Connect CRM data points to careplan or This is Me upon | Feature Requests

Connect CRM data points to careplan or This is Me upon

under review

Laura Thomas

The new CRM feature has been great and we have found ways to integrate it into our process. However, I am wondering if it is possible to further its integration into a client's careplan (notes) or This is Me (notes).

September 24, 2026

Tulio Silva

Hi there,
Thank you for the feedback! We’re so glad to hear the CRM has been working well for your team and that you’ve found ways to fit it into your process. 😊
Connecting CRM information more closely to a participant’s Care Plan notes or This is Me notes is a great idea. We’ll share it with our Product Team to discuss.
We can’t confirm yet if or when this will be developed, but we’ll update you here as soon as we have more details.
Thanks again for helping us improve StoriiCare!

Tulio Silva

updated the status to

under review

Kim Kirsch

I'd love that info in the This is Me section. :)