FOR SUPPORT COORDINATORS
Built for support coordinators managing complex caseloads.
Support coordination is relationship management at scale. You're juggling dozens of participants, coordinating with providers, tracking referrals, and following up on everything — usually with spreadsheets and your memory.
The pain points you know too well
With 30, 40, 50+ participants, the more you manage the more likely something falls between the gaps.
Caseload management is chaos
Participant details in spreadsheets. Service agreements in a shared drive. Progress notes in a Word doc. There's no single view of where each participant is at and what needs to happen next.
Referral tracking is manual
You refer a participant to a provider. Then you need to follow up — did they make contact? Was the appointment booked? Did it happen? You're tracking all of this across emails and phone calls.
Follow-ups fall through the cracks
With 30, 40, 50+ participants, things get missed. A follow-up you meant to do on Monday. A check-in call that slipped. A provider who never got back to you.
Communication is everywhere
Participants text you. Providers email you. Families call you. Plan managers message you on Facebook. There's no central record of who said what, when.
How Carely solves it
Less time on admin. More time supporting your participants.
CRM
Your entire caseload in one view
Every participant in one system with custom fields for NDIS-specific data — plan dates, funding categories, service types, key contacts. Tags and segments let you group participants however you need. See your whole caseload at a glance.
- Custom NDIS fields (plan dates, funding, goals)
- Tags and smart segments
- Full participant history
- Caseload overview dashboard
REFERRAL TRACKING
A visual pipeline for every referral
Create a visual pipeline for referrals: Referral Made → Provider Contacted → Appointment Booked → Service Delivered → Follow-up Complete. Drag and drop participants between stages. Set automated reminders when someone has been sitting in a stage too long.
- Kanban referral pipeline
- Automated stale-referral reminders
- Stage-specific task triggers
- Full referral history per participant
AUTOMATION
Automated follow-ups you can actually rely on
Build workflows that trigger follow-ups automatically. When you make a referral, Carely can send you a reminder in three days to check if the provider made contact. When a plan review is approaching, get notified automatically. Never rely on memory alone.
- 3-day, 7-day, 14-day check-in reminders
- Plan review notifications
- Provider follow-up triggers
- Visual workflow builder
COMMUNICATION
Every message in one place, on every contact
Every SMS, email, Facebook message, and Instagram DM in one place. Click on a participant's name and see their full communication history across every channel. Reply from the same inbox without switching apps.
- SMS, email, Facebook, Instagram
- Full per-contact history
- Team inbox and assignment
- Bulk SMS and email to segments
What support coordinators use Carely for
The tools your caseload management actually needs.
Participant CRM
Custom NDIS fields — plan dates, funding categories, goals, key contacts.
Referral pipelines
Visual kanban boards for every referral stage. Drag and drop.
Automated follow-ups
3-day, 7-day, 14-day check-in reminders. Never miss a follow-up.
Unified inbox
SMS, email, Facebook, Instagram — all in one inbox per contact.
Plan review alerts
Automated notifications when plan reviews are approaching.
Onboarding tasks
Auto-create task checklists when a new participant is added.
Email and SMS updates
Monthly bulk updates to participants and families, segmented.
TASK AUTOMATION
Onboarding tasks, created automatically
When a new participant is added, automatically create onboarding tasks — welcome call, service agreement, initial referrals. Assign tasks to team members. Track completion.
I manage 45 participants and was drowning in follow-up emails. Carely's automated reminders and referral pipeline have genuinely changed how I work.
Rebecca L.
Support Coordinator, Brisbane
$197/month. Your whole team.
Whether you’re a solo SC or a team of ten, it’s one flat price. Unlimited users, unlimited contacts.
See Full Pricing
Less time on admin. More time for your participants.
Carely gives support coordinators the systems to manage complex caseloads without the chaos.