Accelerate the journey from enquiry to active care. Manage your referral grid, automate participant onboarding, and collect secure e-signatures on NDIS service agreements in minutes.
Stop letting referrals slip through emails and spreadsheets. Empower your intake team with an NDIS-specific CRM pipeline that tracks funding eligibility, compatibility, and key documents.
Track leads visually through customized stages: Enquiry, Eligibility, Compatibility Match, Service Agreement Drafted, and Onboarded.
Generate legally compliant service agreements mapping schedule of supports and line items. Send for e-signatures instantly.
Capture and credit referral sources, whether from Support Coordinators, LACs, allied health practitioners, or self-referrals.
Link participants to plan managers, support coordinators, primary contacts, and doctors in a single multi-relationship customer card.
Never miss a lead. Schedule automatic email reminders, intake follow-up tasks, and alert triggers for outstanding service agreements.
Gather crucial eligibility details, support ratios, medical considerations, and behavioural support requirements during initial conversations.
Build precise schedules mapping client funding budgets to NDIS line items, which automatically feeds your scheduling and billing modules.
For NDIS providers, managing the initial intake journey is often a major administrative bottleneck. An inquiry arrives via email, a support coordinator calls, or a family submits a form—leaving your team to coordinate eligibility checks, coordinate support workers, and draft service agreements across mismatched software platforms.
Webnity Care NDIS Provider CRM centralizes the entry point for all new participants. Because our CRM is pre-integrated into our core scheduling, client management, and billing system, a signed digital service agreement instantly establishes the client profile, schedules the first shift, and sets up billing rules. Save administrative hours, elevate your brand with paperless onboarding, and scale your operations with full visibility.
See how our CRM can turn complex onboarding into an efficient, professional, paperless experience.