For Australian NDIS-registered and unregistered disability providers: support coordination, in-home and community supports, therapeutic supports and plan management. Enquiry to eligibility check to service agreement to active supports. Tracks the participant relationship, not the care notes.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers participants, each engagement a service agreement, your staff support worker. No loan or generic labels.
A 9-question customer intake built for NDIS / Disability Services, e.g. What kind of support are you looking for?; Who is the support for?; How soon is support needed?.
Collects NDIS plan, Referral or assessment, Previous provider reports, Photo ID.
Compliance built in: Regulator (NDIS Quality and Safeguards Commission).
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for NDIS / Disability Services?
Yes. CRMandGo ships a NDIS / Disability Services pack that tailors the CRM to your industry: it calls your customers participants, tracks each service agreement through 6 stages (Enquiry, Eligibility / Plan Check, Service Agreement, Onboarding, Active Supports, Review), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
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