THE PLATFORM
Everything you need to run your NDIS practice.
CRM, unified inbox, scheduling, marketing automation, invoicing, pipeline management, and AI — all in one platform for $197/month.
PRACTICE DASHBOARD
Everything you need to run your practice — the moment you log in.
Carely's dashboard surfaces your four most important metrics instantly: active participants, revenue this month, open opportunities, and average response time. One screen replaces five tabs and the Monday morning scramble to understand where your practice stands.
- Active participants and revenue at a glance
- Pipeline overview with stage-by-stage breakdown
- Average response time tracking across all channels
- Real-time data — no refreshing, no exports, no waiting
GET MORE CLIENTS
Attract enquiries and nurture them automatically.
Build intake forms, run email and SMS campaigns, and schedule social media content — so new participants find you and referral partners keep you top of mind.
- Intake forms & landing pages
- Email & SMS campaigns
- Social media posting and scheduling
- Enquiry nurture sequences
MANAGE YOUR CLIENTS
Every contact, conversation, and interaction in one place.
Store every participant, carer, referrer, and provider in one CRM. See the full history of every interaction across every channel — SMS, email, Facebook, Instagram, and phone.
- CRM with NDIS custom fields
- Unified inbox (SMS, email, social)
- Pipeline kanban boards
- Built-in phone system
AUTOMATE YOUR DAY
Build automations that handle the repetitive admin.
Use a visual drag-and-drop workflow builder to automate the tasks that eat into your care delivery time. No coding required.
- Visual workflow builder
- Calendar with online booking
- Automated reminders (SMS/email/voice)
- Task management
GET PAID FASTER
Invoicing, payments, and follow-ups — automated.
Create and send invoices, accept Stripe payments, and automate follow-ups on overdue accounts — so you spend less time chasing and more time caring.
- Professional invoices
- Stripe + text-to-pay
- Automated overdue reminders
- Recurring billing
REPUTATION & REVIEWS
More reviews. More referrals. More clients.
Families searching for NDIS providers read reviews before they call. Support coordinators check your Google rating before they refer. Carely automates review requests after every appointment — so your rating grows without you thinking about it.
- Automated Google review requests after appointments
- Unified view of Google and Facebook reviews
- Review monitoring and response dashboard
- Rating breakdown and trend tracking
SETTINGS & CONFIGURATION
Your platform, set up your way — in an afternoon.
Carely adapts to how your practice actually runs. Set up your team with role-based access, connect Stripe, Xero, Google Calendar, and Zoom, configure your business phone and email, and go from signup to fully operational without an IT department.
- Role-based team access (Admin / Manager / Staff)
- Integrations hub — Stripe, Xero, Google Calendar, Zoom, Zapier
- Dedicated business phone number and custom email domain
- Timezone, notifications, and business profile configuration
Connects with your favourite tools
Ready to see it in action?
Book a 30-minute demo and we'll walk you through the features that matter most for your practice.