Get exactly what you want and pay for only what you need
/month
1 User
1 Location
1 Team Member
Unlimited Appointments
2GB File Storage
Track Revenue
10 Reports
/month
Unlimited Users
Unlimited Locations
Unlimited Team Members
Unlimited Appointments
5GB File Storage
Track Revenue
20 Reports
Add more to your plan
Extend the power of your subscription with these integrations and add-ons.
Integrations
Email & SMS Marketing with Sender.net [Start Free]
Charge Credit Cards [Soon]
Accounting with QuickBooks Online [Soon]
Fullscript [Soon]
Electronic Claim Submissions [Soon]
Add-ons
2-way SMS communication, includes notifications and appointment reminders [Soon]
Charting & SOAP Notes $10/month per provider
Online Booking [Soon]
Online Forms [Soon]
Time tracking [Soon]
Inventory Management [Soon]
Compare plans & features
Find the right balance between price and functionality. Get exactly what you want and pay for only what you need.
| Solo | Team | |
| Case File Access Control | – | ✔ |
| Custom Case Types | ✔ | ✔ |
| Case Contacts | ✔ | ✔ |
| Attach Files | ✔ | ✔ |
| Case Correspondence | ✔ | ✔ |
| Case Payers | ✔ | ✔ |
| Alerts & Memos | ✔ | ✔ |
| Booking Records | ✔ | ✔ |
| Solo | Team | |
| Number of Calendars | 1 | Unlimited |
| Appointments | Unlimited | Unlimited |
| Email Appointment Notifications & Reminders | ✔ | ✔ |
| Providers, Rooms and Equipment | ✔ | ✔ |
| Calendar Shifts | ✔ | ✔ |
| Find Time Slot | ✔ | ✔ |
| Solo | Team | |
| Company directory | ✔ | ✔ |
| Reserved contacts | ✔ | ✔ |
| Import/export contacts | ✔ | ✔ |
| Solo | Team | |
| Team Member Profiles | ✔ | ✔ |
| Employees & Subcontractors | ✔ | ✔ |
| Attach Files | ✔ | ✔ |
| System Access Management | ✔ | ✔ |
| Solo | Team | |
| Charges | ✔ | ✔ |
| Invoices | ✔ | ✔ |
| Payments | ✔ | ✔ |
| Solo | Team | |
| Sales | ✔ | ✔ |
| Expenses | – | ✔ |
| Products & Services | ✔ | ✔ |
| Payment Methods | ✔ | ✔ |
| Chart of Accounts | ✔ | ✔ |
| Sales Tax | ✔ | ✔ |
| Solo | Team | |
| Additional Storage + | $1.50/mo | $1.30/mo |
| Solo | Team | |
| 256-bit encryption | ✔ | ✔ |
| Audit Trail | – | 10-week history |
| Role-based access control | – | ✔ |
| Isolated tenant architecture | ✔ | ✔ |
| Microservices architecture | ✔ | ✔ |
| Secure cloud hosting (HIPAA, PHIPA & PIPEDA compliant) | ✔ | ✔ |
| Encrypted backups & disaster recovery | ✔ | ✔ |
| Regular security patches & updates | ✔ | ✔ |
| Solo | Team | |
| Help Center with Training Videos | ✔ | ✔ |
| Email Support | ✔ | ✔ |
| Phone Support | ✔ | ✔ |
| Staff Training | ✔ | ✔ |
Frequently Asked
Can I upgrade or downgrade my plan at any time?
Yes, you can adjust your plan at any time to better suit your needs. Upgrades will take effect immediately, while downgrades will be applied at the start of your next billing cycle.
Can my company try CaseRM before committing?
Absolutely. We offer a free 21-day trial so you can experience the full power of CaseRM without any obligation. No credit card required. 👉 Start your free trial now.
What payment methods do you accept?
We currently accept Visa, MasterCard, and eTransfer.
What happens if I exceed my plan’s usage limits?
There are no limits on the number of users, providers, or company locations—every plan comes with full access to essential features.
If you go beyond your plan’s included storage or begin using add-ons and integrations, you won’t be restricted or interrupted. Instead, any additional usage will simply be billed according to the rates listed in the pricing comparison and add-ons sections above.
What’s included with the Solo and Team plans?
Both the Solo and Team plans include full access to CaseRM’s core tools: Case Files, Calendar, Contacts, Team, Accounting, and Reports—everything you need to manage and grow your practice.
For a full breakdown, see the Compare plans & features section above.
