CRM & CONTACTS
Every participant, referrer, and provider — one place.
Stop juggling spreadsheets, email threads, and sticky notes. Carely's CRM gives your NDIS practice a single source of truth for every contact and every conversation.
CUSTOM FIELDS BUILT FOR NDIS
Store the data that actually matters to your practice.
Standard CRMs give you name, email, phone. That's not enough when you're managing NDIS participants with plan details, funding categories, service types, and support coordinator contacts. Carely lets you add unlimited custom fields to every contact record — NDIS plan numbers, plan start and end dates, funding categories, primary disability, referral source — whatever your practice needs. Your CRM reflects how you actually work, not how a generic tool thinks you should.
- Unlimited custom fields per contact record
- NDIS-specific fields: plan numbers, dates, funding categories
- No more flipping between CRM and separate spreadsheets
- Fields sync across contacts, conversations, and automations
TAGS, SEGMENTS & SMART LISTS
Find the right contacts instantly.
Tag contacts by service type, location, referral source, or any criteria you choose. Build smart lists that update automatically — like 'all participants whose plans expire in the next 30 days' or 'referral partners we haven't contacted in 90 days.' Segmentation powers everything else in the platform. Send targeted email campaigns to specific groups. Trigger automations based on tags. Run reports on segments.
- Tag contacts by any criteria
- Smart lists that update automatically
- Trigger automations based on tags and segments
- Run reports on any segment
UNIFIED INBOX
Every conversation, every channel, one screen.
SMS, email, Facebook Messenger, Instagram DMs, Google Business Messages, and phone calls — all in a single inbox. When a participant texts you, their message appears in the same thread as their emails and social messages. Full conversation history, attached to their contact record. Your team can see who's responded, who hasn't, and what's outstanding.
- SMS, email, Facebook, Instagram, Google Business in one inbox
- Full conversation history per contact
- Team visibility — see who's responded and what's outstanding
- No more switching between five apps to find one conversation
DUPLICATE DETECTION & DATA HYGIENE
Keep your database clean without the manual work.
When you import contacts or receive new enquiries, Carely flags potential duplicates so you can merge them before they create confusion. Consistent data means accurate reporting, better segmentation, and fewer embarrassing double-ups. Bulk import from CSV with field mapping — Carely helps you bring your existing data across cleanly.
- Automatic duplicate detection on import and new enquiries
- One-click merge for duplicate contacts
- Bulk CSV import with custom field mapping
- A clean database means you can trust what you see
Ready to see CRM in action?
Book a 30-minute demo and we'll show you how Carely's CRM works for NDIS practices.