers.
• Epic Systems: Largest horizontal EHR vendor with growing behavioral health content and HL7/integration capabilities, a long-term competitive threat for hospital-based mental health deployments adjacent to CRMS.

Direct peers

• Welligent: Vertical behavioral health EHR with case management, crisis, and outcome measurement capabilities serving community mental health agencies, agencies, and school-based programs similar to CRMS's customer base.
• Foothold Technology (ContinuumCloud): Specialized human services and behavioral health EHR/CRM with case management and reporting for mental health, addiction, and housing providers, directly comparable to CRMS's vertical scope.
• Qualifacts (Credible, CareLogic): Behavioral health EHR portfolio (Credible for behavioral health agencies, CareLogic for human services) covering case management, reporting, and clinical documentation in the same mental health/community services vertical as CRMS.
• Valant: Cloud-native EHR/CRM platform purpose-built for mental and behavioral health practices, overlapping with CRMS in client record management, assessments, and outcome tracking for mental health providers.
• Core Solutions (CoreNX): Behavioral health EHR/CRM used by mental health and addiction agencies for intake, treatment planning, and reporting, competing for the same mental health provider customers as CRMS.

Emerging players

• TherapyNotes: Practice management/EHR for mental health professionals with scheduling, notes, and billing, an adjacent competitor for smaller practices that CRMS's Basic Edition targets.

Others

• Orgill Recovery (DATIS): Provider of the DATIS Drug and Alcohol Treatment Information System with which CRMS integrates; serves a closely adjacent ecosystem in addiction and problem gambling data reporting in Canada.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/crms-software-a-division-of-ctsi-incorporated

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CRMS Software