Referrals get lost
Enquiries arrive by email, phone and web form - and some are never followed up.
NDIS CRM for providers
Stop running your NDIS business on spreadsheets
Referrals in inboxes, service agreements in folders, plan dates in someone's calendar. Our NDIS CRM brings participants, workers, agreements, case notes and plan dates into one system - so nothing slips through the cracks.
- Referral to plan review
- E-signatures built in
- Australian hosting
New referralFrom Support CoordinatorNew
Intake formCompleted onlineDone
Service agreementSent for e-signatureAwaiting
Active participantServices startedActive
Sound familiar?
Does this sound like your office?
Most NDIS providers we meet are running a growing business on tools that were never built for the NDIS.
Paperwork everywhere
Service agreements, consents and plans live in folders, inboxes and filing cabinets.
Plan dates sneak up
A plan ends or a review is due and nobody noticed until it was urgent.
Audit panic
When the auditor asks for records, it takes days to pull them together.
One NDIS CRM - everything in one place.
What's inside
An NDIS CRM built around how providers actually work
From the first referral to the next plan review.
Referrals and intake
Every referral lands on one board - from your website, phone or Support Coordinators - and moves through intake step by step.
- Referral pipeline
- Online intake and referral forms
- Support Coordinator directory
- Follow-up reminders
Referral pipelineIncluded
Online intake and referral formsIncluded
Support Coordinator directoryIncluded
Follow-up remindersIncluded
Participants, agreements and plans
Each participant has one profile with their plan, agreements, consents, goals and documents.
- Service agreements with e-signature
- Plan dates and funding reminders
- Consents and documents in one place
- Case notes and progress notes
Service agreementSigned 12 FebOn file
ConsentsAll currentOn file
Plan end date28 Nov · 40 daysDue soon
Progress reportDue 31 OctAction
Workers, shifts and case notes
Know who is working with whom, what was delivered and what can be claimed.
- Worker profiles and credentials
- Shifts and rostering
- Mobile case notes
- Billable hours tracked
MONTUEWEDTHUFRIPriya7-37-3SILRanithSILSILCommSam3-113-11Unfilled3-11AlexComm7-37-3
Compliance and reporting
Records that are always audit-ready, and reports that show how your business is going.
- Incidents and complaints registers
- Worker check expiry reminders
- Audit evidence in one place
- Dashboards and reports
Compliance
Incidents
Reminders
Reports
Secure
AU hosted
How it works
How it works
01
Free demo
See the NDIS CRM working, using examples from your business.
02
Set up
We configure it around your services, forms and workflow.
03
Move your data
We help bring participants, workers and documents across.
04
Train & support
Your team is trained, and we support you as you grow.
Frequently asked questions
NDIS CRM, answered
Is it built for NDIS providers?
Yes. It's designed around NDIS workflows - referrals, intake, service agreements, plans, case notes, worker credentials and audit records.
Can you move our existing data across?
Yes. We help import participants, workers and key documents from spreadsheets or your current system, so you don't start from scratch.
Where is our data stored?
On Australian servers, with role-based access so staff only see what they need to.
Can it be customised to our services?
Yes. Forms, stages, reminders and reports can be set up around your registration groups and the way your team works.
How much does it cost?
Pricing depends on your team size and what you need. Book a free demo and we'll recommend the right setup and give you a clear quote.
Free consultation
See the NDIS CRM in action
Book a free demo and we'll show you how it fits your business.
- A live demo using your workflow
- Help moving your existing data
- A clear quote for your team size
Call 0450 501 772
Email contact@digitalrabbit.com.au
Monday to Friday, 9am - 6pm
Request a call-back
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