Finance

CRM, Referrals & Lead Intake

Manage referral streams and streamline new participant onboarding.

Why Providers Choose CRM & Intake

Never lose track of a referral. Manage potential clients from initial inquiry through service agreement signing.

Pipeline boards for tracking lead states (Inquiry, Intake, Active).

Web lead forms to embed directly on your public website.

Digital intake templates for consent forms and NDIS plan files.

Direct conversion from lead record to active participant profile.

Collect necessary files, emergency contacts, medical histories, and NDIS schedule plans in a guided intake wizard before care begins.

Designed specifically to meet the Australian NDIS Quality and Safeguards Commission standards.

Identify where your participant leads are coming from (support coordinators, hospital discharges, or website forms) to optimize marketing.

Designed specifically to meet the Australian NDIS Quality and Safeguards Commission standards.

Yes, you can upload PDFs, docx files, and digital signature records directly to the documents tab of the CRM lead profile.

Get full access to CRM & Intake and other NDIS tools. Book a free consultation or start instantly.