Frequently asked questions

An NDIS CRM is customer relationship management software purpose-built for NDIS providers. It tracks participants, referrers, and providers, manages enquiries through onboarding, automates reminders and paperwork, and centralises communication. Unlike generic CRMs, an NDIS CRM understands plan types, funding categories, service agreements, and the referrer-driven growth model Australian NDIS practices run on. Carely is the NDIS CRM built for Australian allied health practices, support coordinators, and plan managers.

Carely is an all-in-one CRM platform for Australian NDIS providers. It combines CRM, scheduling, invoicing, workflow automation, unified inbox, and marketing into a single platform purpose-built for allied health practices, support coordinators, and plan managers with 1–10 staff.

Yes. Pipelines, workflows, enquiry forms, and templates are pre-configured for how NDIS providers actually work: participant onboarding, referrer relationships, funding conversations, service agreements, and more.

No. Carely does not integrate with PRODA or NDIS bulk claiming. It's a CRM and business platform, not a claiming tool. You'll still use your claiming tool of choice alongside Carely.

No. Carely is not a clinical records system. It focuses on the business side of running an NDIS practice: marketing, sales, operations, and finance.

Three plans, all in AUD and GST exclusive: Solo at $97/month for one user, Practice at $197/month with unlimited users and every feature, and Growth at $349/month adding dedicated onboarding, priority phone support, quarterly strategy review, and a dedicated phone number.

No. Carely is a flat monthly fee regardless of how many users you add or how many participants you manage. No setup fees either.

Yes. 30 days of full access on any plan, with no credit card required. After that, it's month-to-month with no lock-in contracts.

Yes, any time. Upgrade from Solo to Practice when you hire, or move to Growth when you want dedicated onboarding.

Month-to-month billing means you can cancel any time with no exit fees. We'll help you export your data.

CRM, calendar and online booking, unified inbox (SMS, email, Facebook, Instagram, Google Business Messages), pipeline management, workflow automation, invoicing with Stripe and text-to-pay, email and SMS marketing, Google review automation, built-in phone system, and an AI content and conversation assistant. See /features for detail.

Yes. iOS and Android apps let you manage participants, take calls, send messages, and review your pipeline on the go.

Yes. Appointment reminders, intake follow-ups, invoice reminders, and review requests all support automated SMS and email.

Xero for accounting, Stripe for payments, Google Calendar and Outlook for calendars, Zoom for video calls, and Zapier and Make for thousands of other connections.

Usually yes. Zapier and Make cover most of the SaaS world, and direct integrations handle the most common NDIS provider stack. Ask us about your specific tools.

Data is hosted on AWS and Google Cloud globally. We don't claim Australian-exclusive data residency. All data is encrypted in transit and at rest.

Only you and users you grant access to. Carely staff access production systems only when required for support, and all access is logged.

Carely is a business platform. Your compliance with NDIS Practice Standards depends on how you run your practice; Carely helps you document, track, and automate the business operations behind that.

Growth plan includes dedicated onboarding. We configure Carely around your practice, import your existing contacts and pipelines, and build your first three automation workflows. Practice plan onboarding is self-serve with templates and guides.

Most practices are live within a week. Growth plan dedicated onboarding runs longer if you want us to build custom workflows before you switch over.

Yes. CSV import supports contacts, participants, referrers, and providers with full field mapping.