Capture every participant referral and enquiry securely, with consent and privacy built in from first contact.
NDIS providers field referrals from participants, families, support coordinators and plan managers, and a slow or scattered intake costs you placements. CRMandGo captures these enquiries around the clock, triages them, and handles sensitive participant information through a secure, consent-based portal. Built for privacy with your data held onshore in Australia, it keeps every referral moving from first contact to onboarding.
An AI front desk handles web chat and SMS and texts back missed calls, so a referral from a participant, family member or support coordinator is captured and triaged at any hour.
Smart intake forms gather participant details with a recorded consent acknowledgement, so you collect what you need with the participant's permission logged from the start.
Plans, referrals and supporting documents are submitted through a branded portal with secure storage, keeping sensitive participant information out of plain email.
Describe the support coordinators, plan managers and partners who refer participants so AI suggests referrers to approach, set up a signed referral agreement electronically or as a PDF, and record any agreed referral fee automatically when a referred participant starts.
Stages built for NDIS take a referral from first contact through intake to service start, so no participant is left waiting between referral and onboarding.
Each referral arrives with a short AI brief and score, so your team understands the participant's needs and can prioritise and respond with the right context.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
CRMandGo is Australian-owned and hosts your data onshore in Sydney, built to the Australian Privacy Principles. Participant documents are collected and stored through a secure, access-controlled portal, and intake forms record the participant's consent from the outset.
Yes. Referrers can submit referrals and supporting documents through a branded, secure portal, and CRMandGo tracks which coordinators and plan managers send your referrals. The onboarding pipeline carries each one from first contact to service start.
No. CRMandGo is a front-of-house referral and intake CRM that sits in front of your operational systems. It captures, triages and onboards referrals into participants; it does not handle NDIS claiming, billing or staff rostering.
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